Advisor Flow

Last week, we brought advisors together for our first-ever hybrid event. Check out a quick highlight from it! Read the event recap for the full story: info.advisorflow.ca/en/webin…

Is your insurance review process proactive, or are you waiting until a policy renewal is right around the corner? Read our latest blog: info.advisorflow.ca/en/blogs…

⏰Last chance!! We’re looking forward to bringing advisors and their teams together for a practical conversation about building a more scalable practice for 2027 with @Russell_Invest 👉 Save your spot: us02web.zoom.us/webinar/regi…

Check out our second speaker, Jack Sowden, Regional Director from @Russell_Invest. Based in Vancouver, Jack works with advisors across BC, bringing a perspective grounded in working directly with advisory practices. Save Your Spot: us02web.zoom.us/webinar/regi…

Check our our first speaker, Tina Downing, Senior Director and Lead of AIS Business Solutions at @Russell_Invest 🤩 Register Now: us02web.zoom.us/webinar/regi…

What does it actually take to run your practice like a CEO? Take a step back from the day-to-day and look at the bigger picture: your strategy, your team, your client experience, and the systems supporting it all. Join our Webinar: us02web.zoom.us/webinar/regi…

🚀 Where do you want your practice to be in 2027? This October, @AdvisorFlow and @Russell Investments are bringing financial advisors and their teams together for an interactive practice-management session. Register now: us02web.zoom.us/webinar/regi…

Meet our next speaker, Kevin Hayes, Partner at The Vantage Talent Group. With more than 16 years in the industry, Kevin has helped advisors recruit, develop talent, grow their businesses, and plan for long-term succession. ✍ Register now: us02web.zoom.us/webinar/regi…

Only 2 days to go! 🚨 Join us on October 1st for a conversation on building the right team and structure to support your advisory practice as it grows. 📅 October 1st | 10 AM PST / 1 PM EST 💻 Live on Zoom Last chance to save your spot 👉 us02web.zoom.us/webinar/regi…

Meet our speaker, Allen Lin, Co-Founder and Lead Financial Planner at CanPlan Financial. With more than 15 years in financial planning, Allen has supported over 100 advisors and contributed to the development of 1,500+ financial plans. 👉 Register now: us02web.zoom.us/webinar/regi…

Your advisory practice shouldn’t depend on you doing everything. Join us for “From Busy to Scalable: Building the Right Team Around Your Advisory Practice”. 📅 October 1, 2026 ⏰ 10 AM PST / 1 PM EST 💻 Online via Zoom Save your spot now 👇 us02web.zoom.us/webinar/regi…

Introducing AdvisorFlow Essentials: Live Online Training Series, a new monthly training series designed to help advisors apply its tools and workflows. 📅 September 22, 2026 🕙 10:00 - 10:30 AM PT 💻 Live on Zoom Register now 👉 us02web.zoom.us/webinar/regi…

We sat down with the team at SaaS Wealth Insurance, one number stood out: 4+ HOURS SAVED PE CLIENT. Read the full case study here: info.advisorflow.ca/en/case-… #casestudy #advisortech

Looking for an onboarding platform for financial advisors that works with the tools you already use? AdvisorFlow integrates with leading CRMs: 🔗 Cloven 🔗 @Equisoft 🔗 @maximizercrm 🔗 CoreLogic ACT! 🔗 Laylah 👉 Visit advisorflow.ca to learn more. #crm #fintech

What if your firm's most valuable asset isn't your technology, it's the knowledge your advisors have built over decades? New episode of Practice Playbook out now. Youtube: youtu.be/n9QYu4gw1vg?si=URTe… Spotify: open.spotify.com/episode/0fg…

Every advisor has been there. The reality is, great processes aren't built in isolation. Stop reinventing the wheel. Start building on what already works. Learn how Community Forms works and see it in action: 👉 info.advisorflow.ca/en/commu…

This week, we're featuring three forms by Herman Chan: 📋 Corporate Discovery ✏️ Field Underwriting Questions 📊 Personal Financial Assessment Check them out in Community Forms: info.advisorflow.ca/en/commu…

You’ve heard about Community Forms. Now let's see it in action. 🎬 Watch the demo below, then explore Community Forms on AdvisorFlow for yourself. 👉 info.advisorflow.ca/en/commu… What form would save you the most time if someone shared it with the community? 🤔

Community Forms is LIVE Stop building forms from scratch. Browse workflows, see how other practices structure their forms, and customize templates to fit your own process. 📷 Curious how it works? Visit this link below: info.advisorflow.ca/en/commu…

Clients leave because what they experienced didn't match what they expected. That's why transparency isn't just a compliance exercise, it's one of the biggest trust builders you have. Make transparency part of every conversation: info.advisorflow.ca/fr/blogs…