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🔐 Financial fraud is getting harder to spot and advisors are on the front line In @WealthProCA, @TinaTehranchian shares how her team caught a scam that looked completely real. With deepfakes rising, strong verification is essential. 📖 Read more: bit.ly/47HfpOP
How in-sync is your advisor team? 🧩 Check your Team Flow Score: see how well your team collaborates, stays consistent & protects client data Spot gaps? AdvisorFlow Teams helps: ✔ Manage your team in one place ✔ Adjust permissions easily ✔ Give everyone the right access
On this #RemembranceDay, we pause to honour and remember the brave men and women who served and continue to serve our country. Today, we reflect with gratitude and respect. #LestWeForget
💼 #BusinessOwners can be your best clients if you plan right Adam McInroy (@IGWealthMgmt) & @SPlaskettCFP (@IRONSHIELDFP) share with @advisorca, advising entrepreneurs takes patience, teamwork & a long-term view 📖 Read more: bit.ly/47TWWhY
🎙 New episode alert! We pulled highlights from our recent webinar featuring Emily Reed (@hey_advisor), Chris Brittain, & @_bchaps packed with tips to grow your client base online Tune in now: 🎧 Spotify: bit.ly/3WDzSxS 🖥️ YouTube: bit.ly/4hIBEal
💭 Legacy planning is getting more personal and advisors are leading the shift Tracy McLennan of @EdwardJones told @WealthProCA that Canadians want estate plans reflecting values, not just assets 🔗 bit.ly/3X48vNj #FinancialAdvisors #EstatePlanning #WealthManagement
📈 Succession planning is more than money; it’s leadership & legacy Brent Cameron (@BoydenCanada) told @WealthProCA that 75% of Canadian business owners plan to exit in the next decade — yet few have a successor Advisors can help clients plan early 🔗 bit.ly/4hvPsFo
🧠 Smarter tech. Better workflows. Happier clients. #FinancialAdvisors are using new tools to save time, strengthen compliance, and create seamless client experiences. Check out our latest blog: bit.ly/47ncERg #Fintech #AdvisorTech #WealthManagement
💡 #RetirementPlanning isn’t just about financial freedom; it’s about purpose. Advisor @robertlaura saw that even wealthy clients can struggle after retiring. As shared by @s_chan4 for @advisorca, understand why purpose matters beyond the portfolio: bit.ly/3KPA3U0
🤖 As social media gets more automated, authenticity matters more than ever Advisor Evan Inglis (@IGWealthMgmt) shows how real conversations, not bots, build trust and credibility 📰 Full story via @WealthProCA: bit.ly/48W58PK #FinancialAdvisors #WealthManagement
💡 Advisors help clients plan for the future, but often forget their own Hear why #succesionplanning can’t wait in our latest episode featuring Chris Reynolds, Kirk Wakefield & @_bchaps 🎧 Spotify: bit.ly/3KHRRjV 🖥️ YouTube: bit.ly/471JQxN
🍂 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
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