Autumn and finally being back to school. I really loved this time of year. I loved the new notebooks, pencils, school clothes and even the thought of getting back to work. For me, it still seems like even more of a fresh start than January 1. Those in the Jewish faith are familiar with this concept and celebrate the New Year at this time of year. It is a time for reflection and making a fresh start.
As financial advisors, even though it is starting to get busy again, it is the perfect time to do just that – have a look at where you are so far in 2010 and create an action plan to make the most of the remaining months of the year. Here are the 5 key steps to take for your fall review:
We often get so busy in our day-to-day business that we forget to take the time to take stock and make the necessary adjustments. Fall is the perfect time to do this to make the last quarter of the year your best quarter!