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Protecting clients’ financial future through cashflow planning
Manage episode 322388213 series 2841517
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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.
4 episoade
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