In this webinar, attendees gained valuable insights from renowned industry experts George Hartman, CEO, Brent Swatuk, Vice-President of Advisor Growth & Relations, and Brandon Chapman, Founder of AdvisorFlow. The event gave insight on how advisors can successfully integrate a book into their practice, and current trends in the industry. Acquiring books of business involves understanding the current landscape and factors determining their value and exploring the advantages and disadvantages of integrating them into an existing practice. Defining your practice vision and desired book profile is crucial while learning from others' mistakes helps set realistic client retention expectations during the transition. Effective communication strategies, leveraging technology, knowing where to find books, and positioning yourself as the preferred buyer all contribute to a successful acquisition process.
George Hartman is a seasoned financial services professional with 50 years of experience. He has excelled as an advisor, executive, educator, commentator, coach, and consultant. George's accomplishments include building a successful advisory practice, expanding assets for an investment management firm, and leading the national expansion of an advisory firm.
Vice President at The Gryphin Advantage, Brent is a highly experienced expert in the financial advisory industry. He plays a pivotal role in Gryphin Advantage, overseeing various aspects such as strategy, advertising, and other financial services. With a deep understanding of complex businesses and clients, Brent empowers advisors and other industry professionals to realize the full potential of their practice.
Brandon is the founder of AdvisorFlow and a Certified Financial Planner. His goal is to enable all advisors to offer a seamless digital user experience that enhances conversion rates, transforms administrative hours into advisory hours, and ultimately enables more Canadians to receive genuine financial guidance from a reliable advisor.
AdvisorFlow is a digital software for all financial advisors. We simplify data gathering for financial advisors while enhancing the client onboarding and compliance experience. Register today to automate your practice and save hours daily.
Please email us at hello@advisorflow.ca for any feedback you may have or suggestions on what topic you'd like us to host an event on next.
