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...
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...
