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In this episode of Finance Specialist, Liam Garman and Accendo Financial’s Trent Carter unpack why the December rush feels so intense, and share practical strategies for managing client expectations, prioritising tasks, and steering clear of over-promising.
They also dive into ways brokers can boost efficiency heading into 2026, including leveraging technology and AI-driven platforms, outsourcing low-value administrative tasks, and structuring the day to focus on high-impact work that drives business growth.
Carter highlights the warning signs of burnout, offers guidance on breaking down large projects into manageable steps, and explains how proactive planning, communication, and professional support can help brokers maintain balance during peak periods.