As February winds down, and the RSP contribution deadline looms, seize the opportunity of an extra day. The next two weeks create opportunities to strengthen client relationships, enhance productivity, and pave the way for continued success.
Encourage late RSP contributions from existing clients and their network. While many may contribute regularly through a PAC or scheduled meetings, there are always those who come knocking at the deadline. Identify potential contributors, such as those who receive a just-in-time February bonus or are returning from winter vacations. Identify RSP accounts without recent investments. Make a list and start dialing.
While you’re at it, keep in mind that everyone has a friend or colleague known to make a mad dash to the deadline. Ask for an introduction. This year, you have an extra day to fit them in.
Be ready with the low-down on tax receipts. Anticipate client questions about when they will receive their tax receipt after topping up their RSP. Impress them with your preparedness by having this information readily available. Commit the dates to memory for the availability of receipts for contributions made in 2023 and the first 60 days of this year. Provide clear guidance on where they can access their receipts, streamlining the process for them and allowing you to work efficiently.