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

EPISODE · May 7, 2024 · 44 MIN

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

from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe; Spencer Sherman

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 stateMindfulness exercises to cultivate a less reactive mindTurning off your “to do list” mindset Allowing more space for your clients in meetingsFinding 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 EPISODEConnect with Spencer on LinkedIn HereLearn 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 the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation 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.

Episode metadata supplied by the publisher feed · Published May 7, 2024

Embed this episode

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 stateMindfulness exercises to cultivate a less reactive mindTurning off your “to do list” mindset Allowing more space for your clients in me...

Distinct summary based on available episode metadata or transcript content.

Ready to play

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

0:00 44:24

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Efficient Advisor: Tactical Business Advice for Financial Planners?

This episode is 44 minutes long.

When was this The Efficient Advisor: Tactical Business Advice for Financial Planners episode published?

This episode was published on May 7, 2024.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this The Efficient Advisor: Tactical Business Advice for Financial Planners episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!