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13. How to Handle Burnout as an Advisor with Neil Bage

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Manage episode 453979960 series 3584213
Content provided by Ashley Quamme. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ashley Quamme or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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In this episode, Neil Bage, co-founder of Shaping Wealth, shares his journey from aspiring PE teacher to leader in behavioral finance, blending neuroscience with financial services to transform client relationships. We discuss the overlooked well-being of financial advisors and the importance of self-care in preventing burnout. Neil shares how empathy and curiosity can deepen client connections, and we explore the value of therapy and prioritizing contentment. This episode is full of insights on resilience, growth, and well-being for a balanced life in finance and beyond.

Tune in to this episode of “Planning & Beyond!”

Connect with us below!

Visit Planning & Beyond

  continue reading

28 episodes

Artwork
iconShare
 
Manage episode 453979960 series 3584213
Content provided by Ashley Quamme. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ashley Quamme or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Text us to share what you found helpful!

In this episode, Neil Bage, co-founder of Shaping Wealth, shares his journey from aspiring PE teacher to leader in behavioral finance, blending neuroscience with financial services to transform client relationships. We discuss the overlooked well-being of financial advisors and the importance of self-care in preventing burnout. Neil shares how empathy and curiosity can deepen client connections, and we explore the value of therapy and prioritizing contentment. This episode is full of insights on resilience, growth, and well-being for a balanced life in finance and beyond.

Tune in to this episode of “Planning & Beyond!”

Connect with us below!

Visit Planning & Beyond

  continue reading

28 episodes

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