46:38
How to answer your client's financial planning question: am I saving enough money for retirement?
24 views • 6 days ago
1:01:29
May 29 2024 webinar with Snap Projections: how to create a one-page report summary with the SnapShot
88 views • 12 days ago
25:19
Simplify Corporate Planning: model life insurance & proposed changes to capital gains tax inclusion.
31 views • 13 days ago
15:06
How to create a one page SnapShot and an Executive Summary as part of the comprehensive full report
36 views • 2 weeks ago
2:15
Stop wasting time creating customized, one-page reports for your clients. Use SnapShots instead.
130 views • 2 weeks ago
4:44
How to create a customized, one page financial plan summary report - for Canadian Financial Planners
27 views • 2 weeks ago
1:01:09
5 Ways to Get Your Clients’ Adult Children & Young Professionals Engaged with Financial Planning
26 views • 1 month ago
59:00
Financial Planning for Advisors: Learn how to confidently discuss Corporate Planning opportunities.
58 views • 1 month ago
48:58
How Advisors can add cash-flow and goals-based expenses to client financial plans with ease.
86 views • 1 month ago
6:29
How Advisors can build a personalized, one-page summary report in Snap's financial planning software
580 views • 1 month ago
4:54
How Financial Advisors and Planners Can Model the Proposed Inclusion Rate Changes for Capital Gains
127 views • 1 month ago
59:54
How to provide highly personalized & efficient financial planning for 3 different client goal types.
82 views • 2 months ago
28:45
How to review and update an old & outdated financial plan with efficiency in Snap Projections.
38 views • 2 months ago
1:02:44
Financial Planning Discussion: An Advisor Interview with Jamie List, CFP, CIM, FCSI, CLU, FMA, CSWP
60 views • 3 months ago
1:00:25
How to update and optimize your existing clients' financial plans for 2024.
62 views • 3 months ago
47:40
How to provide a Canadian couple with corporate & personal financial planning (tips for Advisors)
55 views • 3 months ago
10:07
How Financial Advisors and Planners Can Provide Their Clients With Peace of Mind by Stress Testing
24 views • 3 months ago
2:37
How Financial Advisors & Planners Can Provide Clients Automated Recommendations in Under 3 Minutes
22 views • 3 months ago
13:50
Learn how to show the benefits of corporate-owned life insurance for your financial planning clients
50 views • 3 months ago
14:19
How to easily add a Corporation in Snap, financial planning software for Canadian Advisors.
67 views • 4 months ago
3:42
How Financial Advisors can create personalized and customized Financial Plan reports for clients.
492 views • 4 months ago
47:55
How to answer your client's financial planning question: am I saving enough money for retirement?
215 views • 4 months ago
48:32
How to model the First Home Savings Account (FHSA) & Stress Test your financial plans (for Advisors)
74 views • 4 months ago
56:26
How to create interest in financial planning: start with a retirement vision (Planners & Advisors)
81 views • 4 months ago
41:02
How to create effective financial plans for your clients: tutorial for Financial Advisors & Planners
119 views • 5 months ago
5:36
How to create personalized financial plans in 5 min - for Canadian Financial Advisors and Planners
195 views • 5 months ago
1:44
How does Snap Projections compare to other financial planning software?
168 views • 5 months ago
35:52
How to create a basic financial plan for a couple (tutorial for Financial Planners and Advisors)
110 views • 5 months ago
29:56
How to create a financial plan for a couple nearing retirement (tutorial for Advisors & Planners)
277 views • 5 months ago
1:01:12
How to create transparent financial plans using automated recommendations (a tutorial for Advisors)
93 views • 6 months ago
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