4 Ways to Maximize Clients’ Money in Retirement
During the recording of this financial planning session, you will learn how to easily model 4 planning strategies that can have a major impact on your clients’ lives and retirement plans. You will see how addressing complex financial planning questions can actually be...7 Ways Advisors Engage Retirees in Financial Planning
As a Financial Advisor or Planner, you likely already know how challenging it can be to get some of your Advisory clients or prospects on board with the financial planning process. For Retirees, or those approaching retirement, it’s even more important to break...Transparent retirement planning recommendations
As a Financial Advisor, you already know that your clients continue to demand more value in each and every client meeting. To start, they want transparent retirement planning. They want to understand where the numbers are coming from. To facilitate this, Advisors rely...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.