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

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Making Summer Vacation Work for You

When things tend to slow down in the summer, with many folks going on vacation or pursuing family time, their focus is not so much on doing business. This means that it may be a good time for you to work through some of the more tedious and oft-neglected tasks that are a part of your own business, at least when you are not taking family time as well!

Filing and organizing the paper and digital material that flows through your office on an almost continuous basis is a good way to not only catch up but also to tip you off to things you may need to follow through on for both your clients and your business. Planning updates you have neglected, meetings postponed, decisions about technology and other similar tasks will benefit from your attention.

Summer may also be a good time for compliance matters, ranging from testing your systems and procedures to reviewing processes and documentation to make sure everything is up to date. You may even want to consider an independent audit of various aspects of the business which can allow you to be proactive and take steps to improve your situation.

Another task that works well during the summer doldrums, even if you are “on vacation”, is to take the time to catch up on your business reading backlog. If you are like most of us, there are articles, books, blogs and other items relating to your work that you would like to familiarize yourself with and even enjoy without the every-day pressures of clients, vendors and more asking for information, decisions and the like and so keeping you from that lower priority reading task

If you are like me and many of my colleagues, there is a summer slowdown in business demands and there is plenty we should be thinking about handling in that “spare time”. Have fun and take advantage of that lower stress and pressure.

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