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Planning doesn’t start on January 1; it starts the moment you decide what matters. We close out 2025 by turning a clear vision for 2026 into a plan you can actually follow, weaving together revenue goals, referral growth, and client focus with family time, self-care, and real rest. You’ll hear how to define what “winning” looks like next year, then break it into quarterly and monthly milestones supported by simple habit tracking, honest reviews, and a not-to-do list that frees the hours you need for deep work.

We dig into practical systems that keep you on track without burning you out: shorter meetings with built-in buffers, pre-booked holidays and mental health days, and recurring review sessions that steer your course before problems compound. We also make space for the meaningful intangibles—side projects, learning, and hobbies that boost creativity and confidence even when they don’t fit neatly on a spreadsheet. Gratitude threads through it all: celebrating small wins, thanking the people who lift you up, and writing three things you’re grateful for to shift your focus toward momentum.

Flexibility is the throughline. Business is unpredictable, brokerage is unpredictable, and life certainly is, so we share how to design a plan that breathes: clear goals, adaptable schedules, and the mindset to respond rather than react. Along the way, we reflect on five years of the Mortgage Broker Broadcast, the guests who shared AI, mindset, and frontline insights, and the growing community whose questions shape every conversation. Subscribe, share this with a colleague who needs a smarter 2026 plan, and leave a quick review so more brokers can find these strategies. What’s the first habit you’ll lock into your calendar?

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry

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