Polishing your practice in 2015

Do you plan to do more prospecting in 2015? Or re-organize your office workflow? Maybe you plan to check in with your clients more often.

But, if you’re using the new year as motivation to re-vamp your practice, your resolutions will be a slog until March.

It takes 66 days to form a habit, shows research published in the European Journal of Social Psychology.

So it’ll be a while before your new best practices become automatic behaviour for you and your staff.

Read more here and here.

Also read:

Working with next gen clients

The staff of Advisor.ca have been covering news for financial advisors since 1998.

Wedding bells — or alarm bells?