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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!
Related: Finding Your Perfect Clients: Fast-Track Strategies with Maddy Roche