If You Want a Powerful Start to 2026, Do This One Thing Today
One Key Element to a Powerful Start in 2026
Written by Andrea Bullard
October 24, 2025
All Financial Advisors—listen up.
If you want to kick off 2026 with momentum, growth, and confidence, there’s one essential action you must take today:
Start asking for referrals—and start booking meetings with them.
If you’ve stopped asking, this is your cue to reignite that muscle.
If you have been asking, it’s time to elevate your game:
- Meet with more Centers of Influence who already serve your ideal clients.
- Attend industry and community events where decision-makers gather.
- Reach out to the children or parents of your current clients—often your warmest and most overlooked market.
Referrals remain the #1 driver of growth for Financial Advisors. When you commit to mastering this one skill, your January 2026 calendar will be filled with opportunity—prospects to call, relationships to deepen, and renewed energy fueling your business.
Here’s the proof: during COVID, my private clients doubled down on referrals. They tracked their numbers weekly and focused on taking exceptional care of their clients. The result? Over 90% had their best year ever.
The formula was simple:
Referrals + Client Care = Exponential Growth.
So start today—
Even if you’re too busy.
Even if asking makes you uncomfortable.
Even if you think you’ve outgrown it.
Because those who take action now will own the start of 2026.
Your Coach,
PS: If you’re ready to make this shift—and build a system that makes referrals flow naturally—then don’t miss the Referral Mastery Lab on Wed., November 5 @ noon EST. Sign up below.
I am inviting you to join me…
REFERRAL MASTERY LAB
Wednesday, Nov. 5 @ 12-1:30 pm EST
Ready to Turn Referrals into a Daily Flow of New Business?
If you’ve struggled with referrals,
If you’ve ever thought you’re “just not good at asking”,
If you’re tired of feeling awkward, pushy, or inconsistent when it comes to getting introductions—
Then it’s time to master the skill that transforms your entire business.
Join me for a powerful, hands-on coaching session:
Wednesday, Nov. 5 | 12-1:30 PM EST
Referral Mastery Lab
This isn’t another “referral tips” class.
This is a transformation lab designed to help you:
- Reignite your passion and mission so clients want to refer you.
- Develop your own authentic referral language that feels natural, never “salesy.”
- Eliminate the fear and hesitation around asking for referrals.
- Confidently handle every objection with ease and professionalism.
- Turn your process into an ATM for referrals using my proven Market Research Kits©.
- Send the exact email that gets referrals scheduled—immediately.
Imagine this…
Instead of wondering where your next client will come from,
You wake up to a full calendar—referrals arriving daily from happy clients and centers of influence.
You no longer chase. You attract.
You don’t “ask.” You inspire.
And your business begins to multiply—predictably, sustainably, and with ease.
Magic Happens when you TAKE ACTION!
Spaces are limited—and the advisors who take action now will be the ones celebrating results within weeks.
Because successful people don’t wait for opportunities…
They create them.
See you at the top,
Your Coach,
