The Efficient Advisor: Tactical Business Advice for Financial Planners 332: The Two CEO Day Questions Every Advisor Should Ask Before 2026
Dec 19, 2025
Discover a dynamic two-question framework designed to reshape your business strategy before 2026. Learn which five tasks you should stop doing and what new priorities to embrace for greater clarity and client satisfaction. Libby shares practical tips for accountability, like sending yourself delayed check-in emails to track progress. Hear how advisors have successfully implemented these methods during CEO Days and year-end planning to drive measurable results. Get ready to transform your approach and enhance your efficiency!
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Workshop Intake That Guides Long-Term Change
- Libby used this two-question intake with advisors attending her live workshop in Cincinnati.
- Participants later revisited those answers to guide business updates and measure change over time.
The Ten-Item CEO Day Exercise
- Do list five things you are doing now that you know you shouldn't be doing in your business.
- Do list five things you are not doing now that you should start doing before 2026.
Replace Time Sucks With High-Impact Actions
- Identify specific items like checking your own email or seeing non-ideal clients to stop doing.
- Start targeted actions such as intentional referral events or re-onboarding clients to clarify your ideal client avatar.