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...
This article is for Canadian Financial Advisors, Planners, and Investment Managers who are not currently using social media in their practices and would like to start. We are going to cover the basics to get the ball rolling. We will take it one step at a time and...
Who do you want to serve? Building the practice you want takes time and concentrated effort. In the beginning, you may find it works to be more generalized with who you can help. But as your practice grows and evolves, at some point you will need to start making some...
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...
As a Financial Advisor, Planner, or Investment Manager, you already know how important it is to invest in your own professional development to continuously improve and update your skills and knowledge. Part of that is going to include staying ahead of industry changes...
