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 here. ...
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...
How to re-engage with your clients When an existing Advisory client becomes unengaged, how can you reconnect? This is a challenge Advisors are dealing with on a regular basis. Advisors using Snap have shared with us how they use the financial planning software as a...
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...
Have corporate planning discussions with confidence Even if you are not currently providing corporate planning, you will still learn a lot during this financial planning tutorial. After watching this financial planning tutorial, you will gain the ability to...
Learn to confidently discuss corporate planning opportunities with your clients May 14th's corporate planning webinar had over 500 Advisors register to attend. Attendees got to see two new and exciting planning capabilities during the Case Study — how to create a...
Personalization is key to client retention If you intend to keep your clients happy long term, providing personalized service is going to be essential. But how can you do that with efficiency? This tutorial tackled this challenge that many Advisors are dealing with —...
In this video, you are going to witness how a basic financial plan can be built from end to end, in just 5 minutes using Snap Projections financial planning software. Watch the 5-minute financial plan build https://youtu.be/JTqPLnQSsMw Canadian Financial Advisors,...
Advisors can do more planning with less data entry while helping their clients to see the value in maximizing TFSA & RRSP contributions. In this previously recorded session, the Snap Customer Support team is addressing commonly asked financial planning questions...
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 delivered is how...