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18min chapter
189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
The Efficient Advisor: Tactical Business Advice for Financial Planners
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode