Welcome to "Flow & Tell"

Flow & Tell is designed for people who want to build better, faster, and smarter financial planning practices using technology 

(without falling asleep halfway through a paragraph)

By Stephen Bell • May 24, 2026
Salesforce has tightened security with mandatory MFA, step-up authentication and stricter controls. Learn what businesses should do to stay secure today .
By Stephen Bell • March 8, 2026
Discover FACT Ai Engine. Turning meetings into AI file notes for financial advisers, using structured steps to capture facts, reduce errors & save time.
By Stephen Bell • October 26, 2025
Discover how automation and connected systems help advisers save time, improve compliance, and scale their financial planning practice.
By Stephen Bell • June 20, 2025
How Real Time-Wealth helps advice firms scale faster, drive profit, and keep clients smiling by automating the boring stuff and surfacing better data.
By Stephen Bell • June 16, 2025
Discover 5 powerful Salesforce Flow features in Summer '25 that enhance UX, boost automation, and help you build smarter, more interactive experiences.
By Stephen Bell • June 15, 2025
Practical insights on financial planning technology, Salesforce, automation, and workflow improvements for modern advice practices.