12 April 2021

33 Signs of Burnout in Financial Advisors

2022-08-07T16:11:55-04:00April 12th, 2021|Banishing Burnout|0 Comments

According to the Oxford University Press, burnout is the physical or mental collapse caused by overwork or stress. Burnout often creeps into our lives a little at a time. One symptom on top of another and the next thing you know, you’re using words like “overwhelmed”, “exhausted”, and “burnt out” to describe how you feel. There may also be a hidden societal issue at play; this has to do with your line of work.  It is well known that social workers, nursing assistants, and non-profit managers are overworked and underpaid—and burnt out as a result.  The same thing happens to business owners, including advisors, who don't  or won't delgate. And I can tell you firsthand, that

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26 May 2020

Personal Care Products From a Trusted Brand

2022-08-07T16:11:57-04:00May 26th, 2020|Human Interest Articles|0 Comments

I don't usually mention AVON Products, but today I am. I was an Avon Representative, for almost 2 years, when I was 12 years old!  My mom had to sign me up since I was too young to legally complete a contract.   But I ended up my best client because I couldn't get enough adults -- including my own family -- to believe in me. I swore that some day I would sell AVON again, and in August 2007, I took kept my promise to my younger self. While it's not my main business, and I don't spend too much time on it, it has been fun.  And an opportunity to meet other women. AVON 

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19 March 2020

What To Do When Life Throws You a Curveball That Changes Direction Hourly

2022-08-07T16:11:58-04:00March 19th, 2020|Change|0 Comments

Change can suck or it's an adventure.  Thing is, it can be both within seconds.  Stress comes along with change.  Stress can lead to overwhelm.  Overwhelm can lead to depression and anxiety issues.  Stress also lead to us not thinking right, of being unable to really "hear" or think like we used to.  Below, I offer some resources to you about change and stress that have helped my clients.      Ways to deal with change (article) https://cafemutual.com/news/guestcolumn/332-how-can-advisors-deal-with-change   Ways to Manage Your Change Mindset  (Video 20 minutes)   Avoid Business Burnout: 7 Critical Planning Areas (Article)   31 Signs of Burnout & Burnout Assessment (Download) https://www.dropbox.com/s/oz1u2qu88jcu8y8/Banishing%20Burnout%20Assessment.pdf?dl=0

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22 January 2020

How To Create An Advisory Firm Business Plan When It’s The Last Thing You Want To Do

2022-08-07T16:12:00-04:00January 22nd, 2020|1. Mindset - Life Coaching, 2. Management|0 Comments

Creating your first business plan, whether you're new to business or an established advisor starts with introspection and continues with your answers to the 24 business development questions below. I've provided you with questions that will get the process going. If you're in need of funding, answer these questions BEFORE you sit down with business plan software that will walk you through a much longer but necessary process. If instead you need a plan to help you run and scale your business, start by answering the questions below.  Then get on the wait list for my next Create Your Business Growth Plan Masterclass wait-list  to learn how to put everything together and monitor what you've created. 

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