Episode #389: The CEO Exercise That Shows You Exactly What Process to Improve Next

Most advisors know they need better systems, more documentation, and more consistency—but when every part of your business feels important, figuring out what to tackle first can feel overwhelming. In this episode, Libby shares a simple exercise she developed after more than 25 years in the financial planning industry that helps advisors identify exactly where to focus next. You'll learn how to evaluate the eight core processes every advisory firm relies on, prioritize your next improvement, and make meaningful progress without trying to overhaul your entire business overnight.

In this episode, you'll learn:

• The eight core processes every advisory business should have documented and continuously improving.
• A simple five-level framework to assess where each of your processes stands today and identify your biggest opportunities.
• Why slow, incremental process improvements create more lasting results than trying to redesign your entire business at once.
• How to use the Process Assessment Wheel to confidently decide which system to improve over the next 90 days.

The most successful advisory firms aren't built by implementing every great idea at once—they're built by consistently improving one process at a time. Download the Process Assessment Wheel that accompanies this episode, complete the exercise during your next CEO Day, and walk away with a clear roadmap for what deserves your attention next.

Download the worksheet below, run the exercise, and set the stage for a more intentional and efficient year. 📈✨