Snap Projections
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4:49
Comparing Scenarios through Charts
Snap Projections
120 views • 9 days ago
9:56
Comparing Scenarios
Snap Projections
303 views • 2 weeks ago
28:40
Q & A Session Creating a simple plan in Snap Projections 2
Snap Projections
21 views • 3 weeks ago
1:00:57
August 28 webinar: how to answer more client questions with quick and simple projections
Snap Projections
73 views • 4 weeks ago
59:34
IAFP Symposium 2024 Snap Projections Webinar, Part 1: May The Wealth Be With You
Snap Projections
59 views • 1 month ago
2:48
What does it mean to work with an Advisor who uses Snap Projections financial planning software?
Snap Projections
182 views • 1 month ago
1:00:44
Transform the way you deliver advice with the SnapShot, a customizable 1-2 pg. financial plan report
Snap Projections
73 views • 2 months ago
55:35
Financial Planning Process, Prospecting, & Tech Stack: Advisor interview with Adam Bornn, CFP, CLU
Snap Projections
252 views • 2 months ago
23:40
Instantly create custom 1-2 pg. financial plan summary reports w/ the SnapShot from Snap Projections
Snap Projections
41 views • 2 months ago
5:12
Using Charts to present the projections interactively
Snap Projections
33 views • 3 months ago
2:15
13 Bonus Content - Annual Reviews - How to Rebase the Projections to the current year
Snap Projections
35 views • 3 months ago
6:13
12 Bonus Content - Stress Testing your Projections (Randomized and Historical Scenarios)
Snap Projections
43 views • 3 months ago
8:53
11 Bonus Content: Additional Features
Snap Projections
33 views • 3 months ago
8:56
10 The Corporate Module
Snap Projections
114 views • 3 months ago
2:26
9 Industry Leading Customer Support
Snap Projections
37 views • 3 months ago
7:31
8 Projections with a spouse
Snap Projections
65 views • 3 months ago
7:54
7 Beautiful Charts and Reports with Interactive Presentations
Snap Projections
80 views • 3 months ago
7:34
6 Using the Automated Recommendations Feature
Snap Projections
80 views • 3 months ago
6:15
5 Comparing Scenarios
Snap Projections
99 views • 3 months ago
6:48
4 Cash Flow Management
Snap Projections
213 views • 3 months ago
4:08
3 Planning Page Overview
Snap Projections
131 views • 3 months ago
8:49
2 Scenario Setup - Entering Initial Data
Snap Projections
186 views • 3 months ago
46:38
How to answer your client's financial planning question: am I saving enough money for retirement?
Snap Projections
76 views • 3 months ago
1:01:29
May 29 2024 webinar with Snap Projections: how to create a one-page report summary with the SnapShot
Snap Projections
174 views • 3 months ago
25:19
Simplify Corporate Planning: model life insurance & proposed changes to capital gains tax inclusion.
Snap Projections
65 views • 3 months ago
15:06
How to create a one page SnapShot and an Executive Summary as part of the comprehensive full report
Snap Projections
65 views • 3 months ago
2:15
Stop wasting time creating customized, one-page reports for your clients. Use SnapShots instead.
Snap Projections
239 views • 3 months ago
4:44
How to create a customized, one page financial plan summary report - for Canadian Financial Planners
Snap Projections
71 views • 3 months ago
1:01:09
5 Ways to Get Your Clients’ Adult Children & Young Professionals Engaged with Financial Planning
Snap Projections
44 views • 4 months ago
59:00
Financial Planning for Advisors: Learn how to confidently discuss Corporate Planning opportunities.
Snap Projections
62 views • 4 months ago
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