Most advisors I know have felt that tug-of-war: do I grow my firm, or do I show up at home? The truth is, you don’t have to choose.

At our Founder’s Retreat in Maui, I sat down with two guys who really live this out: Daniel Crosby, a behavioral finance expert, and Jason Khalipa, a CrossFit Games champ turned entrepreneur. They’ve both spoken at Triad experiences before — not as “fly-in, fly-out” speakers, but as part of the community. They show up with their families, they engage, and they embody what it means to “Do Business. Do Life.”

Together, we dug into how including family in business events removes the guilt of being away. It lets you go deeper on the business side, knowing you’ll walk out of the room and step straight into making memories with your family. 

If you’ve ever carried the guilt of missing a soccer game or dinner with your family in the name of work, this conversation will hit home.

3 of the biggest insights from Daniel Crosby & Jason Khalipa…

#1.) You Don’t Have to Choose Between Business and Life

Business success and family life don’t have to compete. You can thrive in both without compromise.

#2.) Eliminate Guilt by Including Family in the Journey

Jason and Daniel shared how events that welcome spouses and kids create freedom instead of guilt. You’re no longer worried about missing dinners or soccer games — family is part of the journey. That integration lets you be fully present in business sessions and fully engaged at home.

#3.) Core Values Only Matter if You Live Them

It’s easy to carve values into a wall or throw them on a website. Living them is harder. At Triad, values show up in how members treat each other, how families are included, and how community comes before transactions. That’s what builds trust and belonging — for advisors and their families.

SHOW NOTES

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DISCLOSURE 

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. 

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. 

Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.

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