How to Build Trust, Convert More Prospects & Grow Your AUM with Financial Planning
— Join us LIVE on Tuesday, October 26th, 2021 at 11am ET —
Now, more than ever before, Canadian consumers are seeking more than just investment or insurance products. They need, and are willing to pay for, financial planning advice tailored to their needs.
On this FREE workshop, we'll show you how you can:
- Easily prepare comprehensive financial & retirement plans
- Leverage interactive presentations to engage clients & convert more prospects
- Position yourself as a trusted advisor to attract referrals, even on Zoom!
Register for This Webinar
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Event Details
As the wealth management industry continues to transform, there are endless opportunities for advisors to leverage financial advice as a way to enhance their service offering, strengthen the relationship with their clients, gain more referrals, and as a result, grow an incredibly successful financial advisory practice.
More and more, financial advisors are shifting away from being primarily focused on investment or insurance products. Today’s top advisors are incorporating financial planning into their practices as a way to gain a complete understanding of the client’s needs and how to properly serve them.
These Advisors are providing financial planning advice using a systematized and structured process, either through comprehensive financial planning or taking a more modular approach to offer more targeted services like retirement income planning. Because with the right platform, even comprehensive financial planning can remain both efficient for the advisor and effective for the client.
In this free workshop, we’ll demonstrate how you can leverage financial planning software to simplify your planning process, illustrate your value to clients, and grow through referrals.
Who We Are
Snap Projections is a financial & retirement planning software platform. We help great financial advisors grow their assets under management and receive more referrals through effective financial planning.
Snap is an easy to use yet comprehensive financial planning platform for asset accumulation and decumulation. It uses interactive and client-friendly presentations, allowing you to show your clients their whole life on one page and compare multiple “what-if” scenarios with one click.
Click Register Now and join us live on Thursday, August 26, 2021 at 11am ET.
What Our Customers Say
“I really like Snap Projections. It’s very easy to work with yet provides sufficiently detailed analysis for my clients. My clients find it intuitive and easy to understand, and can quickly determine if they are on track or if adjustments need to be made. Their team is very responsive and great to work with.”
Brant Taylor, CFP, RFP, CLU, CEA, BBA
Senior Financial Planner, Assante Financial Management Ltd.
“Snap allows me to better serve my clients by allowing me to efficiently and cost-effectively deliver retirement income analysis. Thanks to Snap’s streamlined data entry and practical report templates I can easily offer more planning to more clients.”
Michael Berton, CFP, RFP, CLU, CHS
Senior Financial Planner, Assante Financial Management Ltd.