Will the last 3 months of 2024 be your best ever?

Can you believe it? We’re already approaching the final quarter of 2024!

For many Financial Advisers, October to December often feels like the time to push harder than ever—because you have to, you must, you NEED TO. It’s crunch time. We tend to work our best when deadlines loom and the finish line is in sight.

But why is that?

As humans, we value short-term rewards much more than long-term benefits, even when the long-term gains could be far more significant. Consider your client’s tendency—they often choose to put extra cash-flow toward paying down their mortgage instead of making additional Super contributions. Why? Because the immediate relief of reducing debt feels more tangible and instant than the distant promise of compounded interest over 30 years. This is the kind of trade-off discussion that only the best Advisers tackle head-on.

And here we are, with the final opportunity to wrap up 2024. The goal? To finish the year strong, with a comfortable cushion of bankable fees that can tide you over until you hit full stride again—probably in February or March, after a much-needed break.

The Usual Year-End Cycle

You’ve likely got your business plan in hand, and now it’s time to hunker down, block out your calendar, and get laser-focused on execution. No disruptions, no distractions—just pushing through until Christmas arrives.

Then comes the inevitable slump. Exhausted, perhaps even ill, as your body reminds you that “enough is enough.”

Does this sound familiar? It’s a pattern many Advisers fall into every year: pushing themselves to the limit, only to collapse at the finish line and wonder why it always plays out this way.

Maybe This Isn’t You—But It’s Worth Thinking About

If you’re the kind of person who executes your plan perfectly, with complete discipline and focus, maybe you don’t need this message. You start the year how you intend to finish it—structured, organised, disciplined, positive, and happy, never straying off course.

If that’s you, congratulations. You’ve mastered the art of self-discipline, and your business probably runs like a well-oiled machine. Feel free to stop reading here.

But if you’re like most Advisers, perhaps you’re disciplined and organised but still feel the weight of everything resting on your shoulders. You can’t afford even the slightest misstep, knowing that one off-day could derail your progress and leave you far short of your annual goals.

You’ll still achieve a lot this year, but compared to what? Could you be doing even more—not just for your business, but for yourself and your loved ones?

Becoming the Best Version of Yourself

Being the best Adviser, partner, parent, or friend is a worthy goal. But here’s the exciting part: you can always surprise yourself by becoming even better. With the right strategy, you can create an even more fulfilled, purposeful, and happy version of yourself.

By setting up the right framework and habits, you can improve not just your business, but all areas of your life. Imagine the ripple effect this would have on your clients, your family, and your friends. A better you means a better experience for everyone around you.

A Quiet Invitation

Most Advisers have a strong sense of self and pride in their work. You don’t want to appear needy or inadequate. That’s completely understandable. But if you have an entrepreneurial spirit and an open mind, and if you’re seeking to get more out of both your life and your business, then maybe we should have a confidential conversation about how we can help you reach your full potential.

Let’s make sure the last quarter of 2024 is your best ever—and that you’re positioned to make 2025 even better. Reach out today, and together we’ll create a World Class Business Strategy for your future success.

Grow Your Own Business, with Confidence. 

Curious? Book a chat with me here or call me directly at 0414 337 746.