Get Started on 2021 Now

On our webinar for Advisors (October 1), Paul Kingsman shared some great, effective language advisors can use to build their businesses. Now, Paul will be a guest contributor to our blog for the rest of this month. Today he’s giving us a helpful tip to make the most of next year, starting now.
Paul Kingsman

Intro

Last week (October 1, 2020) on our webinar for Advisors, Paul Kingsman shared some great, effective language advisors can use to build their businesses. Now, Paul will be a guest contributor to our blog for the rest of this month. Today he’s giving us a helpful tip to make the most of next year, starting now.

Transcript

Hi Moneytree users! Here’s how to turn 2021 into a five-quarter year.

It was great sharing the Say it So it Sticks! webinar with you, and over the course of the next several weeks, I’m going be a guest vlogger for Moneytree.

We are hearing so many people say they can’t wait to get out of 2020 and start 2021, to just get this year behind them, and understandably so. People are fatigued. They’re tired. They just want to be done with this year.

But we’re talking about potentially wasting three months if we take on that attitude! You need to begin thinking about 2021 right now and set that year up so it’s a five-quarter year. That begins by taking advantage of that [thinking] now, at the start of October.

Look, you’ve got to resist the temptation to get into the same mindset that so many people are taking in being done with this year to turning it around and recognizing you can build up momentum between now, the remainder of October that we have left, and December 31, so you can hit the ground running on January 1, 2021.

That’s what you need to be doing as an advisor. By taking that approach to your business, you’re going to exude that confidence and that approach to your clients. You want to be working with your clients, informing them that, while this has been a challenging year, there are still things that you want to discuss with them before year-end that are going to not only enhance their end-of-year situation but ensure they kick off 2021 on the best foot possible.

As an advisor, that’s going to mean you need to be lifting out of what you’re hearing going on right now, but you can do this! The advisors who set themselves up this way between now and year-end will make 2021 possibly one of their greatest years yet.

I look forward to bringing you another Distraction-Proof Advisor Idea next week!

About Paul

Paul Kingsman is a sought-after expert on how to be distraction-proof®. Through his speaking, writing, and coaching, he teaches financial services professionals how to maintain focus, take daily steps to successfully grow their businesses and achieve outstanding long-term results. He is also Director of Practice Management for Ash Brokerage and author of the book The Distraction-Proof® Advisor. You can reach Paul at Paul@PaulKingsman.com.

Share:

Get insights in your inbox.

More Posts

CFP Tech Guide

What the new CFP tech guide is all about

If you’re a Certified Financial Planner, you have proven that you have what it takes to help clients achieve their financial goals. You’re principled. You’re experienced. You’re intelligent. You’re accountable.

Photo of a woman frustrated with technology.

Talking about tech bloat with Pat Spencer

Advisors are frustrated with their tech stack. A recent Michael Kitces survey noted that, overall, advisors report a satisfaction rate for their entire tech stack at 7.3 on a 10-point

People reviewing financial plans and smiling

Flexible withdrawal order in Moneytree

Your clients have complex financial lives, and that includes their taxable, tax-free, and tax deferred income strategies. Distribution strategies are highly personal. For example, your clients may hold a charity

Support