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,...
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...
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. Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free...
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....
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...