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!

This entry was posted on Saturday, November 29th, 2008 at 11:40 am and is filed under Client Relationship Development, Customer Sales Through Service, Practice Management. You can leave a response, or trackback from your own site.