Finance Specialist: Managing the end-of-year rush – and how to set yourself up for success in 2026

·35 min·3 clips

Trent reveals why brokers set themselves up for failure by promising unrealistic deadlines to clients.

Liam Garman guest hosts with Trent Carter from Ascendo Financial on the Finance Specialist podcast. They open by noting brokers feel artificial urgency at year-end, unlike June 30 deadlines. Trent attributes this to banks reducing staff and brokers overpromising. Liam shares that he lost clients by saying yes to everything. Trent recommends brokers audit their time, focusing on high-value tasks like client meetings over low-value admin. He suggests using AI and outsourcing to scale. Trent explains how elite brokers structure days with deep work in mornings and shallow tasks in afternoons. They discuss the myth of multitasking and how distractions break flow state. Trent identifies early burnout signs like sleep disruption and feeling unproductive. He advises brokers to prioritize, communicate, and use professional help like FBAA's mental health line. Liam references Jocko Willink's Extreme Ownership for task management. The episode concludes with encouragement to plan for 2026 and seek support from colleagues.

As heard by us

A broker-focused reset for turning quieter weeks into a more deliberate year.

A quieter patch turns into a useful look at business design in this Broker Daily Finance Specialist episode. Guest host Liam Garman and Trent Carter from Ascendo Financial examine the peaks and troughs that shape a broker's week, then reframe slower periods as time to plan the…

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If the quieter stretch has you looking at your broker workflow with fresh eyes, this is a practical reset for how you spend the week ahead.

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