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    How Advisors can engage with existing clients and efficiently update financial plans.

    by | Nov 9, 2024 | Client Communication & Reporting

    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 clients in the planning process

    Advisors using Snap have uncovered numerous discussion points that can be leveraged throughout the software to help uncover life events, changing goals, new needs, while facilitating continued discovery and relationship-building.

    During this webinar that was filmed by Snap’s industry-leading Customer Support team, they are exploring ways in which Advisors can have renewed conversations and update financial plans for 2024.

    Canadian Financial Advisors can now create a one-page financial plan summary report with Snap Projections financial planning software.

    Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software.

    4 key learnings from this financial planning tutorial

    Key elements of this financial planning tutorial:

    • For your younger clients: how to model the new First Home Savings Account (FHSA) when a first home purchase becomes a goal
    • For your incorporated clients: how to model the potential impact of purchasing corporately-owned life insurance when there excess cash
    • For clients with changing goals or life events: how to model changing expenditures for annual cash-flow or specific goals-based planning needs
    • For the Advisor’s efficiency and ease: how to instantly rebase and update old plans with updated assumptions and values

     

    Additionally, you will learn how to discuss progress towards the client’s goals, including factors that the client can control such as contributions to investments.

    We will also discuss how to provide peace of mind by discussing and modelling factors outside of the client’s control, such as investment returns.

    Related:  Why Client Education Matters Today More Than Ever

    Want to follow along? Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software.

    Please note that CE credits were only available to Advisors who attended the webinar live.

    Watch the financial planning tutorial recording

     

     

    Additional resources

    What you should do now

    1. Try Snap Projections free for 14 days.
    2. Read more articles in our blog.
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