Insights on transitions, independence and advisor growth.
The Diamond Podcast for Financial Advisors: How to Get 'Unstuck' with Erin RocchioThe Diamond Podcast for Financial Advisors: How to Get 'Unstuck' with Erin Rocchio
Evolution Managing Partner and coach Erin Rocchio shares strategies for advisors to break free of the "what if" inertia.
Many advisors reach a crossroads at some point in their careers, and it’s often rooted in the fear of the unknown.
While they may be dissatisfied with the firm they work for, they’re challenged by the “what ifs.” So much so, that they often can’t see “what could be.”
Yet, every day, there are advisors who choose to transition to another firm or model and ultimately transform their business lives.
How do they do it? Is it courage? Will? Knowledge? Or something else entirely?
Coach and Managing Partner of Evolution Erin Rocchio joins Mindy Diamond to explore the topic.
Erin has a unique knack for helping people dig deep and break free of the inertia that prevents them from moving forward. She and Mindy discuss strategies that she employs with her clients to create transformational change in our business lives, including:
Acknowledging fear—and how it can leave you paralyzed and stuck in a place that you’re not happy with.
Fostering an open mind—and how that will help you navigate out of your comfort zone.
Embracing the “white space”—and why it should be a life-long practice to help you manage risk.
Managing ambiguity and anxiety—and how we’re not wired to handle as much as we accept.
Maintaining stability through change—and how to find a “middle ground.”
Determining readiness for change—and how to identify if you should stay or go.
Ultimately, as Erin shares, there is a trade-off of comfort now for something more compelling in the future—but how do you manage that process? Listen in to learn actionable strategies and techniques that she employs with her coaching clients to help them get “unstuck”—and change “what if” to “what could be.”
Products: www.ourwholenessatwork.com
Coaching Services: www.Evolution.team
LinkedIn: https://www.linkedin.com/company/evolution-service-corporation/
Enneagram X Burnout Card Deck
108 Mindful Practices for Sustained Wellbeing
https://ourwholenessatwork.com/pages/enneagram-burnout-card-deck
Burnout Recovery Circles
https://evolution.team/wholeness-at-work-burnout-recovery-circles
Download a transcript of this episode…
