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Neil Bage - The Importance of Financial Advisor Self-Care

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Manage episode 372358921 series 1454631
Kandungan disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Tune in to hear:

- Some people think that “we can only take our clients as far as we have gone ourselves and that we must do our own work.” Does Neil believe this and, if so, what does “doing the work” look like in the context of a financial professional?

- What is Carl Jung’s idea of “a wounded healer?” Also, in terms of our own story, how can we walk the line between being vulnerable and approachable without making our time with the client all about us?

- What are the most common sources of stress for financial advisors and what is the potential fallout of stressed advisors trying to comfort stressed advisors?

- What are some practical tips for helping advisors manage the stress that can accompany a bad bear market?

- Where does Neil think the financial services industry is headed over the next decade?

Compliance Code: 1956-OAS-7/21/2023

https://www.neilbage.co.uk

  continue reading

304 episod

Artwork
iconKongsi
 
Manage episode 372358921 series 1454631
Kandungan disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Tune in to hear:

- Some people think that “we can only take our clients as far as we have gone ourselves and that we must do our own work.” Does Neil believe this and, if so, what does “doing the work” look like in the context of a financial professional?

- What is Carl Jung’s idea of “a wounded healer?” Also, in terms of our own story, how can we walk the line between being vulnerable and approachable without making our time with the client all about us?

- What are the most common sources of stress for financial advisors and what is the potential fallout of stressed advisors trying to comfort stressed advisors?

- What are some practical tips for helping advisors manage the stress that can accompany a bad bear market?

- Where does Neil think the financial services industry is headed over the next decade?

Compliance Code: 1956-OAS-7/21/2023

https://www.neilbage.co.uk

  continue reading

304 episod

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