intelliflo Insider
intelliflo Insider addresses the most important topics affecting financial advisers today. Joined by industry friends, intelliflo will provide its insight and analysis where the latest technology meets financial services.All podcasts were recorded and produced by the Content Team at Lansons.
intelliflo Insider
Engaging clients in the financial advice journey
•
Intelliflo
•
Season 1
•
Episode 2
In our second episode of intelliflo Insider, we take a look at how financial advisers can engage new and existing clients in the advice journey, and why this can deliver stronger results. To discuss this, we’re joined by Jill Thomas, MD at Future Life Wealth Management, Colette Noble, Director of Strategy at LIFT-Financial Group, an intelliflo’s product manager, Mark Corby.
Produced and recorded remotely by Lansons.