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Ep 25: How to Avoid Corporate Burnout and Help Your Team Members

Ep 25: How to Avoid Corporate Burnout and Help Your Team Members

Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, partner at Dominion Enterprise Services, where we specialize in tax advisory and compliance for financial advisors.💡 Burnout is real—and it’s costing you and your team.Financial advisors operate in a high-stakes, high-stress environment, making burnout a serious risk—not just for yourself, but for your team and your clients. To explore how advisors can proactively manage energy, prevent burnout, and support their teams, I’m joined by Lindsay Troxell, a Certified Life Coach and founder of Our Coaching Initiative.With 20 years of experience at major financial firms like LPL Financial, TD Ameritrade, and Janus Henderson, Lindsay has helped countless financial professionals avoid burnout, improve team dynamics, and enhance client relationships.

Catherine Tindall, CPA

October 25, 2024

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Episode 25: How to Avoid Corporate Burnout and Help Your Team Members

Guest: Lindsay Troxell | Ep. 25

Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, partner at Dominion Enterprise Services, where we specialize in tax advisory and compliance for financial advisors.

💡 Burnout is real—and it’s costing you and your team.

Financial advisors operate in a high-stakes, high-stress environment, making burnout a serious risk—not just for yourself, but for your team and your clients. To explore how advisors can proactively manage energy, prevent burnout, and support their teams, I’m joined by Lindsay Troxell, a Certified Life Coach and founder of Our Coaching Initiative.

With 20 years of experience at major financial firms like LPL Financial, TD Ameritrade, and Janus Henderson, Lindsay has helped countless financial professionals avoid burnout, improve team dynamics, and enhance client relationships.

Key Topics We Cover:

Adding value to your practice through coaching and behavioral insights
Helping clients transition emotionally into retirement—not just financially
Supporting your team’s physical, emotional, mental, and spiritual well-being

🔗 Connect with Lindsay Troxell:

📩 Stay updated on tax & financial insights for advisors: Subscribe Here
Book a coffee chat with Catherine: Schedule Here
🌐 Learn more: www.DominionEs.com

Ready for a no-pressure conversation with an experienced CPA who specializes in Advisors?