Pursuing flashy endeavors is exciting but is the cost worth it? The potential for new marketing campaigns or prospective client events always seems vast. But focus on your return from these investments. Can that capital (both money and time) be better spent elsewhere? Perhaps on current clients? Like advisors, clients may consider change in the new year, too. Don’t forget, a client retained is worth more than a client earned.”

Damian Ornani, CEO, Fisher Investments