The Efficient Advisor: Tactical Business Advice for Financial Planners

243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1


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Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actionable insights from her recent CEO Day retreat. This episode is all about the power of reflection, the hard decisions that shape your business, and how to set yourself up for a successful year ahead.

Libby opens up about her unique approach to goal setting, how she handles shiny object syndrome, and the essential questions she asks herself to reflect on the past year before planning for the future. Whether you're ready to hit the ground running or taking a slower, more intentional approach to the new year, this episode offers something valuable for you.


What This Episode Covers:

  • What to reflect on before jumping into goal-setting for the new year.
  • Libby’s CEO Day process, including key exercises to assess your business and life.
  • How to embrace moderation with goals and overcome shiny object syndrome.

Libby also shares personal stories from 2024, how she adapted her goals after a challenging season, and the mindset shifts that helped her regain control of her business.

Grab your journal, a cup of coffee, and let’s get real about making 2025 the year of intentional growth!

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Links to Include with this episode:

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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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