Founder at @advisorflow. Money & tech guy, Certified Financial Planner 🗡️🛡️ Obsessed with entrepreneurship and community building.
Vancouver, BC
Joined June 2011
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- Following305
- Followers262
- Likes850
Brandon Chapman, CFP retweeted
I'm really here!!! @FutureProof_HQ @_bchaps @michaelbatnick @MattMiddleton__
#futureproof
#wealthmanagement
#huntingtonbeach
#financialplanning
#crimsonfinancial
Brandon Chapman, CFP retweeted
📍 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.
Brandon Chapman, CFP retweeted
🎙 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
Brandon Chapman, CFP retweeted
📣 Join us tomorrow to see how AI is reshaping financial advising—from automating workflows to boosting compliance & personalization.
Featuring AI expert and one of Canada's top video creators of 2025 @ImKushanK (recognized by Edelman).
✍️ Register here: bit.ly/42S54fa
Brandon Chapman, CFP retweeted
📍AdvisorFlow is heading east!
Next week, our Founder @_bchaps and Sales Director Brad Hartfield will be at the CAILBA and @CALUcanada Conferences!
If you're attending, be sure to swing by our booth to connect!
Already using AdvisorFlow? DM us to set up an in-person visit!
Brandon Chapman, CFP retweeted
Let's get the #AdvocisFLM23Chat off and running. 🚀We'll be listing the questions and using the standard Q1 format. Please respond with the standard A1 format for each of your answers along with #AdvocisFLM23Chat. RT if you’re ready! 🙌
Brandon Chapman, CFP retweeted
Governor Tiff Macklem: “We’ve seen clearer evidence that higher interest rates are moderating spending and rebalancing demand and supply.”
bit.ly/46Q4bVy
#cdnecon
Brandon Chapman, CFP retweeted
Join Advocis in welcoming Emily Reed and Angelina Hung to the Advocis Technology and Innovation Committee! 👏👏
We extend our very best wishes to both new incoming committee members & send many thanks to the re-elected committee for their work and dedication to the Association!
Brandon Chapman, CFP retweeted
The Advocis Okanagan School was back in session for 2023! Attendees were treated to a fantastic couple of days in Okanagan, learning from some of the very best in the financial services industry!
Hats off & a special thanks to the planning Committee who made the return possible!
Brandon Chapman, CFP retweeted
.@blackberry never dies. @_bchaps #blackberry #film #toronto #movienight #throwback #friends #canadian #tech #qwerty
Brandon Chapman, CFP retweeted
DM @_bchaps or I to hear more about how tech can make your life easier as an advisor. #fintech #tic #technology #wealthtech #hybridadvice #insuretech
.@HermanHChan, Chair of the Advocis TIC & Brandon Chapman, Vice Chair, were featured in @WealthProCA today, talking about financial professionals lack of interest in a tech solution to the succession planning challenge. bit.ly/3N0vVhw
Brandon Chapman, CFP retweeted
.@HermanHChan, Chair of the Advocis TIC & Brandon Chapman, Vice Chair, were featured in @WealthProCA today, talking about financial professionals lack of interest in a tech solution to the succession planning challenge. bit.ly/3N0vVhw
Brandon Chapman, CFP retweeted
We are looking to share our small office in downtown Vancouver. We only use the space on Tuesday’s and Thursday's.
Ideally with another technology company that is looking for a dedicated space 2-3 days a week.
Reach out if interested!
Great for a team of 6 or less. Fully furnished, fast internet and in a nice building near coal harbour.
More details: vancouver.craigslist.org/van…
Brandon Chapman, CFP retweeted
Stephen Curry felt disrespected by Nike in 2013.
So he left the iconic brand to sign with Under Armour.
This partnership will probably make him $1 billion or more — and it's one of Nike's biggest screw-ups ever.
Here's the crazy story:
Brandon Chapman, CFP retweeted
25% of VanHack hires applied for the job that hired them within 2 hour or less.
Many applied within minutes.
If you’re banging your head against the wall looking for your next great tech hire, look no further than vanhack.com.
Brandon Chapman, CFP retweeted
How #advisors can discard #client #data safely amid #cybersecurity risks. “Failing to wipe physical drives properly after disposing of them is a common mistake,” says @_bchaps @Advocis tgam.ca/3Dy6d0h @CdnInfoLaw @Dentons @ISACANews
Brandon Chapman, CFP retweeted
Who wants to talk tech? @OfficialFPCan board member, Fintellect chair and financial planner @MrDewdney, TIC Vice-chair, @AdvisorFlow founder @_bchaps and I are here. @advocis @AdvocisToronto #tic #technology #innovation #toronto #valueofadvice
Brandon Chapman, CFP retweeted
How to handle #clients’ #investment concerns during #vacations. “#Advisors today can’t get away with, ‘I’m on vacation and will get back to you when I return,’” says @NickGiovannetti @SafeBridgePW tgam.ca/3Jfe97y @_bchaps @that_makecents
