This week, NASA launched Artemis II — the first crewed mission to fly around the Moon in over 50 years. Four astronauts. Ten days. Billions of dollars. And the most remarkable part? They went back.
We stopped going to the Moon in 1972. Life moved on. New priorities. New budgets. New shiny things. But the destination never stopped being worth it. It just took a generation to remember that.
Sound familiar?
- There’s a lunch seminar you stopped running.
- A client appreciation event you let go quiet.
- A handwritten note or a birthday gift you used to send that somehow got cut from the budget.
- Maybe you stopped because you couldn’t immediately measure the ROI. Maybe it just felt old school.
- Maybe you told yourself digital was the future.
But here’s what I know: the old playbook didn’t stop working. You just stopped running it.
The advisors gaining ground right now aren’t all doing something new. A lot of them are doing something again — with intention, consistency, and the confidence that it works.
This week, think about what you’ve STOPPED doing that’s worth relaunching.
What’s your (let’s go back) Moon mission?
Here are your Quick Hits:
The Fed Is Stuck — and That’s Actually Your Opening
- Markets have now priced in a 52% chance the Fed’s next move is a rate hike, driven by oil surging past $110 and mounting stagflation concerns — the first time that threshold has been crossed.
- The Fed held rates steady at its March meeting, with Chairman Powell citing an “energy shock of some size and duration” — and the median Fed projection still only shows one cut in all of 2026.
Takeaway action: Lean hard into the “lock it in now” conversation — FIAs, MYGAs, income floors. Revisit every client sitting in “temporary” cash positions with no long-term income plan. That’s your opening.
The Super Catch-Up Rule Is Now in Play — and Most Clients Don’t Know It
- Workers ages 60–63 can now make a “super catch-up” contribution of up to $11,250 to their 401(k), for a total of $34,750 — the biggest single-year savings window in retirement planning history.
- Starting this year, high earners over $150,000 must make catch-up contributions on a Roth basis, which could mean a smaller paycheck, a higher AGI, and unexpected tax consequences if they’re not planning ahead.
- Gen X clients in peak earning years feel behind on retirement. This is the angle that speaks directly to their urgency.
Takeaway action: Build a short client email or social post around this: “If you’re between 60 and 63, this is the most powerful savings window you’ll ever have. Here’s how to use it.” Great seminar topic. Great radio hook.
Seminars Are Back. The Data Is Hard to Ignore.
- A fresh industry study of 500+ financial professionals found that educational and meal-based seminars account for 25% of benchmark production — and that number multiplies when the marketing is systematized and consistent.
- Despite seminars and referrals being the highest-ROI channel in the industry, more than half of advisors still don’t have a formal program or consistent cadence.
- Nearly 20% of clients find their advisor through educational events. That’s not a niche channel — that’s a pipeline.
Takeaway action: This is your Moon mission prompt. If you stopped running lunch seminars, dinner events, or community workshops — ask yourself why. Chances are the math still works. You just stopped showing up consistently. Pick a date in the next 60 days and get back on the calendar.
Advisors Don’t Have a Lead Problem. They Have a Consistency Problem.
- According to a new 2026 industry report, advisors don’t lack good marketing channels — they lack consistency. The same report found 66% of advisors want to grow their client base, but most are doing it with no repeatable system.
- Average RIA organic growth has dropped from 9% in 2017 to closer to 3% today — not because the market got harder, but because most advisors decoupled their growth from a consistent process.
- The fastest-growing advisors aren’t doing more. They’re doing fewer things, more often, with better follow-up.
Takeaway action: Pick one channel you abandoned — lunch seminars, client events, a quarterly gift, a referral ask — and commit to running it consistently for 90 days. Don’t measure after one rep. Measure after a system. That’s the difference between a tactic and a machine.