For Canadian Financial Advisors, regulation has steadily moved in one direction over the past decade: greater transparency. From the rollout of CRM2 to the upcoming implementation of CRM3, or Total Cost Reporting, the message from regulators is clear. Clients should...
You can find a finfluencer for nearly every financial topic, from investing in stocks to maximizing your RRSP to advanced cryptocurrency trading strategies. With just a few taps, Canadians can access financial commentary delivered through bite-sized videos, personal...
Building long-term relationships with clients is one of the foundations of a successful practice in the financial services sector. Advisors and Planners who focus on building strong client relationships are often in the best position to improve client retention, earn...
Helping clients form realistic and informed expectations is an important part of effective Financial Planning. While investment strategies and portfolio management play a role, much of an Advisor’s value also lies in supporting clients as they navigate financial...
The initial interactions a Financial Advisor has with a new client are critical. This period, known as client onboarding, sets the foundation for what will hopefully become a long and mutually beneficial relationship. A well-structured and thoughtful onboarding...
Why client comprehension matters Interactive charts have become a cornerstone tool for Snap Advisors who want to educate their clients. Have you ever considered how much client comprehension and engagement impacts the financial plan’s chance of success? Ensuring your...
Today in our final session with Bill and Vicki Spicer, we are ready to move into the reporting phase of our planning. This 20-minute lesson will cover everything you need to know about building a client report from scratch, customizing that report, and saving your...
Building strong client relationships goes beyond crunching numbers. Meaningful conversations help Financial Advisors uncover a client’s true priorities, long-term goals, and risk tolerance—allowing for more tailored and effective financial planning. By asking the...
As a Financial Advisor or Planner, building strong client relationships is key to long-term success. Regular communication fosters trust, keeps clients engaged, and reinforces your role as a valuable resource. A well-crafted newsletter is one of the most effective...
Transform the way financial advice is delivered with a 1 page report. With Snap, you’ve always been able to show your clients their whole life on one page. Now, you can create that same client experience using our newest reporting feature, the SnapShot — a 1 page...
If you want to retain clients long-term, personalization is key. But what exactly does that mean? And how can you provide it? In a recent article that was published by Investment Executive, Clients stick with advisors because of personalization: survey, it was...
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. https://youtu.be/xhrfW4VP8Qk...
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...
Do you absolutely love the report produced by your current Canadian financial planning software? If not, you may want to check out the newly released SnapShot feature by Snap Projections. Advisors can now provide their clients with a customized, one or two page...
When customizability meets time savings The reports generated by financial planning software are too long. Even though Snap’s comprehensive reports are client friendly and easy to understand, the reality is that for many clients, even a 5-page report is still too...
The 1 page financial plan summary report We recently announced the launch of the new SnapShot, Snap's latest major development. Advisors need and want better client reporting options. Period. Many of you are making short presentations in Canva or PowerPoint. This is...
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 Advisors and Planners can demonstrate value and positively impact their clients' lives in countless ways. Beyond merely providing financial advice, Advisors have the opportunity to build strong, trusted relationships with their clients and offer...
When Financial Advisors are able to effectively present a financial plan, they can successfully engage clients in the financial planning process and cultivate long-term relationships. This is an important part of the process but something many Advisors tell us they...
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