AdviceTech Podcast #27 - intelliflo

Ensombl Advice Australia

English - March 23, 2023 12:00 - 1 hour - 75.2 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #388 Chris Bates and Craig Bigelow

Next Episode: 27 MAR 2023 - Monday Market Highlights

This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based intelliflo platform and its various tools, and how they can be used to increase the value of advice for both advisors and their clients.

intelliflo Website: https://www.intelliflo.com/au
Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/
Curiosity Corner (Circle): https://circle.so/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at https://netwealth.com.au/woo

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