Impossible to Forget

Most advisors start every January from zero, chasing the next lead while a thousand relationships sit cold in a spreadsheet behind them. It is the most expensive habit in the business, and it is completely reversible.

Wade Betz built a practice where past clients come back instead of being replaced. This playbook is that system: the annual financial review, the cadence that keeps you present without becoming noise, and the thirty-day move that restarts a cold database.