Stories of Growth

One of Canada's largest banks had advisors who were great at managing money but struggled to bring it in. They launched Capfluence across a large region of their private wealth division and saw strong growth within 90 days. Now they're expanding across the country, transforming portfolio managers into entrepreneurs.

Aaditi Kumar had no network, no referrals, and no one willing to help. She used Capfluence to find her own niche, learned how to prospect through the Academy, and built a book of business filled with young Indian physicians who trust her and refer others like them.

Natasha Jackson used to be a lawyer. She started her own firm, built it, and sold it. Now she uses Capfluence to find lawyers who just started their own firms, inviting them for coffee and becoming the advisor they trust because she has been exactly where they are.

A legacy firm built by a generation of great advisors was facing a retirement wave with no one ready to replace them. They piloted Capfluence with a small group, saw immediate results, and rolled it out firm-wide. Today, top advisors are growing, new advisors are ramping faster, and the firm is ready for what comes next.

Dave Knight has been an advisor for over 30 years. He could rely on referrals alone, but he still loves finding new clients. He uses Capfluence to target construction business owners over 45 in Edmonton, reaching them at the moment they start thinking about retirement and what comes next.

Connor Vandyke was spending hours every week in the same meetings, reviewing the same spreadsheet, unable to see why his advisors were stuck. He brought in Capfluence to get visibility into what was actually happening. Now he shows up with a plan, not questions. His region is one of the top performing in the country.