The Veteran Advisor

The Veteran Who Never Stopped Hunting

30 Years In. Still Growing.

Dave Knight has been an advisor for over 30 years. He has built a solid practice. He has a steady stream of referrals. Most advisors at his stage would coast.

Dave isn't most advisors.

He still loves the hunt. Finding new clients. Building new relationships. Adding to what he has already built.

A Niche He Knows By Heart

His book is filled with business owners in the construction industry. It's not a coincidence.

His dad was a construction business owner. Dave grew up watching him build something from nothing. He saw the long hours. The cash flow struggles. The weight of being responsible for employees and their families.

He doesn't just understand construction business owners. He speaks their language.

Finding the Right Moment

Dave uses Capfluence to find construction business owners over the age of 45 in Edmonton, Alberta.

Why 45? Because that's when things start to shift.

Business owners at this stage start thinking about the next two decades. How will they retire? What happens to the business they built? Do they sell it? Take out equity? Pass it down to their kids?

These are big questions. And most of them don't have answers yet.

Dave reaches out through email. He tells them why he got into the industry. What he has seen. What he can offer. It's not a pitch. It's a conversation starter.

Where He Is Today

Dave isn't chasing volume. He's landing big fish. Business owners with real wealth and real problems to solve.

He's building relationships in the community. Getting introduced to other owners. Becoming the guy that construction business owners in Edmonton call when they're ready to plan the next chapter.

30 years in, and he's still growing.

Case studies

Read more case studies

A Top 5 Canadian Bank

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.

A Top 5 Canadian Bank

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.

A Top 5 Canadian Bank

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.

The New Advisor

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.

The New Advisor

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.

The New Advisor

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.