Strategy. Execution. Achievement.
Is your sales process haunted by the ghost of Christmas past?
A recurring theme we have seen all year long is that more and more clients are spending less time in the branch and conducting more of their business online or over the phone. What all of this means of course is we are having less opportunity to discuss financial matters with them in any real and meaningful way.
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.