Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!)
In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode will guide you in making the most of your CEO Day for strategic planning and long-term success.
We will cover:
Reflection questions you need to ask
The 5 areas of your business that you need to assess as CEO
The Start, Stop, Continue framework…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.