When it comes to marketing your Advisory practice, one of the first stages is getting clear on who you want to serve and why, and determining a process to set clear and actionable goals. In this article, we are going to cover these two fundamental stages of...
Financial Planning Blog
Get financial planning tips and CE-accredited webinar invites straight to your inbox.
Value only, never spam. You’re free to opt out anytime.
Financial Advisors & Planners can create financial plans in 5 minutes with this financial planning software
In this video, you are going to witness how a basic financial plan can be built from end to end, in just 5 minutes using Snap Projections financial planning software. https://youtu.be/JTqPLnQSsMw Canadian Financial Advisors, Planners, and Investment Managers are...
How Advisors Can Do More Planning with Less Data Entry & Help Their Clients to Maximize TFSA & RRSP Contributions
In this previously recorded session, the Snap Customer Support team is addressing commonly asked financial planning questions that come from Snap users. Snap users are Canadian Financial Advisors, Planners, and Investment Managers. This was filmed on January 10, 2024....
Financial Planning Tutorial: How to Model the new FHSA with Cash-Flow & Goals-Based Projections
As a Financial Advisor, Planner, or Investment Manager, how can you best help and prepare your clients for their futures? Every client, every case, is going to be completely unique. While yes, there will be commonalities and themes, what truly matters to each...
Advice Expected But Not Delivered is How Financial Advisors Lose Clients (video tutorial)
If a client asks, how much more do I need to start saving in order to meet my retirement goals? and their Advisor can't tell them, it's a problem. If it takes them a long time to determine the answer, that's a problem, too. Advice expected but not delivered is how...
Financial Planning Software Tutorial: Simple Does Not Mean Easy
Here at Snap, we've always tried to keep things simple — especially when it comes to the use of our financial planning software. We've always pushed to ensure we keep it simple to use, but that does not mean sacrificing features and flexibility. Because simple does...
Financial Planners: Where to Get CE Credits & Industry Updates
As a Financial Advisor, Planner, or Investment Manager, you already know how important it is to invest in your own professional development to continuously improve and update your skills and knowledge. Part of that is going to include staying ahead of industry changes...
How Financial Advisors & Planners Can Grow with Networking & Professional Partnerships
Networking and intentionally developing professional partnerships is crucial for individual business owners in essentially all industries, but for Financial Advisors, Planners, and Investment Managers, it can be really make or break. So much of the work you do relies...
How to Grow Your Financial Advisory Practice with a Referral Program
Providing exceptional service, encouraging client referrals, and implementing a Referral Program. Referral programs are a powerful strategy for Canadian Financial Advisors and Planners to grow their client base. Referral programs involve encouraging satisfied clients...
Financial Advisors: Engage Your Clients in the Financial Planning Process by Starting with a Retirement Vision
As a Financial Advisor or Planner, you already know how challenging it can be to get your existing and prospective clients engaged with the financial planning process. What we have found, in practice, is that starting with creating a retirement vision first can make...
Financial Advisors & Planners Can Now Model the new First Home Savings Account (FHSA) in Snap Projections
For individuals aiming to save for their first home purchase, the newly introduced First Home Savings Account (FHSA) offers substantial advantages. Financial Advisors, Planners, and Investment Managers who use Snap Projections told us that they wanted this new account...
How Financial Advisors & Planners Can Create More Value with Personalized Decumulation Strategies
When should your clients start taking CPP/QPP and OAS? Which accounts should they first draw from when they retire? As a Financial Planner, you already know there are no one-size-fits-all answers to these questions. The reality is, it depends — so how can you provide...