Overwhelmed & Burned Out: Working with Clients Even When You Don't Feel Like It

Feeling overwhelmed, stressed, and burned out? Is connecting with clients harder? You are not alone. Stress and burnout are real concerns that financial advisors face as professionals who help others. The pandemic we have endured over the past two years has created, or, in some cases, intensified these issues. Striking a balance may seem impossible. This presentation will explore stress and burnout and will offer tools for financial planners to continue thriving when working with clients—even when you don’t feel like it.

Learning Objectives:

• Learn how to recognize signs of stress and burnout.
• Understand the importance of addressing your own feelings of stress and burnout as a professional when working with clients.
• Identify ways to manage stress and overcome burnout to continue to provide the best care for your clients.