Merry Christmas, Happy Holidays and Year End Reviews

December 20, 2017 / in General Information / by Jason Terry

By Jason Terry, talking about year end reviews and hoping everyone has a great start to 2018!

Hello friends! It’s time for our last blog post of 2017. Whew! It’s been a great year, and I’m ready for some down time. How about you?

Year End Reviews

One of the things I like to do every year is go back through my calendar to get perspective on what I’ve accomplished. I usually write up a list of personal things that have happened and put that into a Christmas card for Trista. It ends up being a great conversation over coffee one morning over the break. It helps us realize that a lot more happened than we remembered. And we end up feeling really thankful.

On the business side, Mic and I sit down to talk about how the year went and what we need to focus on for the next year. It’s always an honest, open conversation. We celebrate the wins, unpack the losses and talk about the things that matter most. And of course, we start by eating sushi at one of our favorite restaurants, Sushi Uni.

This year, I am behind. And to be honest, a little crispy. It’s been a great year, but there have been more challenges than in previous years.

• We’ve lost clients. (Noooooo!)
• We’ve gained clients. (Yay!)
• We’ve dealt with insurance issues. (Ugh.)
• I’ve found discipline in my walking regiment. (Life changing!)
• I’ve done a bad job of managing my time. (Also life changing.)

I could probably list dozens of things, but you get the idea. Some good, some not so good. Can you relate?

What I know for sure is that most of the people reading this story are part of making it all work. Clients, referral partners, peer advisory group members, friends and family. Thank you from the bottom of my heart. None of it would be possible without you.

I’m looking forward to some down time over the next couple of weeks. And I hope you’re able to find some time to decompress as well. I love the saying, “your presence matters more than your presents.” We have that on our mantle during the holidays. I hope you’re able to leave work behind and spend real, quality time with the people that matter most to you.

Happy Holidays and Merry Christmas from your friends at Blue Gurus!