Work Smart, Live Well:
The Analyst's Roadmap to Success

  • Author:
    Geoff Robinson
  • Level: 
    All levels
  • Study time:
    2-3 hours
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Course overview
"Work Smart, Live Well: The Analyst's Roadmap to Success" is a program meticulously crafted for finance professionals, particularly analysts seeking a balanced approach to career advancement and personal well-being. This comprehensive program combines practical career development strategies with insights on maintaining a healthy work-life balance. It offers tools and techniques for efficient time management, stress reduction, and productivity enhancement, tailored specifically for the high-pressure world of finance. Whether you're an aspiring analyst or an experienced finance professional, this program provides valuable guidance to help you excel in your career while ensuring personal fulfillment and well-being.
Available as part of our Premium and Premium Plus subscription tier.

What's included?

  • 15 videos
  • Learn the art of effective boundary setting and prioritization, key skills for achieving balance
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

The "Work Smart, Live Well: The Analyst's Roadmap to Success" video playlist is ideal for finance professionals, especially analysts, at any career stage who are seeking to balance their demanding work lives with personal well-being. It's particularly beneficial for entry-level and mid-career finance professionals, as well as seasoned experts looking to improve their work-life balance. Finance students aspiring to enter the field will also find valuable insights into managing the unique stresses of a finance career while ensuring personal fulfillment.


 We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

Geoff Robinson

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 8x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to 
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Ryan Sterling

Thought leader, AI instructor, , financial influencer, 
Meet Ryan, our AI avatar at, a fusion of tech and human expertise. Crafted by Colossyan and mentored by our founder Geoff Robinson, Ryan embodies decades of experience. With Geoff's UBS background and 25+ years of teaching, Ryan delivers clear, engaging insights on digital assets. Fluent in 70+ languages, he breaks barriers for a global audience, offering expert guidance in the digital asset world.