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Advisor Spotlight

Conversations with advisors about their journeys to wealth management and how they're finding success with Flourish

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Advisor Spotlight with Brett Nelson

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

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Advisor Spotlight with JoAnn May

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

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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.

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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.

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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.

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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.

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