Will 2024 Be a Repeat of 2023’s Successes or a Year of New Opportunities?

Fall is traditionally the time when financial advisors begin planning marketing for the new year. It provides an opportunity to reflect on the successes and learnings from the past year, and to strategize about new opportunities for the year ahead. By starting in early fall, you have time to put foundational pieces in place and hit the ground running as the new year begins.

As you formulate your strategy for 2024, consider the outcomes of your 2023 tactics. Will you replicate the strategies that led to success? Or is it time to innovate and try a different approach?

You’ll want to be intentional about your strategy for 2024, whether you decide to maintain the status quo because it proved successful or to pivot and make necessary changes.