Why Business Therapy is the Hidden Edge That Drives Financial Professional Success
The finance world can be a total mind-fuck – trust me, I have personal experience working in that space.
From hectic deadlines to bizarre client expectations, working with numbers adds up to be too much for most people to handle.
That’s why I love partnering with financial professionals as a business therapist.
Helping them unpack the unique pressures of their work improves their mental health while simultaneously building their careers. Because, let’s face it – the finance world demands some serious mental resilience. And it’s okay to need a little help strengthening your mindset to make your career (and your home life) flourish – like a personal trainer for your brain.
Let me take you inside the psychology of being a financial professional, and explain why I love working with these brilliant minds so much.
The Broken Calculator: Unmasking the Emotional World of Financial Pros
If you’re a financial professional, then you’re probably well-aware of the stereotypes surrounding your work – you’re a numbers machine, a human calculator, or a magical math wizard, right?
With so much of your work revolving around numbers, data, and calculations, people forget that financial professions are humans, too.
You’ve got a brilliant brain, but you also have a fucking heart and feelings.
There’s this constant emotional tightrope you’re walking between client expectations and personal well-being – how do you deliver the results they want while still taking proper care of yourself?
For the average financial entrepreneur, work-life balance is a joke – or, at the very least, a dream VERY far out of reach.
There are plenty of classes and conferences about the latest tech and innovations in finance, but it’s crickets when it comes to how financial professionals can protect and take care of themselves.
As a business therapist with a finance background myself, I’ve got X-ray vision into your world. With first-hand experience dealing with the unique pressures of being a finance professional, I know the impact these pressures can have on your mental health, relationships, and daily life.
Professional Burnout: The Silent Portfolio Killer
There is a profound connection between mental well-being and business success.
While you’re adept at plotting financial strategies and navigating economic trends, the emotional ebbs and flows you experience can impact stress levels, client relationships, decision-making, and even your passion for the job.
Your personal problems have a domino effect, knocking down your professional goals one by one (and the same applies in reverse — WHOMP WHOMP).
Chronic stress destroys more wealth than market volatility.
When you’re not at your best, you can’t do your best work. Trying your hardest to keep up with unending client demands can actually have the opposite effect. If you don’t take care of yourself, your work – and therefore your clients’ wallets (and yours) – will suffer.
Personal struggles negatively impact work performance in other ways, too.
Many finance professionals suffer from imposter syndrome, or feeling like you’re a “fraud” in your field. Imposter syndrome eats away at your confidence – so, even when you’re more than qualified for your job and have plenty of experience, you still feel like fucking failure. And if you don’t believe in yourself, how can you expect your clients to?
Imposter syndrome and anxiety typically go hand-in-hand.
You might think you’re handling your anxiety well – as long as no one sees you sweat, you’re doing okay, right? But anxiety can keep you in fear, preventing you from making powerful business moves. It can also quiet your voice, making you too uncomfortable to speak up for yourself or your clients.
People-pleasing is another common issue with finance pros. It not only has you working overtime, but it also decimates professional boundaries. If you people-please at work too much, you end up with clients who think it’s perfectly acceptable to text (your personal phone) their Uber receipt from a “work dinner” at 1:00 am on a Saturday.
The Cookie-Cutter Coaching Catastrophe
If you’re a financial professional struggling with your mental health (and, as someone who has worked in the industry before, I don’t know how you couldn’t be…), I’ve got good news and bad news.
The bad news: generic advice and traditional counseling won’t work for you.
Why? Because most therapists and business coaches don’t understand the psychological landscape of financial professionals.
That’s where I come in (a.k.a. the good news).
I’m a business therapist working from the intersection of mental health and entrepreneurship. And, especially with my professional background in finance, I am uniquely equipped to help finance professionals overcome the mental struggles and personal problems that come with this demanding, high-stress work.
I speak both languages: the financial world and emotional intelligence.
So, if you want to work on your mental health and your finance career at the same time, I’ve got you.
When Numbers Meet Emotions: The Brain Behind the Balance Sheet
Let me break it down for you this way: there are a lot of psychological similarities between finance and mental health work.
Your brain is a computer – what goes in is what comes out. We want to make sure you know what the good stuff is and how to keep putting it in there, so that you are able to yield better work – and a better life for yourself.
Emotional support is the hidden algorithm of business success.
You want to boost your numbers? Go to therapy.
You want to work on your mental health? You can grow your career at the same time.
By breaking down the wall between “emotional” and “professional” (not in a “no boundaries” way, but in a “seeing they are two sides of the same coin” way), we can improve both effectively.
From Survival to Thriving: Business Therapy Is the Key
I want you to picture what your ideal life looks like.
Get super specific: Where are you in your career? How much money are you making? What does your love life look like? What’s your relationship with your family and friends? What are your hobbies? How many hours do you spend at work and doing other daily tasks, and how much is left for free time?
Figuring out what you want is the first step to getting it.
And, I promise, you really CAN have it all – the thriving business of your dreams AND a personal life that makes you happy.
These things don’t create good mental health; it’s the other way around. And we can work on both simultaneously. There are practical strategies for mental resilience that actually work in the high-stakes financial world, giving you the tools you need to stop feeling like you’re treading water. A little mental health work can go a long way toward keeping you and your business in the green.
At the core of every thriving financial advisory business is a leader who’s mentally resilient, emotionally balanced, and has clarity of purpose.
By prioritizing your mental well-being, you not only set yourself up for personal success but also enhance your capacity to serve clients more effectively, make sharper decisions, and foster a healthier work environment.
Business therapy isn’t just about better business – it’s about building a fulfilling life!
Your Professional Lifeline Starts Here
If you’re a financial professional who has been dealing with imposter syndrome, anxiety, or professional burnout…
THIS IS YOUR WAKE-UP CALL.
You cannot continue as you are, or your mental health and your business will suffer.
Together, we will work on strategies that build the career and personal life of your dreams.
Don’t wait — give yourself an edge in the finance world and start feeling better.
I’m a business therapist in Portland, Oregon, and also provide telehealth entrepreneur counseling in Colorado, Florida, Arizona, Wisconsin, and Washington.
What I offer isn’t just coaching – it’s a professional resurrection.
If you’re ready to stop surviving and start thriving, just give me a shout.