Month: June 2024
How To Avoid Burnout As You Evolve As A Financial Advisor (Ep. 12)

How To Avoid Burnout As You Evolve As A Financial Advisor (Ep. 12)

By |

Do the top financial advisors have some sort of secret recipe for balancing their careers with a rich personal life?  How do they stay energized as they evolve in their role?  

Kristin Harad and special guest Arlene Moss discuss the appealing and unexpected aspects of the financial advisor profession. Discover how advisors can evolve and stay fulfilled by aligning personal values with professional goals. Gain valuable insights from Arlene, an executive business coach at XYPN, as she shares her “seasons strategy” for growth that helps you find harmony between your career goals and your personal life.   

Key Highlights:

  • Personal and Professional Evolution: Learn how financial advisors can evolve by balancing their professional ambitions with personal milestones
  • Transitioning Roles: Discover strategies for shifting from hands-on planning roles to strategic leadership, learning how to adapt to the new responsibilities 
  • Building a Supportive Community: Understand the importance of a strong support system and mentoring the next generation of advisors to create cohesive and effective teams
  • Stay Energized: Explore methods to avoid burnout by aligning work with personal passions, ensuring sustained energy and excitement in your career
  • Growth Mindset: Learn ways to reframe and maintain a positive mindset, combating insecurities, and achieving long-term success through continuous personal and professional development
  • And much more: Including real-life examples and actionable advice for thriving in the financial advice industry.  

Resources:

Connect with Kristin Harad: 

Connect with Arlene Moss: 

About Arlene Moss: 

XYPN Executive Business Coach, Arlene Moss, helps fee-for-service financial planners get out of their own way in order to grow their practices. With over two decades of industry expertise, a knack for making meaningful connections, and a deftness for breaking emotional and mental barriers, attendees leave her sessions enlightened, inspired, and excited to put their pages of notes into action. 

Arlene has spoken around the country at NAPFA, Schwab IMPACT, Jolt!, and XYPN LIVE, among others.  She’s appeared on Kitces Office Hours, FiComm New Skool, and Carson Group Framework podcasts, and contributed to NAPFA Magazine.  When she isn’t mentoring others, she enjoys traveling and riding bikes—either solo or tandem with her husband or on the e-bike she fondly calls Viola.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Claim Your New Stake: A Peek Into the V2 Leaders Experience (Ep. 11)

Claim Your New Stake: A Peek Into the V2 Leaders Experience (Ep. 11)

By |

Are you struggling to find clarity as you develop Version 2.0 of your RIA? 

Understanding where to direct your energy and resources to achieve your business goals while also living a fulfilling life outside of work can feel nearly impossible. 

Join Kristin Harad in her latest podcast episode as she shares input from “Full Advisors” who are actively engaged in the flagship Full Advisor V2 Leaders program.  Designed for growth-minded RIA Leaders who are building their RIA Version 2.0, this coaching offering will kick off its next cohort in July, 2024. To help demystify the experience, Kristin lets you peek behind the curtain of the program. You’ll hear what current participants have to say about their progress and decide for yourself if you’re ready to jump in!  

Key Highlights:

  • Strategic Leadership Development: V2 Leader participants share feedback on what it takes to be successful in this program, along with the benefits of having other RIA leaders on the journey with them.  
  • Finding Clarity: Kristin outlines the process she takes RIA Leaders through to help them zero in on what efforts to pursue.  
  • Growth and Accountability: Learn about the program’s comprehensive support through group calls, individual sessions, and accountability meetings for leaders and their team. 
  • Balancing Professional and Personal Life: Kristin shares the”non-negotiables” that program participants put in place to foster work-life balance.
  • Positive Feedback and Continuous Improvement: Listen to how participant feedback drives the program’s commitment to proactive engagement and ongoing improvement,
  • And much more!

Resources:

Connect with Kristin Harad: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More