A New Year’s Checklist for AdvisorsA New Year’s Checklist for Advisors

The start of the new year is an opportunity for advisors to not only reflect on the past year but to look ahead at the year to come. In particular, it’s a good time to take stock of the various administrative tasks that require your attention, and to consider the larger strategic decisions that will guide your firm through the next 12 months. “The key is to approach this year-end review with the mindset of a business owner,” says Marty Miller a practice management and succession planning coach and founder of Detroit-based ClearPath Consulting. “Step back from day-to-day responsibilities of managing portfolios and client relationships and focus on the management and growth of your practice.”

From setting goals to updating your marketing strategy, here’s a checklist of a six tasks you might consider tackling as 2017 gets underway.