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Brokers told to establish work/life balance upfront

by reporter10 minute read

Separating work and life isn’t easy, but it is essential, brokers have claimed.

Speaking to The Adviser, Smart Lending’s Melissa Gielnik said while she endeavours to do as much as possible for her clients, she has learnt the hard way that there needs to be a separation between home and work life.

“I have young children and I found that I needed to be able to switch off from work,” she said.

“I got to the stage where I would get home and leave my mobile phone in the car so that when I was at home, I was at home. My mind wasn’t elsewhere. You need to be where you are.”

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Affiliate Finance and Property’s Mary Sartinas has taken a similar approach to business and family.

Ms Sartinas told The Adviser that the more communicative you are with your clients, the more likely they are to understand the limits of the relationship.

“I have a very good relationship with my clients and we’re pretty open about what my role is – both as a business woman and as a family person as well,” she said.

“Because I form such close relationships with our clients, they understand there are certain boundaries. They know that I have two young children and they respect my family time as well.”

Ms Sartinas said, in most instances, her family takes priority.

“If there’s a certain event or family activity that I need to block out, I’ll make sure my calendar is blocked out for those specific times or days. But there are a few instances when the family matters have to be put to the side to accommodate any urgent matters with my clients,” she said.

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