Wicked Pissah Podcast: Thriving as a Financial Advisor Episode

I'm thrilled to join the New England FPA's Wicked Pissah Podcast. Alongside Certified Financial Planners Kathleen Kenealy and Brad Wright, we're diving into an essential discussion that resonates with every financial advisor: striking a healthy balance between your personal and professional life.

Today, I'll share insights and practical tips on setting effective boundaries with clients and within your business, strategies for overcoming burnout, and ways to align your personal values with your professional practices. These approaches are not just about building a successful business; they're about enriching your personal life as well.

You'll learn how to reduce overwhelm and create more space for self-care, which is vital in our line of work. We'll also explore the art of gradually relinquishing control, a key to rejuvenating yourself and enhancing your service to clients.

Ready to create a more balanced, fulfilling career and life?

Then, Tune In!

thriving like this gorgeous greenhouse

Learn more by listening to the full Wicked Pissah podcast HERE.


 
your mind growing from all the podcast insight

Want more sustainable practices to thrive as a founding advisor?

Then get it HERE!!

 
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