Founders’ Forum: Stacking the Tech

Creating effective and valuable content marketing as a financial advisor is key to driving business growth, new user acquisition, and profitability.

In this practise management webinar, Kelly Gustafson, a Financial Services Industry Consultant from Etcetera Projects, Jean-Christophe St-Pierre, Co-Founder and COO of Laylah, Tarsem Basraon, Co-Founder of Planworth, and Brandon Chapman, CFP and Founder of AdvisorFlow, showcase the potential of the ultimate tech stack for independent financial advisors. A game-changing trio of tools that simplify your workflow, support compliance, and elevate your client experience.

Learn valuable insights on:

• How AdvisorFlow streamlines and accelerates client data gathering and enhances collaboration with your clients.

• How Laylah CRM centralizes client data, helps you stay organized and supercharges your inforce business management process.

• How Planworth empowers you to deliver holistic financial plans that improve financial literacy and client engagement

• And how you can bring these tools together to maximize impact in your practice!

Founders Forum: Breaking it Down

Our founders highlight how their tech solutions support and address key challenges for financial advisors, focusing on two perspectives: risk mitigation and strategic growth.

Roundtable Discussion: Founders’ Insights

Our founders share their vision, industry challenges, and innovative solutions, demonstrating how their products empower financial advisors and strengthen the community.

Q&A

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 contact us with any feedback or suggestions for topics you would like us to discuss at future events