What makes Snapshot different?
Intuitive
Personal Financial Snapshot is designed with the clients’ needs in mind first. The layout provides a smart, detailed and easy-to-follow conversation flow that ensures all details are covered while keeping the client informed and engaged.
Comprehensive
Personal Financial Snapshot isn’t designed to suggest only certain products or solutions–instead, it creates a comprehensive view of a client’s financial situation, uncovering blind spots and reducing errors.
Principle-Based
The Snapshot model provides a platform for advisors to make appropriate
recommendations from a holistic view based on principles as opposed to recommending individual products and trying to predict future needs.
Actionable
Personal Financial Snapshot provides detailed and actionable information in an easy-to-follow, one-page snapshot–ensuring clients never have to guess what they should do next!