Summer Strategies for Staying Centered During COVID

Like many financial advisors, you may have been feeling restless and unfocused due to the COVID-19 pandemic and the shelter-in-place orders in many regions. Experiencing so many changes in our day-to-day life makes it difficult to run your business, so here are some tips to help you refocus your energy to make an impact.

Organize Your Life

With so many things “out of order” right now in the world, it’s essential for your mental health to control what you can. This means it’s the perfect time to physically reorder your space and find new organizational systems that work for you. Order new filing cabinets, sort through your old papers and recycle what you don’t need, and get your workspace in perfect order!

Take Up a New Hobby

It’s more important than ever to find something you enjoy, so explore options for new hobbies. I personally have taken up mountain biking again after a short hiatus, and I find that I’m super energized and refreshed after each ride! Being able to spend a few hours every week doing what you love creates a work-life balance, so I encourage you to find a socially distanced and safe hobby to pursue this summer.

Ask for an Outside Opinion

Being a financial advisor can be challenging right now, as you’ve suddenly reduced the amount of contact you have with the outside world. You’ve likely gone from interacting face-to-face with dozens of people every day to seeing only your close family. To help provide some outside perspective and grounding, it’s the perfect time to book a breakthrough session with a business development coach. To help support your business during this time, I’m providing free 30-minute breakthrough sessions to provide guidance on your strategic planning. The first ten people to email me at susan@susandanzig.com will receive a free 30-minute consultation.

Keep a Physical Planner

One of the challenges of the COVID-19 quarantine is that all of the days seem to blend together. An easy way to combat this in the working world is to keep a physical planner filled with your tasks and objectives for each week. Manually crossing off both what you’ve accomplished, and each day of the week helps to ground yourself during these unusual times, as well as keep you on top of your goals for each workday. You should also physically block off time in your calendar to pursue either your hobbies or relaxation, and this will also give you something to look forward to as you glance at your planner throughout the week.

Maximize Natural Sunlight and Grow Plants

There have been hundreds of studies that prove the positive impact of both natural sunlight and having houseplants, so maximize both throughout your day. Move your workspace as close to a window as possible and find some succulents or other low-maintenance plants to decorate your desk. Take the time to look up from your work and enjoy the natural beauty during your lunch hours and breaks!


Though this is a challenging time for everyone, taking these small steps can help improve your mood and keep you focused throughout the workday. For more personalized support during these unusual times, please reach out to me to book a call! The first ten people to email me at susan@susandanzig.com will receive a free 30-minute consultation.

How to Conduct Self-Care During COVID-19

Like everyone across the world, financial services professionals have been inundated with stress, restrictions, and a flood of grim news thanks to the COVID-19 situation. It’s more important than ever to focus on caring for your personal needs, so here are some tips to conduct self-care during COVID!

Take Up a Safe New Hobby

Though we have to be more careful when leaving home, there are still plenty of hobbies that can be conducted safely. This is the perfect time to take up a new hobby that you’ve been eyeing, or to invest more time in the things you enjoy. Physically active hobbies that are conducted outside are a great way to boost your mental and physical health while limiting contact with people, which is why I’ve started mountain biking a couple of times a week!

Be Patient with Yourself

Like most people, you’ve likely been feeling run down, isolated, and lacked your usual motivation, and that’s okay! Be patient with yourself and allocate more time to complete your essential tasks. Remember that everyone across the globe is experiencing the same anxiety, so don’t beat yourself up if you need to take more breaks or slow your pace throughout your workday.

Focus on What’s Working

Throughout the pandemic, you may have found some coping strategies that help get you through the day. Whether it’s working on your laptop on your patio, going for a run in the morning, or bribing yourself with some homemade baked goods, indulge in what helps keep you motivated throughout the day.

Find Ways to Socialize

The lack of socialization is the largest challenge during COVID-19, so set up weekly video calls with friends and family. This will support a huge boost on your mental health, as well as remind you that everyone else is facing the same challenges. For added fun, plan out a theme, trivia game, or special event that everyone can participate in from afar!

The COVID-19 pandemic presents a challenge for everyone, so it’s important to indulge in self-care. Remembering to be patient with yourself, take breaks, and squeeze in some fun to help you remain productive and happy!

Tips to Support Your Mindset This Summer

Maintaining your motivation throughout the year is always a challenge, and the COVID-19 situation can enhance the already existing challenge to losing focus. To ensure you’re bringing your best work to the table, you should take a few hours a week to focus on your mindset and encourage positivity. Here are a few tips to help keep you motivated!

Break Tasks into Manageable Chunks

When the weather outside is perfect, it can be difficult to stay inside staring at your computer. Rather than take a personal day, instead break your work into manageable chunks. By following a two hours on, mini break pattern, you can maximize your focus while still taking advantage of the beautiful weather. You can also follow a more task-based approach, completing two or three items on your to-do list before enjoying your well-earned break. Brew up some iced tea and sit on your porch to reward yourself for your hard work!

