TD Ameritrade Says This Is The Best Month To Talk To Clients


Significantly, the idea here is to work with clients' natural tendency to see the beginning of the year as a time to create new financial habits -- effectively making resolutions in cooperation with them.


While this is not likely to be a universally useful tactic, it may be a good way to break the ice with the roughly 65% of your clients that is thinking about making financial resolutions already.


If, for example, a client needs to deepen a savings program or come to grips with a serious planning deficiency, now is the time to have that hard talk and get real behavioral results.

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