There are two types of advisers at this time of year:
1.Those who begin finding it tough to close out the game 2.Those who are already started on a new game.Typically in December & January most clients are trying to close out their own business games….get THEIR jobs done before the end of year and the festive season and get ready to have a break themselves, and they are under more time pressure than usual. It can be tough to get appointments, let alone do the business. For some advisers that makes it a deadly production period.For others though, it is the opening of the New Year’s business….this is prime networking time! It is a time to get social, spend more and better quality time with key clients, centers of influence and potential new clients….it is a time of working on creating or building upon great relationships that lay the foundation for the next production year.
Related: Top Of Mind Awareness: How Advisors Can Be Present Without Being A Nuisance