A Year-End Plan to Boost 2026 Growth
Updating the books, trimming unused subscriptions, meeting agents and setting targets now can help brokerages start 2026 with cleaner data and clearer focus.
NEW YORK – Year-end planning can set brokerages up for a faster start in 2026 by tightening finances, shoring up retention and aligning goals.
The checklist starts with current numbers: bring the books up to date, run a year-to-date profit and loss (P&L) statement and compare 2025 to 2024 statements to spot outliers. Share the P&L with an accountant and ask for tax-smart timing on expenses.
Other tips include:
- Check autopays and renewals to cut tools and subscriptions that haven't been used for six months or more.
- Protect the roster by meeting agents in person, listening for red flags and, when needed, having candid conversations about fit.
- Rally the team with a November all-hands meeting, distribute planners and collect individual targets for next year.
By reviewing what worked, what did not and which systems agents actually use, brokers can make adjusts to programs and budgets as needed. Clear data, clear communication and clear decisions now translate into stronger pipelines and cleaner first-quarter results.
Source: Inman (11/06/25) Ramus, Erica
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