The Efficient Advisor: Tactical Business Advice for Financial Planners

339: Your 2026 Personal Development Plan

16 snips
Jan 16, 2026
Explore the transformative power of personal development beyond just business metrics. Discover how to identify mentors and pivotal growth areas to elevate your journey. Learn the concept of 'slingshot' actions for consistent progress and map out meaningful quarterly goals. Libby urges clarifying your future self and its impact on every aspect of your life. Implement practical tactics like reading lists and coaching to get there. It's about designing your ideal self as you step into 2026 with confidence.
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ADVICE

Invest In Who You Learn From

  • Map who you need to learn from and invest in those relationships this year.
  • Budget for coaches, masterminds, therapists, and trainers to accelerate growth.
INSIGHT

Personal Growth Impacts Business Metrics

  • Personal development doesn't appear on org charts yet it affects profit and culture.
  • Prioritizing self-growth changes both business outcomes and personal well-being.
INSIGHT

Treat Development Spending Like Growth

  • High-performing owners invest heavily in personal development, sometimes six figures annually.
  • Treat development spending as a growth line item, not optional luxury.
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