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Ready to finish 2025 strong and start 2026 even stronger? We dive into a calm, step-by-step year-end reflection that turns data, feedback, and honest self-assessment into momentum you can feel. Instead of rehashing regrets, we map a practical review you can run in a single sitting: gather KPIs and P&L, connect them to client feedback, and ask what each number truly represents in behavior, channels, and offers. The goal is simple—spot what worked, retire what didn’t, and make smarter bets next year.
We also get real about the emotional side of performance. Celebration fuels consistency, so we call out how to recognize wins, share them with your team or family, and build loyalty with genuine appreciation. On the other side of the ledger, we reframe mistakes as data: identify assumptions that failed, document what happened, and outline how you’ll handle a similar situation differently. You’ll hear clear tactics for mental health during the year-end crunch—micro breaks, right-sized daily goals, time blocking, and asking for help when overwhelm hits.
Finally, we turn insight into action with SMART micro goals for 2026. If admin crowds strategy, we show you how to delegate and protect deep work. If you underestimate timelines, we add buffers and reduce parallel projects. If procrastination lingers, we front-load tough tasks and track streaks. By the end, you’ll have a focused action list: run your year-end review, write three daily gratitudes this week, journal one key mistake into a playbook, and schedule a feedback session with your team or mentor. Subscribe, share this with a friend who needs clarity before January, and leave a quick review to tell us the one metric you’ll track weekly next year.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry

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Chapters

1. Why Reflection Comes First (00:00:00)

2. Data Review And KPIs That Matter (00:00:56)

3. Tie Numbers To Real Feedback (00:02:18)

4. Celebrate Wins And Build Momentum (00:03:36)

5. Learn From Misses Without Shame (00:04:28)

6. Mindset, Breaks, And Mental Health (00:05:12)

7. Spot Patterns And Fix Bottlenecks (00:06:01)

8. Set SMART Micro Goals For 2026 (00:06:38)

9. Action List: Reviews, Journals, Gratitude (00:07:09)

10. Bridge To Habits And Time Blocking (00:08:23)

11. Close And Next Steps (00:08:49)

217 episodes