The Efficient Advisor: Tactical Business Advice for Financial Planners 336: Your 2026 Game Plan to Implement
Jan 2, 2026
Libby inspires advisors to turn abundant knowledge into action for 2026. She emphasizes the importance of creating dedicated time for implementation over continuous learning. Simple frameworks, like power hours and monthly offsite days, are highlighted to ensure consistent progress. The idea of choosing one project to tackle helps streamline focus and avoid overwhelm. By pairing up with accountability partners, advisors can boost their effectiveness. It’s a clarion call to balance learning with doing and maintain sharp focus for meaningful growth.
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Stop Consuming, Start Implementing
- Stop consuming more content until you finish what you already committed to implementing.
- Prioritize doing the work over collecting more ideas.
Libby's CEO Day Practice
- Libby ran four CEO days a year and a multi-day CEO retreat when she led her advisory firm.
- Those offsite sessions were full eight-hour events focused on strategic work and implementation.
Learning ≠ Progress Without Action
- There's abundant information but the real gap is in follow-through and implementation.
- Learning without action produces no meaningful business progress.