[email protected]
NEW FEATURERecommendations: instantly provide options when goals are over or underfunded!

4 Ways Financial Planning Can Help Grow Your Advisory Practice in 2023

We recently surveyed Snap users to get a better understanding of how financial planning software has benefited and grown the financial advisory practice. The responses were meaningful and impactful – so much so that we wanted to put together essentially a guide for all Canadian Financial Advisors who seek to grow their practices through effective financial planning.

Read post