Your Time & Intention as a Financial Advisor

The end of the year brings with it many things for financial advisors: Year-end planning with clients, finding ways to meet your personal and professional goals, reviewing the accomplishments of your team members and your team overall, creating goals for the New Year, holiday parties and client appreciation events. By the time December has passed, we've hardly had time to realize it has come. 

Throughout the year I stress that time is the ultimate equalizer, and that how we invest our time determines our success. Especially this time of year, I encourage all of our clients to think about the alignment of their values and priorities with how they invest their time.

Determine what’s really important for you to accomplish as one year comes to a close and another begins. Whether it's with your family or your team members, use this time to focus on what’s meaningful (your clients, your health, your personal growth and development) and remind yourselves to be completely engaged while doing it. Stay present in the moment and refrain from being distracted by everything else you have going on. Remain true to your personal and professional goals, and your values as people, family members, and colleagues. Take this intention with you into the New Year. I guarantee you’ll find greater success, greater satisfaction and a deeper commitment to your values. No resolutions, just intention! Be authentic and invest time in what matters most to you, not what matters most to others.