Are Your Clients on Track with their Financial New Year’s Resolutions
According to an Ipsos survey, 80% of Canadians give up on their new year’s resolutions before the year is over, with the majority throwing in the towel before the end of February. Therefore, now may be a good time to check in with your clients and see how they’re getting on with the financial goals they set in January. If you find they’ve already given up, it may be time for a new approach.
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