The Efficient Advisor: Tactical Business Advice for Financial Planners 319: CEO Day: 5 Categories to Analyze in Your Next CEO Day
Oct 31, 2025
Dive into the importance of scheduling intentional "CEO days" for financial advisors, focusing on strategic leadership over daily tasks. Discover five key areas to analyze: money, people, processes, problem-solving, and clients. Learn how to audit revenue streams, enhance team dynamics, and refine your client experience. These dedicated days are designed to tackle bottlenecks and improve workflows, ensuring your advisory business runs smoothly year-round. Prepare to shift from a technician mindset to that of a strategic leader!
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Automate Admin With AI
- Use AI tools like Quinn to automate meeting notes, follow-ups, and CRM updates to regain hours weekly.
- Test and adopt automation to free time for higher-value CEO work.
Schedule Regular CEO Days
- Carve intentional CEO days to work on your business, not just in it.
- Use this time to zoom out, set vision, and act as a strategic leader.
Libby's Quarterly CEO Routine
- Libby describes quarterly off-site CEO days as her preferred cadence for strategic work.
- She used CEO days to reduce stress and transition from technician to strategic leader.