The Efficient Advisor: Tactical Business Advice for Financial Planners 189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
May 7, 2024
Guest Spencer Sherman shares insights on avoiding advisor burnout and functioning at your highest level. Topics include finding your flow state, mindfulness exercises, turning off your to-do list mindset, creating space for clients, balancing success and 'enough', managing tasks using the Pomodoro technique, and enhancing productivity through mindfulness and focused work.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Rediscovering Passion and Mindful Advisorship
03:41 • 18min
Optimizing Client Relationships and Efficiency through Flow State Recognition
21:33 • 3min
Finding the Sweet Spot of 'Enough' in Financial Advisory
24:49 • 12min
Enhancing Business Efficiency and Meeting Objectives
36:39 • 2min
Improving Productivity and Combating Burnout Through Mindfulness and Focused Work
39:03 • 5min