The end of the year is filled with to-do lists, closing books, prepping for tax season and maybe even dreaming of taking your firm to the next level. Enter: Be Insightful, your secret weapon to make 2026 your most efficient, profitable, and enjoyable year yet.
In the spirit of the holidays, here are 12 reasons to join Be Insightful wrapped up in festive fun.
Day 1: Earn 25+ CPE Credits — Included
Stay compliant without the chaos. Be Insightful includes up to 25+ CPE credits through engaging, relevant content that fits your schedule.
Day 2: Define the Firm You Want to Build
Coach’s Corner with Chris Panek, you start crafting a roadmap that aligns your business model with your personal goals — so your firm supports the life you want to live.
Day 3: Build a Stronger People Strategy
Michelle LeBlanc’s Human Resources track equips you with the tools to support your team, set clear expectations, and create a healthy, professional culture.
Day 4: Move Clients with Confidence
Through William Murphy’s Migrating from QuickBooks Desktop series, you’ll learn how to transition clients to better systems without disruptions or stress.
Day 5: Market to Clients Who Actually Fit
Janel Sykora’s Niche Marketing for Growth helps you define your message, attract the right clients, and grow a brand that reflects your true value.
Day 6: Assemble a Scalable Tech Stack
Sheri Radler’s Tech Stack Assembly series walks you through choosing the right tools — not just what’s trendy, but what truly supports your workflows.
Day 7: Download Tools You Can Use Right Away
Every track includes templates, checklists, and guides. No fluff — just resources that help you implement what you learn from day one.
Day 8: Learn On-Demand, On Your Terms
Busy season? No problem. All webinars are recorded and transcribed, so you can access training when it works for you.
Day 9: Enhance Your Tax Practice
Christine Gervais’s Your Tax Practice: In Depth track shows you how to deliver more value, optimize client interactions, and simplify delivery through smart app usage.
Day 10: Stay Informed, Without the Overwhelm
Get expert insight on the latest apps, integrations, marketing strategies, and practice management tips — all curated for today’s advisor.
Day 11: Create a Real Growth Strategy
Debra Kilsheimer’s Mastering Strategies for Growth track helps you rethink your pricing, redefine your values, and plan for the next 18 months with intention.
Day 12: Prepare for the Future — Including AI
Be Insightful is already planning ahead. In 2026, you’ll get access to a new track on AI for advisors, designed to help you lead with innovation, not react to it.
Why Be Insightful Works
This isn’t just content for content’s sake. Be Insightful helps you learn, apply, and grow — with structure, support, and expert-backed training built for your world.
You’re not signing up for more noise — you’re investing in clarity, tools, and direction to move your firm forward.
Make 2026 your most focused, productive year yet
Join today and get access to:
25+ CPE credits
Expert-led tracks
Downloadable templates and guides
On-demand webinars
Strategic training for every part of your firm
Your first 12 days can shape your next 12 months and it’s a tax write-off too!