EP 82: What Advisors Get Wrong About the Digital Client Experience with AdvisorFlow’s Brandon Chapman

This episode is all about what happens when a financial advisor decides "there's got to be a better way"—and then builds it. Brandon Chapman, Founder of AdvisorFlow, joins me to talk about his journey from bootstrapping his advisory business in a basement apartment to leading one of Canada's rising fintech platforms. We get into what clients actually want, why most digital experiences still feel like 2007, and how to scale without losing your human touch. 

 

Brandon Chapman, CFP, is a financial advisor and entrepreneur with over a decade of experience operating his own advisory practice. He is also a key contributor at AdvisorFlow, a fintech company focused on streamlining the digital onboarding experience for advisors and their clients. Brandon is passionate about elevating the digital client experience and helping advisors modernize their practice through thoughtful technology, storytelling, and a strong online presence.

 

Things to Ponder from This Show…

1. The Client Experience Is the Brand: Whether digital or in-person, every interaction shapes how clients talk about you. A remarkable experience earns referrals; an unremarkable one does the opposite.
   
   
2. Most Digital Experiences Are Still Broken: Advisors often mistake tech for PDFs with a logo. Today’s clients expect seamless, intuitive experiences like they get from Apple or Amazon—and anything less is a liability.
   
   
3. Tech Enables Scale, but Human Touch Builds Trust: Tools like Advisor Flow help advisors grow by automating onboarding and compliance—but trust is still earned through planning-first conversations, not just product pitches.

 

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Cheers,

Chris