“I would love to work on X, but I just don’t have the time right now.” How many times have you said this, or heard a colleague say something similar? We have a solution. We’re coming up on summer, when most advisors and offices tend to be slower paced. Advisors and staff are away with their families for vacations, golf and leisure pursuits beckon, and clients are reluctant to leave the shore to come in for meetings. If this is the case at your firm, it’s highly likely that you’ll have some free spots on your calendar, and you can use that freed-up time to work on your growth goals and activities.
But don’t misunderstand me. Summer is a wonderful time of year to rest up and recharge, and to do the things that you love to do while the days are longer and hopefully sunny. So, by all means get out there and go to the beach or the mountains; snooze in a hammock; read all the books you meant to read last winter; and definitely stop to get homemade lemonade at a stand run by children.
But growth goals and enjoying the summer don’t have to be incompatible. Here’s what you can do to recharge your growth activities while you’re also enjoying some downtime.
There are many ways to connect with clients this summer, but keep in mind that spending money does not equate to having an impact. Most of these suggestions don’t cost much, if anything. That’s because advisors don’t need to spend a lot to build rapport with their clients. Think of the unexpected, the thoughtful, to set yourself apart. If you take time to connect with clients and try to get to know their friends and families, you’ll have a pipeline full of prospects come September that can propel your business forward.
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