#advisorflow 搜尋結果

👋 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

👋 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

Meet Kirsten, our Marketing and Communications Coordinator at AdvisorFlow! We're thrilled to have her on board as she drives creativity and enhances our presence in the fintech space. #AdvisorFlow #Marketing #FinancialAdvisors #CanadianFintech

Meet Fasih, part of our Business Development team at AdvisorFlow! We’re excited to have him on board as he continues building meaningful connections and driving impact in the advisor community. #AdvisorFlow #BusinessDevelopment #FinancialAdvisors #CanadianFintech

Meet Christopher, our Intermediate Software Developer at AdvisorFlow! Discover more about his approach to development and how he’s contributing to the future of fintech in this team member spotlight! #AdvisorFlow #SoftwareDeveloper #FinancialAdvisors #CanadianFintech

Meet Sahib, our Software Developer at AdvisorFlow! Discover more about his role and how he’s contributing to the future of fintech in this team member spotlight! #AdvisorFlow #SoftwareDeveloper #TechInnovation #FinancialAdvisors #CanadianFintech

Meet Roujyar, our Product Designer at AdvisorFlow! Discover how she's shaping the future of fintech in this team member spotlight! #AdvisorFlow #ProductDesigner #FinancialAdvisors #CanadianFinancialAdvisors #CanadianFintech

Meet Brad, our Director of Sales and Business Development at AdvisorFlow! Discover more about his fintech perspective in this team member spotlight! #AdvisorFlow #SalesandBusinessDevelopment #FinancialAdvisors #CanadianFintech

Are you with an MGA or Investment Dealer? AdvisorFlow's latest updates streamline survey templates, collaboration, and share best practices. Admins can now manage teams, surveys, and clients seamlessly. Learn more at advisorflow.ca 📋📊 #FinancialAdvisors #AdvisorFlow

Better tech can help advisors service clients and prospects more efficiently says @advisorflow founder Brandon Chapman @_bchaps. #advisorflow #fintech #technology #financialadvice #financialadvisor #compliance #ai #finfluencers #valueofadvice #service #regulation #compliance

Advisors, what do you think? @advisorflow @advocis @Equisoft #advisorflow #fintech #technology #financialadvisor #financialplanning #practicemanagement #webinar #compliance

In my practice, we leverage secure proprietary technology to enhance efficiency and free up time to focus on clients and the elements of advice they most value. #AdvisorFlow #AdvocisDigiCat #equisoft #techcommunity lnkd.in/gsv_MrSA lnkd.in/gwfhtBcy

Did you see us featured in an article by Investment Executive? If not, read about our partnership with @FlinksData as we meet our mission of empowering financial advisors with intuitive technology! ow.ly/Z5do50Fc6RG #DataAggregation #FinancialAdvisors #AdvisorFlow

Check out this article by @Sync about efficient workflows for financial advisors! If you need a data storage system, we highly recommend Sync. ow.ly/3Kya50Fc6kb #AdvisorFlow #financialplanning #inSync

Couldn't be more thrilled about sharpening digital onboarding capabilities with @FlinksData! Make sure to check out this article to learn more: ow.ly/Px8M50Fc6QR #FinancialAdvisors #AdvisorFlow #DigitalTransformation

Couldn't be more excited to announce our partnership with @FlinksData to bring data aggregation to independent financial advisors! Get started by creating an Advisor Flow account today: bit.ly/3bdNEiq #financialplanning #financialadvisors #advisorflow

Aren't they? #AdvisorFlow

#Advisorflow for BSU Black Top Party as part of Welcome Black Week. There is an extra shot in my white mocha tonight

LIVE on #Periscope: Black Student Union Unity Showcase at East Carolina University #ecu #advisorflow pscp.tv/w/aK-RZzUxNDcx…

Next week its go time! #AdvisorFlow

On the #OfficialSwagger #AdvisorFlow #WhoGonStopMe

👋 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

Advisors, what do you think? @advisorflow @advocis @Equisoft #advisorflow #fintech #technology #financialadvisor #financialplanning #practicemanagement #webinar #compliance

👋 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

#Advisorflow for BSU Black Top Party as part of Welcome Black Week. There is an extra shot in my white mocha tonight

Better tech can help advisors service clients and prospects more efficiently says @advisorflow founder Brandon Chapman @_bchaps. #advisorflow #fintech #technology #financialadvice #financialadvisor #compliance #ai #finfluencers #valueofadvice #service #regulation #compliance

Meet Roujyar, our Product Designer at AdvisorFlow! Discover how she's shaping the future of fintech in this team member spotlight! #AdvisorFlow #ProductDesigner #FinancialAdvisors #CanadianFinancialAdvisors #CanadianFintech

Meet Brad, our Director of Sales and Business Development at AdvisorFlow! Discover more about his fintech perspective in this team member spotlight! #AdvisorFlow #SalesandBusinessDevelopment #FinancialAdvisors #CanadianFintech

Meet Christopher, our Intermediate Software Developer at AdvisorFlow! Discover more about his approach to development and how he’s contributing to the future of fintech in this team member spotlight! #AdvisorFlow #SoftwareDeveloper #FinancialAdvisors #CanadianFintech

Meet Sahib, our Software Developer at AdvisorFlow! Discover more about his role and how he’s contributing to the future of fintech in this team member spotlight! #AdvisorFlow #SoftwareDeveloper #TechInnovation #FinancialAdvisors #CanadianFintech

Meet Kirsten, our Marketing and Communications Coordinator at AdvisorFlow! We're thrilled to have her on board as she drives creativity and enhances our presence in the fintech space. #AdvisorFlow #Marketing #FinancialAdvisors #CanadianFintech

Meet Fasih, part of our Business Development team at AdvisorFlow! We’re excited to have him on board as he continues building meaningful connections and driving impact in the advisor community. #AdvisorFlow #BusinessDevelopment #FinancialAdvisors #CanadianFintech

Are you with an MGA or Investment Dealer? AdvisorFlow's latest updates streamline survey templates, collaboration, and share best practices. Admins can now manage teams, surveys, and clients seamlessly. Learn more at advisorflow.ca 📋📊 #FinancialAdvisors #AdvisorFlow