It’s often easy to make New Year’s resolutions, but much harder to keep them once the ball drops. As January approaches, many advisors are thinking about what they want to accomplish in the New Year.
Ted LeClair, senior vice president of Natixis’ client solutions group and director of the Natixis Advisor Academy, provides five key resolutions for advisors , based on Natixis research. He suggests: Make risk the focal point of your year-end reviews; have a frank discussion about retirement; adopt new technologies that maximize your time; satisfy your yearning for learning; and may auld acquaintances become younger. In other words, “make a commitment to explore new ways to connect with younger investors, including increased use of social media,” LeClair says.
WealthManagement.com asked advisors to submit their resolutions for 2014. Some are business-related, some personal. Some of them may even provide inspiration that you can use for your own practice. Here are a few.