(WEBINAR) 🚪All of the ways to use Snap in your business (December 7, 2022)

There are many ways that Snap Projections can be used to help your clients and grow your business. In this webinar, there are likely a few new ideas for you to consider and we also discuss processes and frameworks to help streamline your planning work.

Please click here to watch the recording of the webinar

The webinar covered:

  • The results of our survey to learn more about the ways that you’re currently using financial planning and Snap Projections in your business. 
  • Ways to use Snap in your business (e.g., generate referrals, convert prospects).
  • Processes and decision-making frameworks (e.g., selecting clients for plans).
  • Resources to help (e.g., the Snap Projections Toolkit).

Throughout the webinar, we refer to the following resources:

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