Here's a question most advisors can't answer honestly: if you stepped away from your business for a couple of months for more than a vacation, would it survive?
For many founders, the answer is no. And that's a bigger problem than it sounds. Not just for you, but for your team, your clients, and the long-term value of your firm.
Today, I’m talking with DJ DiDonna, founder of The Sabbatical Project and author of Big Time Off, to talk about why sabbaticals are more than extended vacations. For advisors, they can become the ultimate stress test for the firm, the team, the client experience, and the life you’re supposedly building toward.
We get into why burnout can show up even after you’ve built the “dream job,” why a business that depends entirely on you may be more fragile than it looks, and why waiting until retirement to finally live the life you’ve earned is a risky bet.
If you’ve ever wondered whether your business is giving you freedom or quietly taking it away, this conversation will hit close to home.
3 Insights From This Week’s Episode…
#1.) The Freedom Test Most Advisors Avoid
Many advisors say they’re building freedom, but their calendar, client model, and team structure make that freedom nearly impossible. We explore what your ability to step away may reveal about whether you’ve built a real company or just a more sophisticated version of a job.
#2.) Why Burnout Can Hit After You Win
Burnout doesn’t always come from failure. Sometimes it shows up after you’ve built the business you thought you wanted. DJ shares why that can be so disorienting and what advisors may be missing when they keep pushing through.
#3.) The Fear That Keeps Owners From Offering Time Off
"What if I create the exit door and my best people walk through it?" It's the first objection every owner raises, and DJ has actual data on what happens when companies make extended leave part of the deal. The numbers aren't what you'd expect.
This Week's Free Give
To Get a Free Copy of Big Time Off: The Transformative Power of Sabbaticals and How to Take One, visithttps://bradleyjohnson.com/177
SHOW NOTES
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DISCLOSURE
DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP07265629233
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