Alex Mercer - Snap Projections

Advisors Save Time & Delight Clients with SnapShot Report

On July 23, 2024, the team at Snap hosted this CE-accredited financial planning webinar that had 370 Financial Advisors & Planners register to attend. Live attendance was required to be eligible for the CE Credit. Watch the video. Canadian Financial...

Read post

Top Canadian Financial Planner’s Growth Tips

On June 25, 2024, we sat down with Snap user Adam Bornn, CFP, CLU to discuss what practice management and practice growth strategies have been effective. Adam has been dedicated to clients looking to build financial, retirement, and estate plans since 2006. After...

Read post

What makes financial planning software effective?

What makes retirement projections software good? If you are like me, when you evaluate new software you are looking for specific features. You wonder: “How will this software take care of “X”? Or, “Can it help me with “Y”.

Read post

Engage Clients and Update Financial Plans Efficiently

Keeping your current Advisory clients engaged with the financial planning process can be a challenge. What are some ways Advisors can maintain the relationship, keep clients engaged, and ensure conversations remain current? How Advisors use Snap to engage their...

Read post

5 Lead Magnet Ideas for Financial Advisors

If you want make practice growth easier, it’s time to start growing your email list with a Lead Magnet. Sending out regular emails of high quality content is a great way to stay engaged with current clients and to expand relationships. But how can you take this...

Read post

Advisors Save Time & Delight Clients with SnapShot Report

Top Canadian Financial Planner’s Growth Tips

What makes financial planning software effective?

Engage Clients and Update Financial Plans Efficiently

5 Lead Magnet Ideas for Financial Advisors

Get financial planning tips

Get financial planning tips and CE-accredited webinar invites straight to your inbox.