Don’t Get Left Behind: 3 Simple Steps to Ensure Success in January

Feeling a little slower this December? Don’t get too comfortable—January is coming, and with it, a surge of financial decisions. Studies show clients make more significant financial moves in January than any other month, driven by New Year’s resolutions and fresh starts. From finding a new advisor to requesting annual reviews, the beginning of the year is prime time for client activity.

The advisors, banks, and credit unions that capitalize on this window are the ones who come prepared. If you’re ready to make January your biggest month, now’s the time to set the stage.

Here are three steps in December to secure success in the new year.

1. Launch a Newsletter That Works for You

Newsletters aren’t just a way to stay in touch—they’re one of the best tools for steering your clients’ decisions. A well-crafted newsletter positions you as a trusted resource while subtly encouraging action.

But here’s the key: the content must be timely and relevant. Forget deep dives into niche financial topics—most people don’t need those every week. Instead, focus on breaking down current events that impact your clients’ homes, careers, businesses, and savings.

Why this works:

• It keeps your content engaging and approachable.

• It ensures your name is top-of-mind when clients are making big decisions.

• It drives more interaction than sporadic, less relevant updates.

By starting a newsletter now, you’ll reconnect with existing clients and capture the attention of new prospects when they’re actively searching for financial guidance in January. Once you have their attention, making your recommendations is much easier.

2. Audit Your Digital Presence

Your website and social media profiles are often a client's first impressions of you. Is yours making the right one? December is the perfect time to take a fresh look.

Start by reviewing your website:

• Navigate it like a first-time visitor. Is it clear what you offer and how to contact you? Is there an easy action to stay in touch, like a free newsletter subscription, if they’re not ready for a meeting today?

• Ask a family member, friend, or trusted peer to review it and give honest feedback. Don’t know who to ask? Get a free audit from Share Scoops. 

Next, optimize your social media profiles:

• Use a professional photo that exudes credibility.

• Write a compelling headline for LinkedIn that clearly states your expertise.

• Update your bio to include your most important links and a short description of how you help your clients.

Pro Tip: Platforms like LinkedIn allow you to add a newsletter signup directly to your profile—an easy way to turn profile views into warm leads.

3. Start Posting Consistently Now

Every client looking for advice will definitely review your website and social media.

If prospective clients need to set up a meeting to evaluate working with you, you've already lost them to competitors with a rich content presence.

Start building your presence this December by posting content that addresses the topics clients will care about most in January. Consider job market trends, economic shifts, tax considerations, and cost-of-living updates. That way, when they search, they find you. Posting now also gives you time to refine a consistent, manageable process before things get busy again.

Why consistency matters:

• Regular posts remind your network that you’re the go-to professional for financial advice.

• It builds trust, making it easier for prospects to choose you when they’re ready to act.

• It shows you’re active, knowledgeable, and engaged.

Make It Happen Without Burning Out

Building a strong digital presence doesn’t have to be overwhelming. At Share Scoops, we’ve made it our mission to simplify the process for financial professionals like you.

Our Pro Content Suite provides customizable financial news and education content ready to post in minutes.

Ready to turn December into your preparation month? Start your 30-day free trial by scheduling a demo today and position yourself for success in January.