The Simple Technique for Avoiding Provider Burnout and Lowering Stress

I was recently in a doctor’s office, and he related to me that he is suffering from “provider burnout.” Sadly, this is something that is becoming more and more common among professionals in all types of service-based industries. Is this a new epidemic or just the result of a more common and easily fixable […]

3 Characteristics of an Outstanding Financial Services Professional

I am currently reading a fabulous book, Confidence: How Winning Streaks and Losing Streaks Begin and End, by Rosabeth Moss Kanter, from the Harvard Business School. As I read, I am struck by how she defines true leaders, including those who are the stewards of our wealth. In my experience working with the financial […]

How to Use Active Listening to Manage Stress and Strengthen Client Relationships

Stress mastery is an important skill for everyone, regardless of their career or industry. For financial advisors, stress mastery can help you perform better under pressure and better deal with difficult clients.

The key to stress mastery is understanding that events themselves do not cause your stress – you cause your own stress by the […]

Stress Mastery Tips for Type A and People-Pleasing Personalities

In my last few blog posts, I have discussed not only corporate wellness programs, but also the importance of individuals taking mental health into their own hands. Mental health involves managing stress, because stress is not caused by events themselves but rather how we interpret events. On my Developing the Mindset of a Champion […]

Lower Your Stress Level by Understanding How Stress Forms

In some of my past blog posts, I discussed corporate wellness programs and a recent study that found that companies that have wellness programs outperform those who do not. This shows that corporate wellness programs do indeed impact a business’s profitability and success. On an individual level, this works because employees are healthier, take […]

By |April 14th, 2016|Advising the Advisors, Blog, Stress, Stress Management|0 Comments

Job Stressors: What Financial Advisors Can Learn from Athletic Training Coaches

I am honored that I have been invited to address members of the Collegiate Strength & Conditioning Coaches Association (CSCCa), in Dallas, on May 5th. These coaches are unique resources for athletes, as they take responsibility for helping to develop these people for life, as well as in their sport. Although this is a […]

How HR Professionals Can Use Employee Wellness Program Statistics to Their Advantage

As an HR Professional, I know you’ve been there and done that: trying your best to convince your CEO about the benefits that employee and workplace wellness programs will bring to the company. While you can state statistics about how stress mastery workshops, for example, will reduce healthcare costs, your CEO is mainly concerned […]

By |March 15th, 2016|Blog, Fitness and Health, General, Practice Management|0 Comments

Controlling Costs Are Not the Only Incentive for CFO’s to Purchase Your Health Benefits Packages!

Most benefits firms assume that the key determination for CFO’s in their choice of employee health benefits packages is return on investment (ROI) and their desire to get the cheapest option.  But in a new survey of 345 CFO’s conducted by the Integrated Benefits Institute (IBI), a national nonprofit research firm supported by more […]

By |March 8th, 2016|Blog, Financial Advisors, Fitness and Health|0 Comments

Mental Wealth: How Wellness Programs Impact the Financial Health of Your Company

Corporations seem to be taking employee wellness more and more seriously. As employee health issues are increasing, and the subsequent healthcare costs are rising, it’s no wonder that more executives are jumping on to the wellness program bandwagon. The truth of the matter is, when corporations embrace the core values of promoting employee health, […]

By |March 1st, 2016|Blog, Financial Advisors, Fitness and Health|0 Comments

Tips for the Trucking Industry: How to Improve Resilience When Facing Stressors

Remaining resilient in the face of stressors is an important skill no matter what your occupation is. Using my experience as an applied sports psychologist, my practice focuses on teaching financial advisors how to develop the mindset of a champion. However, you’d be surprised how many other groups can benefit from this same message. […]

By |February 23rd, 2016|Blog, Self Improvement, Stress, Stress Management|0 Comments