Finance Village

Creating The Future Of The Financial Industry - Brandon Chapman


Listen Later

Brandon Chapman is the visionary founder of Advisor Flow. Brandon is on a mission to revolutionize the way financial advisors operate, helping them streamline their operations, simplify compliance, and transform client relationships into collaborative and automated experiences. With Advisor Flow, he's created a one-stop solution for everything from intake forms to updating client information, making life easier for both advisors and their clients.
Brandon brings a wealth of experience to the table, with over 8 years of expertise in financial and business planning. He's been instrumental in helping Canadian businesses and professionals thrive by offering strategic advice and harnessing the power of technology.
In today's episode, we dive deep into some intriguing topics with Brandon:
🔹 Are MLMs (Multi-Level Marketing) worth your time and investment? We'll uncover the pros and cons of this controversial business model.
🔹 When should individuals start crafting their financial plan? Brandon shares insights on the ideal timing for taking control of your financial future.
🔹 And finally, we'll explore the red flags to watch out for in the finance industry. With Brandon's extensive experience, he'll reveal the warning signs that every investor and business owner should be aware of.
So, if you're ready to gain valuable insights into finance, technology, and the world of entrepreneurship, stay tuned for an enlightening conversation with Brandon Chapman. 
--Connection Links 🔔
Sheldon Brow: linkedin.com/in/sheldon-brow
Brandon Chapman: linkedin.com/in/brandonchapmancf
...more
View all episodesView all episodes
Download on the App Store

Finance VillageBy Questor Media