Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Introduction
00:00 • 2min
The Importance of Emojis
01:47 • 2min
How to Say No to Your Favorite Team
03:51 • 2min
IntelliFlow: A Broad Spectrum of Advice Tech
05:54 • 3min
The Future of Integration
08:39 • 2min
The Difference Between What a UK Advisor Wants or Needs Versus an Australian Advisor
10:40 • 2min
The Importance of Understanding People's Behaviors
12:15 • 3min
Intel EFL Office: A Core Part of Someone's Tech Space
14:45 • 2min
Teleflow's Client Portal: A Key Part of the Evolution
16:41 • 3min
The Importance of Configurable Software for Advice Firms
19:43 • 3min
How to Optimize Your IntelliFlow Implementation Process
22:42 • 4min
The Importance of Having a Good Practice
26:43 • 2min
The Importance of Workflows in Advice Firms
28:54 • 2min
The Importance of Integrating Processes
30:24 • 2min
The Importance of the User Experience
32:15 • 2min
The Importance of Gamified Fact Finding for Advisors
34:19 • 3min
How to Integrate Workflow Definitions Into Your Client Portal
37:43 • 2min
The Importance of Choosing the Right Technology Provider
40:05 • 2min
Oxford Risk Integration
42:25 • 4min
The Importance of Asking the Right Questions
46:06 • 2min
The Importance of Scale in the Advice Market
48:26 • 2min
IntelliFlow: The Future of Software as a Service
50:42 • 3min
The Future of Business Intelligence
53:32 • 3min
The Importance of Interactivity in Infographics
56:34 • 2min
Fermaid's Community of Users
58:24 • 2min
The Future of Client Portals
01:00:53 • 3min
How to Build an IntelliFlow Practice
01:03:57 • 3min
How to Get the Most Initial Value From a Tool
01:07:00 • 1min
How to Be a Successful Bionic Advisor
01:08:28 • 5min