How to Build Trust, Convert More Prospects & Grow Your AUM with Financial Planning

23 Sep 2021
12:05 pm - 1:05 pm

How to Build Trust, Convert More Prospects & Grow Your AUM with Financial Planning

Now, more than ever before, Canadian consumers are seeking more than just investment or insurance products. They need, and are willing to pay for, financial planning advice tailored to their needs.

On this Breakout session event, How to Build Trust, Convert More Prospects & Grow Your AUM with Financial Planning, we’ll show you how to:

  • Easily prepare comprehensive financial & retirement plans
  • Leverage interactive presentations to engage clients & convert more prospects
  • Position yourself as a trusted advisor to attract referrals, even on Zoom!

As the wealth management industry continues to transform, there are endless opportunities for advisors to leverage financial advice as a way to enhance their service offering, strengthen the relationship with their clients, gain more referrals, and as a result, grow an incredibly successful financial advisory practice.

More and more, financial advisors are shifting away from being primarily focused on investment or insurance products. Today’s top advisors are incorporating financial planning into their practices as a way to gain a complete understanding of the client’s needs and how to properly serve them.

But, it’s not always easy to get started or to improve your current process.

Snap Projections has spoken to over 3,000 of Financial Advisors over the last 6 years and here’s what they keep telling us as far as their most pressing issues in their financial planning process:

“Data entry takes me too long.”

“It takes me hours to develop financial plans for my clients.”

“My clients don’t understand complex 50-page reports … their eyes glaze over.”

“I can’t run quick what-if scenarios with a client in real time.”

If you want a process for effective financial planning that will result in more referrals and increased AUM, you won’t want to miss this session!



3 Day Symposium, September 22 – 24


Members: $395.00 plus tax  | Non-Members: $495.00 plus tax

Sneak A Peek/Advanced Education Day

1 Day Event, September 22nd:

$150.00 plus tax


Members:$495.00 plus tax  | Non-Members: $595.00 plus tax

* Please be sure to include your MAILING ADDRESS in order to receive your delegate package