284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong
Jun 24, 2025
It's time to hit pause and reassess your goals this year! Discover the innovative SQUAD Analysis, a fresh take on SWOT, tailored for advisors. Learn which strengths to scale, how to identify what's dragging you down, and create a one-page Direction plan to stay focused. Uncover how to set just three meaningful goals for the next quarter without burning out. Whether you're ahead or behind, this is your moment to recalibrate and plan a rewarding second half of the year.
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volunteer_activism ADVICE
Use SQUAD Analysis Mid-Year
Conduct a SQUAD analysis to reflect on your business halfway through the year.
Identify strengths, quicksand, untapped potential, alarms, and direction to plan effectively.
question_answer ANECDOTE
Libby's Scaling Coaching Example
Libby scaled her personalized coaching by creating an online course to reach more advisors efficiently.
She pivoted timelines but avoided stacking unfinished goals to prevent overwhelm.
volunteer_activism ADVICE
Identify Your Business Quicksand
Identify what's dragging your business down such as broken systems or limiting beliefs.
Write all issues on post-it notes to visually manage and address them.
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We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure you’re set up to finish strong. In this episode, I’m sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year.
Here’s what you’ll learn in this episode:
1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors) 2️⃣ Which strengths you should scale — and which ones you shouldn’t 3️⃣ How to spot the quicksand that’s secretly dragging you down 4️⃣ The one-page Direction plan to keep you realistic and focused on what matters 5️⃣ How to pick your top 3 goals for the next quarter (without burning yourself out)
No matter where you stand right now — ahead, behind, or coasting — this is your chance to recalibrate and play the rest of the year on purpose. Grab a notebook, your favorite coffee (mushroom for me, please), and let’s map out a second half you can feel proud of.
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
The Efficient Advisor: Tactical Business Advice for Financial Planners