339: Your 2026 Personal Development Plan episode artwork

EPISODE · Jan 16, 2026 · 10 MIN

339: Your 2026 Personal Development Plan

from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe

This Efficient Friday, Libby challenges financial advisors to think beyond org charts and revenue and focus on something even more powerful: personal development. You’ll learn how asking the right questions about who you’re becoming, who you’re learning from, and where you need to be stretched can directly impact your business growth 📈In this episode, you’ll discover how to create a simple, realistic personal development plan that supports both your life and your firm, using small daily actions and quarterly focus to build momentum for the year ahead 🚀✨Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

Episode metadata supplied by the publisher feed · Published Jan 16, 2026

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This Efficient Friday, Libby challenges financial advisors to think beyond org charts and revenue and focus on something even more powerful: personal development. You’ll learn how asking the right questions about who you’re becoming, who you’re learning from, and where you need to be stretched can directly impact your business growth 📈 In this episode, you’ll discover how to create a simple, realistic personal development plan that supports both your life and your firm, using small daily acti...

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339: Your 2026 Personal Development Plan

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This episode was published on January 16, 2026.

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