An open mind leaves a chance for someone to drop a worthwhile thought into it.
If you’ve contemplated what it takes to be a successful investor, you know that being able to make educated decisions is a crucial part of the process. Great ideas are everywhere. The key to putting them to work starts with a positive attitude. It’s about looking at the bigger picture with an optimistic and confident lens so that clients can recognize the healthy habits that will lead them to lifetime financial security.
Help inspire your clients with video tales from the Power of the Bright Side. They share real investment stories about real people, including genuine accounts of their goals, strategies, hopes and dreams.
A little goes a long way
Meet Taylor. See how he achieved his dream of starting a business while also keeping a close eye on his investment goals. Taylor explains how adopting consistent savings habits became an essential part of his everyday routines.
Make a plan and stick to it
Planning for the future might seem difficult for clients especially if they’re not sure how they want their retirement to look. Enjoying peace of mind in retirement can be a scenario that’s too far off to imagine. But it doesn’t have to be an accomplishment that’s out of reach.
For Pete, achieving early retirement and setting his own schedule was possible because of a good financial plan. You may know clients who want to achieve a similar lifestyle to Pete’s. His approach is worth considering. Pete’s story shows how consistency over time can pay off. Just like a good exercise regime, progress might not be evident at first, but over time, you can see growth.
The value of trusted advice
Often, a qualified, outside perspective is just what clients need to give them clarity concerning long and short-term goals. The value of a trusted advisor can mean the difference between reaching those financial goals and missing an opportunity. Your clients’ success depends on how well they can focus on their financial plan. Your guidance plays a major role in keeping it on track.
Paula’s story is a great example. For Paula, talking to an advisor helped her focus on what she wanted to achieve. And it wasn’t a clichéd version of “enjoying” retirement.
Paula redefines the significance of a sound financial plan. It’s not a linear strategy that ends in a final outcome. With the help of a trusted advisor, she was able to determine realistic priorities and start achieving her goals much sooner than expected.
Where financial freedom begins
The extent to which clients achieve financial freedom is directly linked to how well they identify and manage their day-to-day activities and priorities. Financial success can take root and grow from effective strategies they use in their daily lives to keep organized, fit and on track. For example, staying calm and healthy in the face of adversity, avoiding fear-based decisions, setting realistic goals and seeking trusted advice will pay off in the long term.
If you want to help clients build consistency and develop good investment habits, think about giving them the tools they need to stay focused on their goals. This RRSP season, you can put the Power of the Bright Side to work for your investors with strategies, resources and video stories to help them adopt healthy habits both in their everyday routines and investment decisions.
Remember to remind clients of the March 1, 2017 RRSP deadline. The contribution limit is 18% of the previous year’s income up to a maximum of $25,370 but will also be subject to any unused carry forward room less any pension adjustment amounts. Taxpayers should verify their own contribution limit with the Canada Revenue Agency or check their latest notice of assessment.
You might also like…