Advisor Flow @AdvisorFlow
Simplifying data gathering for financial advisors while enhancing the client onboarding and compliance experience. advisorflow.ca Vancouver, Canada Joined May 2021-
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🎙 New Episode Out Now! Kelly Gustafson, Jean-Christophe St-Pierre, Tarsem Basraon (@planworth), & @_bchaps share how integrated platforms strengthen relationships & fuel growth. Stream now! 🎧 Spotify: bit.ly/41EYQjf 🖥️ YouTube: bit.ly/4n8xfiy
🌟 Meet Chris Brittain, Marketing Director at SagePath Consulting. With 13+ years in financial services, he helps advisors build brands, connect with clients & grow practices. Join us on Tuesday, Sept 16th for our #Webinar ✍️ Register now: bit.ly/4mSAaMi
🌟 Meet our guest speaker, Emily Reed, Co-Founder & CEO of @hey_advisor. With 15+ years in financial services, she helps advisors simplify complex topics & engage clients. Join us on Tuesday, Sept 16th for our #Webinar ✍️ Register now: bit.ly/4mSAaMi
🔍 Investment scams are harder to spot and stop. @IqbalAmiri at @AMIRIWealth shares Mariya Postelnyak's (@globeandmail) report: fraudsters use AI videos & fake profiles to impersonate financial leaders. Read more on why vigilance matters: bit.ly/45PQbga
📩 One convincing email can cost more than you think. Keep sensitive information out of inboxes — and in a secure, encrypted portal your clients trust. AdvisorFlow makes it simple. 🔗 Learn more at advisorflow.ca #FinancialAdvisors #CyberSecurity #SecureCommunication
💬 New episode just dropped! @SamSivarajan, Duncan Robinson, and @_bchaps dive into the behavioral science of storytelling in wealth management. Stream now! 🎧 Spotify: bit.ly/47l6YJc 🖥️ YouTube: youtu.be/LnFXGHNm4zg
🤝 Teaming isn’t just sharing responsibilities, it’s multiplying impact. As client needs grow and practices get complex, the solo model only goes so far. Kevin Hayes explains why teams are a lasting strategy for growth, succession, and client trust. 🔗 bit.ly/4lMZZwV
📍Where AdvisorFlow Fits in Your Client Onboarding Journey From first touchpoint to data integration, we help advisors deliver a seamless, digital-first experience. With tools like @planworth, @maximizercrm, @HUBFinancial & more. 📲 See how it works: advisorflow.ca/contact
🎙️ Hit play on our newest episode! Industry experts @PhilipSetter, Ryan Webb, and @_bchaps share how advisors attract high-value clients, build credibility, and stand out with digital content. Tune in now! 🎧 Spotify: bit.ly/4o8XVRM 📺 YouTube: youtu.be/p-8DZBcacbA
🍔 Nothing like a summer BBQ to bring the team together! ☀️ This weekend, the @AdvisorFlow team took a well-earned break from the 2025 hustle to enjoy great food, sunny weather, and even better company. Here’s to stronger teams and lasting memories! #Summer2025 #TeamSocial
👥 Clients don’t need more reports — they need a guide. Jim Lyons of Lyonscraft Consulting explains why the future of advisory is guidance-first, not just planning-first. 👉 Read more: bit.ly/44Kio7B @advisorca #FinancialAdvisors #GuidanceFirst #WealthManagement
⚙️ Top insurance advisors scale with smarter systems—not longer hours. Jake Sheehan, Charlie Conron, and @_bchaps share how they grow using automation, client education & streamlined operations. 🎧 Stream now: Spotify: bit.ly/4kMDjfM YouTube: youtu.be/UF5mdHOE1wg
👩💻 From an @AdvisorFlow intern to Junior Financial Advisor at SaaS Wealth Insurance. Aileen Dasalla’s journey is an inspiring example of how early experience can spark long-term impact in the financial industry. 🔗 Read her story: bit.ly/4ln38TB
🇨🇦 Happy Canada Day from AdvisorFlow! A proudly Canadian-built and operated team, here to support advisors from coast to coast with tools that simplify client onboarding. 🌐 advisorflow.ca 🎧 Podcast: bit.ly/3Y3fQOf 📺 Webinar: advisorflow.ca/webinars
✨Behind every great advisor is a first opportunity. Aileen Dasalla began as an @AdvisorFlow intern—now she’s a Junior Financial Advisor at SaaS Wealth, guiding clients with confidence. 🌱Interns are the foundation of the future. 🔗 Read her story here: bit.ly/4ln38TB
🗣️ Hear how top advisors are scaling their insurance business. Featuring Jake Sheehan & Charlie Conron, this episode dives into how automation, client education & process tweaks can fuel growth. Listen now! 🎧 Spotify: bit.ly/4kMDjfM 🖥️ YouTube: youtu.be/UF5mdHOE1wg
📊 54% of advisors don’t have a succession plan. You wouldn’t let a client retire without one, so why risk it with your own? Succession isn’t just a transaction. It’s a transition. “The longer the runway, the more strategic you can be.” – George Hartman bit.ly/3HB7vvN
📈What sets top advisors apart? It’s not longer hours—it’s smarter strategy. In our latest Practice Playbook episode, discover how to boost conversions by 40%, attract ideal clients, and scale sustainably. 🎧 Spotify: bit.ly/3GzWJ8o YouTube: youtu.be/kDdne3fOyvk
📲 Clients expect seamless access—and now they’ve got it. AdvisorFlow’s Client Portal lets them jump back into forms anytime and stay in sync with you. ✅ Real-time updates ✅ PDF form downloads ✅ Fewer follow-ups 🔗 advisorflow.ca #FinancialAdvisors #FintechCanada
🎯 Building a HNW network starts with trust—and trust begins with service. Wes Ashton from @HFWealth shares how advisors grow by delivering value, setting expectations & collaborating with peers. It’s not just about referrals, it’s about earning them. bit.ly/4kyzTwH
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