Introverts, Extroverts, and How to Manage Your Energy

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Running your own financial planning practice or building your ‘book of business’ within firm takes an enormous amount of energy.  In fact, more than you may have ever imagined!

It’s important to keep your energy accessible, ready to support you to achieve results you want. To do so, you need to be in tune with your best way to recharge. How you restore your energy may be very different than the way your colleague down the hall keeps his stamina.

Some people get their charge from outward interaction, social settings and talking ideas out loud. Other folks prefer to consider ideas, pictures, thoughts, images and keep their focus internal or confide in a few close friends.

Myers Briggs as an Energy Indicator
I am smack in the middle of the introvert/extrovert continuum as defined by the Myers Briggs Personality Test. In other words, I waver within a tight range of whether I regain energy internally or externally versus swinging wide to one of the extremes. In concert with this knowledge I keep an allegretto pace between modest internal and modest outward interaction to keep my energy at the right level for me.

I take time to do yoga or work quietly in my office, but then I want to be out connecting, talking with friends or interacting with colleagues. I bounce back and forth within a day or a week to ensure that I keep my batteries charged by balancing the scales.

That’s what works for me. If you are extremely internally focused, you may need more “alone time” to feel at your best, blocking out time away from clients and colleagues; an outgoing socializer may need to attend more conferences, work at a larger firm, or share office space with other professionals.

Riding the Pendulum Swing
Of course, our normal pattern can be disrupted. After my father passed away in December, I took an extreme internal dive to process and recharge. I spent the end of the year and January more to myself, keeping interaction with only a few clients while I experienced a deep dip of emotion. Going inside—the extreme end of ‘introvert’—was exactly what I required at that time.

After about six weeks I hit a point where I needed outward social interaction—engagement—to energize each day.  Refreshed through my social withdrawal, I could muster the motivation energy that lives within to take on something big. Having gone deep on the internal side (whether with intention or by circumstance), I emerged with a full court press on the outbound social, interaction side.

I took on a BIG project—my Implement Now! Telesummit for Independent Advisors, immersing 100 percent in the extrovert world.  I feel incredibly charged, even more than my normal high level. Yes, I am excited and driven by my content, my contribution and the impact I am making on the industry; however, I believe I am able to maintain ‘above-and-beyond’ energy because of the wide swing of the pendulum.

Anticipate Your Energy
Knowing what you have to do to light up all of your circuits takes self evaluation, understanding where and how you feel your best. Because ‘life happens’ and we can’t know all that will occur, when you can anticipate your ‘recharge’ needs you will be able to plan in your recovery. I know that while I can exceed my normal energy level for my upcoming event, I will need a mini retreat afterward to maintain endurance for the year.

You’ll find me in Kaua’i. Aloha!

Kristin Harad 2014Kristin Harad, CFP®
Marketing trainer for advisers
San Francisco, CA

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