Advisors Save Time & Delight Clients with SnapShot Report
On July 23, 2024, the team at Snap hosted this CE-accredited financial planning webinar that had 370 Financial Advisors & Planners register to attend. Live attendance was required to be eligible for the CE Credit. Watch the video here. Canadian Financial...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...What makes financial planning software effective?
What makes retirement projections software good? If you are like me, when you evaluate new software you are looking for specific features. You wonder: “How will this software take care of “X”? Or, “Can it help me with “Y”.