As 2025 came to a close, many of us were left wondering where the time went. The end of one year and welcoming in of the next naturally invites reflection - and, for better or worse, New Year’s resolutions.

How did 2025 go for you? Did you accomplish what you set out to do?

At a recent online meeting with my advisor study group, we were asked a simple but powerful question:

What are you going to do next year - and what are you not going to do?

I loved the question.

Much of our conversation focused on what we plan to add in the year ahead - new technology to enhance the client experience, tools to create efficiencies, or systems to improve organization. These are all worthwhile goals. I’ve been working on implementing several great ideas myself, particularly around onboarding and offboarding processes, and I remain a strong believer in continuous improvement.

But as the conversation evolved, it became clear that the second part of the question may be even more important.

Growth doesn’t only come from adding more. Sometimes it comes from having the discipline to stop doing things that no longer serve our clients - or ourselves.

As we move forward into 2026, I encourage you to think intentionally about both sides of that equation: what you will add, and what you will subtract.

Here are a few questions worth pondering as the new year begins:

• Which clients needed reassurance last year - and did I reach out before they called me?

If not, what got in the way?

• Where did I add the most value that had nothing to do with returns?

How can I create more space for that?

• Which conversations did I avoid because they were uncomfortable - and why?

• If a client summarized my value in one sentence, what would they say?

Is that the sentence I want them to say?

• What took the most time last year while delivering the least value to clients?

• Which 20% of my work created 80% of the impact - for my clients and for me?

• If I stopped doing one thing this year, what would clients barely notice?



As you reflect on these questions, I’ll leave you with two final prompts - perhaps the most important ones of all:

What is one thing I will do more intentionally this year?

What is one thing I will stop doing - even if it feels uncomfortable at first?



Sometimes progress isn’t about doing more.

It’s about doing what matters - and letting go of the rest.

Warm regards and Happy New Year,

Angela

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