169. Hot Take: Your December Checklist
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If you think you can wait until January to set 2026 goals and make business tweaks, think again! This week’s Hot Take breaks down the exact December checklist every advisor should be working through before WAVE season hits and your inbox explodes. From tightening your pricing and contracts to cleaning up your workflows and giving your financials a much-needed audit, Robin and Jennifer walk you through the behind-the-scenes tune ups most advisors skip and regret later. Also, stick around until the end for details on upcoming events that will help you lock in your goals and momentum for the new year! Tune in, take notes, and (if you haven't already) join the Niche community to get the tools, templates, and support that will make 2026 your #BestYearEver.
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