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...
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Transform the way you deliver client advice with the SnapShot, a customizable one-page 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 no longer necessary. You can get those...
Introducing the SnapShot: a one-page summary report of what your client values most
Transforming the way financial advice is delivered. 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 in our newest reporting feature, the SnapShot — a one (or two!) page summary...
How Financial Advisors and Planners Can Model the Proposed Inclusion Rate Changes for Capital Gains
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. Here at Snap, we are being asked...
How Financial Advisors and Planners can start using social media to grow the Advisory practice
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...
Build the practice you want by defining your target clients (Marketing tips for Financial Advisors & Planners)
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 decisions if you want to...
Advisor interview: learn from top Advisor Jamie List, CFP, CIM, FCSI, CLU, FMA, CSWP
On March 6, 2024, Snap user Jamie List sat down with Snap Projections for an interview to share his background and depth of knowledge after working in the Canadian financial services industry for the last 30 years. Jamie is the co-founder of Bearing Capital Partners,...
Financial Planning for Advisors: How to provide personalized planning for multiple clients efficiently
This tutorial tackled a challenge many Advisors are dealing with — and that’s how to remain efficient when clients have drastically different planning goals and concerns. How can you provide highly personalized advice, addressing multiple concerns and clients, and...
How to create your unique value proposition as a Financial Advisor, Planner, or Wealth Manager
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. This statement is how you will attract your ideal clients and build the type of practice...
How to Define your Target Audience & Set Actionable Goals [Marketing tips for Financial Advisors]
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 these two fundamental stages of...
Financial Advisors & Planners can create financial plans in 5 minutes with this financial planning software
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. https://youtu.be/JTqPLnQSsMw Canadian Financial Advisors, Planners, and Investment Managers are...
How Advisors Can Do More Planning with Less Data Entry & Help Their Clients to Maximize TFSA & RRSP Contributions
In this previously recorded session, the Snap Customer Support team is addressing commonly asked financial planning questions that come from Snap users. Snap users are Canadian Financial Advisors, Planners, and Investment Managers. This was filmed on January 10, 2024....