This Genesis webinar is brought to you by LLIS, the exclusive sponsor of NAPFA Genesis.
Have you felt the mental and physical exhaustion that comes from trying to do it all? Millennials have been called the “burnout generation,” and as entrepreneurs and professionals, advisors are particularly at risk of stress and burnout. A 2019 Financial Planning Association survey found that 71% of advisors experience moderate or high negative stress, and extreme stress has been cited as one of the key reasons advisors find it harder to connect with clients and even close their firms. In this session with Arlene Moss, XYPN executive business coach, you’ll learn essential skills and techniques to address burnout before it’s too late for you and your clients.
Arlene Moss is an executive business coach at XY Planning Network. She works side by side with XYPN members to coach them through the trials of business ownership. From their ”Preparing to Launch” group training, which Arlene facilitates each week, to team and solo coaching engagements, she works through management and hiring challenges with firms as they grow. Arlene follows member firms through to succession planning and helping with the transition from founder to second generation, and even from second generation to third! Regardless of where members are on their journey, Arlene provides the accountability and objectivity they need to get over the hurdles they face.