Welcome to 2025! This isn’t your average New Year’s pep talk. Instead, if you want to make this year one of exponential growth and unshakable momentum, I have a question for you.
Here’s the challenge I want you to embrace: Stop asking, “What do I want to achieve this year?” Instead, ask yourself this:
“What do my clients really want this year, and how can I deliver it in a way no one else can?”
This single shift—from focusing on your goals to obsessing over their dreams—has the power to revolutionize your business. Goals, strategies, and tactics are essential, but the truth is, selling travel is deeply personal.
It’s tied to emotions, aspirations, and the experiences people crave most. The advisors who dig into that—those who become experts in delivering exactly what their clients dream of—don’t just close sales. They build loyal relationships, earn more referrals, and dominate their niches.
As I see it, the industry will see exciting new technology rolling out this year that will make running your business more efficient and impactful. But the advisors who lean into cultivating personal relationships—those who go beyond the transaction—are the ones who will see the biggest gains. Those that don’t will get left behind. Technology is a tool, but trust and connection are what will truly set you apart.
Here’s how you can act on this mindset shift starting today:
Listen like never before. Your client’s stories, hesitations, and unspoken desires are gold. Create moments in every conversation where they feel truly heard.
Refine your specialty. The advisor who is known for curating luxury escapes, adventure travel, or family cruises doesn’t just book trips—they become the go-to for that type of travel.
Exceed expectations every single time. Add those unexpected touches—upgraded experiences, personalized recommendations, or even a handwritten thank-you note.
In 2025, it’s not about doing more—it’s about doing what matters better. Focus on serving your clients at the highest level, and the rest—sales, revenue, and growth—will follow.
This is your year to shine. Make it unforgettable for your clients!
Best Success,
Jason