Are you burnt out? 5 self-care tips financial advisors need to avoid burnout

In the 16 years I have been working with financial advisors on Business Development, I have come across many clients who have experienced burn out.

They may be focused on building a practice, which means doing a lot of prospecting. Or they could be 20 years into their practice and be feeling that everything has become ho-hum, ordinary, and boring.

Whatever the case for you, dear reader, it is not good for your mind, body, or spirit to feel burnt out because it zaps your energy and causes you to lose passion for what you do best.

Not sure if you’re burnt out? Here is a Quiz to find out:


We all deal with the need for balance in our lives. Financial advisors are no different. In the business world today, expectations are skyrocketing for entrepreneurs and employees, and the competition has never been tougher. The problem is that while we try to do our absolute best in the workforce, we forget about self-care.

Financial advisors easily get burnt out because of a lack of self-care and work-life balance. Luckily, having a self-care plan could boost your well-being while reducing your stress. We’ll cover 5 tips that you can use, in order to maintain both a healthy lifestyle and stay professional.

1.Eat Well & Stay Hydrated

It’s ridiculously easy to go through your work day without getting proper nutrition. I know that I can easily do this myself unless I’m checking in on my self-care.

As a financial advisor, you might be checking your emails as soon you open your eyes in the morning. While contacting and helping others, you may become distracted from taking care of yourself. You should always try to hydrate whenever you feel thirsty throughout the day.

However, starting off your day with a glass of water is great for a number of reasons:

  • Drinking water in the morning boosts your metabolism
  • Helps your body hydrate after a long period of sleep
  • Increases your blood flow
  • Reduces morning grogginess
  • Reduces dehydration problems such as migraines, kidney stones, and obesity

Staying well-fed is essential for self-care just like staying hydrated. In between busy meetings and tasks in the office, try to bring a few snacks. During your lunch break, pack a meal with a significant amount of protein, fiber, and healthy fat. Protein is going to help you feel more full while restoring muscle fibers. It could be found in meat, eggs, fish, and even a tasty shake to go.

Your fiber intake boosts your digestion while also suppressing feelings of hunger. There is an abundance of fiber in beans, veggies, and fruit. Lastly, healthy fat is dense in good calories, which means you could spend less time eating, but meet your caloric intake. Fish, avocados, and nuts are great sources of healthy fats.

2.Be Kind

Simply being nicer to other people that you work with in the office goes a long way. As a financial advisor, being social is a huge part of the job. But how does being kind help you practice self-care? Think about it. Small acts of kindness makes others feel more important. Compliments, small thank-you notes, and asking somebody how their day is going lets them know you care.

Internally, you are practicing gratitude within your daily work which is lowering your chances of a burnout. You’re showing appreciation for those around you and they take notice. By making somebody else feel better, you feel good inside for helping them. Helping others is the purpose of being a financial advisor! When you build genuine connections with clients and co-workers, they will be easier with you.

Need to reschedule an appointment? Have to take a day off? People will be more understanding with the people they like. Being kind is great for self-care because it reduces your stress when you’re around people. You won’t dread your work.

3.Set Your Boundaries

Setting your boundaries as a financial advisor is the key to your work-life balance. You may need a balanced time of work, family or personal hobbies and interests.

Regular work is going to help you achieve security such as financial needs, food, and housing. On the other hand, your personal life is where you get your greater purpose, creativity, and generally time to relax.

In order to get your boundaries right and practice self-care, you need a set routine. You should always know exactly when it’s time to clock out for the day. Even after you get out of work, automate your emails when it’s leisure time. Set your appointment availability only within your normal working hours.

You can also wake up earlier and give yourself at least an hour of free time to get in a positive mindset. The success of your day significantly depends upon how the first 30 minutes of your day goes. So before or after your work day, give yourself that personal time of freedom to do what truly makes you feel happy.

