PROVEN WAYS TO POWER YOUR DEAL PIPELINE IN THE NEW YEAR Stay Ahead of the Curve
Apple- Cranberry Salad INGREDIENTS • 6 slices of bacon • 1/3 cup balsamic vinaigrette • 1/3 cup olive oil • 2 tbsp raw honey • 8 oz fresh baby spinach, rinsed and dried
• 3/4 cup dried cranberries • 1 Honeycrisp apple, peeled and thinly sliced • 1/4 red onion, thinly sliced • 1/2 cup feta cheese
As 2025 ends, a new year and new opportunities are approaching. For brokers, Q1 sets the tone for the months ahead, and if you want to create a successful deals pipeline, it comes down to building momentum early. Now is the time to sharpen your tools, from engaging in new technologies to reaching out to industry leaders and local businesses. If you’re proactive and lay the groundwork now, you can set yourself on a path for a profitable future. Here are three things you can do for a new year full of growth, stronger client relationships, and closed deals. Try New Technologies You can leverage digital tools to help manage your prospects, understand client data, analyze trends, and automate tasks to streamline your workflow. A modern Customer Relationship Management (CRM) system can keep your customers’ important details in one place and offers features to turn insights into higher revenue. AI is changing the game in many industries, and brokers can use it to stay ahead of the competition. You can use it to automate marketing or emails, inventory management, pricing optimization, or even to improve your response time with chatbots for immediate customer inquiries. Contact Industry Leaders Trust and strong relationships are essential to your success, so this is a perfect time to start engaging with industry leaders and mentors. Not only can this help you develop long-term partnerships, but it will also ensure you’re constantly growing and learning. Look for associations or groups that align with your business. They can be a great way to expand your network and list of contacts, and provide educational opportunities
DIRECTIONS 1. In a large skillet, cook bacon until crispy. Remove it from the pan and set on a paper towel-lined plate to cool. 2. In a small bowl, whisk together balsamic vinaigrette, olive oil, and honey. Set aside. 3. In a large bowl, add spinach, cranberries, apple slices, red onion, and feta. Crumble bacon pieces over the top. Use salad forks to toss ingredients thoroughly. 4. Add dressing to the salad and toss again until well-coated.
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As you grow your sales pipeline, start with local businesses. You can use business directories to create a list of target companies and build relationships. Stay in contact with professionals in your area, like lenders, and provide value to them. You might even be able to work out referral programs with local businesses that will motivate them to reciprocate. If you are ready to turn that momentum into real results, contact CHB so we can help you hit the ground running in 2026.
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