(WEBINAR) 🤝 All of the ways to use Snap in your business (May 13, 2026)

There are many ways that Snap Projections can be used to help your clients and grow your business.

What We Covered

• Advisor survey insights and common planning use cases
• How planning helps grow your business through stronger client relationships
• Practical ways to overcome time, expertise, and client engagement barriers
• Adding a new client using the AI Import Assistant, creating their base projections, using the Recommendations to optimize the plan for the largest Estate after Tax at age 100
• Stress testing and “what-if” planning
• Reports, resources, and tools to support your planning process

Timestamps

2:30 – Advisor Survey Insights & Planning Opportunities

Key findings from our advisor survey, including how advisors are currently using financial planning, common client questions, retirement planning conversations, and opportunities to use planning more proactively for growth and retention.

9:00 – Overcoming Common Planning Constraints

Practical ways to address common barriers such as time, planning expertise, and client engagement, including using questionnaires, AI Import Assistant, client cohorts, and resources to streamline your process.

13:55 – Planning Framework Advisors Can Use

A practical framework for client planning conversations using current plans, recommended plans, stress-tested plans, and creating a consistent process from planning through implementation and follow-up.

17:30 – Building a Client Plan in Snap

A walkthrough of creating a client plan using AI Import Assistant, reviewing scenario setup, building a current plan, identifying shortfalls, and using interactive charts to visualize outcomes.

31:50 – Building a Recommended Plan

Using lifestyle and financial recommendations, optimizing the client plan, comparing scenarios, reviewing outcomes visually, and creating opportunities for broader client conversations.

45:30 – Client Reports, Stress Testing & Additional Resources

Creating detailed reports and snapshot summaries, running stress testing and what-if scenarios, addressing client risk conversations, and reviewing helpful tools and support resources.

Useful Resources

• Slides from this webinar
• The Snap Projections Toolkit – includes client questionnaires, sample reports, and the Value of Planning one-pager.
• User Interviews
  • Interview with Renee Hawk – learn how she uses Snap to increase referrals, generate additional income from existing clients, save time, and create stronger client conversations.
  • Interviews with Mark Quirk and Connor Mathers – hear how they use Snap to stress test client plans and provide clients with greater peace of mind.