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:
- LinkedIn: Kristin Harad, CFP®
- FullAdvisorCoaching.com
- X: KristinHarad
- Email: kristin@fulladvisorcoaching.com
- Schedule a Fit Assessment
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
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