#Stress – The Flexible Advisor

Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®

By The Flexible Advisor | May 14, 2021

As vaccinations ramp up and offices are re-open, many firms are facing a dilemma:

Bring the entire staff back, create a hybrid team model or go fully virtual?

In this fourth episode of our Advisor Wellness series, Laura Gregg and David Partain speak with Lauren Oschman, CFP®, Partner, Chief Experience Officer and producing Advisor at Vestia Personal Wealth Advisors. They discuss the power of building an intentional firm culture that embraces flexibility in both work location and hours and how this ultimately can promote greater productivity while reducing stress for the team and its partners.

In this episode, you will learn:

The bold way Vestia is recruiting remote hires
Using remote/hybrid work models to help alleviate stress and build diversity
Why culture matters and how to build it virtually
How a virtual model has increased the retention of physician clients
Insights into how virtual engagement can actually deepen client relationships
Strategies to effectively onboard remote hires
And more!

Listen in now to discover how to create an optimal mix of virtual and in-office staff!

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326-2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.

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Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®

By The Flexible Advisor | April 29, 2021

Is work getting the best of you? Do you wish you had more control over your life and time?

In this third episode of our advisor wellness series, Laura Gregg and David Partain talk with Productivity Coach, Patty Kreamer. Patty helps financial advisors develop personalized systems to get more done in less time while clearing the brain clutter that blocks success through her firm Productivity Uncorked, LLC.

Everyone has a vision of what life was supposed to look like but not everyone has made it happen. Patty shares actionable steps for creating efficiency with work space, email, time, and attention that can help free up time for the things that bring you joy.

In this episode, you will learn:

Simple steps that can lead to more efficiency and less stress
The new look of business development
What’s behind the stress advisors are (still) feeling
Productivity coaching strategies that work
What to look out for if you are adopting a hybrid work schedule
And more!

Tune in to learn about Patty Kreamer’s tips for building and maintaining an efficient business so that you can spend more time on the what brings you joy!

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Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael

By The Flexible Advisor | April 8, 2021

Advisors are stressed, and female advisors report the higher levels of stress. But is that necessarily bad?

This is the second in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In this episode we speak with Dr. Chloe Carmichael, a clinical psychologist whose private practice in New York City focuses on stress management, relationship issues, self-esteem and coaching. Dr. Chloe is the author of the recently published book, Nervous Energy: Harness the Power of Your Anxiety.

Laura Gregg, David Partain and Dr. Chloe explore what’s behind advisor stress and anxiety and why reporting being stressed may actually be a sign of good mental health. Dr. Chloe offers tips for women – and all advisors feeling overwhelmed — on how to ask for help and get it.

In this episode, you will learn:

You’re stressed out. Now what?
Are women really more stressed than men?
Powerful words to use when asking for help.
How to harness the power of your anxiety.
Tips for leaders to help teams navigate uncertainty.
And more!

Tune in today to discover how to effectively channel your stress and anxiety in ways that will help your business and relationships!

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Dr. Chloe Carmichael holds a doctorate in Clinical Psychology from Long Island University. Her private practice focuses on stress management, relationship issues, self esteem, and coaching. Dr. Carmichael sees clients in her Manhattan office or via video. She is the author of Nervous Energy: Harness the Power of Your Anxiety (in press, Macmillan, 2021)