Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
319: CEO Day: 5 Categories to Analyze in Your Next CEO Day
In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in it. She breaks down the five key areas to review during your CEO day: money, people, processes, problem-solving, and clients.
You’ll learn how to use this time to evaluate revenue streams, fine-tune team dynamics, and strengthen your client experience — all while building a more strategic, efficient advisory business that runs smoothly year-round.
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