Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1
Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actionable insights from her recent CEO Day retreat. This episode is all about the power of reflection, the hard decisions that shape your business, and how to set yourself up for a successful year ahead.
Libby opens up about her unique approach to goal setting, how she handles shiny object syndrome, and the essential questions she asks herself to reflect on the past year before planning for the future. Whether you're ready to hit the ground running or…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.