Snap Projections was thrilled to once again sponsor the annual IAFP Symposium. This year, the team conducted a Symposium Case Study deep-dive through a 2-part webinar series. The Case Study, May The Wealth Be With You, can be downloaded here. This case holds some...
If you want to retain clients long-term, personalization is key. But what exactly does that mean? And how can you provide it? In a recent article that was published by Investment Executive, Clients stick with advisors because of personalization: survey, it was...
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...
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...
How to re-engage with your clients When an existing Advisory client becomes unengaged, how can you reconnect? This is a challenge Advisors are dealing with on a regular basis. Advisors using Snap have shared with us how they use the financial planning software as a...
