Snap Projections was thrilled to once again sponsor the annual IAFP Symposium. This year, the team conducted a Symposium Case Study deep-dive through a 2-part webinar series. The Case Study, May The Wealth Be With You, can be downloaded here. This case holds some...
If you want to retain clients long-term, personalization is key. But what exactly does that mean? And how can you provide it? In a recent article that was published by Investment Executive, Clients stick with advisors because of personalization: survey, it was...
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...
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...
