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.