As a financial advisor, there is great value in fostering a community of finance professionals where advisors can learn from each other and share resources to improve their services. The multi-advisor team is an ideal and beneficial structure that more advisors are striving towards.
In this webinar, industry experts Shawn Todd, CFP and Co-Founder of ECIVDA, Gary Robillard, President and CEO of Corelogix Corporation, and Brandon Chapman, CFP and Founder of AdvisorFlow, share valuable insights on how to grow and lead multi-advisor teams to success.
During this webinar we discussed the following key topics:
Our first speaker, Shawn Todd, is a Certified Financial Planner and Co-Founder of ECIVDA Financial Planning Boutique where he is responsible for strategic direction and growth. As a co-host for the Mind and Money podcast, Todd is dedicated to providing trusted and effective advice to professionals, businesses, and clients.
Our second speaker, Gary Robillard, is the President and CEO of Corelogix Corporation and has been an expert in CRM technology since 1992. Robillard is committed to driving corporate growth and individual success.
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Our last speaker, Brandon Chapman, is a Certified Financial Planner and the founder of AdvisorFlow who helps professionals thrive through strategic advice and technology.
AdvisorFlow is a digital software for financial advisors to simplify data gathering and enhance the client onboarding experience. Register today to digitize and streamline your practise.
Please email us at hello@advisorflow.ca with any feedback or suggestions for topics you would like us to discuss at future events.
