Head of sales proposition at @IntellifloLtd Passionate about #fintech & helping advisory firms get the most from technology. Head Coach at @BridgyRugby #Rugby
Nottingham, England
Joined July 2015
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Looking forward to a great day at our @IntellifloLtd connected annual conference. Great to catch up with customers, colleagues and partners.
#intelliflo23
Gareth Kerr retweeted
Our cashflow solutions manager @RobTedder recently outlined his thoughts on cashflow modelling enabling conversations between the adviser and client relating to protection. Click here to read the full article: intelliflo.com/uk/insights/c…
Gareth Kerr retweeted
LIVE AT 8:30AM ☀️
We kick off the conference with our BIG Breakfast Technology Special, featuring Ben Lester from @PraemiumGlobal, our very own @Adam_Xentum and Gareth Kerr from @IntellifloLtd 🙌
Watch LIVE 👉 youtu.be/3OvK-fxlhZQ
Gareth Kerr retweeted
Great to see @GarethSKerr session at @NxtGen_Progress - #NextGen21 If you have any queries about what Gareth covered, or the #fintech intelliflo provides, feel free to contact us here: intelliflo.com/uk/get-in-tou…
Gareth Kerr retweeted
. @NxtGen_Progress - #NextGen21 is nearly upon us! 3 days, 100+ speakers across 4 continents & including sessions from our very own @GarethSKerr JK and @iOconsultantPTC. Tickets and more information can be found here: 👇
nextgenplanners.co.uk/confer…
#financialservices #fintech
Nice touch from @IntellifloLtd marketing team. Sending chocolate brownies out as ‘brownie points’ for early registration to our conference. I hope you enjoyed the 1st half of the conference (and the brownies) @ITinformed #fintec #chocolatepuns 😊
Thank you for lovely surprise in post on Saturday @IntellifloLtd - not eaten yet, but will enjoy at coffee time. 😋
Some great stuff coming soon! #fintech #watchthisspace
Looking past the pandemic (if we ever get past it 😬). We have all been kind of forced to adopt a more tech based approach, it will be interesting to see how much sticks long term. #FinTec
Gareth Kerr retweeted
Don't forget that #CTG2020 starts tomorrow! We have an incredible line up for you including @NickEatock @abbies_insights @themoneypanel @CathiTweets @ianmckennaftrc & @theactualpolson to name but a few! Don't forget to register here: hubs.ly/H0z9jv-0
A few helpful tips here to get the most out of your tech to support your suitability letter writing process from our CCO @w4key78 on page 12 of Nov's @ProfParaplanner
#fintech #IFA #financialplanning professionalparaplanner.co.u…
Looking forward to working with @i4CtechUK side of the business as part of my new role and with experts like @WarlyBobbs
Carly's article in @Profadviser is a great 3 minute read giving some high level tips on getting the most out of cash flow modelling.
professionaladviser.com/opin…
Registration is still open for our @IntellifloLtd Change the Game Digital Conference next week. The lineup of speakers is fantastic, including key note speakers @NickEatock, @themoneypanel, @CathiTweets, @ianmckennaftrc & @theactualpolson
See below for how to register.
Our Change the Game conference has gone digital! This year we’re coming together virtually to share Intelliflo news, product enhancements, webinars, and our exciting guest speakers on 4 & 5 November 2020. Join us and register here: hubs.ly/H0xy6dn0 #CTG2020 #Digital
Great insights on how tech can help bridge the advice gap.
"Money represents one of the biggest concerns people have in life, regardless of wealth..."
#financialplanning #financialgoals #personalfinance #fintech
Research from The International Longevity Centre revealed that financial advice can improve your financial position, boosting wealth by £47,706. Read more from our CEO @NickEatock for @Profadviser hubs.ly/H0yhctG0 #financialadvice #digitalwealth
Gareth Kerr retweeted
“It’s definitely helped us engage our clients a lot more – it’s got clients thinking about their futures and their financial position”. #Paraplanner Aishling Costello shares her experiences with #cashflow modelling and i4C. Here’s what she told us.
i4c.technology/blog/paraplan…
Gareth Kerr retweeted
We’ve appointed JK, @GarethSKerr & @nataliebeer to lead our UK Sales team following the departure of @wendafield who moves on after an impressive 13 years with us. We’re grateful for her dedication over the years & wish her all the best in the future. hubs.ly/H0y3THj0
Gareth Kerr retweeted
Take a look at our CEO @NickEatock and @RobTedder from @i4CtechUK discussing the use of technology during #lockdown with John Porteous from @_CharlesStanley on @assettv - plus earn some CPD points! hubs.ly/H0xTmvC0 #Fintech #digitalwealth
Gareth Kerr retweeted
Want to know how to nail cashflow modelling first time? Our cashflow expert @WarlyBobbs gives her 7 top tips to help you get the most out of #cashflow discussions with clients. 👇
#financialplanning #financialtips #clientengagement #cashflowforecasting
i4c.technology/blog/7-tips-f…
Gareth Kerr retweeted
"There have been numerous regulation changes working in favour of cashflow modeling. It is becoming more important to focus on long-term holistic planning, rather than short-term investment management." Read more on planning for the future 👉hubs.ly/H0tQrVY0 by @i4CtechUK
Gareth Kerr retweeted
Here’s Jasper, aged 7 (and brother of Oliver of yellow card fame from last week) re-creating Deulofeu’s Wembley wonder-goal! (Version 1 - couldn’t decide on his favourite so hopefully you can help!) #GoalsAtHome #footballfocus