How to re-engage with your clients
When an existing Advisory client becomes unengaged, how can you reconnect?
This is a challenge Advisors are dealing with on a regular basis.
Advisors using Snap have shared with us how they use the financial planning software as a tool to reconnect with disengaged clients and get old plans updated.
Case study details
In this previously recorded Advisor drop-in session, the Customer Support team is working through a case for Sam and Sarah Prince. The couple has not been in since 2019 and are well overdue for a financial plan update.
How can Advisors easily update and refresh old plans? In this financial planning tutorial, we will show you.
You will see how we can instantly rebase old plans to remain efficient in the planning process, and how easy it is to model the new things that come up in conversation.
Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software.
In this case, the couple is now anticipating receiving an inheritance and hoping to plan for a major home renovation.
Want to follow along? Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software.
Watch the financial planning tutorial today and you will see how the planning experience transforms when the planning software used is transparent, easy to understand, and highly flexible.
The ability to model what comes up in conversation in real-time is a game changer.
Watch the Case Study
