As a Financial Advisor, you already know that your clients continue to demand more value in each and every client meeting. To facilitate this, Advisors rely on information, speed, and simplicity from their financial planning software during retirement planning discussions. Most likely, your clients are not coming to you, asking for a financial plan. They […]
As you help your clients work through the many stages and phases of retirement income planning, financial planning, and creating long-term projections, the importance of tax planning undoubtedly remains a top priority and focus throughout these discussions. Whether you’re a Financial Planner, Advisor, or an Investment or Wealth Manager, chances are that your clients are […]
Welcome to Snap’s first ever user spotlight! Today, we’re doing a deep-dive with Renee Hawk. You can download the full case study down below if you want the numbers and business impact information. Let’s start with some questions.
Did you know that there are new technology rules for Financial Planners? In July 2021, the FP Canada Standards Council added two new rules to their Standards of Professional Responsibility. Certified financial planners (CFPs) & qualified associate financial planners (QAFPs) have some new expectations and requirements pertaining to the technology they use as […]
Over the last few weeks, I decided to take a deep dive into the practices of our top clients in order to distill their approach into a simple framework for what makes them referable. I always take meticulous notes when I see something that works, so I went over my notes from several hundred conversations […]
We’ve been working hard for the past 5 years to bring you financial planning software that is intuitive, interactive and impactful so that you (and your clients) can easily determine which strategies add to and detract from building long-term, after-tax wealth.
On February 27, 2018 the federal government released Federal Budget 2018. It’s titled, Equality and Growth, A Strong Middle Class. You can view the entire 369 page report at this link, but perhaps first read this quote from Jamie Golombek, Managing Director, Tax and Estate Planning with CIBC in Toronto:
If you book and attend a lot of meetings, you and I have a lot in common. You’ll probably agree that: The most valuable aspect of our work is the time spent with our current and prospective clients. We have limited resources and staff, and the less time we spend on administrative tasks, the […]
Whether you’re an established advisor looking to grow your business or just starting your career, you cannot ignore a major shift happening in the financial services industry worldwide: we now live in the world of low fees. Today, I’m going to show you how to succeed in this new reality by staying technologically relevant, […]
If you expect that one spouse will outlive the other in your clients’ retirement projections, it’s useful to project the surviving spouse’s financial situation after the death of their spouse. We call this a Surviving Spouse Scenario in Snap Projections financial & retirement planning software. Here’s a quick summary of what happens to your clients’ […]