TALK: Go With the (Cash)flow
When we asked advisers what they were missing most about face to face events, the answer was unanimous; the networking and sharing of best practice. With this in mind, we have structured our TALK webinars to include just that.
Each one is an hour long and will feature two industry-leading speakers, both sharing expert content on a specific theme within their field, but from two different points of view. During the session, delegates will be split off into working groups to discuss and share best practice – bringing back that much-desired networking.
Find out more about the structure by watching this video:
What are we talking about?
In this session, we’ll be joined by two experts from intelliflo planning (formerly i4C) who will use their experience to discuss best practice surrounding cashflow. They’ll touch upon some experience-based scenarios before moving on to a Q&A session conducted by Apricity’s Hannah Scott, where she’ll ask questions often put to us by our clients.
You will have the opportunity to put your own burning questions forward, as well as the chance to discuss your own experiences and best practice with other delegates.
Hannah Scott – Apricity Compliance
Hannah was our first recruit for Apricity through our in-house recruitment program – The Grad Scheme. Hannah has a degree in law and is currently completing her Diploma in Financial Planning.
Rob Tedder – Intelliflo Planning
14 years of paraplanning experience had enabled Rob to understand the inner workings of wealth management from an administration and more technical paraplanner perspective.
Aishling Costello – Intelliflo Planning
Having been a paraplanner for the past 5 years, Aishling has developed a broad experience of the wealth industry and the value financial planning can add for clients.