התחל במצב לא מקוון עם האפליקציה Player FM !
189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
Manage episode 416957699 series 3460679
Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️
In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including:
- Finding your flow state
- Mindfulness exercises to cultivate a less reactive mind
- Turning off your “to do list” mindset
- Allowing more space for your clients in meetings
- Finding balance between success and enough
If you’re looking to lighten the load and have more margin in your life, tune in to this week’s episode for some practical and tactical advice that will enhance your own performance and happiness. Let’s go! 🚀
—---------------------------------------
LINKS FROM THIS EPISODE
Connect with Spencer on LinkedIn Here
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind 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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
פרקים
1. Avoiding Burnout and Achieving Balance (00:00:00)
2. Success, Mindfulness, and Financial Advisor Burnout (00:03:43)
3. Financial Advising With Presence and Mindfulness (00:12:13)
4. Finding Success Through Mindful Growth (00:23:28)
5. Pomodoro Technique for Productivity (00:37:22)
6. Brainstorming Ideas for Special Content (00:43:20)
270 פרקים
189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
The Efficient Advisor: Tactical Business Advice for Financial Planners
Manage episode 416957699 series 3460679
Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️
In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including:
- Finding your flow state
- Mindfulness exercises to cultivate a less reactive mind
- Turning off your “to do list” mindset
- Allowing more space for your clients in meetings
- Finding balance between success and enough
If you’re looking to lighten the load and have more margin in your life, tune in to this week’s episode for some practical and tactical advice that will enhance your own performance and happiness. Let’s go! 🚀
—---------------------------------------
LINKS FROM THIS EPISODE
Connect with Spencer on LinkedIn Here
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind 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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
פרקים
1. Avoiding Burnout and Achieving Balance (00:00:00)
2. Success, Mindfulness, and Financial Advisor Burnout (00:03:43)
3. Financial Advising With Presence and Mindfulness (00:12:13)
4. Finding Success Through Mindful Growth (00:23:28)
5. Pomodoro Technique for Productivity (00:37:22)
6. Brainstorming Ideas for Special Content (00:43:20)
270 פרקים
כל הפרקים
×
1 270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone 53:45


1 268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout 21:52


1 266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt 46:48

1 265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done 17:18

1 264: Compliance Made Simple: What You Need to Know & Do! 55:35

1 263: Stop Tax Season Madness: 5 Fixes Now! 15:44

1 262: How You Show Up in a Crazy Market Really Matters (And What To Do!) 25:28

1 261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!) 13:17

1 260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!) 44:04

1 259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!) 3:19

1 258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche 49:07


1 256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza 58:41
ברוכים הבאים אל Player FM!
Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.