While your competitors are mentally checked out, here’s your asymmetric opportunity to close the gap to the top 10%
You should probably put down the eggnog for this: According to Schwab Advisor Services research, nearly 40% of annual asset movement decisions are made in the final six weeks of the year. Yet most Wealth Advisors treat December like a victory lap, coasting into the holidays while mentally drafting their “next year will be different” resolutions.
That’s a strategic gift to you.
The conventional wisdom says clients are distracted, everyone’s on vacation, and you should focus on “planning for January.” That’s what average advisors believe. It’s also why they stay average. The office is completely empty for most of December.
The top 10% of producers, those Private Wealth Managers pulling seven figures while you’re still grinding toward your first million in gross revenue, they see December differently. They see it as an emergency revenue protocol. A 15-day sprint where urgency, tax deadlines, and year-end psychology create opportunities that literally expire on December 31.
You have 15 business days left. Here’s exactly how to use them.
The psychology is working in your favor. Now you need the playbook.
Below: 5 tactical strategies with scripts you can use today, plus the exact 15-day execution calendar top producers follow. This isn’t theory, it’s an emergency revenue protocol with a hard deadline.
December 31 is coming whether you’re ready or not.
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The Psychology of December Decisions
December isn’t a dead zone, it’s a psychological pressure cooker that works in your favor.
Consider what’s happening in your clients’ and prospects’ minds right now.
