In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You’ll learn how to identify the five tasks you should stop doing, the five priorities you should start doing, and how this simple exercise can reshape your capacity, clarity, and client experience. 🚀
You’ll also hear how advisors have used this method during CEO Days and year-end planning to drive measurable progress, plus a practical tip for holding yourself accountable. Download the worksheet, run the exercise, and set the stage for a more intentional and efficient year. 📈✨
I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!
Grab the CEO Day Questions HERE!
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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!
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