377: The CEO Day Mistake Most Advisors Make

As the end of the quarter approaches and the halfway point of the year comes into focus, many advisors are planning CEO Days to step back and think strategically about their businesses. But before you jump into goal-setting, planning, and big-picture thinking, there’s one important step that can dramatically improve the quality of your strategic work. In this episode, Libby shares why an Admin Day—or at least a few dedicated admin hours—should come before every CEO Day and how clearing mental clutter creates the space for better decisions, deeper thinking, and more productive strategy sessions.In this episode, you'll learn:Why an Admin Day is the prerequisite to an effective CEO DayHow physical and digital clutter impacts your ability to think strategicallyWhy working through lingering tasks often uncovers the biggest opportunities for improvement in your businessA simple process for clearing the runway so you can maximize your CEO timeStrategic thinking requires space, focus, and clarity—and those things are hard to access when your brain is juggling unfinished tasks and mental to-do lists. Before your next CEO Day, give yourself permission to spend some time clearing the decks first. You may be surprised how much more productive, insightful, and valuable your strategic planning becomes when you remove the noise and create room to think like a CEO.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.