Monday marks the beginning of the end - of the last week of the year.  Financial advisors often complain that nobody wants to do business during the Holiday Season.  Nothing could be further from the truth.  A host of opportunities exist with our clients, including:

• Year-end Portfolio Reviews
• Gift Purchases of Investments and Insurance Products (Hint: Investments are on sale right now!)
• Tax Loss Selling - and Repositioning of Those Assets
• Qualified Plan Sales and Transfers

In addition, make some investments of your own during the next month.  Invest in your best relationships.  Spend time with those individuals and businesses clients that are your best clients and prospects.  Get to know them better.  Make certain you care about them, and just not their business.  In addition, take some time to invest in yourself; hone your sales skills.  Tighten up and refocus your marketing plan for the coming year.  Look for opportunities within your business for client development and improvement of your profitability.  Don’t forget to take time with yourself and your family - the most important investment you make.

Sometimes we earn our money - and sometimes we get paid.  During the next thirty days, earn it.  Consider these ideas to help make next year your best ever.

Good selling!

Business strategist and professional speaker Michael Roby addressed a group of Certified Public Accountants at the annual meeting of Boeckermann Grafstrom & Mayer, LLC in Bloomington, Minnesota. BMG’s annual meeting was held at the Crown Plaza - Airport on November 7, 2008. Roby spoke on marketing professional service practices for CPA’s. His presentation provided the attendees with actionable marketing concepts and strategies designed to help professional service providers grow their businesses.

Boeckermann Grafstrom & Mayer’s, vision is to be the leading regional firm of Certified Public Accountants (CPA) and advisors that serves entrepreneurs and their businesses with an entrepreneurial spirit, to help clients achieve their goals and provide innovative solutions to their problems through their auditing, accounting, tax and consulting services.

Michael Roby is a nationally known author, business strategist, and speaker that helps his audiences get results that are quantifiable and lasting. In over thirty years in the financial services industry, he has acquired tremendous results-getting experience that he can eloquently transfer to others. While corporations and audiences know Michael as an authority on sales, marketing, and the distribution of financial services, he is known as one of America’s best motivational speakers. Roby delivers thought-provoking keynotes that leave a lasting, positive impression on his audience. His website, www.michaelroby.com is also home to a leading sales and marketing blog.

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