Take Control and Push Through the Summer Slump

August can be a slow month; Summer is winding down, you, your employees, and your clients are likely all taking vacations and enjoying time with family and friends. It is easy to fall into a Summer 'slump' and let things slide when it comes to your business. With September fast approaching, here are a few simple ways you can turn a slow August around to become a productive month and set yourself up for success in Q4.

1)    Get involved.

Do you feel discouraged looking at your calendar and seeing it isn't full of appointments? Instead, look at this as an opportunity; it creates the chance to build your network and brand presence by giving back to your community. Get involved with your local council on aging, host a table at local town fairs, sponsor a road race or a local sports team. You will feel good about taking the time to contribute to your community; you'll build your network, make new connections, and create brand awareness.

2)    Lock in your Fall and Winter seminars.

I know, Fall and Winter seem far off, but in the world of seminar planning, they are already fast approaching. A seminar typically takes 6-8 weeks to successfully plan, market, and execute; that means you are already looking at the last week in September to schedule your first event. Are you interested in getting a seminar on the books but not sure where to start? Check out our guide to executing a successful seminar.

3)    Get organized.

Summer is the perfect time to take a step back and get organized. Clean your desk and purge anything around you that is creating clutter. Are you overwhelmed with the number of tasks that you will be facing you once the busy season vamps up? Set a task list now so that you can slowly start checking off to-dos. Organizing your office and prioritizing your tasks will get you ahead of the game and have you feeling refreshed and energized to kick off September.

4)    Set goals and (re)evaluate your Marketing Strategy

The first thing you need to do is develop your goals before you can lay out a strategy to help you meet those goals. A good goal is S.M.A.R.T.: Specific, Measurable, Attainable, Relevant, and Time-bound. Once you have clear goals in mind, now it is time to take a look at your marketing strategy. Maybe it’s been a while since you have evaluated how your current marketing efforts are performing, or perhaps you haven't taken the time yet to develop a solid plan. This lack of marketing strategy could be costing you. It is essential to take the time to establish a clear marketing process. Doing so can help you increase sales, shorten your sales cycle, and eliminate the possibility of leaving money on the table.

It is reasonable (and necessary!) to take time off of work to spend time with friends and family. With balance and the right strategy, you can set yourself and your business up for success AND spend that much needed time with your family and friends. If you start now, you won't be playing catchup for the next two months to be able to close out the year strong.

Kick off Q4 the right way. Join DMI for our Sales Academy Series September 3 – 5. Click here to learn more and register today!

Teri Crisafulli - Strategic Marketing Manager

After graduating from Bridgewater State University with a bachelor’s degree in Business Administration and Marketing, Teri quickly developed a passion for event marketing. With over 8 years of experience, Teri’s career has focused on increasing brand awareness and growing revenue through various marketing programs and event activations. At DMI, Teri oversees and facilitates workshops and events for DMI and financial professionals across the country. She works with advisors and agents to develop strategies to market their events across several platforms effectively and finds strategic solutions to drive attendance and participation rates.

* This content is for licensed financial professional use only. This website is not intended for use by the general public.

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    DMI was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and business management.

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