Brandon Chapman, CFP, CLU

Principal, SaaS Wealth Insurance

Chair and founding member of the Advocis Technology & Innovation Committee, Founder of AdvisorFlow and Principal of SaaS Wealth Insurance 

Brandon Chapman is a well-regarded speaker on innovation in the financial services space and a passionate advocate for technology adoption for financial advisors. As an advisor of seven years with a technology background, he has built his financial advisory practise supporting technology entrepreneurs, professionals and retirees. Five years into building his advisory business, he founded AdvisorFlow which is a cloud-based client discovery tool for Canadian financial advisors because there wasn’t a quality solution available. The platform includes data aggregation and data portability.

He believes that the role of financial advisors will shift to be trusted financial guides over product salespeople. He also believes advisors that embrace technology and understand the trends impacting our industry will thrive in the future.