Podcast on Tour! Verve Evolution 2025 - Tim Gale
Description
With more than two decades in financial services and 14 years running his own business, Tim has built a reputation for helping firms get the most out of their back-office systems, particularly Intelliflo. In this episode, he shares how Cicadian supports advice firms of all sizes with income reconciliation, configuration, valuations and beyond, all with a practical, personable and process-driven approach.
We talk about the challenges of scaling a niche service business, why good tech support is more than just training, and how small changes in process can deliver big time savings. If you've ever thought “we’re probably not using our system to its full potential” , this is the one to listen to.
A great insight into the operational side of advice firms and the people behind keeping things running smoothly.
United States
