How to Build Immediate Momentum in 2026
January Determines Your Entire Year. Let’s Get It Right
Written by Andrea Bullard
January 5, 2026
I hope you enjoyed your holiday and took time to unplug, be present, and recharge. That space matters more than most advisors realize. Clarity and energy are the foundation of great leadership.
Now is the time to build momentum at the start of the year! Here’s how…
A Question I Recently Asked Advisors
Over the last few weeks, I personally spoke with Financial Advisors one-on-one and asked a simple question:
“What’s the one thing preventing you from scaling your business to the next level?”
Nearly 90% gave the same answer:
Consistent referrals and new clients.
If you answered that question honestly… would your answer be any different?
Here’s what I’ve learned after 20+ years coaching top advisors:
Most advisors don’t struggle with referrals because they don’t ask.
They struggle because referrals are random, inconsistent, and dependent on motivation instead of structure.
In other words…
You don’t have a referral problem.
You have a momentum problem.
That’s exactly why I created the Referral Momentum Challenge. I am giving this as my gift to you so you can gain momentum in 2026. It is free and “on me!”
This is a short, focused experience designed to help you install a referral rhythm—before the year gets busy, distractions take over, and referrals once again become “something you’ll get to later.”
This is not about pressure, scripts, or chasing people.
It’s about building confidence, language, and structure so referrals become a weekly non-negotiable—not a hope. It is designed to quickly help you discover your passion and mission for this business.
Inside the Referral Momentum Challenge, you will:
- Reset your mindset around referrals so asking feels natural, not awkward
- Write your own authentic language that feels natural and speaks to the heart
- Learn how elite advisors talk about referrals in a way that creates pull, not push
- Identify your ideal market to get “A” referrals when asking
- Create a simple tracking rhythm so referrals stop slipping through the cracks
- Build momentum that carries into the rest of the year
Momentum always comes before mastery.
This is step one
One Final Thought
Advisors who wait for referrals hope.
Rainmakers learn and master.
If you want 2026 to be different—more intentional, more focused, and more fulfilling—this is where it begins.
I would love to walk this journey with you.
With joy and gratitude,
