Controlling spending, reducing debt and increasing savings can help your clients reach their goals. And when clients see the results of their efforts, they will be motivated to do better. Follow these steps to put them on the right track
When someone in your pipeline becomes unresponsive, don’t give up right away. There are steps you can take to reawaken their interest
With almost 1,200 Canadians set to retire each day for the next 15 to 20 years, wealth decumulation – rather than wealth accumulation – will become a crucial issue for many clients. The accumulation phase is all about saving and investment over a defined time horizon; in contrast, the decumulation phase is about withdrawing assets […]
Deepen your relationships and make yourself indispensible
Acquiring new clients is expensive, time-consuming and uncertain
Get control of your daily tasks to increase efficiency and reduce stress
Embrace technology, and make sure your clients understand your value
Communicate with prospects based on behaviour, not demographics
Include clear goals and a way to achieve them
Productivity and efficiency gains more than offset costs