In your basic 5-step process to start creating and sending out content via emails to your existing clients, we covered sending out a newsletter-style email on a regular schedule. Now, we can build on this idea once that has been established. What is a Nurture...
Have corporate planning discussions with confidence Ever wonder how other Advisors are simplifying corporate planning? Even if you are not currently providing corporate planning, you will still learn a lot during this financial planning tutorial. After watching this...
Do you absolutely love the report produced by your current Canadian financial planning software? If not, you may want to check out the newly released SnapShot feature by Snap Projections. Advisors can now provide their clients with a customized, one or two page...
When customizability meets time savings The reports generated by financial planning software are too long. Even though Snap’s comprehensive reports are client friendly and easy to understand, the reality is that for many clients, even a 5-page report is still too...
One concept we have discussed previously when it comes to content creation is to always first start with the questions your current clients are asking. We covered this, and provided the steps to get started with content creation and email marketing in this article:...
