Advisors can do more planning with less data entry while helping their clients to see the value in maximizing TFSA & RRSP contributions. When you can show the personalized impact of what it looks like long-term to maximize contributions for your client, the...
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...
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...
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. Simple...
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. If you want grow the Advisory...
