To grow and survive, financial advisors need to create points of differentiation that distinguish them from the crowd. By embracing technology, it becomes easier to provide a customized client experience and understand your niche’s needs better.
During this webinar we discussed:
Guest Speaker: James Pollard
James is the founder of TheAdvisorCoach.com and host of Financial Advisor Marketing podcast. He is best known for “The James Pollard Inner Circle” newsletter, which gets shipped to some of the best financial advisors in the world! His mission is to help people become better educated and better human beings, which is why he is a firm supporter and regular contributor at First Book.
Second Speaker: Brandon Chapman
Brandon is a Certified Financial Planner and the founder of AdvisorFlow. His mission is to empower all advisors to provide an elegant digital user experience that increases conversion, transitions admin hours into advice hours, and ultimately helps more Canadians access real financial advice from a trusted advisor.
We've broken the webinar into 8 different sections for you to get a quick and thorough walkthrough, incase you were not able to attend the live stream.
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.
