Intro

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
• Libby’s Flexible Goal Setting strategy
• And how to break down 90-day goals into mile markers

You’ll walk away with some very specific tactics and exercises to really help you move the needle in your business! 

Episodes Mentioned:
#96: A Simple Tool to Create the Right Momentum in Your Business (Start, Stop, Continue)

#243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1

#244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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