How To Avoid Burnout as a Financial Advisor


Today, I'd like to talk about a pervasive yet often overlooked issue in our industry: burnout among advisors.

With over three decades of experience in the field, I've seen firsthand the toll it takes as advisors neglect their well-being, merely going through the motions like weary shopkeepers.

In this episode, I will discuss why burnout happens, how to recognize if you're experiencing it, and, most importantly, what we can do about it.

I also discussed the following:

  • (04:08) Why the concept of being "100% caught up" is the biggest lie ever
  • (05:45) The difference in burnout between athletes and advisors
  • (09:16) Why a long weekend off does NOT fix burnout
  • (14:27) Why most advisors are not aware that they're burnt out
  • (14:59) What is a freedom tax?

Related: How Financial Advisors Sabotage Their Focus and What To Do About It