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Mental health should be as much of a priority as physical health. Here are practical strategies to effectively manage common stressors in the financial services profession and build sustainable, fulfilling careers. 

De Leon has been planning his hybrid lifestyle with a goal to retire early.

Embrace the Whole Person concept.

An ability to look forward and consider innovative approaches guides Lister’s leadership journey.

Sequitin’s early financial literacy completes the family affair.

Once conscious of his weight, Will Grape Chua transformed his lifestyle to align with the health-focused insurance he promotes. Through daily workouts and a balanced diet, he boosted his energy, productivity, and overall well-being. Now a sought-after speaker, he inspires clients and colleagues, proving that wellness—like financial success—requires long-term commitment. 

Lingke Kong maintains his emotional and mental health and experiences MDRT’s Whole Person benefits through the interests he pursues outside of work.

Chan reflects on how to overcome prospecting reluctance and attain the Whole Person balance.

Seeking another advisor’s help to scrutinize personal and business matters enhances empathy with clients and even generates referrals.