Joined June 2015
- Tweets 221
- Following 94
- Followers 148
- Likes 126
13 Photos and videos
Richard Wake retweeted
25 Jan 2022
New ways of working, driven and supported by technology, will see significant changes in the financial advice landscape, says Nick Eatock, CEO of @IntellifloLtd professionalparaplanner.co.u…
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Richard Wake retweeted
1 Nov 2021
We’re excited to welcome our new certified partner @JigsawTree, a specialist consultancy offering additional training, consultation, and outsourcing support on #intelliflooffice.
Read more here ⬇️
intelliflo.com/uk/partners
#financialadvice #partnerships
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Richard Wake retweeted
22 Oct 2021
Congratulations to @MoneyHoneyFP for winning the ‘Best protection advice from a wealth firm’ award!
#ProtectionGuruAwards2021
👏👏👏
#protection #financialplanning
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Richard Wake retweeted
17 Mar 2021
Busy few weeks, new global intelliflo, new product names and now a brand new super responsive UI to get our teeth into! #ui #powerofone #digitalwealthmanagement lnkd.in/gArsQUG
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11 Mar 2021
Well done! @BerryandOak and @SarahEElson
11 Mar 2021
Very proud for @BerryandOak to have been awarded Tax Efficient Adviser of the Year 2021 #paawards21
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Richard Wake retweeted
2 Mar 2021
First day appearing as the new intelliflo 💙💛 and great to have @ChrisatMOUK back to speak to @IntellifloLtd customers about #SMCR. #financialservices #fintech
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Richard Wake retweeted
1 Mar 2021
We have some exciting news 📢
Intelliflo, i4C, Jemstep, Portfolio Pathway and RedBlack are coming together under one global brand – intelliflo – to create a new global leader in #financialadvice technologies.
Click below to find out more.
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Richard Wake retweeted
22 Feb 2021
Have a listen to @FTAdviser latest podcast ‘Reckoning’ looms for fund management fees featuring our CEO @NickEatock, @theactualpolson from @thelangcat, and Tim Harvey from HR Independent: hubs.ly/H0G-C2J0 #fundmanagement #financialadvice
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12 Feb 2021
Some fantastic tips here! Listening to "Engaging clients in the financial advice journey" at buzzsprout.com/1541983/77610…
1 Feb 2021
Nick Eatock: Improving access to financial advice professionaladviser.com/4026… via @profadviser
26 Nov 2020
Managing client 'digital fatigue' during lockdown professionaladviser.com/4023… via @profadviser An interesting outcome is that many advisers are recognising that the way in which they engage with clients should be ‘omnichannel'.
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24 Nov 2020
@IntellifloLtd eadviser score continues to prove better business performance. ‘Firms that score highly are clearly outranking their peers in terms of clients advised, revenue generated, recurring revenue and assets under management’ professionalparaplanner.co.u…
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16 Nov 2020
Using technology to streamline processes and cut out manual steps can also improve the customer experience while saving time and resources! Read the full article to see how COVID-19 has accelerated this for adviser! financialreporter.co.uk/blog…
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10 Nov 2020
Adopting Tech may mean that advisers will be able to work with clients that might not have been a target audience in the past. If costs can be brought down for onboarding clients and working with them on an ongoing basis. Has COVID closed the advice gap? amp-ft-com.cdn.ampproject.or…
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5 Nov 2020
Awesome session today from @theactualpolson check out the lockdown papers
5 Nov 2020
So for #CTG2020 attendees, here are the URLs for The Lockdown Papers:
Better/Faster/Stronger (CIPs) - flipsnack.com/langcat/better…
Serenity/Courage/Wisdom (2025 pricing) - flipsnack.com/langcat/sereni…
Let the Suitable One(s) In (due dil) - flipsnack.com/langcat/let-th…
#bedtimereading
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5 Nov 2020
An interesting debate. I agree with @ianmckennaftrc view that firms should make sure they are making the most of the tech they already have. The @IntellifloLtd eadviser score helps firms assess that they are getting the most out of Intelligent Office.
5 Nov 2020
@ianmckennaftrc on the money re adviser firms building own #fintech - it’s expensive and hard plus tech is already available out there - plus R&DD required #CTG2020 @IntellifloLtd
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5 Nov 2020
A fantastic debate going on, and some great questions from delegates! #CTG2020
5 Nov 2020
@CathiTweets from @GroupVerve on compliance (PI)... "There is much change and innovation in the compliance segment of #financialservices @ApricityComply #CTG2020
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