Full Advisor Coaching - The Podcast

5 Pillars of Work-Life Integration for Advisors (Ep. 34)


Listen Later

What if fulfillment isn’t about balancing work and life—but integrating the two?


In this episode of Full Advisor Coaching, Kristin challenges the outdated concept of work-life balance and introduces the idea of work-life integration instead.


Drawing from her recent workshop at the FPA Retreat, Kristin shares the 5-part framework to help high-performing professionals align their business operations with the lifestyle they truly want to live.


Listen in to learn how advisors can take small but meaningful steps toward creating version 2.0 of their professional and personal lives, where success, fulfillment, and freedom truly work together.


Kristin shares:

 

  • Why “work-life balance” is outdated and unhelpful.
  • The shift to work-life integration and lifestyle-centric planning.
  • The 5 key areas for intentional life and work design.
  • Practical steps to restructure your calendar and weekly schedule.
  • Real examples from advisors integrating flexibility, well-being, and purpose.
  • How team culture, redundancy, and intentional hiring affect integration.
  • Resources and exercises to align your work with your personal values.


Resources:

  • Books:
  • Slow Productivity by Cal Newport
  • Deep Work by Cal Newport
  • Designing Your Life by Dave Evans and Bill Burnett
  • Deep Questions Podcast
  • Thrivent
  • Download our Work-Life Integration Assessment Worksheet


Connect with Kristin Harad:

  • LinkedIn: Kristin Harad, CFP®
  • FullAdvisorCoaching.com
  • X: KristinHarad
  • Email: [email protected] 
  • Schedule a Conversation with Kristin
...more
View all episodesView all episodes
Download on the App Store

Full Advisor Coaching - The PodcastBy Kristin Harad

  • 5
  • 5
  • 5
  • 5
  • 5

5

8 ratings


More shows like Full Advisor Coaching - The Podcast

View all
WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,332 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

246 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 Listeners

Do Business. Do Life. — The Financial Advisor Podcast — DBDL by Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

326 Listeners