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189:  Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

Released Tuesday, 7th May 2024
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189:  Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

189:  Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

Tuesday, 7th May 2024
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Burnout is real!  We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️

In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including:

  • Finding your flow state
  • Mindfulness exercises to cultivate a less reactive mind
  • Turning off your “to do list” mindset 
  • Allowing more space for your clients in meetings
  • Finding balance between success and enough 

If you’re looking to lighten the load and have more margin in your life, tune in to this week’s episode for some practical and tactical advice that will enhance your own performance and happiness. Let’s go! 🚀

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LINKS FROM THIS EPISODE

Connect with Spencer on LinkedIn Here

Learn More About the Retirement Tax Services Summit Here!

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David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...

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Get on the Systems to Scale Group Coaching Waitlist Here

Learn more about Bee Automation Here

Connect with Ben on LinkedIn Here

AI Websites:

Perplexity AI

Fireflies.AI

Zapier

Zocks

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Get on the Systems to Scale Group Coaching Waitlist Here

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From The Podcast

The Efficient Advisor: Tactical Business Advice for Financial Planners

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! 

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