Advisor Flow
@AdvisorFlow
Simplifying data gathering for financial advisors while enhancing the client onboarding and compliance experience.
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🍂 This #ThanksgivingDay, we’re grateful for the advisors who make a difference, the clients who inspire us, and the team that makes it all possible. From all of us at AdvisorFlow, wishing you a warm and joyful Thanksgiving with family, friends, and good food. 🦃🍁
🎙 New episode alert! We’ve turned highlights from our previous webinar into a quick, on-the-go listen for financial advisors. Hear from Chris Reynolds, Kirk Wakefield, and @_bchaps on advisor succession. 🎧 Spotify: bit.ly/3KHRRjV 🖥️ YouTube: bit.ly/471JQxN
💰 Sudden wealth can be stressful. Advisors help clients navigate both numbers and emotions. As @AlishaHiyate reports for @advisorca with insights from Vanessa Flockton of @nicolawealth, empathy & trust matter as much as returns. Read more here: bit.ly/3IHBXW5
👋 Meet Ivy, our Marketing & Communications Coordinator! From social to podcasts, newsletters to events, she’s the creative force helping us connect with advisors and showcase the value they bring to clients across Canada. #AdvisorFlow #Marketing #FinancialAdvisors #Fintech
🌟 Women will control $3.8T in Canada by 2028, but many don’t have a trusted advisor. As @AlishaHiyate reports for @advisorca, this is an opportunity for advisors to build trusted relationships. Shared by @womenandwealth of @ScotiaWealth 🔗 Read more: bit.ly/4mCtfpV
👋 Meet Nico, our new Business Development Coordinator! He’s bringing his skills in communication and relationship-building to support advisors and drive growth 🚀 We’re thrilled to have him on board! #AdvisorFlow #BusinessDevelopment #FinancialAdvisors #CanadianFintech
💡 Social media doesn’t have to be complicated for advisors. Insights from Emily Reed (@hey_advisor ), Chris Brittain (SagePath), & @_bchaps: 🎥 Why video wins ♻ Repurpose across platforms ⏱ Grow your audience in 20 min/week Watch the full recap here: bit.ly/3VVKOGs
🎉 That’s a wrap on our #Webinar: From Clicks to Clients Thanks to Emily Reed, Chris Brittain & @_bchaps for sharing how advisors can build trust online & attract the right clients. 💻 Watch the full recap here: bit.ly/3VVKOGs
🚀 Gen Z is investing earlier, learning faster & redefining what they expect from advisors. As @natashabaldin reports for @CdnPressNews via @advisorca, many are turning to TikTok & finfluencers for money tips, but face info overload. Read more: bit.ly/4g68i57
🗓️ Mark your calendars! From Clicks to Clients: learn how advisors build trust in a digital world with Emily Reed, Chris Brittain, & @_bchaps 🔗 Register now: bit.ly/48eZdVw #Webinar #DigitalEngagement #FinancialAdvisors
🎙 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
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