• Identify one project, business change or activity that worked well last year.

• Identify one area you feel the team can most improve next year.

• Identify one quality you most admire about each team member.

• Each person shares the one project, business change or activity that worked well.

• What is our one-year client acquisition goal?

• Where do we see ourselves in five years?

• What could get in the way of reaching these goals?

• What is our ideal client in terms of assets, life stage and other criteria?

• Where are the biggest opportunities to attract ideal clients to our practice?

• What could go into a marketing scorecard to measure our actions?

• What would we like to accomplish with digital marketing next year?

• Are there ways to better highlight our team members through video or podcasting?

• What are examples of businesses (non-financial) that provide exceptional service?

• Are there refinements that need to be made to our top client service model?

• How could we better systematize the little things? (lunches, handwritten notes, etc.)

• What in-person client events should we host next year?

• Where are our weak spots in providing comprehensive wealth management?

• What new products or services can we explore for our clients?

• What changes should we anticipate to our portfolios next year?

• Are there new investment-related technologies we should embrace?

• How would each of us describe the team’s vision, mission and values?

• How could we better understand and adapt to each other’s personality styles?

• Are there elements of our team meetings and performance reviews that need work?

• What team-building activities would be fun and productive next year?

• What is one specific area you’d like to improve in the coming year, professionally?

• What is one specific area you’d like to improve in the coming year, personally?

• What can we do to encourage and support each other’s growth?