399: The One Simple Skill Blocking Your Next Level Up episode artwork

EPISODE · Aug 28, 2026 · 21 MIN

399: The One Simple Skill Blocking Your Next Level Up

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

There’s one CEO skill that may be quietly capping your success—and it has nothing to do with how smart you are, how many credentials you have, or how good you are at financial planning. It’s your ability to make decisions quickly. In this episode, we’re talking about why advisors tend to overthink business decisions, how that slows your growth, and the simple framework I use to help advisors make decisions faster without being reckless.  In this episode you will learn:Why your financial advisor mindset might actually be slowing you down as a CEO.How faster decision-making creates momentum, better judgment, and more confidence over time.The Two-Question Rule for knowing when to make a decision quickly and when to slow down.How to use the 80% Rule to stop waiting for perfect information and finally make the call.You don’t need to make perfect decisions—you need a framework that helps you make more good decisions, learn quickly, and keep moving. I’ll also give you a simple seven-day decision sprint to help you put this into practice and start building your decision-making muscle immediately. Register for The Efficient Advisor x Quin: Workflow Show and Tell HERE! 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 Aug 28, 2026

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There’s one CEO skill that may be quietly capping your success—and it has nothing to do with how smart you are, how many credentials you have, or how good you are at financial planning. It’s your ability to make decisions quickly. In this episode, we’re talking about why advisors tend to overthink business decisions, how that slows your growth, and the simple framework I use to help advisors make decisions faster without being reckless. In this episode you will learn: Why your financia...

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399: The One Simple Skill Blocking Your Next Level Up

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This episode was published on August 28, 2026.

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