How to get clients & prospects engaged with the financial planning process
— Join us on Tuesday, January 16, 2024, 1pm ET —
Do you find it difficult to get your existing Advisory clients and new prospects interested in financial planning? Are you sending out financial planning questionnaires that rarely get completed and returned?
This virtual CE-accredited financial planning session will provide you with a proven process to get existing clients and prospects on board and engaged with the financial planning process.
During this hour, you will be shown:
- A proven process to get your existing Advisory clients on board with financial planning.
- How to get client participation when data collection time comes.
- How to lead with financial planning during prospect meetings.
- How to provide prospective clients with value & start building trust before asking for their business.
Register for the free event
This financial planning session has been reviewed by FP Canada and qualifies for 1 FP Canada-Approved CE Credit.Join us on Tuesday, January 16th, at 1pm ET for this exclusive online session that’s designed for Canadian Financial Advisors, Planners, and Investment Managers who want to learn more about engaging clients and prospects in the financial planning process.
You will leave this session with an actionable plan to create engagement and interest in financial planning with your existing clients as well as a clear process to lead with financial planning during your prospect meetings.
A replay will be sent out to all registrants but live attendance is required for the full 60-minute session to be eligible for the CE Credit.
Your Hosts
Alex Mercer
Senior Marketing Lead,
Snap Projections
Steve Arnott, CFP
Financial Planning Project Lead,
Snap Projections
The FP Canada CE Credit logo and QAFP marks are trademarks of FP Canada. CFP®, CERTIFIED FINANCIAL PLANNER® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
What Advisors Already Using Snap Say
“Snap Projections is amazing. The follow up and offers of support are terrific. I fretted over 2 complicated income plans for three months. I signed on with Snap and now have concise and easy to read projections for my clients, each taking me less than an hour!”
Principal, David Cooke Wealth Counsellors
“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.”
“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.”
“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.”
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Who We Are
Snap Projections is a Canadian financial planning software platform. We help great Financial Advisors grow their assets under management and receive more referrals through effective financial planning.
Snap is easy to use, transparent, and provides Advisors with a high level of control and flexibility to ensure plans can be personalized. With Snap, you can show your clients their whole life on one page and instantly create multiple “what-if” scenarios. With industry-leading customer support, this platform has been designed with Advisors, for Advisors.
Join us for this virtual event on Tuesday, January 16th, 2024, at 1pm ET.