189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

The Efficient Advisor: Tactical Business Advice for Financial Planners

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! 🚀
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LINKS FROM THIS EPISODE
Connect with Spencer on LinkedIn Here
Learn More About the Retirement Tax Services Summit Here!
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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!

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)