The Diamond Podcast for Financial Advisors: How to “Break Free” with


Many advisors reach a crossroads at some point in their careers, and this is often rooted in fear of the unknown.

While they may be unhappy with the firm they work for, they are challenged by the “what ifs.” So much so that they often cannot see “what could be”.

However, every day, there are advisors who choose to switch to another firm or model and ultimately change their business lives.

How do they do this? Is it courage? will you? Knowledge? Or something else entirely?

Evolution Coach and Managing Partner Erin Rocchio joins Mindy Diamond to explore the topic.

Erin has a unique ability to help people dig deep and break free of the inertia that is holding them back from moving forward. She and Mindy discuss the strategies she uses with her clients to create transformational change in our business lives, including:

  • Accepting fear – and how it can leave you paralyzed and stuck in a place you're not happy with.
  • Fostering an open mind – and how it will help you navigate outside your comfort zone.
  • Embracing “white space” – and why it should be a lifelong practice to help you manage risk.
  • Managing uncertainty and anxiety – and how we tend not to handle as much as we admit.
  • Maintaining stability through change – and how to find a “middle ground”.
  • Determining readiness for change – and how to identify whether to stay or go.

Ultimately, as Erin shares, there's a trade-off of comfort now for something more compelling in the future—but how do you manage that process? Listen to learn actionable strategies and techniques she uses with her coaching clients to help them “unblock”—and change “what ifs” into “what could bes.”

Products: www.ourwholenessatwork.com

Coaching Services: www.Evolution.team

LinkedIn: https://www.linkedin.com/company/evolution-service-corporation/

Enneagram X Burnout Card Deck

108 Mindful Practices for Sustainable Wellbeing


https://ourwholenessatwork.com/pages/enneagram-burnout-card-deck

Burn Recovery Circles

https://evolution.team/wholeness-at-work-burnout-recovery-circles

Download a transcript of this episode…

Listen to more episodes of The Diamond Podcast on Financial Advisors: Insights into Advisor Transitions, Independence and Growth



Source link

Leave a Reply

Your email address will not be published. Required fields are marked *