intelliflo interacts, episode #2 | eAdviser: Driving business success through tech adoption

Lian Brown, Change and Implementation Manager, One Four Nine Group, and Hannah Stokes, Senior Customer Success Manager, intelliflo

We sat down with Lian Brown, Change and Implementation Manager of One Four Nine Group, a nationwide, independent Chartered financial planning and investment management group, and a proud Champion of our eAdviser 2025.

In this episode, Lian shares:

  • The firm’s approach to drive efficiency
  • How the eAdviser plays a pivotal role in their tech adoption
  • What’s next on their digital transformation journey

Joined by Hannah Stokes, Senior Customer Success Manager of intelliflo, this conversation offers valuable insights for firms looking to unlock the full potential of technology.

Unlock efficiency in your advice firm with intelliflo eAdviser

intelliflo interacts – ep 2 part 1

In this first part, Lian explains the role of the Change and Implementation Manager. As a consolidator, she outlines One Four Nine Group’s priorities for business growth, their reasons for choosing intelliflo, and how full technology adoption has empowered them as a business.

Inside the mind of acquirers: what they’re looking for

intelliflo interacts – ep 2 part 2

In this second part, Lian explains the importance of the eAdviser score, not just for One Four Nine Group, but also for the practices the firm acquires. She discusses its impact on business efficiency before outlining the company’s next step in their technology adoption journey.

This episode was filmed at our annual conference intelliflo innovate on Tuesday 10 June 2025. Please visit our eAdviser page to find out how you can further enhance your advice business’s efficiency. To learn more about One Four Nine Group, please visit their website.