Double Down to Double Up!
If you’re waiting to see how things shake out with your marketing, you’re already behind. Last year, many advisors coasted on revenue from existing clients, but this year demands a different approach. The best firms aren’t waiting to react—they’re aggressively testing, tweaking, and scaling what works.
Staying visible and engaged in front of prospects right now will determine who dominates in 2025.
Are you making sure your marketing is firing on all cylinders? If not, it’s time to adjust. Fast.
Here are your Quick Hits
“Prepare to file in 2025: Get Ready for tax season with key updates, essential tips”
- Sometimes it’s good to get your info straight from the source right?
- “The IRS encourages taxpayers to create an online account to access personalized tax information and expedite the filing process. Organizing essential documents, including W-2s, 1099s, and receipts for deductions, can streamline tax preparation and help avoid potential delays.”
“5 Biggest Regrets of Retirees”
- Our good friend Casey Weade put this article together and thought I’d share!
- A significant number of retirees regret not saving enough consistently throughout their working years. Many wish they had been more knowledgeable about retirement savings options and strategies. Delaying retirement planning often leads to financial insecurity and limited lifestyle choices in later years.
“The four biggest pension regrets – and how to avoid them”
- Have you saved enough? Are you paying too much in fees? Lily Russell-Jones looks at the changes you can make for the retirement you want
- 39% of retirees regret not tracking their investments closely, underscoring the need for regular financial reviews. Many wish they had increased their pension contributions earlier to build a more substantial retirement fund. Visual charts depict the impact of early and increased contributions on retirement savings growth.
Invest in your social life like it’s a 401(k): Older Americans share how loneliness and money are connected in retirement
- Some older adults said tight budgets and a lack of savings were contributing to loneliness.
- About 29% of adults 50 to 80 reported feeling isolated from others some of the time or often within the past year.
