How do you go from “I want to hit $2 million” to actually doing it? This week’s Hot Take comes from Winnie, who asked: “I would love to hear more about setting financial goals for 2026, and specifically how to ask for the referral from past clients in the most polite way. It's one thing to say my gross revenue should be over $2 million, but how do you proactively go after that business?”

Jennifer and Robin break it all down across referrals, financial goals, marketing, and metrics. You’ll learn how to identify your highest-value clients, ask for referrals that don’t feel awkward, and build repeatable systems that turn great service into sustainable growth. They also share why your next revenue leap depends more on conversion rates and client experience than chasing followers, and how SEO, email marketing, and even AI can help you land your next client. If you’re ready to break through your current ceiling and scale smarter in 2026, this one’s a must listen!

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