intelliflo Insider Author: intelliflo 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. Be a guest on this podcast Language: en Genres: Business, News, Tech News Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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Protecting clients’ financial future through cashflow planning
Episode 4
Thursday, 10 March, 2022

In this episode of intelliflo Insider, Aishling Costello (intelliflo’s senior cashflow planning consultant), Ed Grobler (financial planner at Brewin Dolphin), and Darren Waller (Financial Protection & Mortgage Adviser at Generation Financial Services), discuss the real-life benefits of cashflow planning and the impact this technology has on clients and advisers alike.Produced and recorded remotely by Lansons.

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