Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

The Year End Question Every Client Needs to Hear

9 Jun 2026 · 0 min

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Lynda Artesani tells financial and legal advisors to ask clients three things at year-end: where are you headed, how are you managing money, and are you building savings. She also says check whether their business is slowing or picking up so you can adjust your advice to their actual situation.

But it's a good time of the year to look at your client's financial situation and say, how are you doing? Where are you going? What are you doing with this money? Make a nest egg. Yeah. Get the temperature of what your clients are doing. Are they slowing down? Are they busy? Are they getting busier? A lot of times attorneys either go one direction or the other in this type of economy. They either really slow down and the other ones get really busy.