Fintech Impact

In today's episode, Jason will talk to Brandon Chapman, founder of Advisor Flow. It is a tool that helps advisors learn more about their clients in onboarding and acquire vital information to them faster and better. Episode Highlights:01.10: Brandon explains Advisor flow was incorporated last year. He was working on a project three years ago because he was so frustrated with using PDF and word documents to gather facts about his clients in his practice. Then, during the pandemic, it appeared every other advisor realized that pen and paper wasn't sufficient and efficient. 03.40: Jason suggests if you want to see who is ready to work with it, put an obstacle in front of them. 07.18: Brandon says, if a robot is emailing you to do something, it's very easy to ignore it, but if it's a human that you know is going to call you next or see you at the dinner party, there's a much higher chance you're going to do that thing.09.24: Jason asks, how much of the financial industry has been around relying on