Month: June 2022

FEATURE
The Healthy Advisor: Closure at the Grave With Vance Barse

The Healthy Advisor: Closure at the Grave With Vance Barse

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The loss of a loved one can lead to a tidal wave of emotions before reaching acceptance and continuing on in life without them.

Before starting his own practice, advisor Vance Barse experienced profound grief after losing five family members, including his biological father who he had never met. However, this darker time in his life was followed by a period of life-changing introspection, which forced him to rethink his personal and professional life.

In this episode, WealthManagement.com’s Managing Editor Diana Britton is joined by Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, who shares his journey through grief toward acceptance. Vance reveals the emotional struggle he faced and what led to the completion of the journey his father never took.

Vance discusses: 

  • The “18-month window” that changed his life forever
  • The moment when the emotional baggage related to his father was lifted off his shoulders
  • How to overcome the struggles of acceptance and closure
  • The biggest realizations he had on his motorcycle journey across the country
  • How mindfulness and meditation helped him overcome the challenges
  • How his experiences shaped the work he’s doing now

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About Our Guest:

Vance Barse, is a wealth strategist and founder of Your Dedicated Fiduciary. He began his career in the financial services industry at Altegris Investments, where he served as an investment consultant to leading private wealth and retail financial advisers throughout the U.S. He saw firsthand that many advisers are constrained in their approach to planning, often leaving clients underserved. After nearly a decade in this role, Vance became a financial planner and founded Your Dedicated Fiduciary with a simple mission: to be authentic, transparent, and have a positive impact on the lives of his clients.



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FEATURE
The Healthy Advisor: Reducing Employee Burnout With Gabriela Mauch

The Healthy Advisor: Reducing Employee Burnout With Gabriela Mauch

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Managing employee burnout is key to creating a healthy workplace environment. But what steps should advisory and financial services firms be taking to reduce stress and burnout in the workplace?

In 2022, ActivTrak released a benchmark study on productivity and wellbeing within the financial services industry, revealing that this space is, in fact, better at managing burnout risk than other industries. For instance, compared to a cross-industry sample, 19% more employees have a healthy workload, and 23% fewer employees are overutilized. 

In this episode, WealthManagement.com’s Managing Editor Diana Britton is joined by Gabriela Mauch, vice president of ActivTrak’s Productivity Lab, who says the positive statistics may belie the issues financial services firms need to work on. Gabriela provides a deeper dive into ActivTrak’s research and looks beyond the data to help us understand the real drivers of employee burnout and happiness. 

Gabriela discusses: 

  • How financial planning firms today are managing burnout risk
  • Other indicators of burnout, beyond hours worked
  • What other dials companies can move to improve their employees’ wellbeing
  • How to efficiently manage meetings among other routine tasks
  • The importance of quality conversations over quantity
  • Leveraging team resources to increase productivity
  • The power of distraction
  • How companies can reward the work and the outcomes of that work
  • And more

Resources:

Connect With Gabriela Mauch:

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About Our Guest:

Gabriela Mauch joined workforce productivity software provider ActivTrak as head of Productivity Lab following a career in organizational effectiveness, leadership and design at management consulting firms including McKinsey & Co. and KPMG LLC. Gabriela helped stand up McDonald’s first Organizational Effectiveness & Leadership Center of Excellence where she worked across the McDonald’s system to improve its business performance and maintain relevance in the digital age. She earned a bachelor of science in industrial and labor relations from Cornell University and is an expert in helping teams understand how productivity extends beyond business performance and is deeply rooted in employee well-being and engagement.

Gabriela, originally from Boston, resides in Denver, Colorado where she spends her free time enjoying all the mountains have to offer. She is involved in mentoring college-bound high school youth, career counseling at the Bean Project, a non-profit women’s social enterprise, and volunteering at the Latin0 Cultural Arts Center.



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