Distraction-Proof® Advisor Ideas

Yes, we always have a loaded to-do list, but this must stay a higher priority than you might think.
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I’m talking about rest. You need to ensure you are getting rest and time to recharge. You owe it to your clients.

Understandably, right now, with what’s happening in the markets, your clients are possibly coming to you looking for answers and needing to have some hand-holding done, and that’s great, and that’s part of your role. However, you need to ensure that you are giving to them from a rested—mentally and physically, and spiritually rested—approach. And that means you’ve got to look after yourself first. It’s one of those instances where it’s, “Put on your own oxygen mask first.”

I remember my weight training coach telling me, “You have half a chance with a rested horse. You’ve got no chance with a dead horse.” There’re no guarantees about how great business is going to grow for you. But I can promise you if you are fatigued, especially going through what we’re in right now, and you stay in that state of mind—in that state of being—you’re not going be any help to your clients, and worse, your business is going to deteriorate, and those who you love most, those closest to you, are going to feel the negative impacts of your just being continually fatigued. You need a break. It’s summertime. Now is the time to do that.

So to do this most effectively,

1. Realize the world goes on. Even though you’re going to take some time out to rest, life is going to go on, and things are going to still keep revolving. It doesn’t take you being at your office to keep that happening.


2. Get intentional. Be very deliberate about bracketing off that rest period you’re going to have and decide before then no email, no client phone calls. This is just a time for you to relax and recharge.


3. Do it. Take that time. I just came back from four days at Hilton Head, where I had the chance to reflect, recharge, and reset for the next year ahead. I take a week off around my birthday, so I get the next 52 weeks sorted out, and I know exactly where I want to go and where I want to be this time in 2023.

You need to be doing the same—rest, reflect, recharge, and come back even more effectively for clients who are depending on you to be at your best.

I look forward to bringing you another Distraction-Proof Advisor Idea next week.