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!

About Suzanne Muusers