284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong

The Efficient Advisor: Tactical Business Advice for Financial Planners

We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure you’re set up to finish strong. In this episode, I’m sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year.

Here’s what you’ll learn in this episode:

1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors)
2️⃣ Which strengths you should scale — and which ones you shouldn’t
3️⃣ How to spot the quicksand that’s secretly dragging you down
4️⃣ The one-page Direction plan to keep you realistic and focused on what matters
5️⃣ How to pick your top 3 goals for the next quarter (without burning yourself out)

No matter where you stand right now — ahead, behind, or coasting — this is your chance to recalibrate and play the rest of the year on purpose. Grab a notebook, your favorite coffee (mushroom for me, please), and let’s map out a second half you can feel proud of.

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