January sets the tone for the entire year, and the advisors who start strong win client confidence early. From rebalancing portfolios after a volatile 2025 to preparing for tax season and refreshing client goals, this month is packed with high-impact planning opportunities. In this workshop, you’ll learn how to:

• Rebalance faster and clearer with Model Portfolios and Comp Tables that show instant, client-ready before/after changes.
  
  
• Spot tax issues early using CapGainsValet to surface distributions and create proactive planning moments.
  
  
• Turn market outlooks into action with Proposal-ready visuals that set expectations and build client confidence.
  
  
• Save hours on January prep using streamlined dashboards and workflows built for planning-heavy conversations.