260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!)
Apr 1, 2025
Discover effective strategies for reviewing your business goals after the first quarter. Reflect on crucial questions and assess five key areas of your operation. Learn the Start, Stop, Continue framework to pivot successfully. Libby explains her Flexible Goal Setting strategy and how to break down 90-day goals into manageable mile markers. Prepare for a productive CEO Day that not only helps you plan but also fuels your motivation, ensuring your business thrives.
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volunteer_activism ADVICE
CEO Time
Implement CEO time: whether an hour, half-day, full-day, or multi-day retreat.
Focus on working on your business, not just in it, for strategic planning and success.
volunteer_activism ADVICE
Quarterly Reflection
Reflect on the past quarter, considering your feelings, successes, and challenges.
Document these reflections without judgment, focusing on understanding your experience.
volunteer_activism ADVICE
Five Key Areas
Analyze five key areas: process, problem-solving, client, money, and people.
Pick 2-3 items per category for deeper analysis during your CEO day.
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In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode will guide you in making the most of your CEO Day for strategic planning and long-term success.
We will cover:
Reflection questions you need to ask
The 5 areas of your business that you need to assess as CEO
The Start, Stop, Continue framework
Libby’s Flexible Goal Setting strategy
And how to break down 90-day goals into mile markers
You’ll walk away with some very specific tactics and exercises to really help you move the needle in your business!
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