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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.

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How Advisors are Stress Testing their Clients’ Retirement & Financial Plans

We know that right now inflation, interest rates, talk of bear markets, and declining portfolio values are top of mind for nearly all Canadians — in particular, those who are either approaching retirement or are already there. Our users have been telling us that they need more tools to facilitate these conversations in order to […]

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