Do Business. Do Life. — The Financial Advisor Podcast — DBDL

014: Jamie & Jim Sheils - The Family Board Meeting Framework, Tech-Fasting, & Unforgettable Date Nights


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When I first started Triad, there were a lot of unknowns. But one thing was crystal clear in my heart: I refused to build a business that would come at the cost of my family.

I wanted to create a company that not only thrived but also freed me up to cherish life’s most precious moments with my wife and kids.

So many advisors fall victim to the idea that in order to succeed, those important moments have to take a back seat. 

The truth is, the “I’m doing it for my family” narrative is completely broken. Your kids, your spouse, they don’t care about your business or the money in your bank account. They just want you!

No resource has made that clearer to me than The Family Board Meeting by power couple, Jamie and Jim Sheils. 

Their “Board Meeting” strategy has helped approximately 300,000 business leaders worldwide succeed at home.

I have personally gifted their book to countless friends and co-workers, and I have seen firsthand how their framework has saved marriages. 

While there’s no perfect playbook for being a parent, The Family Board Meeting has been instrumental to my success as a Dad and husband, and today you’re going to see why. 


3 of the biggest insights from Jamie & Jim Sheils


  • The 3 guiding principles to holding an effective Family Board Meeting and the impact that one-on-one quarterly’s can have on strengthening your relationship with your kids.  


  • Discover practical strategies to regulate device time, revitalize family dinners, and connect with your kids on a deeper, more meaningful level.


  • Unlock the secret to unforgettable date nights and reignite the passion that first brought you together. 



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DISCLOSURE 

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.  TP05232928351 

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Do Business. Do Life. — The Financial Advisor Podcast — DBDLBy Brad Johnson

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