In my nearly 16 years in business, I've noticed a common trend among financial advisors: marketing often takes a back seat from February to mid-April, as tax season peaks. Advisors typically focus on supporting clients during this time, which leads to a drop in marketing activities. However, after April 15, when tax season ends and schedules clear up, there's a noticeable rush to ramp up marketing efforts.

If you're an advisor who tends to reduce marketing during these months, the period right after tax season is the perfect moment to reconsider this approach. Consistent marketing throughout the year, even during busy periods, ensures continuous engagement with clients and prospects and prevents the need for a post-tax season marketing surge. It's essential to integrate steady marketing practices into your daily routine now to avoid the start-stop pattern in your marketing efforts in the future.