Re-Thinking Resolutions in 2025

The custom of making New Year’s resolutions has been around for 4,000 years. Promises to do more, do better, be healthier… We make them. We break them.

One survey found that the average resolution lasts just 3.74 months. In fact, abandoning New Year’s resolutions weeks after setting them has become so prevalent that the media has unofficially dubbed the second Friday in January “National Quitter’s Day.”

So why even make resolutions?

Because setting an intention for positive change is a good practice, even if you don’t follow through. It can be motivating, energizing, encourage a fresh start, and lead to a healthy dose of self-reflection.

With this in mind, we’re tossing some ideas into the mix. Resolutions, goals, habits—call them what you like. We challenge you to commit to at least one in 2025.

2025 Resolutions for Advisors

1. Embrace AI to enhance your practice

Artificial intelligence is transforming the financial advisory space. From automating routine tasks to providing data-driven insights, AI can help you save time, personalize client experiences, and improve decision-making. Explore tools that align with your goals and integrate them thoughtfully to create more value for your clients. We’re personally big fans of Notebook LM and Perplexity. Try paying for a service—you’ll likely be surprised by the difference.

2. Be human

In the world of numbers and portfolios, never forget the power of human connection. Embrace your authenticity and connect with your clients on a personal level. People value genuine interactions, so ditch the robotic script and create an environment where clients feel comfortable sharing their financial goals and concerns.

3. Stay up to date on trends—but avoid the noise

Markets are noisy, and it’s easy to get caught up in the constant stream of headlines and opinions. Focus on understanding the trends that truly matter to your clients’ long-term goals. Be discerning and avoid analysis paralysis by keeping your attention on what’s actionable and relevant.

4. Find or define your niche

Specialization is the key to standing out in a crowded market. Identify your unique strengths and interests and carve out a niche for yourself. Whether it's faith-based investing, serving a particular client segment (i.e., real estate professionals), or tech-savvy solutions, becoming an expert in a specific area not only sets you apart but also attracts clients who value your specialized expertise.

5. Learn something new

Continuous learning is not just a cliché. It's a strategy for success. Whether it's acquiring knowledge about emerging markets, new investment products, or refining your communication skills, staying curious and expanding your skill set ensures you're always equipped to provide innovative solutions to your clients.

6. Stay positive and trust in historical trends

The markets will have ups and downs, but history has shown that they tend to go up over time. Encourage your clients (and yourself) to stay focused on the big picture and maintain optimism. A positive mindset can make navigating volatility easier for everyone involved.

7. Invest in yourself

Commit to a daily routine that enhances your physical, mental, and/or emotional health. Cultivating your own well-being is a strategic investment that pays dividends in both personal and professional realms.

8. Collaborate with others

Two heads are often better than one. Find peers via social platforms and maybe plan to attend an industry conference together.. Collaboration not only broadens your perspective but also opens doors to potential partnerships, expanding your reach and expertise.

Cheers to a year of positive change, growth, and success! You have our confidence and we have your back. We’re only a phone call away and here to help.