Top Canadian Financial Planner’s Growth Tips
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...Grow Your Advisory Practice with a Referral Program
Providing exceptional service, encouraging client referrals, and implementing a Referral Program. Referral programs are a powerful strategy for Canadian Financial Advisors and Planners to grow their client base. Referral programs involve encouraging satisfied clients...Top Financial Advisors Increase Referral Rates
Top Financial Advisors, Planners, and Investment Managers continually refine and enhance their business operations and improving referral rates should be no different. The financial industry is marked by ever-evolving dynamics, including market shifts, regulatory...Boost Referrals with Snap’s Financial Planning Software
Welcome to Snap’s first ever user spotlight! Today, we’re doing a deep-dive with Renee Hawk. You can download the full case study down below if you want the numbers and business impact information. Let’s start with some questions.