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Year End Is No Vacation

It is that long, quiet week between Christmas and New Year’s Day when everything has slowed down and everyone seems to be on vacation. However, with the end of the year closing in, you may find things much busier than you may have expected. Clients may be making decisions and moves in their finances – such as taking RMDs, planning for taxes, pre-paying deductible items – where they need your expertise and assistance. This kind of help you provide may well be much more valuable than holiday cards, gifts or parties.
The end of the year can be critical to a client’s financial situation and well-being and satisfying client needs at this time is important to your success and your retention of clients. At the same time, between those urgent client calls, you may work on some of those year-end tasks that are so necessary to your firm and which need to be completed for budgetary and compliance reasons.
And, if you have not already been thinking about and planning for the new year, putting those plans and goals in place and ensuring that your firm is ready to go with the start of the new year is very important. A successful year begins with a plan and schedule in place with goals to meet and readiness in the firm to get it done. So maybe it is not such a quiet time – and not really the right time to relax – given what lies ahead.


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