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Protecting clients’ financial future through cashflow planning

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Content provided by intelliflo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by intelliflo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

4 episoade

Artwork
iconDistribuie
 
Manage episode 322388213 series 2841517
Content provided by intelliflo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by intelliflo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

4 episoade

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