Protecting clients’ financial future through cashflow planning

Protecting clients’ financial future through cashflow planning

Released Thursday, 10th March 2022
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Protecting clients’ financial future through cashflow planning

Protecting clients’ financial future through cashflow planning

Protecting clients’ financial future through cashflow planning

Protecting clients’ financial future through cashflow planning

Thursday, 10th March 2022
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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.

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