October 30, 2019 | Article

Something that comes along with the cooler weather, besides bundling up to stay warm, is the holiday season. Although the holidays are typically filled with warm memories and gatherings with friends and family, there may be some underlying stressors that relate to financing the season.

This is a great opportunity for you to take the time to set up a meeting with your clients to check in with them and not only recap how 2019 went, but also work with them to see what their wants and plans are for the holiday season. It’s a great time to reach out and see where they’re at and ask if there’s anything you can do to offer them additional peace-of-mind as the expenses start stacking up.

One of the main topics of discussion could be what they envision for their spending and charitable giving this year. By gaining a better understanding of what they’re looking to spend, you can help them create a mini-financial plan for the holiday season. Whether it includes shifting some assets around to create the budget they need, or making recommendations that best align with the holiday season and new year celebration they’re looking to have – your help will be appreciated. Because of you, they may have a renewed sense of confidence from knowing they’re in a good place to give and have the holiday season they’re seeking to enjoy, all while knowing they’ll be on track to start the new year off right.

As the holiday season approaches, set up meetings with your clients to do a simple financial wellness check-in. What will you go over with them in planning for the holidays and ringing in the new year?

RoboWholesaler is a technology that was created to help financial advisors looking for ways to save time and enhance their productivity. With their time spent more efficiently, they’re able to focus on developing the interpersonal component of their client relationships and grow their businesses. The RoboWholesaler app is now available for free in the App Store and Google Play. It offers you a fast, easy way to review fund performance rankings, and get up-to-date fund fact sheets for top-performing funds and at-a-glance summaries of key fund information.