Advisor Flow

🤝 See you at the @CALUcanada Conference! @_bchaps will be there May 3–6. Come chat about how AdvisorFlow is improving client experience and practice management. 🚀 Already a client? Let’s connect in person!

🚀 AdvisorFlow is now an enterprise partner with @HelloFHCanada, live in the Horizons Digital Suite. FH advisors get: ✔ Preferred pricing ✔ 30-day free trial + setup ✔ CRM integrations (Laylah, @Equisoft, @maximizercrm, Cloven) Plus exclusive training to digitize onboarding.

🌟 Honoured to be named a 5-Star Wealth Tech Provider by @WealthProCA We built AdvisorFlow to cut admin so advisors can focus on clients. Thanks to everyone building with us. 🔗 wealthprofessional.ca/best-in-wealth…

Still onboarding through PDFs and email chains? Slow onboarding costs clients. 29% take 3+ months. Digital onboarding = faster conversions and more referrals 🚀 🔗 bit.ly/3OhYsDX

🔥 What a week at CAILBA! @_bchaps and Brad had great conversations with insurance leaders on industry challenges and staying competitive. Thanks to everyone who connected with us 🙌 See you next year!

Still getting “Did you get my attachment?” 🤔 File Upload & My Drive keeps everything in one secure place. ✓ Onboard clients ✓ Share plans ✓ Collect docs No more email chaos. 🎯 Book a demo today

💡 Culture beats compensation. @jpanago and @theplanningguy shared with @_bchaps on why top young advisors want mentorship, clarity, and real investment not just commission. Catch the full recap: 🔗 bit.ly/3OCS8qA

👋 See you at the CAILBA National Conference! Meet @_bchaps and Brad Hartfield to learn how AdvisorFlow can support your brokerage. Stop by our banner to say hello 👋 ☕ If you're already using AdvisorFlow, we’d love to have you visit our office!

🎉 Wrapping our #Webinar: Attract, Mentor & Support Younger Advisors @_bchaps with @jpanago & @theplanningguy from @EcivdaFinancial on what’s changed + what works: ✔ Comp models that attract ✔ Mentorship that builds loyalty ✔ Culture that recruits 💻 bit.ly/4tzyI4D

📊 Accountants have the tax expertise. Advisors have the full picture. In this piece from @WealthProCA, John Natale at @Manulife explains why. Advisors are the quarterback. Clear communication with accountants multiplies value. 🔗 bit.ly/41jqyS4

⏰ One week away! Building the next generation? This is the session for you. April 9: @theplanningguy (@EcivdaFinancial) and @jpanago with @_bchaps on attracting and keeping younger advisors. 👉 us02web.zoom.us/webinar/regist…

📍 AdvisorFlow is hitting the road this spring! Our founder @_bchaps and Sales Director Brad will be at CAILBA in April. @_bchaps will also attend @CALUcanada in May. Look for our banner at CAILBA to discover how AdvisorFlow transforms your client experience.

👨‍👩‍👧‍👦 Blended families come with risks advisors can’t ignore. @WealthProCA shares insights from @RobinsAppleby partner, Heela Donsky Walker: ✔ Communication gaps in second marriages ✔ Marriage contracts = protection ✔ Know when to bring in a lawyer 🔗 bit.ly/4sJoe2L

🌟 Finding young advisors is hard. Keeping them is harder. Meet @theplanningguy, CFP, Founder of @EcivdaFinancial. With 20+ years building teams, he brings a mentorship approach that actually works. 📅 Apr 9 👉 us02web.zoom.us/webinar/regist…

🌟 Thinking about succession or team growth? Meet @jpanago, CFP. With 22+ years in financial services, he’s built his career mentoring advisors and developing strong, well-rounded teams. 📅 Apr 9 👉 us02web.zoom.us/webinar/regist…

AdvisorFlow x Laylah: less admin, more client time. Capture data in AdvisorFlow, it flows straight into Laylah. No double entry, no chasing documents, no messy email threads. Just a cleaner practice. #FinTech #FinancialAdvisor #CanadianAdvisors

🔓 Still waiting for the "perfect moment" to go independent? New Practice Playbook: @_bchaps sits down with @TaraYDowney & @HermanHChan, two advisors who made the leap and never looked back. Listen now. 🎧 Spotify: bit.ly/4sfOEZD 🖥️ YouTube: bit.ly/4785mSi

🤝 Building the next generation of advisors? Join @theplanningguy (@EcivdaFinancial) and @jpanago with @_bchaps for a real conversation on attracting, mentoring, and retaining young advisors. 📅 Apr 9 ⏰ 10am PST | 1pm EST 👉 us02web.zoom.us/webinar/regist…

What makes a great financial advisor? It's not just technical knowledge. Scott Starratt of Canaccord Genuity tells @WealthProCA that communication and empathy are what truly set advisors apart. 🔗 bit.ly/4ukMIk5

Advisors want better tech. Many feel firms aren't delivering. ✔️ 59% say firms aren't supporting AI ✔️ Nearly half unhappy with rollouts ✔️ 91% see AI as valuable Brent Allen of @IGWealthMgmt tells @WealthProCA: AI only adds value when well integrated. bit.ly/4uciKyw