"We spend so much time helping others, our own mental health can be overlooked, especially when markets are down and clients are beating you up."
Sara Grillo, CFA
Bringing transparency and logic to financial advisor marketing
Question from a subscriber: "One topic you might consider is how important it is for advisors to maintain good mental health. We spend so much time helping others, our own mental health can be overlooked. This is especially true when markets are down and clients are beating us up."
First of all, if your mental health is a serious issue then seek professional, clinical help. It's nobody else's business and there is nothing wrong with it.
I am not a psychologist but here are some non-clinical methods for maintaining a healthy mental attitude towards your work.
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Take these actions TODAY:
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Again, I am not a therapist so please don't take this as professional counseling. Antonio and I have four kids and two of them have ADHD (one also has autism), so I've learned alot about managing feelings.
I can say that with constructive practices, mental health can be improved. There is hope. Keep trying different things until you find what works. I've seen my kids improve gradually, thanks be to God, and I'll pray for anyone else who goes through something hard like this.
Yeah?
Yaaaaah.
BOOM - there you go, today's marketing tip for ya!
领英推荐
-Sara G
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If you liked today's newsletter, would you mind sending it to a few of your friends? Thanks for reading, by the way - I appreciate all of you out there on the other side of the screen.
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If you are finding this newsletter valuable, please feel free to support its production by making a?$20 contribution?via this?PayPal?link?or via?Zelle to?[email protected].
-Sara G
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Disclaimers
All characters in this article are fictional in nature. Any similarity to individuals, living or dead, is entirely coincidental.
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Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.
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3 个月Frankly if you are constantly communicating with clients they tend to not be calling you beating you up. If on the other hand you are hiding under your desk, I can understand why you are getting beat up. Client communication is the key to being successful in this business. If you are the type who just sends out a birthday card once every 10 years, you might want to consider a different profession or better yet, stay, you make it easier for those who do what my office does to take over your business.