A New Year Playbook & Best of Insights
By Dynamic’s Practice Management Team
At the start of 2025, we posed a simple but important question: What’s your game plan for the year ahead?
That post resonated, because regardless of market conditions, successful advisory practices don’t happen by accident. They’re built with purpose, strategy and the right partnerships.
As we ring in 2026, we’re revisiting that conversation with new considerations shaping the advisory landscape, including the growing role of artificial intelligence, evolving client expectations and the increasing importance of comprehensive financial planning as a differentiator.
This New Year Playbook builds on proven fundamentals and best of resources from ’25 while helping you adapt, scale and stay competitive in the year ahead.
Yogi Berra said it best and often, “If you don’t know where you’re going, you might end up someplace else.”
Set Goals that Define What Winning Looks Like
Before you set your strategy, you need clarity on the outcome. What does success mean for your practice in 2026? Your topline goals might include:
- Deepen relationships with existing clients.
- Strengthen organic growth and referrals.
- Grow assets under management.
- Build the practice support ecosystem.
A clear definition of “winning” becomes the lens through which every decision is made — from technology investments to staffing to client segmentation.
Once defined, make sure your goals are clear and measurable. How will you reach those goals? What components of your services will fuel that growth? Answering those questions become your strategies. They may involve enhancing the services you currently provide, changing up your business model or fee structure to better support different types of clients, or incorporating new services not currently offered to your clients. For example:
Goal: Deepen relationships with existing clients.
Strategies: Conduct an introspective assessment of current clients; segment current clients based on the complexity of their needs.
Goal: Strengthen organic growth and referrals.
Strategies: Improve the process of asking for referrals from existing clients; introduce referral opportunities.
For actionable ideas, easy to advanced, see “Grow Your Practice: Unlock the Power of Referrals.”
Goal: Grow assets under management.
Strategies: Get assistance from professionals to navigate the complexities of customizing global, diversified and balanced portfolios; increase the adoption of Dynamic Managed Portfolios.
Read “Streamline Your Practice with Model Portfolios” for a primer on the benefits of model portfolios.
Watch the November webinar, “2025 Market Retrospective & Roadmap to 2026,” and meet Dynamic’s Asset Management professionals.
Goal: Build the practice support ecosystem.
Strategies: Assess the tech stack, operational workflows, investment and planning resources, and support partners.
The most successful advisors aren’t trying to do everything themselves — they’re building ecosystems that allow them to focus on advice, planning and relationships.
Read “Outsource to Outperform: Top 3 Considerations for Breakaway Advisors.”
Consider AI as a Force Multiplier
Artificial intelligence is no longer a future concept — it’s a present-day tool that, when used thoughtfully, can enhance efficiency, insight and client experience. For advisors, AI can help:
- Streamline routine tasks and workflows
- Surface insights more quickly from data
- Improve responsiveness and turnaround times
The key is using AI as a supporting player, not the quarterback. Technology should enhance the human element of advice — not replace it. Advisors who embrace AI strategically will be better positioned to spend more time planning, listening and guiding clients through complexity.
Watch the interview with Dynamic’s chief technology officer, “The Future of TAMP Tech is Here — and Dynamic Built It Around Real Advisor Needs.”
Lean Into Financial Planning
In 2026, financial planning isn’t just a service — it’s a differentiator.
Clients increasingly expect proactive, holistic guidance that goes beyond portfolio construction. They want help navigating life decisions, trade-offs and uncertainty — and they value advisors who can connect the dots. A strong game plan includes:
- Consistent planning conversations
- Clear, client-friendly deliverables
- Scalable processes that support deeper engagement
This is where the right platform and partner matter. Having access to integrated planning tools, investment solutions and operational support allows advisors to deliver high touch planning without burning out behind the scenes.
See “5 Financial Planning Tips We Love,” from Dynamic-affiliate advisor Jennifer Valdes, CFP®, founding principal, Financial Designs Wealth.
Execute with Practice Management Support
Even the best strategy will stall without proper execution. That’s why many advisors are rethinking not only how they grow, but also who they grow with.
Dynamic’s dedicated Practice Management support team is available to help advisors create and implement the game plan. The team places proactive check-in calls to advisors to discuss and share resources on how Dynamic can support advisors’ businesses, from goal setting and strategy to execution.
Support matters. Whether it’s technology, investment management, compliance or marketing, having the right partner can free up time, reduce friction and help you move from planning to action.
The goal isn’t complexity — it’s clarity and consistency.
Explore how Dynamic’s multiple affiliation models can meet you where you are — and grow with you.
Want to discuss more ideas to develop and execute your game plan in ‘26? Dynamic’s Practice Management team is available for a complimentary, objective conversation. Schedule a conversation or contact us at joinus@dynamicadvisorsolutions.com or (888) 997-4212.
Disclosures
For advisor use only. This commentary is provided for informational and educational purposes only. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. This is not intended to be used as a general guide to investing, or as a source of any specific recommendation, and it makes no implied or expressed recommendations concerning the manner in which clients’ accounts should or would be handled, as appropriate strategies depend on the client’s specific objectives.
This commentary is not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Investors should not assume that investments in any security, asset class, sector, market, or strategy discussed herein will be profitable and no representations are made that clients will be able to achieve a certain level of performance, or avoid loss.
All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Information obtained from third party resources are believed to be reliable but not guaranteed as to its accuracy or reliability. These materials do not purport to contain all the relevant information that investors may wish to consider in making investment decisions and is not intended to be a substitute for exercising independent judgment. Any statements regarding future events constitute only subjective views or beliefs, are not guarantees or projections of performance, should not be relied on, are subject to change due to a variety of factors, including fluctuating market conditions, and involve inherent risks and uncertainties, both general and specific, many of which cannot be predicted or quantified and are beyond our control. Future results could differ materially and no assurance is given that these statements or assumptions are now or will prove to be accurate or complete in any way.
Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed.
To the extent that this material concerns tax matters, it is not intended to be used by a taxpayer as tax advice. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.
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