π When business owners face uncertainty, advisors help connect business change to long-term goals.
From @WealthProCA , @nicolawealth highlights how advisors can guide clients through volatility, AI disruption, and shifting valuations:
π https://t.co/lDHknaQ8Wp
π» Smoother onboarding starts with better systems.
Thanks to everyone who joined our webinar with Cloven!
We showed how AdvisorFlow + Cloven helps advisors streamline onboarding with digital workflows, secure document exchange, and automatic CRM sync.
β° One day away!
Join @AdvisorFlow and @Cloven CRM tomorrow for a live webinar on how advisors can streamline onboarding, eliminate double entry, and create a faster, more seamless client experience.
π Last chance to save your spot: https://t.co/wNFHniHi6O
π Going independent isnβt easy, but for many advisors, the freedom and flexibility make it worth the leap.
@advisorca article unpacks the realities of going independent - from startup costs to client retention and long-term growth.
π https://t.co/VuedyxVl0K
ποΈ What does it take to attract and retain the next generation of financial advisors?
New Practice Playbook: @_bchaps two leaders to unpack why the old recruiting playbook no longer works.
Listen now.
Spotify: https://t.co/7ux9cuY0Zt
Youtube: https://t.co/OUzSWLwkbf
Dear Financial Advisors,
Your onboarding process shapes a clientβs first impression long before your advice does.
The good news: creating a smoother client experience doesnβt require enterprise software or a massive tech overhaul π
Read our blog here: https://t.co/NC2xZDK3yA
πΌ Financial stress fuels physician burnout. Advisors can help.
In this piece from @WealthProCA, Joe Doria at @Financial_MD shows how advisors can better serve physician clients.
Physicians didn't go to medical school to run a business.
π https://t.co/EHSmNVm0bV
π‘ Your clients deserve a custom journey and so do you.
Stop using one-size onboarding.
With Client Journey:
β Custom paths
β Controlled steps
β Real-time progress
β Smart next steps
Back in control.
π€ See you at the @CALUcanada Conference!
@_bchaps will be there May 3β6. Come chat about how AdvisorFlow is improving client experience and practice management.
π Already a client? Letβs connect in person!
π AdvisorFlow is now an enterprise partner with @HelloFHCanada, live in the Horizons Digital Suite.
FH advisors get:
β Preferred pricing
β 30-day free trial + setup
β CRM integrations (Laylah, @Equisoft, @maximizercrm, Cloven)
Plus exclusive training to digitize onboarding.
π 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.
π https://t.co/iv90uEfsQQ
Still onboarding through PDFs and email chains?
Slow onboarding costs clients. 29% take 3+ months.
Digital onboarding = faster conversions and more referrals π
π https://t.co/9d8gizqlp3
π₯ 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 π
See you next year!
Still getting βDid you get my attachment?β π€
File Upload & My Drive keeps everything in one secure place.
β Onboard clients
β Share plans
β Collect docs
No more email chaos.
π― Book a demo today
π‘ 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:
π https://t.co/a1ExsX63AM
π 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 π
β If you're already using AdvisorFlow, weβd love to have you visit our office!
π Wrapping our #Webinar: Attract, Mentor & Support Younger Advisors
@_bchaps with @jpanago & @theplanningguy from @EcivdaFinancial on whatβs changed + what works:
β Comp models that attract
β Mentorship that builds loyalty
β Culture that recruits
π» https://t.co/Gzv3iirQs2
π 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.
π https://t.co/Dz4mTvhy2W
β° 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.
π https://t.co/kGJUvNDUzJ
π 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.