5 Ways to Get Your Clients’ Adult Children & Young Professionals Engaged with Financial Planning.
During this virtual event, you will learn how to model and discuss 5 key topics that are relevant to young, working professionals.
For this session’s Case Study, we will be focusing on providing answers & recommendations for our long-time client’s 33 year-old son, Charles.
The financial questions he has for us today are:
- Where am I headed with the savings I’m making now?
- How can I balance my current and future lifestyles?
- Should I repay my student loans faster or continue investing?
- Can I afford to buy a $500,000 home in a few years?
- Should I be worried about what I’m seeing the markets?
Join us on Tuesday, March 28th, 2023, at 1pm ET for this exclusive online session that’s designed for Canadian Financial Advisors, Planners, and Investment Managers to learn how to quickly and effectively answer these questions for your younger clients and prospects.
We will show you how to easily engage your clients’ adult children and other young professionals with the financial planning process, addressing topics that matter to younger clients and prospects.
There will be a special offer for those in attendance and a replay will be sent out to all registrants if you are unable to make the live session.
Your Case Study
Charles Thompson is 33 years old and resides in Ontario. He graduated from a Masters program several years ago and is currently employed full-time. With high future income potential, Charles is starting to think about his future and has financial questions. His father is a long-time client and hopes we can address his son’s questions while demonstrating the value in beginning to plan now versus later in life.
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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 page and instantly create multiple “what-if” scenarios. With industry-leading customer support, this platform has been designed with Advisors, for Advisors.