 We think that based on this research, more people may be willing to take financial decisions on landmark dates, so this has a natural implication for financial planning."Katherine Milkman, University of Pennsylvania’s Wharton School. |
Beyond New Year's Resolutions: Use Key Dates to Motivate Clients
Savita Iyer-Ahrestani | Think Advisor, December 2013
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Summary: Across the globe, people from all walks of life will be making resolutions on New Year’s Eve, aiming, as they do every year, to have another stab at doing better in the areas they’ve lagged. For financial advisors, the end of one year and the beginning of another is an excellent time to get their clients to commit to making at least one sound financial decision.
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