81%
of advisors like their job better than the average person - up from 79% in 2018

Our third Advisor Wellness Survey found Covid-19’s impact on the advisory industry was modest. Check out the survey’s insights on how advisors can balance professional success and personal well-being.


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ADVISOR WELLNESS NOW:
A PODCAST SERIES

Listen as experts in a variety of roles talk about how advisors can better manage stress. 

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Lauren Oschman CFP®

Conquering Stress Through
Flexible Work Arrangements
Lauren Oschman CFP® is Partner and Chief Experience Officer at Vestia Personal Wealth Advisors and is passionate about the benefits of a hybrid work environment.


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Patty Kreamer CPO®

Conquering Stress with Productivity
Patty Kreamer is a productivity coach, speaker, Certified Professional Organizer® and author of four books




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Dr. Chloe Carmichael,
PhD

Conquering Stress: Harnessing
the Power of Your Anxiety
Dr. Chloe is a clinical psychologist,
author of “Nervous Energy:
Harness the Power of
Your Anxiety.”

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Dr. Jack Singer, PhD

Conquering Stress and
Coming Back Stronger

Dr. Jack clinical and organizational
psychologist and author of
“The Financial Advisor’s Ultimate
Stress Mastery Guide.”


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ADVISOR WELLNESS
IN A YEAR OF STRESS

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While advisors generally fared well in 2020, our survey findings may help them better manage their stress.

IN THE LATEST STUDY, LEARN:

  • What the pandemic meant for business.
  • The surprising causes of advisor stress.
  • Secrets of advisor satisfaction.

SIGN UP NOW FOR THE FULL REPORT