The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Rediscovering Passion and Mindful Advisorship

The chapter delves into the guest's personal journey, from a fascination with numbers to a rediscovery of passion for numbers and psychology in financial planning. It emphasizes the importance of emotional wellness, mindfulness skills, and connecting with deeper purpose in the financial advisory industry. The focus is on being a Sherpa rather than a guru, practicing active listening, and adapting communication styles to better serve clients in a mindful manner.

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