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...
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...
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...
When should your clients start taking CPP/QPP and OAS? Which accounts should they first draw from when they retire? Today we are going to explore personalized decumulation strategies. The answer is, it depends As a Financial Planner, you already know there are no...
If you want to create more financial plans for more clients, saving time and increasing confidence are likely pretty high on your priority list. But — easier said than done? Only if you’re not using the right tools. Advisors need to understand the numbers We...
