3 Business To-Do's to Tackle Before the New Year

When is the best time to create and plan next year’s goals and implement your 2019 plan?

NOW!

December is a strange month. During the first few weeks, people scramble to tie their year up by jamming four weeks of work into two. Then in the last two weeks of the month, you hear crickets in the office as everyone has disappeared for the holidays. But really, now is the perfect time to kickstart your plan for 2019, if you haven’t yet done so.

Here are three things to tackle before the new year so you’re ahead of schedule:

  1. Additional staff: Interview, hire, and train your new staff in December so you can hit the ground running in January. The holiday downtime is the optimal time to interview and train new hires, so why not take advantage of it?
  2. New skills and licenses: Take care of these in December and set your team up to be ahead of the game for the new year. One of our advisors is taking his series 65 exam this month so he can get off to a fast start in January- S.M.A.R.T.!!!
  3. Equipment: Instead of cashing out and taking all of your profits, why not invest in your company? Take advantage of holiday sales NOW! A Mac notebook is less than $1,000 right now. Some stores even have them on sale for $950. What better way to enter the new year than with some new technology? The holiday lull is perfect for training yourself and your team on new technology. Take your presentations to the next level in 2019.

We’ve had advisors create their new year plan in January, hire additional staff in February, and start producing in March or April. That’s a great strategy, as long as you’ve factored in zero production in Q1.

Our goal is to have a strong start to the new year at DMI, so we recently made some key 2019 hires in December to have them up and running when the new year arrives. Of course, ramp-up time differs by position, but we'll be better prepared to hit the ground running in Q1.

Check these three to-dos off your list, and you could avoid a stressful year trying to make up ground because of a slow start to 2019. A delayed start to the year can take a toll on you and your team. If your goal is to have a productive 2019, what are you going to do?

Smart goals picture

 

Goal setting is a critical piece of your strategy, but executing these objectives is where the rubber meets the road. If you need assistance in creating your 2019 Marketing and Sales strategy, start with our S.M.A.R.T. Goals Guide.

If you need help carrying out your goals, let’s set up a DMI Deep Dive call. I can be reached at dfanara@dmi.com.

Happy Holidays and happy planning!

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Dave Fanara, DMI's Chief Marketing Officer

With over 30 years of marketing experience, Dave holds a Bachelor’s Degree from Suffolk University and a Master’s Degree from Lesley University. Specializing in creating strategic sales and marketing campaigns for companies who want to grow, Dave has set multiple sales records and has created award winning marketing campaigns in various industries.

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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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