MORE TO EXPLORE
Anticipate your clients tax questions on Social Security, annuities and a range of investment products
Go deeper on emerging topics, as well as key firms and thought leaders
Media & Resources
Is it time to put my business in cruise control? Halloween is over. The days are getting shorter. Thanksgiving follows and then we are in the Christmas season. Your client's minds are on other things like partying and shopping. Should you join them? Think about business after New Year's? In horse racing, the last thing someone placing a bet wants to see is a horse that shows well during the most of the race, then runs out of energy in the final stretch. Don't let that be you.
The process of investing isn't measured in years, although performance is presented that way. Things that happened yesterday or overnight influence what the market will do today. It's like a river, running from one year to the next. This is good news for you. As one of my sales managers told me when I was an advisor, "People who finish the year strong start the new year strong." Check out the gallery above for 10 ways to do this. --- Related on ThinkAdvisor:
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