Advisor Panel Discussion: What questions do you ask your clients who don’t think they need a financial plan?

— Join us on Tuesday, December 13, 2022, at 1pm ET —

Join us for this exclusive live event to learn how 4 Financial Advisors have successfully grown their practices by leading with effective financial planning.

In this panel discussion, you’ll hear from 4 Financial Advisors who all bring a unique perspective to the table. Even as an experienced Financial Advisor, it can sometimes be difficult to transition the client conversation from investments to planning.

Most often, your clients do not come to you asking for a financial plan. They come with financial questions, which can be addressed through the financial planning process.

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Financial Advisor Panel

Eric Thomson

Senior Financial Planner

CI Assante Wealth Management

Alex Carter, CFP, CIM, CEA

Senior Wealth Advisor

CI Assante Wealth Management

Per Homer, CFA, RFP

Senior Financial Planning Advisor

CI Assante Wealth Management

Alyson Schmidt

Wealth Advisor

CI Assante Wealth Management

Your host

Alex Mercer

Senior Marketing Lead,
Snap Projections

When your clients don’t think they need a financial plan and you’re having a hard time articulating the value, what can you do to help?

Join us to learn what strategies other Advisors are using with great success to easily demonstrate the value of financial planning, grow their assets under management, and scale their practices.

What Our Customers Say

“The ability to manipulate the data with a client watching is what I enjoy most about Snap Projections. The data entry is simple, and it’s easy to provide clients with a meaningful report after working in Snap Projections together. You can tell the developers at Snap work closely with advisors to help them provide clients with a meaningful understanding of their overall retirement and estate picture.”

John Booth, CPA, CA, CFDS, CFP

Senior Financial Advisor, Aldershot Financial Group | Aligned Capital Partners

“I have tried many financial planning software packages over the last 20 years. I wanted financial planning software that provided accurate and meaningful output but was user friendly. Snap Projections was the first I have seen that provided these attributes to help me and my team run my financial planning business. I am very happy that I’m using Snap.”

Cam Forer, CFP

Investment Planning Counsel

“Snap Projections answers all the cash flow modelling questions we have thrown at it so far. It explains very well the essential cog in the financial planning gearbox that most other financial projections software completely miss – what do I need to do now and in the future to ensure I have the necessary cash flow to keep my household functioning. Finally, Snap is really easy to use.”

Lenore J. Davis, MA, CFP, RFP

Senior Partner, Dixon, Davis & Company, Chairman of the Institute of Advanced Financial Planners (IAFP)

“Snap Projections so far has reduced my time to develop retirement projections to about a quarter (or less) of the time I used to spend with FP Solutions by CCH. It provides exactly what I need for my clients. Snap allows me to spend more time assisting my clients in moving forward instead of doing back office work. It will also allow us to track the annual progress.”

Diane Dekanic, MBA, CFP, RFP

President, Financial Health Management

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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.

Join us for this live exclusive on Tuesday, December 13, 2022, at 1pm ET.

Register Now