Snap Projections Blog Advisors: it’s 2024, how would you approach updating a plan from 2019?

When an existing Advisory client becomes unengaged, how can you reconnect? This is a challenge Advisors are dealing with on a regular basis but Advisors using Snap have shared with us how they use the financial planning software as a tool to reconnect with disengaged clients and get old plans updated. In this previously recorded […] The post Advisors: it’s 2024, how would you approach updating a plan from 2019? appeared first on Snap Projections.