As a former financial advisor, Dr. Travis Parry has unique insight into why advisors are three times more likely to be workaholics than other small business owners. To encourage better work/life balance and stress management, he founded the Make Time Institute, where he coaches small business owners on gaining back time on their schedule.

In this episode, Dr. Parry and Mike discuss how to determine which tasks to handle yourself and which to delegate, and how to make a succession plan that aligns with your firm’s culture. 

Learn about FMG Suite: https://go.fmgsuite.com/podcast

Questions? Contact us at [email protected]