Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

319: CEO Day: 5 Categories to Analyze in Your Next CEO Day

13:28
 
Share
 

Manage episode 516915976 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in it. She breaks down the five key areas to review during your CEO day: money, people, processes, problem-solving, and clients.

You’ll learn how to use this time to evaluate revenue streams, fine-tune team dynamics, and strengthen your client experience — all while building a more strategic, efficient advisory business that runs smoothly year-round.

You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

Learn more about the Group Coaching & Mastermind HERE!

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!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

  continue reading

321 episodes

Artwork
iconShare
 
Manage episode 516915976 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in it. She breaks down the five key areas to review during your CEO day: money, people, processes, problem-solving, and clients.

You’ll learn how to use this time to evaluate revenue streams, fine-tune team dynamics, and strengthen your client experience — all while building a more strategic, efficient advisory business that runs smoothly year-round.

You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

Learn more about the Group Coaching & Mastermind HERE!

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!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

  continue reading

321 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play