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...
What makes retirement projections software good? If you are like me, when you evaluate new software you are looking for specific features. You wonder: “How will this software take care of “X”? Or, “Can it help me with “Y”.
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 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...
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...
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...
As everyone already knows, the new capital gain inclusion tax rules are planned to come into effect on June 25th of this year. Many of you, we have been told, are heading into the office this week not knowing what to show your clients. Questions Advisors are asking...
This article is for Canadian Financial Advisors, Planners, and Investment Managers who are not currently using social media in their practices and would like to start. We are going to cover the basics to get the ball rolling. We will take it one step at a time and...