If taking time off feels stressful, here’s why.

Most advisors aren’t worried about being away, they’re worried about what might fall apart while they’re gone.

You don’t need to work harder to earn rest.

You need systems that keep working when you step away.

Here’s the simplest path:

1. Document before you delegate.

If the process lives in your head, you can’t unplug.

2. Automate what can’t wait.

Let your CRM handle follow-ups and reminders.

3. Appoint a decision-maker.

Someone should know what they can decide without you.

4. Set expectations.

Tell your team and clients what to expect while you’re out.

5. Unplug for real.

You built the business to support your life, not the other way around.

Freedom comes from structure. And you deserve both.

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