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New Year’s resolutions are a hot topic for many people around the world, but for brokers, this quieter time at the start of the year is ideal for making business resolutions and planning for the year ahead.
By firstly deciding on a plan for the upcoming year and then scheduling it into a calendar, there will be a clear path to follow throughout the year.
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A marketing plan can be incorporated into the schedule which outlines business promotional activities. Having a set timeline for marketing activities also allows time to plan for them. At 1st Street, we’ve successfully incorporated a program to support a different charity each month of the year. We've chosen the 12 charities that we will be supporting this year, giving each charity a percentage of profits in their month.
This time of year is great for reconnecting with referral partners and also for building new relationships. With many people looking to make this year better than ever, there are lots of potentially mutually beneficial partnering opportunities to explore. I enjoy meeting people for breakfast or lunch, or even for a game of tennis.
Clients are the most important part of any business and now is a great time to touch base with clients whether it’s an email, a phone call or a catch-up in person. I find that speaking with clients is also a good way of getting insight into market sentiment and to evaluate individual client requirements for the upcoming year.
Having the smoothest, most simple, efficient and accurate system is a big help to any brokerage. We consistently evaluate and tweak our systems in response to both internal and external factors such as incorporating new technology or responding to a change in regulations. We are currently in the process of evaluating our systems and looking for opportunities to save time, enhance performance and improve client service.
