It’s now February, so your clients are hopefully sticking with their 2013 financial resolutions.
The ones that topped the list across Canada this year were debt repayment, better budgeting and building savings.
Read: Debt repayment tops 2013 resolution lists
If your clients’ resolves are lagging, however, you can always try offering some fun reading material or links to inspire them.
For example, Gobankingrates.com offers a list of 5 top-rated financial guides, including 10,001 Ways to Live Large on a Small Budget and The Motley Fool Investment Guide.
Also check out:
Helping clients find news they can use
Small differences earn referrals
Helping your busy clients: Part one