Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
380: CEO DAY - Your Q2 Business Review Agenda
As advisors, we spend a lot of time working in the business—but not nearly enough time working on the business.
In this episode, Libby pulls back the curtain on the exact quarterly CEO Day framework she recently led for her Systems to Scale alumni community. With Q2 coming to a close, she shares how to create the space for strategic thinking, avoid turning your CEO time into a glorified catch-up day, and walk away with a clear plan for the next 90 days. Whether you're a solo advisor or leading a growing team, this episode will help you become more intentional, proactive, and focused as you…
The skinny
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