Have plan for RSP SeasonSubmitted by kneufeld on Fri, 12/04/2015 - 14:39
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:
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.