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Have plan for RSP Season

Many branches or individuals head into RSP season late and with no plan. They decide that they will get after it in late January when most of their clients start asking about RSP's and retirement planning. The successful individuals really start to prepare much sooner than that.

3 Things to Think About and Plan:

Establish goals.
We don't just mean result goals; also consider developing activity, or effort based goals. The clearer you are on what you have to accomplish, by when, the more likely it is to happen.

A principle of influence

Reciprocity is a universal principle of influence. As a social construct, people feel obliged to give back to others the form of behaviour, gift, or service that they have received first. Friends invite you over to their house for dinner and you feel obligated to return the favour. Someone drops off a small gift to your office at Christmas and you feel the need to run out and get them something.

Are you making these calls?

As technology becomes more and more prevalent in our society, financial institutions have gone through an interesting phenomenon. They used to see the client all of the time because they HAD to come into the branch to accomplish everything. Well now they don’t and the result is that many