Are You on Track? Make the 2nd Half Stronger
By Sandra Oshiro, Director of Marketing
As we hit the halfway mark of the year, summer offers the ideal opportunity to pause, reflect, and realign. With fewer client meetings on the calendar, now is the time to take a step back—evaluate what's working, identify what's not, and make the changes that matter.
This mid-year review isn’t about overhauling your practice. It’s about small, intentional shifts that keep you aligned with your goals and positioned for a strong finish to the year.
Mid-Year Business Review Checklist (click link to download and print checklist)
Use this quick checklist to evaluate the four pillars of a thriving advisory practice: Goals, Clients, Revenue, and Operations.
1. GOALS & STRATEGY
☐ Have I reviewed the goals I set at the beginning of the year?
☐ Are my top 3 business priorities for the year still relevant?
☐ What has been my biggest win so far—and why?
☐ What goal(s) have I fallen behind on? What’s the roadblock?
☐ Do I need to adjust any targets or timelines for the second half of the year?
📝 Tip: Document one goal you’re recommitting to and one you’ll refine or delegate.
2. CLIENT EXPERIENCE & SATISFACTION
☐ Have all clients received the touchpoints I promised this year (reviews, check-ins, newsletters)?
☐ Have I received any client feedback (positive or negative) that should shape our process?
☐ Are any clients overdue for a meeting or follow-up?
☐ Have I lost any clients? Do I know why?
☐ Have I formally thanked or acknowledged referrals?
📝 Tip: Make a list of top clients or advocates to reach out to personally this summer.
3. REVENUE & GROWTH
☐ Am I on track to meet my revenue goals for the year?
☐ Have I reviewed my fee structure or billing practices recently?
☐ Are there opportunities to upsell or add value for existing clients?
☐ Have I added any new clients in Q1 or Q2? What was the source?
☐ Am I investing enough time in prospecting or marketing?
📝 Tip: Identify one growth strategy to focus on for the next 90 days (e.g., referral system, LinkedIn visibility, COI outreach).
4. OPERATIONS & EFFICIENCY
☐ Are there bottlenecks or recurring issues in my daily operations?
☐ Do I have repeatable systems for onboarding, reviews, and compliance tasks?
☐ Am I using my tech stack to its full potential (CRM, financial planning software, marketing tools)?
☐ What’s on my to-do list that could be delegated?
☐ Have I taken any steps to improve work-life balance this year?
📝 Tip: Choose one process to document or delegate this summer—start with the one that feels the most chaotic.
Wrap-Up: Make the Second Half Stronger
After completing your review, block time on your calendar to:
Reprioritize your Q3 goals
Share key takeaways with your team
Delegate or automate what’s holding you back
Schedule a check-in with a virtual assistant to offload tasks and increase your capacity
Need help organizing or executing your mid-year plans?
We specialize in helping financial advisors clean up, catch up, and gear up for growth.
Whether you need help streamlining operations, reconnecting with clients, or tackling that lingering to-do list, our team is here to support you. Simply reply to this email and we'll connect you with a team member that can help. Or revisit our What We Do and explore the ways we can help you move forward with clarity and confidence.
Enjoy the slower pace of summer and the opportunity to refocus with intention.
We would love to hear from you!
Click here to email Heather Rivera, our Director of Operations. Please also feel free to call our office at 954-271-2966.
Our virtual door is always open.
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