Mentor RIA Consulting - Allowing you to focus on what you do best
RSS

Recent Posts

Sales Incentives: Who Really Pays?
Could an IRA Trust Work for Your Plan?
Is the Pandemic Changing Your Plans?
Form CRS: Prop or Flop?
Using 401(k) Loans for Short Term Liquidity

Categories

Clients
Compliance
General
Investing
Planning
RIA Business
Training
powered by

My Blog

Spring Fever

It happens every year. We approach the end of winter and start thinking about cruises, spring breaks, baseball season, golfing and much, much more. Of course, we should probably be thinking also about the income tax filing deadline for returns or extensions, first quarter estimated tax payments, anticipating the tuition bill for the fall semester, and for investment advisers – finishing our annual disclosure updates. Human nature being what it is, the fun stuff is much more appealing to most of us than the necessities.

However, there are some significant advantages to taking care of business about your business no matter how tedious or boring that may be. And it is more than simply having the satisfaction (or absence of fear) that getting these things done brings. Working on these items may help you find things you can do not only to improve your own circumstances but perhaps to provide useful advice and assistance to your clients. Being on top of things can bring you new business form those who need that kind of guidance and effort you demonstrate. Finally getting to take that vacation, play a few rounds of golf and the like is so much more enjoyable when nothing is hanging over you.

Too simplistic or traditional for you? Then find satisfaction it taking that vacation or enjoying that game before you take time to get that business done. That might feel good, though perhaps not quite as good when you find yourself in a rush to get it done later or where your delay costs you a client or forces you to spend time and money on hiring a professional to bail you out.

So enjoy the season in the manner you prefer and if you can, take advantage of the season and give your business a boost. 

0 Comments to Spring Fever:

Comments RSS

Add a Comment

Your Name:
Email Address: (Required)
Website:
Comment:
Make your text bigger, bold, italic and more with HTML tags. We'll show you how.
Post Comment
Website Builder provided by  Vistaprint