4.Change Up Your Workspace

You could always make your workspace feel more inviting to avoid burnout. Our homes are the safe haven where we relax and unwind. That’s why making your workspace tidy and welcoming just like your home helps you practice self-care. You have the power to change the atmosphere around your job.

Here are some tips!

  • Organize your entire workplace: Getting rid of all clutter is going to reduce your stress and help you focus. Anything that hasn’t been used over the past year, remove it. Sooner or later you’ll realize how much extra space you have after a nice cleaning.
  • Aromatherapy: A wonderful scent really makes your office feel like home. Experiment with candles and essential oils to get some extra brain activity going. A scent is relaxing.
  • Plants: A plant is a staple of welcoming decoration for the office or home office. Just make sure you have natural light to allow the plant to be healthy. It brings some warmth to your workspace and reminds you of home.
  • Lighting: Not only are lamps and light fixtures decorative, they create a tranquil vibe. During a stressful day, you could always fall back to your desk and recuperate with personal lights. They are a better option than traditional bold, bright lighting in an office.

5.Exercise & Meditate

A little exercise mixed with meditation is great for pairing with your new, set routine. You could even practice basic exercises and meditation methods right from your office. They are great tools for preventing burnout because it helps you connect back with your body. There is no reacting to others and stressful external forces when you do exercises.

In your workplace, try closing your eyes and focusing on your breathing. Sit down, relax your muscles, and take a few minutes to connect with yourself. Take deeper, slower breaths and think about nothing surrounding you for just a moment. It will stop burnout and get you through a tough day.

You could also set an alarm every half hour reminding you to stand up and stretch. Sitting for long periods of time compresses our body and reduces much needed blood flow. Move your arms in circles or you could try stretching your arms out and moving your torso side to side. Exercise could be simple changes you make in your routine. Taking the stairs instead of the elevator and correcting your posture are great for self-care.

Final thoughts

Burn out can manifest in how you approach your business and how you deal with clients. Remember, PASSION is contagious! People can sense that you love your work, but you won’t love it if you’re constantly running from meeting to meeting, managing your practice without boundaries, and not charging what you are worth!

Self-care and avoiding burn out can help you get back to passion and loving what you do!

How to create a landing page for your target market: 10 tips for financial advisors

Create a landing page for your target marke. tLanding pages for financial advisors - digital marketing success

How can you, as a financial advisor, rise to top of your competition, and attract exactly the kind of clients you prefer to work with? Ever heard of a landing page? Here’s an example of a landing page for my business where I attract financial advisor clients from all over the world (please don’t tell my competitors 🤣). Today we will talk about how to create a landing page for your target market.

The landing page can sometimes be an overlooked or challenging part of your website to create, but it is a key area for converting leads into clients. Every landing page is an opportunity for you to highlight how your services can benefit the client. But, including a call to action (CTA) to buy your services or book a consultation call, is essential to the landing page success.

By investing time and effort into perfecting your landing page, you increase the likelihood that viewers will stay on your website longer and become paying clients. Financial advisors who are looking to generate higher conversion rates (turning visitors into clients) with their website should revisit their landing pages.

If that sounds hard — don’t worry! In this article, I share all my best tips and techniques for creating a high-converting landing page for financial advisors. So let’s learn more about how to create a landing page for your target market. Read on to learn more!

1.Know your audience

If you haven’t already, the first step is to define your target market and buyer persona. You should know exactly who your audience is and what they need from you to ensure that your message is meaningful and impactful for them.

For example, if you are prospecting to women who might be recently widowed or divorced and are new to working with a financial advisor, then you should tailor your message directly to that audience and their specific financial needs.


2.Be clear about who you are

When comparing different businesses and deciding which financial advisor to hire, most people visit a lot of websites and spend just a few seconds judging each one.

That means it is essential to make it immediately obvious who you are, what services you provide, and what demographic you serve. Be sure to put this important information above the fold (the area on the screen before people have to scroll), so it appears when the user first opens the landing page and they don’t have to scroll or click to see it.

