Reminder: Advocis Greater Vancouver Presents Removing Friction with Digital Tools

Removing Friction with Digital Tools

Join us on October 7, 2020, at 2:00 P.M. and hear from Brandon Chapman, chair of the Advocis Technology Task Force speak on digital tools for Financial Advisors.

This webinar is complimentary to both Advocis members and Non-members

Register Early:

Available spots are limited and will be on a first-come, first-served basis.

• Registration for this event closes on October 5, 2020, at 11:30 P.M.
• This webinar is currently pending review for CE credits

Removing Friction with Digital Tools for Financial Advisors:

• COVID-19 has dramatically changed the ability for the traditional in person planning process for most financial advisors.
• The Advocis TTF has researched FinTech tools that empower advisors to service clients in a more streamlined way.
• During this session Brandon will walk through his digital financial planning process including how technology tools:
  • remove friction from prospects becoming clients and
  • build trust and confidence with existing clients.

Speaker's Bio:
 

Brandon Chapman

Brandon Chapman is a Certified Financial Planner who manages his own financial planning practise in Vancouver. He chairs the Advocis Technology Task force where he and his team research and provide advice to Canadian financial advisors on up and coming financial technology trends. He’s passionate about financial & technology literacy and is excited for the future of financial advice.