🎄 Happy Holidays from the AdvisorFlow team! We’re so grateful for our amazing advisors, clients, and team who make everything possible. We may have missed a few team members in this photo, but we’re wishing everyone a joyful holiday and a successful year ahead. ✨

💭 Philanthropy is becoming a bigger part of financial planning. In @WealthProCA, Danielle Robinson of @BMO Private Wealth shares how advisors can help clients align giving with values, legacy, and long-term goals. 🔗 https://t.co/Ch0w87rVeJ

2025 was about getting things done faster, smarter, and more seamlessly 🎉 New features, real time savings, new integrations, and a clear shift to digital-first tools Thanks to our advisor community and team for making it happen. Here’s to a client-first 2026✨

🎙 New Practice Playbook episode: turn your in-force insurance book into a growth engine. Insights from Jake Sheehan, @CConron (@LDASoftware), @granthicks77, Tony Bosch & @_bchaps. Listen Now: 🎧 https://t.co/N5z7pOiRVw 🖥️ https://t.co/vyIkXcYYjt

💡 Despite recession worries, Canadians feel more in control of their money. In @WealthProCA, @IGWealthMgmt's Christine Van Cauwenberghe shares why and highlights a key gap: people value advice, but far fewer get it. 🔗 Read more: https://t.co/XpMUZnUsmp

🚀 Introducing FormGenie: your PDFs, reimagined. Turn any PDF into a cloud-based, client-friendly form: no printing or scanning. Upload → customize → manage in minutes. Thanks to advisors who tested it in beta! More enhancements are coming. Your feedback shapes what’s next.

💻 Client expectations have gone digital, but many firms haven’t. Our latest blog shows what clients want today and how AdvisorFlow’s Client Portal delivers it with less friction. 🔗 https://t.co/v6LkfFu7Oy

📊 Advisors are raising the bar Brent Allen of @IGWealthMgmt tells @WealthProCA they want better tech, stronger support, and real succession guidance as half rate dealer tech “fair or worse" 🔗 https://t.co/knlOboEvgZ

👥 Managing your advisory team just got easier! AdvisorFlow Teams lets you: ✔ View roles at a glance ✔ Set the right permissions ✔ Collaborate securely Watch the demo to see it in action! #FinancialAdvisors #AdvisorTechnology #TeamCollaboration #ComplianceTech

📑 Compliance isn’t a headache, but a growth engine Our new blog breaks down how better processes catch mistakes early, build trust, and scale smoothly We also share how AdvisorFlow Teams makes compliance simple and consistent across your firm 🔗 https://t.co/zmviNboxsT

🔐 Financial fraud is getting harder to spot and advisors are on the front line In @WealthProCA, @TinaTehranchian shares how her team caught a scam that looked completely real. With deepfakes rising, strong verification is essential. 📖 Read more: https://t.co/oLYkOIsbAa

How in-sync is your advisor team? 🧩 Check your Team Flow Score: see how well your team collaborates, stays consistent & protects client data Spot gaps? AdvisorFlow Teams helps: ✔ Manage your team in one place ✔ Adjust permissions easily ✔ Give everyone the right access

On this #RemembranceDay, we pause to honour and remember the brave men and women who served and continue to serve our country. Today, we reflect with gratitude and respect. #LestWeForget

💼 #BusinessOwners can be your best clients if you plan right Adam McInroy (@IGWealthMgmt) & @SPlaskettCFP (@IRONSHIELDFP) share with @advisorca, advising entrepreneurs takes patience, teamwork & a long-term view 📖 Read more: https://t.co/s6DGygQYwZ

🎙 New episode alert! We pulled highlights from our recent webinar featuring Emily Reed (@hey_advisor), Chris Brittain, & @_bchaps packed with tips to grow your client base online Tune in now: 🎧 Spotify: https://t.co/rHntKttitQ 🖥️ YouTube: https://t.co/PbRzoPkCFh

💭 Legacy planning is getting more personal and advisors are leading the shift Tracy McLennan of @EdwardJones told @WealthProCA that Canadians want estate plans reflecting values, not just assets 🔗 https://t.co/k7IzYdAdBN #FinancialAdvisors #EstatePlanning #WealthManagement

📈 Succession planning is more than money; it’s leadership & legacy Brent Cameron (@BoydenCanada) told @WealthProCA that 75% of Canadian business owners plan to exit in the next decade — yet few have a successor Advisors can help clients plan early 🔗 https://t.co/M8kRlxmrFX

🧠 Smarter tech. Better workflows. Happier clients. #FinancialAdvisors are using new tools to save time, strengthen compliance, and create seamless client experiences. Check out our latest blog: https://t.co/ytw4fGoLMu #Fintech #AdvisorTech #WealthManagement

💡 #RetirementPlanning isn’t just about financial freedom; it’s about purpose. Advisor @robertlaura saw that even wealthy clients can struggle after retiring. As shared by @s_chan4 for @advisorca, understand why purpose matters beyond the portfolio: https://t.co/muHIiKEGKJ

🤖 As social media gets more automated, authenticity matters more than ever Advisor Evan Inglis (@IGWealthMgmt) shows how real conversations, not bots, build trust and credibility 📰 Full story via @WealthProCA: https://t.co/9osgxFxjtv #FinancialAdvisors #WealthManagement