The ClientWise Blog

Financial Advisors! It Starts Today…12 Significant Weeks

Posted by Chris Holman on Sep 3, 2013 11:45:00 AM

One of the qualities and skills of the best financial advisors is the ability to discern hype from truth.
All day long, you are inundated with promotions, pronouncements and propaganda with varying degrees of relationship to what is real and true.


As such, you likely have a discriminating eye and ear when it comes to hyperbolic statements.


However, we trust that you recognize the truth in the headline above. For financial advisors, the 12 weeks between Labor Day and Thanksgiving are a very important time. Indeed, this is a period that can define a year.


These posts have covered the basics of why this 12 week period is so vital:






For those of you who have set forth and clear and focused plan business and marketing plan for the next 12 weeks, congratulations.


For those of you who haven’t, it is definitely not too late. If you can, carve out some time this week to strategize how you can make this critical period as productive as possible.


8 steps to building a wealth management enterprise

Enjoyed this article? Click here to subscribe!

ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Business and Operations Management, Business Development