From Clicks to Clients: How Advisors Build Trust in a Digital World

In today’s digital-first world, your online presence is often the first impression a prospective client will have — and it’s working for (or against) you 24/7.

In this practice management webinar, industry leaders Emily Reed, Co-Founder of HeyAdvisor, and Chris Brittain, Founder of SagePath Consulting, share their strategies for building trust, creating value, and growing an advisor business in the digital age. Moderated by Brandon Chapman, CFP®, Founder of AdvisorFlow and Principal of SaaS Wealth Insurance, the discussion covers:

• The must-haves (“table stakes”) for a strong, credible digital presence

• How to leverage Google Business, websites, and social media to strengthen client relationships and generate referrals

• Why educational, value-driven content outperforms “salesy” posts — and how to create it

• How to use your digital footprint to attract the right clients and filter out the wrong ones

Advisor Growth Strategies with Chris Brittain

Our first speaker, Chris Brittain, Founder of SagePath Consulting, brings deep expertise in advisor growth and client engagement. In this segment, he outlines how advisors can maximize their digital presence to both retain existing clients and generate consistent referrals.

Building Trust Online with Emily Reed

Our second speaker, Emily Reed, Co-Founder of HeyAdvisor, specializes in creating content that builds connection and credibility. She shares practical strategies for producing educational, engaging material that helps advisors win trust in a digital-first marketplace.

Q&A with Brandon Chapman

Our final speaker, Brandon Chapman, Certified Financial Planner and Principal of SaaS Wealth Insurance, led an in-depth roundtable discussion on key aspects of building a strong digital presence, growing an advisory business online, and more.

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.