As you know, a Financial Advisor’s duties go beyond the number-crunching aspects of their role. To build strong client relationships and deliver long-term value, Advisors often benefit from a mix of technical knowledge and interpersonal strengths. In this article, we...
Financial Advisory is a relationship-driven profession where lasting success often stems from earning trust and communicating value clearly. While the word “sales” may carry traditional associations, in the context of Financial Planning, it’s less about persuasion and...
As a Financial Advisor, Planner, or Investment Manager who wants to differentiate themselves and stand out from the pack, it’s important to develop a compelling value proposition. A well-crafted value proposition articulates the unique benefits you provide and acts as...
To build strong relationships with clients and prospects, financial professionals can benefit from having a strong online presence. Social media has become an effective way to create and nurture these relationships. This digital medium provides Advisors, Planners, and...
Successful Financial Advisors and Planners—whether independent or affiliated with financial institutions—require real-time insights into the economy and market trends. Podcasts serve as an invaluable resource, offering timely, expert-driven analysis that complements...
A well-designed website is more than just an online presence—it’s a vital tool for building trust and showcasing a Financial Advisor’s expertise. It serves as a digital front door, giving potential clients insight into your services and reinforcing confidence in your...
In the crowded Financial Services industry, standing out and attracting the right clients can be a challenge. A strong online presence can make all the difference, and search engine optimization (SEO) plays a crucial role in ensuring potential clients find your...
Running a successful Financial Advisory practice goes beyond offering sound financial advice—it requires efficient management, strong client relationships, and strict adherence to industry regulations. When operations are well-structured, Advisors can focus more on...
The financial services industry is a dynamic field that’s constantly evolving. As a Financial Professional, you must continually learn and adapt to stay competitive. Ongoing education is essential for keeping up with changing laws and regulations, ensuring that you...
Attracting and retaining clients as a Financial Advisor takes more than just expertise. Because there are so many financial professionals, especially in larger cities or regions, a well-thought-out marketing plan can become necessary to generate leads and also convert...
The financial landscape is evolving daily thanks to technology and the emergence of savvy investors seeking personalized, tech-driven financial solutions. This shift creates both opportunities and challenges for Financial Advisors, who must adapt their workflows to...
Generating the right Financial Advisor leads is more than a numbers game—it's about connecting with people who truly need your expertise. But with countless strategies out there, how do you focus on what works? This guide breaks down 16 impactful lead generation...
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...
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 to the...
In your basic 5-step process to start creating and sending out content via emails to your existing clients, we covered sending out a newsletter-style email on a regular schedule. Now, we can build on this idea once that has been established. What is a Nurture...
Have corporate planning discussions with confidence Ever wonder how other Advisors are simplifying corporate planning? Even if you are not currently providing corporate planning, you will still learn a lot during this financial planning tutorial. After watching this...
One concept we have discussed previously when it comes to content creation is to always first start with the questions your current clients are asking. We covered this, and provided the steps to get started with content creation and email marketing in this article:...
A few weeks ago, we discussed how Financial Advisors, Planners, and Investment Managers can get started with engaging their prospective clients on social media. If you are ready to start creating your own content to share, this article will provide you with first...
Who do you want to serve? Building the practice you want takes time and concentrated effort. In the beginning, you may find it works to be more generalized with who you can help. But as your practice grows and evolves, at some point you will need to start making some...
Learn from a top Canadian Advisor On March 6, 2024, Snap user Jamie List sat down with Snap Projections for an Advisor interview to share his background and depth of knowledge after working in the Canadian financial services industry for the last 30 years. Jamie is...
When it comes to marketing your Advisory practice, one of the first stages is getting clear on who you want to serve and why, and determining a process to set clear and actionable goals. In this article, we are going to cover how you, the Financial Advisor or...
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...
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...
Top Financial Advisors, Planners, and Investment Managers continually refine and enhance their business operations and improving referral rates should be no different. The financial industry is marked by ever-evolving dynamics, including market shifts, regulatory...
Creating content as a Financial Advisor or Financial Planner can be a highly effective way to engage with your audience, demonstrate your expertise, and attract potential clients. Let’s start with exploring the specific benefits to your practice, and then we can get...
New client acquisition for Financial Advisors & Planners can be extremely challenging at times. Early on in your career, the challenges can be enormous. There are many factors that come into play. Client acquisition challenges Challenges that impact both new and...
We recently conducted a survey of Snap users and uncovered the three top business driving activities Financial Advisors, Planners, and Investment Managers are conducting with Snap's financial planning software. Are you currently prospecting? When we asked Snap users...
As a Financial Advisor, you likely already know how beneficial financial planning is for the client. So how can you build financial plans faster? Benefits of financial planning Financial planning helps to create the foundation for a strong client-advisor relationship....
Case study on corporate life insurance Corporate-owned life insurance can be used as a tool not only to build wealth, but as an effective way to tax-efficiently transfer that wealth to beneficiaries. Corporately-owned life insurance policies can provide numerous...
It's never been easier to provide tremendous value to your corporate financial planning clients. One easy way to improve corporate financial planning advice is through the modelling of life insurance. Snap now enables the modelling of corporate Whole Life and...
We recently surveyed Snap users to get a better understanding of how financial planning software has benefited and grown the financial advisory practice. The responses were meaningful and impactful – so much so that we wanted to put together essentially a guide for all Canadian Financial Advisors who seek to grow their practices through effective financial planning.
The Referability Quadrant 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...
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...
How can software help me scale my financial planning practice? Here are some of the most popular software applications that can massively improve how you run your business from managing your client communication and data to collaboration among your team and your...