Spring Forward: Time to Test and Optimize
Daylight saving time kicked in — an extra hour of daylight, a fresh chance to reset, test, and refine. Whether it’s a new marketing campaign, a referral strategy, or simply increasing client activity, now’s the time to take action and measure results.
Don’t wait until Q2 to realize something isn’t working—test small, tweak fast, and scale what sticks.
Here are your Quick Hits:
The Retirement Rule Pre-Retirees Are Misunderstanding
- Many pre-retirees misinterpret guidelines like the 4% rule, often overlooking factors such as tax efficiency and sequence of returns risk.
- This article highlights that approximately 45% of Americans are expected to run out of money in retirement, even those who have diversified their investments.
Level Up Your Investing Strategy: 7 Smart Ways To Transform Your Approach
- Advisors frequently abandon new marketing strategies prematurely due to unrealistic expectations of immediate returns.
- This article discusses advanced strategies for optimizing investment portfolios, emphasizing the importance of patience and consistent effort in marketing initiatives.
The “What If” Test for Growing Your Business
Want to scale? Try answering these questions:
- What if you had to double revenue in 12 months? What would break first?
- What if you lost your top 10 clients? What’s your fallback?
- What if you had to remove yourself from the business for 90 days? Could it run smoothly?
These questions reveal hidden weaknesses and help you build a more resilient firm.
Why Is Wall Street So Down on Fridays This Year?
- “Thank God It’s Friday” is a phrase you may not hear much on Wall Street these days.
- The weekends, according to Reid, may be getting too risky for traders. “There does seem to have been a trend of potentially negative news coming through late in the week with the market wanting to reduce risk ahead of the weekend in case of escalation (e.g. tariffs on Mexico and Canada). Or, concerns that the weekend will bring fresh headline risk,”
