The Efficient Advisor: Tactical Business Advice for Financial Planners 275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track
6 snips
May 23, 2025 In this engaging discussion, Libby introduces a new weekly segment focused on quick, actionable tips for business growth. The conversation candidly addresses how to adapt and recalibrate goals during chaotic times. Exciting updates on her upcoming book and the creation of a digital course reveal valuable insights on quality over speed. Listeners are encouraged to embrace flexibility, manage expectations, and find clarity, reminding us all that slowing down can still lead to significant progress.
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Accept Survival Seasons
- It's okay to have seasons where survival is the main goal instead of progress.
- Don't feel guilty about slowing down when life gets chaotic; maintaining sanity is an achievement.
Pausing Book Improved Quality
- Libby paused her book after the draft missed the mark and focused on her course instead.
- This break helped her identify what was missing and improved her book's quality.
Build Flexibility Into Goals
- Set goals with built-in flexibility by planning two quarters ahead with blank spaces.
- This approach prevents guilt and overloading when goals need to shift or get delayed.