{"id":599460,"date":"2026-08-20T19:32:12","date_gmt":"2026-08-20T19:32:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/599460\/"},"modified":"2026-08-20T19:32:12","modified_gmt":"2026-08-20T19:32:12","slug":"how-advisors-can-prioritize-wellness-and-family-time","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/599460\/","title":{"rendered":"How Advisors Can Prioritize Wellness and Family Time"},"content":{"rendered":"

When I launched my practice 22 years ago, I had young children at home. I decided to do something most people were not: I took every Friday off in the summer to ensure I had time with my boys. Taking a long vacation wasn\u2019t feasible, but this was manageable and set the tone for the family-centered culture behind the name Mitlin Financial.<\/p>\n

Far too many advisors allow the desk to run them, resulting in countless moments missed in their family\u2019s life. Time with loved ones isn\u2019t guaranteed. I know all too well how precious time with loved ones is; my mother, the \u2018Lin\u2019 in Mitlin, battled breast cancer since my early teenage years and ultimately died in her 40s.<\/p>\n

My summer schedule was a deliberate decision rooted in my desire to spend time with my wife and kids. I was intentional in stepping away from work at a time in my career when many advisors feel pressure to push harder, work longer and always be available for clients. Now that my boys are adults and I look back on the experience of watching them grow up, I wouldn\u2019t trade anything for the memories of a quiet aquarium on a Friday morning or the countless hockey tournaments we attended as a family. Being a lifecycle practice in those early years was a conscious choice, and those memories outweigh any professional success I could have had.<\/p>\n

Related:The Healthy Advisor: Living Authentically After Transitioning with Max Kulyk<\/a><\/p>\n

Lead by Example<\/p>\n

According to the American Heart Association<\/a>, disconnecting from work can help support heart health right alongside emotional well-being. Research available through the National Library of Medicine<\/a> suggests that detaching from work might increase productivity. It\u2019s not indulgent to intentionally step away from work; it\u2019s self-care.<\/p>\n

My clients respect my stance on carving out time to spend with my family, and my hope is that I\u2019m leading by example.<\/p>\n

We recently brought on a new client who revealed she had watched me online for years. My online presence often shows me with my family. After working with us for a few months, she said to me, \u201cIf you can be present and take care of your children, I know you can take care of mine.\u201d<\/p>\n

That means the world to me. I want my clients to live lives that bring them joy, and I speak to them about their priorities and encourage them to consider the importance of wellness and family. I learned early in my career that the people we serve understand the value of a family-first mindset and, as a result, we continue to attract new clients who share that belief.<\/p>\n

Stay Passionate About Your Purpose<\/p>\n

Financial advisors are susceptible to burnout and losing passion for their work for a number of reasons<\/a>. An overwhelming workload, an unpredictable schedule and a robust roster of families we serve can quickly start to wear on advisors. If you want to be there for your clients, you need to first be there for yourself and make your health and wellness a priority.<\/p>\n

Related:Financial Planning Fraternity Gains Traction<\/a><\/p>\n

Staying active not only reduces stress levels<\/a>, but it also helps me be the best version of myself. If you don\u2019t have an outlet like running or going to the gym, find an activity that you enjoy and build it into your day. I intentionally schedule exercise time just like I would any other appointment; this ensures it is treated as a priority, not an afterthought.<\/p>\n

I also find it important to unplug during vacations and be as present as possible with my family. If I do need to work, just like my workouts, I schedule time on the calendar when I\u2019ll be working remotely to ensure critical tasks can be addressed.<\/p>\n

Build Healthy Habits<\/p>\n

I structure my day in a way that best serves me. My Calendly is programmed with built-in buffers, which prevent me from having back-to-back meetings. I show up as my best self for each family I serve, and managing my calendar helps with that.<\/p>\n

If I allowed myself to be over-scheduled, I know it wouldn\u2019t leave room for me to be at my best, so I avoid a chaotic schedule whenever possible. Successfully managing my calendar is one of the healthiest habits I\u2019ve developed in my career.<\/p>\n

Related:Why the Advisor Shortage Narrative Falls Short<\/a><\/p>\n

In addition to exercise, I have moved towards eating cleaner and caring more about what goes into my body. If it\u2019s a busy workday, I meal plan so I have healthy meals I can take on the go and pack healthy snacks when traveling. I try to plan for those moments when I might reach for an unhealthy snack and instead fuel myself with good ingredients. We also started stocking the office with an array of healthy snacks for the team.<\/p>\n

While meal planning and managing my calendar help build good habits in the office, I also schedule time to enjoy myself outside of the office. Whether it\u2019s my son\u2019s hockey game or a New York Rangers game, I intentionally add them to my calendar to ensure I have time to watch a sport that brings me joy.<\/p>\n

Maintain a Healthy Perspective<\/p>\n

A common mistake advisors make is falling into the trap of thinking that they should do everything at their practice. They fear that if they\u2019re not running everything, it will all fall apart. The truth is that your practice is worth more if it doesn\u2019t require you; you should be able to step away to spend time with your family and know that your team has everything under control because of the procedures you\u2019ve put in place.<\/p>\n

Getting the right team in place can be a game-changer, not only for your own well-being but also for scaling your practice. With the right team in place, instead of a \u201cThis place would fall apart without me,\u201d mentality, you can adopt the healthier perspective: \u201cI\u2019ve built a solid team here and not everything rides on my shoulders.\u201d<\/p>\n

Building a relationship with a recruiter can help with building that team. Partner with someone who takes the time to understand the type of candidates you\u2019re looking for, and more importantly, who will be a good fit beyond what\u2019s on their resume.<\/p>\n

Enjoy the Journey<\/p>\n

Financial advisors help clients achieve their financial goals. It\u2019s important that both advisors and clients learn to enjoy the journey and to look beyond the numbers and consider their well-being in every decision they make. This month, I encourage you to evaluate your habits. In honor of National Wellness Month, try to incorporate a couple of new healthy habits between now and the rest of the year. Your family, your clients,and most importantly, your future self, will thank you.<\/p>\n","protected":false},"excerpt":{"rendered":"When I launched my practice 22 years ago, I had young children at home. I decided to do…\n","protected":false},"author":2,"featured_media":599461,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,176,61,60,174,175],"class_list":["post-599460","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-ie","tag-ireland","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/599460","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=599460"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/599460\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/599461"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=599460"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=599460"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=599460"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}