Express Gratitude

There have been a lot of doom and gloom stories that have arisen from the pandemic, so it’s more important than ever to focus on the positive. Though a lot is going wrong, there’s also quite a bit that has worked out for humanity and helped us unite to tackle this problem. For example, we live in an extremely connected time, which has made it easier for people to work remotely and entertain themselves without leaving the house. To distract from the negativity in this challenging time, take a few minutes every morning and write down 10 things that you’re grateful for!

Take Control of Your Business

One of the central stressors for business owners this year is feeling the lack of control, so it’s the perfect time to work towards optimizing your strategy. Take the time to evaluate where you’re at, build a strategic plan, and adjust what hasn’t been working. By taking a few minutes to build out your plan, you’ll feel more in control and help minimize this stressful situation.

Build New Partnerships

Another helpful strategy to make you feel more in control is to reach out to experts in the business field who can help guide you through these complicated times. If you’re unsure about your next steps, consider reaching out to a professional coach. We are focused on supporting financial services professionals who are looking to grow their business during these tense times by offering free Breakthrough Coaching sessions.  If you’re interested in transforming your results, I invite you to schedule a meeting with one of my coaches today!  Email me at susan@susandanzig.com to set yourself up to win. Taking the time to talk to an expert can help restore confidence in your business plan and provide clarity for next steps to optimize your business!


Being stuck inside can feel like a punishment although treating yourself to something special can help minimize constricted feelings. Splurge on yourself a little and order something you’ve wanted for a while, or something that will help entertain you during the months inside. Whether you opt for a new skincare routine, a stationary bicycle, or something new to support your favorite hobby, it’s the perfect time to treat yourself to something nice.


This is a difficult time for everyone including financial services professionals.   By committing to self-care, optimizing your business plan, and expanding your professional network, you can help relieve the frustrations of the last few months and restore a sense of balance.

How to Keep a Healthy Mindset Throughout COVID-19

It’s essential to maintain a healthy mindset during COVID-19, especially for financial advisors striving to normalize their operations. Prioritizing your own health and wellness will help to keep your mindset positive despite all the changes occurring worldwide and help you stay in the right frame of mind to continually serve your clients. Here are some tips to help keep a healthy mindset under the current circumstances:

Break Up Your Work into Manageable Chunks

One of the most challenging aspects of COVID-19 is keeping yourself motivated when so many external challenges keep popping up. While you can’t neglect your business, it’s important to be empathetic with yourself and understand that you may need more time to accomplish tasks during this challenging situation. To keep yourself motivated, break your workday into short, manageable chunks and take small breaks in between. By interspersing work with relaxation, you can keep your work on track while still taking time for self-care.

Express Gratitude

A lot is going sideways right now across the world, so it’s essential to take a step back and remember what truly matters in your life. Focusing on the gratitude you feel for your family, friends, and passions will help you remember what you’re working for, allowing you to stay motivated throughout the coming weeks. To remind yourself of all the things you might be grateful for, make a long list and keep it next to your workstation. If you haven’t already, I recommend you surround your workstation with photos of your friends and family to brighten your workday. Whenever you feel stressed or helpless, look at this list and the photos to remind yourself of your motivations.

Try to Establish Routine

One of the biggest challenges of this stay-at-home order has been the interruption of the daily routine. People have been conditioned to drive to work in the morning and follow a strict schedule, and this routine provides a sense of stability and comfort. Though you may have to adjust your usual routine, it’s important to schedule your day to create a sense of normalcy. Having a set time for making coffee, exercise, meditation, answering emails and scheduling regular meetings can help you adjust more easily to the new normal.

Remember You’re Not Alone

All across the world, people are experiencing the same dilemmas that face us every day. While this may not make the immediate situation better, it does help to maintain compassion for everyone you cross paths with. Take the time to support your friends, neighbors, and those in your network from afar, and let them know that they aren’t alone. By working together and maintaining compassion, our communities will make it through this unprecedented situation.

Take a Breather

The one downside to remote work is that it blurs the lines between your office and home. While it can be tempting to sneak in some emails on the weekends, be sure to create distinct chunks of time off to maintain your mental health. Dedicate at least one day and ideally two days a week where you “unplug” and don’t check your work email. To further improve your mental health, I challenge you to take a complete break from the news and social media during your day(s) off. By separating yourself from the demands of the modern world, you’ll actually rejuvenate yourself and be more energized throughout the rest of the week.


Since COVID-19 presents a new set of challenges for financial advisors, it’s essential to commit more time to self-care. By setting boundaries throughout your work week, taking time off, and focusing on what you’re grateful for, you’ll be in a better space to efficiently run your business!

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