Engaging clients in the financial advice journey

9 February 2021
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Engaging clients in the financial advice journey

9 February 2021

intelliflo Insider Podcast
intelliflo Insider Podcast

In our second episode of intelliflo Insider, we take a look at how financial advisers can engage new and existing clients in the advice journey, and why this can deliver stronger results.

To discuss this, we’re joined by Jill Thomas, MD at Future Life Wealth Management, Colette Noble, Director of Strategy at LIFT-Financial Group, an intelliflo’s product manager, Mark Corby.

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