Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong
We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure you’re set up to finish strong. In this episode, I’m sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year.
Here’s what you’ll learn in this episode:
1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors)
2️⃣ Which strengths you should scale — and which ones you shouldn’t
3️⃣ How to spot the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.