6:29
How Advisors can build a personalized, one-page summary report in Snap's financial planning software
19 views • 2 days ago
4:54
How Financial Advisors and Planners Can Model the Proposed Inclusion Rate Changes for Capital Gains
103 views • 12 days ago
59:54
How to provide highly personalized & efficient financial planning for 3 different client goal types.
71 views • 1 month ago
28:45
How to review and update an old & outdated financial plan with efficiency in Snap Projections.
34 views • 1 month ago
1:02:44
Financial Planning Discussion: An Advisor Interview with Jamie List, CFP, CIM, FCSI, CLU, FMA, CSWP
47 views • 1 month ago
1:00:25
How to update and optimize your existing clients' financial plans for 2024.
51 views • 2 months ago
47:40
How to provide a Canadian couple with corporate & personal financial planning (tips for Advisors)
43 views • 2 months ago
10:07
How Financial Advisors and Planners Can Provide Their Clients With Peace of Mind by Stress Testing
20 views • 2 months ago
2:37
How Financial Advisors & Planners Can Provide Clients Automated Recommendations in Under 3 Minutes
18 views • 2 months ago
13:50
Learn how to show the benefits of corporate-owned life insurance for your financial planning clients
42 views • 2 months ago
14:19
How to easily add a Corporation in Snap, financial planning software for Canadian Advisors.
51 views • 2 months ago
3:42
How Financial Advisors can create personalized and customized Financial Plan reports for clients.
471 views • 2 months ago
47:55
How to answer your client's financial planning question: am I saving enough money for retirement?
184 views • 3 months ago
48:32
How to model the First Home Savings Account (FHSA) & Stress Test your financial plans (for Advisors)
69 views • 3 months ago
56:26
How to create interest in financial planning: start with a retirement vision (Planners & Advisors)
65 views • 3 months ago
41:02
How to create effective financial plans for your clients: tutorial for Financial Advisors & Planners
106 views • 3 months ago
5:36
How to create personalized financial plans in 5 min - for Canadian Financial Advisors and Planners
170 views • 3 months ago
1:44
How does Snap Projections compare to other financial planning software?
133 views • 3 months ago
35:52
How to create a basic financial plan for a couple (tutorial for Financial Planners and Advisors)
101 views • 4 months ago
29:56
How to create a financial plan for a couple nearing retirement (tutorial for Advisors & Planners)
245 views • 4 months ago
1:01:12
How to create transparent financial plans using automated recommendations (a tutorial for Advisors)
86 views • 4 months ago
5:40
How to model the new tax-free First Home Savings Account (FHSA) for your clients [for Advisors]
387 views • 4 months ago
2:00
Snap Projections leading into 2024: Shaping The One Page Report Snapshot
568 views • 5 months ago
1:00:46
How to build retirement plans w/ personalized decumulation & asset drawdown [for Financial Planners]
98 views • 5 months ago
1:00:55
How to increase confidence in your financial planning software [for Financial Advisors & Planners]
90 views • 5 months ago
58:24
How to quickly answer 4 top financial planning questions your clients have [tutorial for Advisors]
97 views • 6 months ago
59:06
How to model multiple "what-if" scenarios in your clients' financial plans [tutorial for Advisors]
86 views • 7 months ago
4:33
Planning Page Updates - Expand and Collapse Sections
155 views • 8 months ago
1:10:50
How to grow an Advisory practice through financial planning [panel discussion with 4 top Advisors]
104 views • 9 months ago
5:36
Financial Planning: The full power of Snap Projections in 5 minutes.
215 views • 9 months ago
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