As the new year approaches, Robin and Jennifer discuss the five questions every advisor should ask themselves before January 1st. These questions will help you check in on your work-life balance, the support systems you’ve built, and whether you're creating the opportunities you actually want. Hear why data should guide your next moves (not just your gut), how to spot the trips and clients that truly fuel your income, and where your systems might be costing you time. It’s a practical, feel-good reset for anyone wanting to step into January with more clarity and momentum. Also, be sure to join the Niche community if you’re craving deeper support and resources in 2026!

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