How advisors can better manage boundaries
Summary
From extended lockdowns to prolonged uncertainty, the pressure is on advisors, many of whom are small business owners themselves, to guide clients through to the other side. According to psychotherapist Esther Perel, there has never been such a strong collapse of workplace boundaries as now, where we are expected to take on new roles and mostly from the confines of our homes. Setting and managing healthy boundaries can reduce stress, improve mental wellbeing and ultimately allow you to bring your best self to work. We spoke with Amanda Kenafake, CEO of Power Tynan, a wellness focused accountancy firm, on managing boundaries as an advisor. For example, I have one client who doesn’t work on Thursdays; we simply handle everything on a different day so he can enjoy that time with his kids.
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