Sept. 23, 2026
Q4 Advisor Playbook: Client Value, Prospect Follow-Up, and Planning for a Strong January (Ep. 67)
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Deezer Q4 is one of the highest-leverage quarters in advisory work, yet so many advisors treat it like a finish line.
Don't make that mistake.
In this episode, Kristin breaks down what to do with your remaining 90 days, split between what's client-facing and what needs to happen inside your firm.
With tax decisions live, year-end planning top of mind, and prospects feeling real urgency heading into the final stretch, now is the time to act.
Listen in to learn how to turn tax planning outreach into a real value conversation, how to re-engage the warm prospects who went quiet, and what to fix now so you move into January with momentum.
Kristin shares:
- Why Q4 is a high-leverage quarter for both client work and business development.
- How to communicate the invisible work your team does so clients understand your value.
- How to reconnect with prospects who ghosted you without sounding pushy.
- Why the year-end review meeting is the right time to ask for referrals and reviews.
- How to run business development accountability conversations that advisors don't dread.
- Why planning next year in October beats planning it in January.
Resources:
- (Ep. 66) Why the Fastest-growing RIAs Rely on Referrals the Least with Michael Kitces
- (Ep. 65) Stop Losing Warm Leads: Simple Follow-Up Fixes to Improve Lead-to-Client Conversion
- (Ep. 63) How to Build a 90-Day Client Onboarding Experience That Earns Referrals
- (Ep. 59) Summer Strategy: Mid-Year Audit and Growth Planning for Financial Advisors
- (Ep. 35) How Financial Advisors Can Leverage Online Reviews
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