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…