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2016 APA Work and Well-Being Survey Shows that We Still Have a Long Way to Go in Job Stress and Workplace Wellness

2016 APA Work and Well-Being Survey: Still a Long Way to Go in Workplace Wellness

Blog / Stress / Workplace Wellness

Every year the American Psychological Association conducts a survey to study stress, workplace wellness, and other critical factors among America’s workers. The 2016 survey was conducted in March and findings were released in June, so it’s time once again to examine the results of the APA Work and Well-Being Survey. The results show key areas where employers can improve their respective workplaces... Read More »

rivet your clients and friends to your brand

A Fabulous Idea to Firmly Rivet Your Clients and Their Friends to Your Brand

Featured / Workplace Wellness

With so much competition in the marketplace, many businesses are continually looking for ways to build their brand and expand their reach to new markets. This requires a business to develop a solid foundation of people and products in their own organization, which is fundamental to building a solid brand. However, some smart businesses are taking their growth to a whole new level by finding ways t... Read More »

The Important Link Between Optimism and Sales Success

The Important Link Between Optimism and Sales Success

Blog / Confidence / Sales Professionals / Self Improvement

How do you explain unfortunate events to yourself, such as not getting the sale? Is the tone of your self-talk optimistic or pessimistic? As it turns out, the way you explain negative life events matters because there is a link between optimism and sales success. Based on over 1000 studies, we know that optimism has the power to boost your sales. Research on the link between optimism and sales beg... Read More »

How Corporate Wellness Programs Boost Employees AND Companies

How Corporate Wellness Programs Boost Employees AND Companies

Self Improvement / Stress / Stress Management / Workplace Wellness

Corporate wellness is a current buzz word, but the fact is, some businesses have been offering corporate wellness programs for years or even decades. New research on corporate wellness and the physical effects of stress is making more and more corporations interested in implementing their own wellness programs, and I wouldn’t be surprised if this becomes the norm in the future. Arguably the most c... Read More »

How Stress Impacts Physical Health - Fight or Flight in the 21st Century

How Stress Impacts Physical Health: Fight or Flight in the 21st Century

Blog / Stress / Stress Management

In my last blog post over at Advising the Advisors, I talked about how stress forms. Although most people view stress as the result of specific negative events in their lives, stress is actually not formed by these events but rather how you interpret them. A negative event can trigger a series of negative thought patterns, and when you get caught in these tangents you, yourself, create your own st... Read More »

Psychologically Healthy Workplace

The Power of a Psychologically Healthy Workplace

Blog / Featured / Work-Life Balance / Workplace Wellness

For many years now, the American Psychological Association’s (APA) Center for Organizational Excellence has recognized companies across the U.S. that embody the principals of a “Psychologically Healthy Workplace.” For years, I’ve been involved in cutting-edge research on the specific ingredients that make up such workplaces.  All organizations should strive to embrace these characteristics, ... Read More »

Emotional Wellbeing

How Stress Can Knock the Health Out of You!

Stress / Stress Management

Robert Sapolsky in his wonderful book, “Why Zebras Don’t Get Ulcers,” said it best: “A critical shift in medicine has been the recognition that many of the damaging diseases of slow accumulation can be either caused or made far worse by stress. Accordingly, a wealth of research has surfaced over the past 30 years showing clear relationships between stress and major diseases, including asthma, back... Read More »

Advisors: 4 Steps to Reduce Stress

Advisors: 4 Steps to Reduce Stress

Advising the Advisors / Stress Management

The foundation of stress is not an event, such as dealing with an angry client, having difficulty with your prospecting calls, or watching the market tank unexpectedly. It is your “self-talk” about each event that either causes stress or doesn’t.  These “self-talk” habits are part of what I call your “internal critic.” Your “internal critic” is that little voice within that spews out an average of... Read More »

Advisors: 4 Steps to Reduce Stress

Solutions for the Stress of Wealth Management

Advising the Advisors

Hundreds of billions of dollars are spent annually because of stress: stress-related medical insurance claims; workers’ compensation benefits; reduced productivity and so on. UNDERSTAND THE SOURCE Feelings of stress, including the symptoms mentioned above, are not directly caused by the necessity to make cold calls or generate referrals, by market fluctuations and disgruntled clients or by fiducia... Read More »

Advisors: Recognize Distorted Thinking Habits

Financial Advisors: Recognize Distorted Thinking Habits

Advising the Advisors

Recently I discussed the foundation of all stress, mood and attitude issues is your “Internal Critic,” that little voice in your head that you listen to hundreds of times each day. Sadly, most of us allow negative, self-defeating, distorted thoughts to interfere with our work every day—unless we become aware of our thinking habits and take charge of them. As Dr. David Burns, a pioneer in the field... Read More »

Do Advisors, Clients Suffer From PTSD?

Do Advisors, Clients Suffer From PTSD?

Advising the Advisors / Stress Management

When we think about post-traumatic stress disorder, we typically envision combat, tornadoes, and hurricanes. But PTSD is not limited to life-threatening events. Events threatening financial security (and even career-security) can be very traumatic. A recent study reported in Health & Social Work examined the risk of PTSD associated with sudden and dramatic personal financial loss. The authors ... Read More »

How Advisors Can Avoid Fear of Failure

How Advisors Can Avoid Fear of Failure

Advising the Advisors / Self Improvement

In a recent post I talked about how Joe Flacco avoided the temptation to feel like an imposter in the 2013 Super Bowl. Despite few pundits giving the Ravens a chance in the game, and most of the attention focusing on the 49ers and their rookie quarterback, Colin Kaepernick, Flacco overcame any concerns that he did not belong on that stage. Any hint at feeling like an “imposter” disappeared when he... Read More »

Self Doubt and Confidence Check Box List

Creating a Game Plan for Success to Conquer Self-Doubt

Advising the Advisors / Confidence

The best way to eradicate fear is to begin by understanding the distorted thinking that causes it to appear in the first place. “Imposter Fear” is based on false beliefs; believing that you are really not as competent as you appear to others and it’s only a matter of time before your incompetence is uncovered for all to see. “Imposter Fear” is a learned response to events and situations that you e... Read More »

Add the TRIUMPHS Model to Your Advisor Skills Repertoire

Add the TRIUMPHS Model to Your Advisor Skills Repertoire

Advising the Advisors / Practice Management

Consistently Grow Your Book of Business Scott has been doing well in his financial advising career for many years. He understands how to how follow up on leads and referrals and how to offer excellent service to his clients. Yet, he’s amazed at how much more successful his colleague, Michael, is, when Scott puts much more time and sweat into his work than Michael seems to. Michael’s book of busine... Read More »

Joe Flacco

What Advisors Can Learn from Joe Flacco

Advising the Advisors / Confidence

I don’t know Joe Flacco personally. But I know a thing or two about what it takes to become a champion, as he did by winning the 2013 Super Bowl. With my 33 years of experience as a professional sports psychologist, I have counseled and trained many professional football players and world champion athletes. They all face challenges, adversities and setbacks during their careers One thing they had ... Read More »

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