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47. The Sabbatical Conversation: What Financial Advisors Need to Know About Work Breaks and Client Wellbeing with Cady North
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You've run the numbers. The client can absolutely afford to take time off. And yet they won't. Or they want to, but they're terrified. Or they've mentioned burnout in every meeting for the last two years and still can't pull the trigger.
Sabbaticals are showing up more and more in client conversations, and most advisors don't have a roadmap for navigating them. Not just the financial piece, but the human piece — the identity questions, the resistance, the fear of what comes next, and the return to work on the other side.
In this episode, I'm joined by…
The skinny
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