The Efficient Advisor Podcast:
Tactical Business Advice for Financial Advisors
Episode #331: The Two CEO Day Questions Every Advisor Should Ask Before 2026
In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You’ll learn how to identify the five tasks you should stop doing, the five priorities you should start doing, and how this simple exercise can reshape your capacity, clarity, and client experience. 🚀
You’ll also hear how advisors have used this method during CEO Days and year-end planning to drive measurable progress, plus a practical tip for holding yourself accountable.
Download the worksheet below, run the exercise, and set the stage for a more intentional and efficient year. 📈✨
Grab the The Two CEO Day Questions Every Advisor Should Ask Before 2026 Download Here!
This freebie is a good one! I hope you use it to make 2026 your most productive year yet!
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