Unlock Growth, AI & M&A with Quality Data
A Podcast Series
In this four-part podcast series, created by Ensombl and proudly sponsored by intelliflo, host Paul Benson from Guidance Financial Services sits down with industry leaders and advice professionals to explore the critical role of data quality in driving success across financial advice firrms.
Data quality
In this first instalment, Paul talks with Nigel Baker, Managing Director at Arch Capital and Founder of Scientiam and Stu Alsop, Director of Sales at intelliflo. They explore the critical role of data quality in advice practices, and the challenges, solutions, and benefits for client experience, business growth, and security.
Leveraging high quality data
Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. They discuss how leveraging high-quality data and modern technology — such as AI, client portals, and workflow automation — can transform advice businesses by improving efficiency, client experience, and business outcomes.
Data Readiness for M&A
In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group and Stu Alsop, Director of Sales at intelliflo. They discuss how data quality, readiness, and effective dashboard tools are critical for maximising valuation and ensuring successful mergers and acquisitions in advice practices.
Unlocking value through data readines
In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl’s Engine Room Podcast. Rocksy discusses his experience selling a financial planning practice, and the importance of data readiness, operational efficiency, and strategic planning for maximizing business value and successful exits.
When you visit any of our sites, bits of information (i.e., cookies) may be stored or retrieved on your browser. We use these cookies to improve our site operations and remember your preferences for interacting with us. Because we respect your right to privacy, you can choose not to allow some types of cookies (e.g., those that directly identify you). Click on the different cookie category headings under ‘view preferences’ to find out more and customize your default settings. Please note that blocking some types of cookies may impact your site experiences and the services we are able to offer.
Strictly Necessary/Functional cookies Always active
Preferences
Analytical/Performance cookies
Targeting cookies