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I am already working with one prospect who would fill this 500k for the month of September.
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I am teaching a class at Dixie State University that is focused on retirement planning and that will help fill up my new prospect list for the month of October.
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This month is RMD month for my book of business. It is when I go through and see who still needs to take an RMD for this year. In doing so I hope to uncover 250k of new assets. Also I have one hour per day blocked out on my calendar to follow up with former class attendees and that will help to provide new opportunities, hopefully in the amount of 250k.
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I have some small businesses that are clients. There are not very many plans where you can retroactively get a tax deduction (a SEP IRA you can go back in time!). For these smaller businesses, I think reaching out to them and making sure the owners get their final tax deductions in will generate somewhere between 100k and 200k of new assets. The remainder will have to come from teaching another class in the merry month of Christmas!
