Summertime Is Here and “Normal” Is Coming Back!

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Due to the pandemic, last summer was not as typical or restful as usual. Many practices reconfigured how they conducted business and life in general. As vaccines continue to be distributed and restrictions are lifted, “normal” is within reach. Many people are jumping at the opportunity to take vacations, unwind and recharge after a very unusual 18 months.

One thing that has not changed is the fact that summer is a good time to sit down and reflect on what you would like to see happen in the fall and 2022.

It sounds far away, but five months go by fast. Planning for success is a key component to achieving your goals and maximizing your growth potential. Here are three planning activities that top advisors are committing to this time of year.

1. Develop your foundational marketing and service activities calendar for the fall and beyond

The end of the year will be here before you know it. Your calendar should have consistent and effective marketing and service activities. A foundational annual activity calendar is essential for all top practices. It includes the two crucial elements of a comprehensive calendar of meaningful activity: client service-oriented elements and prospecting/marketing elements.

When selecting these core activities for your plan, at a minimum you should include:

  1. Pre-planned client meetings;
  2. Quarterly economic update reports;
  3. Meaningful and timely monthly articles;
  4. Client educational events (virtual or in-person);
  5. Client appreciation events (in person, hopefully!);
  6. Growth initiative activities.