Snap Projections

The surveys continue to confirm: when it comes to client retention, personalized service is 100% essential. In this article, we're exploring 3 ways Advisors can easily provide hyper-personalized service in 3 areas of their financial planning process. 1. Prospective client meetings 2. Client onboarding 3. Annual or quarterly update meetings https://buff.ly/4ezIU5t

There is still time to register for our first Financial Planning webinar on the year! This is a niche topic for retirement planners. Retirement Planning Webinar: Answer a client’s questions of “Is it better to take the commuted value of my pension?” Date: Tuesday, January 28th, 2025, at 1pm ET When your pre-retiree clients have questions, what is your process to provide answers and options? During this hour together, we will: 💡 Build a full financial plan from scratch 🤩 Create multiple scenarios, including a plan with a DBPP and one with a commuted value 🧐 Compare the scenarios across a range of important and customizable metrics 📊 Evaluate the exposure each projection has to market volatility to help create the most informed comparison possible 🎯 Build and present a digestible and actionable report to help the client move forward This hour will be jam-packed with actionable strategies Advisors can integrate into their practices immediately, and Advisors will be offered a 14-day Free Trial of Snap Projections financial planning software with a special training package. Register to join us here: https://lnkd.in/eiJBPV87

Learn from top Advisor Jamie List, CFP, CIM, FCSI, CLU, FMA, CSWP. On March 6, Snap user Jamie List sat down with Snap Projections for an Advisor interview to share his background and depth of knowledge after working in the Canadian financial services industry for the last 30 years. Questions asked by Snap during the session include: 1. Why did you become an Advisor? 2. How did you get started? 3. What would you consider the major milestones to reach where you find yourself today? 4. How would you describe your practice today? 5. Can you share the structure of your practice now? 6. Who is your typical client, and what do they want from you? Audience questions answered live include: 1. I am a CFP 25 years experience plus 2 years online Coaching. I want to establish a fee for services business alone or with other established group. How do I do this? 2. What do you think is the biggest factor of your success? 3. What is the single most useful information you get from Snap Projections that helps direct your advice for clients? Watch the interview here.

From the Advisor Practice Growth Blog: How can you create your own unique value proposition? As a Financial Advisor, Planner, or Investment Manager who wants to differentiate themselves and stand out from the pack, it’s important to develop a compelling value proposition. This statement is how you will attract your ideal clients and build the type of practice you want. A value proposition communicates the unique value and benefits you, the Financial Advisor or Planner, can offer to clients. In a service-based industry that depends entirely on trust, it’s extremely important to articulate your value. It speaks to what your ideal clients truly care about and want. Here is the process to developing your unique value proposition.

In this #retirementincomeplanning tutorial, we’ll work through a hands-on case study. Together, we’ll learn how to build a plan from the ground up, create multiple what-if scenarios, and discuss how to review and compare those scenarios effectively. Our focus today is on clients Sophia and Daniel Cruz. Sophia is 50 years old, and Daniel is 52. They’re eager to know if they’re on track to retire in 10 years.

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. This case holds some fairly complex planning topics, so we have broken the learning into two parts. The end goal is to learn how you can provide clients with complex planning needs peace of mind. In this post, you can get the Case Study, watch the two lessons, and learn actionable strategies to simplify complex planning. #financialplanning

Corporate-owned life insurance isn’t just a tool for building wealth—it’s also a highly effective way to transfer that wealth to beneficiaries in a tax-efficient manner. For business owners, these policies offer a range of benefits beyond the financial protection they provide in the event of a loss. From a tax perspective, they can unlock significant advantages, though the specific outcomes depend on individual circumstances. That’s why personalized financial advice is crucial when making decisions in this area. In this article, we’ll dive into a real-world example where purchasing a corporately-owned life insurance policy increased a couple’s after-tax estate value by over $600,000. Let’s explore how this strategy worked and the key takeaways for leveraging similar opportunities. #corporateplanning #smallbusinessowners

Generating the right leads as a Financial Advisor isn’t just about quantity—it’s about building meaningful connections with those who genuinely need your expertise. With so many strategies to choose from, how do you identify what truly works? This guide explores 16 proven lead generation strategies tailored specifically for Financial Advisors. From utilizing innovative tools to harnessing the power of personal networks, these approaches are designed to help you attract high-quality leads, deepen client relationships, and confidently grow your practice. Ready to elevate your lead generation game? Let’s get started. #leadgenforAdvisors

Planning for the future is rarely straightforward—uncertainty is a constant, and the best strategies are those that remain adaptable and account for the unexpected. Scenario analysis offers a powerful framework for exploring potential outcomes, anticipating challenges, and making well-informed decisions in personal, professional, and organizational contexts. In this article, we’ll examine the pivotal role scenario analysis plays in navigating complexity and uncertainty. We’ll showcase practical applications and explore how tools like Snap Projections can simplify and enhance the process with advanced features and user-friendly design. #fintech #financialplanning

Stress testing is an essential tool for evaluating how systems, portfolios, or processes perform under challenging conditions. By simulating scenarios like economic downturns or market volatility, it helps uncover potential vulnerabilities and supports the development of strategies to mitigate and manage risks effectively. In this article, we’ll dive into the fundamental aspects of stress testing in risk management—exploring its methodologies, applications, and benefits. Gaining a clear understanding of these principles empowers Financial Advisors and business leaders to make informed, confident decisions in an ever-changing landscape. #stresstesting #financialplanning