To take that same example, if you specialize in working with single women or widowed individuals, you should make that a prominent point on your landing page to attract that target market.

3.Start with a great headline

A great headline will hook your reader and keep them reading for more on your landing page. Use your headline to introduce your big idea or a problem you can solve for them. A good attention-grabbing headline might pose a question, offer a solution, or say something unexpected that keeps the reader curious.

4.Stay focused on a specific target market

Each landing page should focus on just one core target market. So, who do you work best with? Investors who are sophisticated? Professional women who need help with their company’s benefits package? Stay at home mom’s who are re-entering the work world? Wealthy gentlemen who collect classic cars? Healthcare professionals who are too busy to manage their own finances?

You can’t be all things to all people!

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Readers have a harder time understanding your message and making a buying decision when there is a lot of information or choices on one page. Instead, keep each landing page dedicated to one target market with one call to action. If people get confused or overwhelmed with options, they will leave your site.

5.Make your content “skim-friendly”

Let’s face it — people spend just a few seconds evaluating a web page and many readers simply skim content to find what they’re looking for. Be sure to format your landing page so that it is easy for viewers to find what they need at a glance.

Use headings, subheadings, bulleted lists, short paragraphs and sentences, and other strategic formatting to help the viewer find what they need quickly.

6.Include helpful visuals

People can get bored on a webpage with too much text, so including a few good visuals on your landing page can increase the appeal. They can also help communicate your brand and values at a glance. Good visuals include an attractive banner image, infographic, helpful iconography, and more. Take a look at Canva, which is great for this!

7.Highlight the benefits of your service

A good marketing technique is to allude to how your services can benefit your target clients and solve their problems. Instead of focusing on the details of your offerings or belaboring the issues people might be facing, focus on the benefits and solutions you provide. While those other details can be somewhere on your page, always make the benefits the focus.

Tip: You should also consider what might cause a prospective client to hesitate before buying your services and address those things early on the page.

8.Address the reader directly

Another good marketing technique is to use the second person in your writing and address the reader. Use “you” or “yours” frequently in your writing and avoid talking too much about yourself or the business (“we” or “our”).

Write your content with an ideal client in mind and write as if you are speaking directly to them. Write like a real, authentic person would speak and try to use the same language that they might use to describe their problem.

9.Include at least one call to action

There’s nothing worse than when a client visits your webpage and wants to buy your services but can’t figure out what they are supposed to do next. To make sure this doesn’t happen, be direct and tell the reader exactly what they need to do next once they visit your page. Make it easy for them to buy your services by using very simple and direct calls to action.

This could be:

  • Schedule a consultation
  • Request a phone call
  • Download our brochure
  • Contact us today

10.Include emotions

Financial advisors tend to be left-brain analytical folks who talk about investment returns, benchmarks, Monte Carlo Simulations, investment management, rate of return, mutual funds, alternative investments, financial planning, estate planning… well, you get the idea!

In a digital marketing study recently, I noticed that EMOTIONS are what makes people take action. This can be called Subconscious Branding. Our subconscious can help us make decisions with our gut instincts, based on EMOTIONS.

  • How will your clients feel if they can leave a legacy to their children and grandchildren?
  • Will stress and worry decrease if your clients know they have a 95% chance of NOT running out of money?
  • How happy will your clients be if they can retire early?

Final thoughts

Following the tips listed in today’s article will greatly increase your chances of creating a high-converting landing page for your financial advisory business.

The sales might not come in right away, but you can rest assured knowing that you’ve made things as easy as possible for your prospective clients to learn about your services and become a paying client if they wish.

As a financial advisor in the digital age, your website is one of your most powerful digital assets. But it isn’t the be-all and end-all of your financial advisory practice. To learn more about the other aspects of building a successful financial advisory business, check out my comprehensive coaching program today.

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