Trapped by Success? How Financial Advisors Can Redesign Work To Fuel Their Life

Many advisors build thriving practices, only to feel trapped by the very work they love.

What if your career could energize, rather than drain, your life?

In this intriguing conversation, Referral Coach Bill Cates, CSP, CAPE interviews Kristin Harad, CFP®, founder of Full Advisor Coaching, who explains how financial advisors can embrace work-life integration rather than chasing an elusive balance.

Kristin unpacks her five-part framework for designing a business that fuels a life of fulfillment, freedom, and intention.

Kristin and Bill Discuss:

  • Why “work-life balance” is a myth and how to think instead in terms of integration
  • Common friction points high achievers experience when pursuing both career and personal goals
  • Her five-part framework for envisioning an integrated work-life future 
  • The importance of mindset shifts like embracing progress over perfection
  • Practical steps advisors can take, including calendar audits and giving
    themselves permission to prioritize life alongside work
  • …And more!

Related: The Real Money Thieves: How Limiting Beliefs Rob You Blind