While some advisors pursue work-life balance, others may feel that concept is no longer relevant and need a different way to decide if they are doing too much. In this episode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss the power of rethinking not just your boundaries between the priorities in your life but when to say yes, not right now, or no.

Episode breakdown:







– Understanding JOMO: The joy of missing out

– Breaking away from a routine of nonstop work

– Recognizing that work is part of life, not a separate entity

– Establishing boundaries to update the notion of balance

– Finding comfort in “Not right now” instead of “no”

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement

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