Restoring Work-Life Balance

Parry, Travis G.
November 2009
Journal of Financial Planning;Nov/Dec2009 Practice Management Sol, p13
Academic Journal
The article presents the authors tips to restore the work-life balance upon the tightening economy affecting business industries in setting up priorities. It notes a study from the FPA and Katherine Vessenes that surveyed among financial advisers on what would they want to have if given a magic wand to change to things, which revealed 75 percent among their responses dealt more on income increase and profitability. Also noted is the 2008 Health of Advisers Press Report, also by Katherine Vessenes that linked financial advisor's behavior in setting aside other priorities just to keep business survive through the crisis to have caused stress among at least 90 percent in the market. Moreover, the author suggests to advisers to pursue work-life balance through having an effective calendar.


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