The Efficient Advisor: Tactical Business Advice for Financial Planners 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.
AI Snips
Chapters
Transcript
Episode notes
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.
Quarterly Reflection
- Reflect on the past quarter, considering your feelings, successes, and challenges.
- Document these reflections without judgment, focusing on understanding your experience.
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.