Advisor Spotlight

Advisor Spotlight with Craig Joncas

Read how Craig Joncas of Penobscot Financial Advisors uses Flourish to expand firm offerings and stay competitive, from gaining visibility of client cash positions with Flourish Cash to providing a seamless experience for both clients and colleagues with Flourish Annuities.

Advisor Spotlight with Lindsay Brock

Lindsay Brock, CFP and wealth advisor at Stearns Financial Group, a Hightower Advisors firm, explores the shift from traditional investment management to comprehensive wealth planning and the evolving role of cash.

Advisor Spotlight with Brett Nelson

Mariner Advisor Brett Nelson, CFP and Partner at AdvicePeriod, shares how he uses technology to increase client value.

Advisor Spotlight with JoAnn May

Learn how the co-founder of Chicago-based Forest Asset Management uses Flourish to cultivate relationships with prospective clients.

Advisor Spotlight with Breanna Sykes

Read how Breanna Sykes of Copper Leaf Financial uses Flourish to help clients better manage their cash while generating more referrals at the same time.

Advisor Spotlight with Stephanie Bogan

Read how Stephanie Bogan of Limitless Advisor Coaching teaches advisors how to transform their businesses and their lives using the latest research in behavior, mindset, and practice management.

Advisor Spotlight with Curt Stowers

Learn how Curt Stowers of F5 Financial Planning uses a values-driven mission to serve clients while leveraging Flourish Cash to support local nonprofits.

Advisor Spotlight with Kaitlyn Carlson

Read how the founder of Theory Planning Partner's experience as a private wealth advisor led to the discovery of two underserved client niches that eventually became the core clientele for her own firm.