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One good habit that therapists recommend: Think regularly and consciously about why you are in the advising business.
Patrick McDowell, an adviser in Miramar Beach, Fla., uses a version of this tactic when he starts to feel the burn. He leafs through photographs of his clients on his customer-relationship management software. “When I actually see the faces of the people I’m trying to help, it brings me back to why I do it,” he says. His firm, Arbor Wealth Management, manages about $110 million in client assets.