It’s a new year: How will you reinvigorate your client service?

Various MDRT Members

The new year presents new opportunities to provide premier client service and to connect with fellow financial professionals across the globe. How are you taking advantage of the fresh start to advance your business and personal goals? Million Dollar Round Table members continue to find new ways to enhance their own work as well as their clients’ lives.

Here’s how these leaders are looking to make 2025 one of the best years yet.

Sandro Forte, Forte Financial Group

We always have at least one goal which stretches us each year. In 2025, our goal is to obtain at least one personal introduction (referral) from every one of our existing clients.

A personal goal I have is to be more proactive with sharing about the MDRT Foundation (the charitable arm of MDRT) with my network and clients, specifically because I have the honor of being the president of the MDRT Foundation this year. I’ll do this by sharing one new fact about the MDRT Foundation every week.

Helen West, West Financial Management

I will continue to prioritize connecting with fellow advisors at various MDRT events both in person and virtual in 2025. This includes the monthly MDRT UK Zoom meetings, the bimonthly MDRT European book club, the MDRT UK Day this March and at the MDRT Annual Meeting in Miami in June.

Elke Rubach, Rubach Wealth

This year, we are partnering with retiring advisors who want to transition their practices to a firm that puts clients and families first. We’re enhancing the experience for clients by helping them organize and secure their financial lives, ensuring continuity and stability for years to come. Additionally, I’m writing a book and I’m excited to share these insights with a broader audience through more public speaking engagements, ideally on an international stage.

Kimberly A. Harding, Harding Financial & Insurance

In 2025, I plan to engage with other advisors through three primary sources: large MDRT events (such as the MDRT Top of the Table and the MDRT Annual Meeting), my MDRT book club, and study groups within my advisory team and the industry. This is always a worthwhile time for me to step away from my business, take time for myself, help others, and connect with my fellow advisors to learn, laugh, grow and reflect on where I am today and where I want to be tomorrow.

My personal goal for 2025 is to spend the whole summer on the coast of Maine. My family usually is on the go and travelling and running from place to place. This year, I want to slow things down and be rooted in one spot to fully immerse myself in the beauty of New England in the summer and spend quality time with my family and friends. With a nine-year-old daughter, we only have nine summers left as a “whole family” and we must make each one count!

Jonathan Kestle, Quadrus Investment Services

We would like to streamline compliance and repetitive tasks through artificial intelligence. Specifically, we plan identify and deploy four AI-driven solutions by Dec. 31 to automate compliance-related tasks, such as document management, regulatory reporting and deadline tracking. We will measure success by reducing time spent on these tasks by 50% and maintaining a 100% on-time compliance record.

We also want to establish comprehensive financial reporting systems by the end of the first quarter in order to implement financial reporting that provides monthly profit and loss statements, quarterly cash flow analysis reports, customer acquisition and retention reports. These reports will allow us to track these metrics consistently to identify trends and make data-driven decisions.

 

Visions of 2025 vary for all, but it’s clear that financial advisors are looking forward to the opportunities that await them in this new year. Some goals are focused on specific tactics and how those will impact their business while others may be in tune with personal and family needs. Whatever this looks like for you, start the year off right by defining at least two things you wish to achieve before December. The size of the goal is of little importance, but what matters is how you choose to achieve it and the positive impact that achievement will have on you and your business. The new year is here and it’s your chance to realize your vision for success.

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