The Efficient Advisor: Tactical Business Advice for Financial Planners

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


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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! 🚀

—---------------------------------------

LINKS FROM THIS EPISODE

Connect with Spencer on LinkedIn Here

Learn 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”

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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