Not everyone is a fan of the year-end review, though.
Jennifer Murray, a Morristown, New Jersey-based adviser with about $45 million under management, says she does not schedule them. But she does touch base with her small base of clients, mostly widows and other single women, who prefer more interaction, six to eight times per year and sees them in person at least twice during that time period.
Murray also makes herself available to field end-of-year calls on topics ranging from charitable giving to maxing out 401(k) plans.
"I'm in close contact with my clients all year long," Murray says.