The Efficient Advisor: Tactical Business Advice for Financial Planners 328: Drowning in Year-End To-Dos? Here’s Your Reset Plan
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Dec 5, 2025 December doesn't have to be overwhelming! Discover five strategies to streamline year-end tasks, from setting early client deadlines to protecting your calendar. Learn to shift cognitive work earlier in the year, and manage workload by delaying nonessential tasks to January. Redefine what success means during this busy time and prioritize your mental well-being. Plus, gain insights on how an immediate debrief can prepare you for even better results next December. Embrace calm and control this holiday season!
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A Simple Letter Changed Client Behavior
- Libby shared that her practice set a last processing day around the second Friday of December.
- This single sentence in client communications dramatically changed client behavior and reduced last-minute requests.
Set A Clear Year-End Deadline
- Set firm year-end deadlines for clients months in advance to avoid last-minute chaos.
- Communicate the final processing date in letters, emails, and your email signature so clients plan ahead.
Shift Decision Work Upstream
- Move cognitive work (modeling, decisions) into October and November so December becomes execution-focused.
- Prep paperwork and rough models early to allow only tweaks in December.