As technology continues to move at a rapid pace, every professional is trying to keep up and find ways to utilize that tech to improve the way they serve their customers. Today’s guest has helped financial advisors do this in a way that helps them find fulfillment through the work they do.

Join us today as we discuss these things:

• How has his business been able to help advisors on the technical side.  (4:07)
• What are some of the easiest/best ways to scale? (7:08)
• The biggest obstacles he faces when growing the business. (12:54)
• The value of journaling for personal growth. (16:49)
• How is balanced prioritized in his business? (23:20)
• The advice he would give other advisors. (27:30)

RESOURCES

Learn more: https://www.mattreiner.com/ 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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Whether you’re working with employees or trying to bring on new clients, becoming a great communicator can help you grow the business and even improve balance in your life. 

There’s actually a science to this as well and today’s guest will tell us all about it. Mary Schmid, who is an author, speaker and mentor to financial professionals, is known for her ‘chemistry of conversation’ that teaches business owners how to have a different kind of dialogue with their clients in order to gain a competitive edge.  

Join us today as we discuss these things:

• How skepticism of the financial industry motivated her to work with financial professionals to improve communication. (1:08)
• How does neuroscience play a role in these conversations? (3:04)
• How can you take these skills and apply them to improve balance?  (5:04)
• With the reduced levels of stress of having to perform in these conversations, they have the freedom to be who they are and that attracts people to the business. (12:47)
• Where does she see advisors struggle the most? (22:00)
• Here’s the advice she’d give about improving conversation (28:00)

RESOURCES

Learn more: https://maryschmid.com/ 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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 Today we’re joined by Gabe Lapito, MBA, CPA/PFS, CFP®, AIF® of Strategic Retirement Plans to talk about his successes and challenges in finding balance at work and at home.

Lapito’s journey from the College World Series to a successful financial advisor in Montana is one we’ll discuss on the show today. We’ll also learn more about how he’s managed that growth while prioritizing his wife and three kids. Plus, we’ll talk about how faith plays a role in this balance as well. 

Join us today as we discuss these things:

• His journey from college baseball to financial planning and how he’s maintained balance. (1:16)
• The role his faith plays in how he views his priorities. (3:14)
• How he’s been able to grow his business and keep balance. (4:06)
• What are the issues that other advisors struggle with? (12:36)
• What advice would he give to other professionals struggling with balance? (16:02)

RESOURCES

Learn more: https://srpretirement.com/about-us/team/ 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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Today we’re spending some time with Mark Willis, CFP®, who has made it his mission to help people think differently about their money and their future.

In this episode, we’ll find out how he’s been able to find balance in the middle of a busy career and why he says balance is key to reaching our potential. 

Join us today as we discuss these things:

• How he eventually found his way to becoming a financial advisor and building his platform. (1:16)
• Why he views balance as the fighting against equilibrium and a means to an end. (4:37)
• How is he growing quickly while keeping that balance?  (9:14)
• The biggest issue he faces with balance is letting go and hiring help. (18:10)
• Where does he see most advisors struggling day-to-day?   (23:47)
• Here’s the advice Mark would give other advisors to help with balanced growth. (30:45)

RESOURCES

Learn more: https://kickstartwithmark.com/ 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

Get Travis' newest book!

The common spot business owners always point to when asked about challenges is letting go and learning to delegate. It’s extremely difficult to turn responsibility over to someone who might not have the same level of knowledge or passion over the business, but it’s critical to growth and balance. 

Today’s guest has learned that lesson and focusing every day on doing her best regardless of outcome. Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. 

Join us today as we discuss these things:

• How she found the profession in college and followed that passion ever since. (2:02)
• Doing her best and letting go of the outcomes is a key to balance.  (4:56)
• What has she gained the most from having mentors and other professionals. (6:30)
• The challenges to growing and scaling teams and putting standards and processes in place to manage it all. (11:15)
• Ways to stay centered and focus on our values.  (17:48) 
• The advice she’d give other advisors struggling with balance. (20:49)

RESOURCES

Learn more: 

https://www.flourishwealthmanagement.com/ 

https://www.kathylongo.com/

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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How will your children remember you when you’re gone? That’s a question every parent asks themselves and it’s often what motivates us to work as hard as we do to be successful.

Our legacy can be achieved in any number of ways, but our guest today has built a platform and a process to help every parent create a meaningful and lasting legacy with their children. Blake Brewer is the creator of the Legacy Letter Challenge which is on a mission to help one million moms and dads write a least one well-written and purposeful letter to their children. 

Join us today as we discuss these things:

·      The moment he shared with his father that changed his life and mission. (1:05)

·      Where he struggles most with balance. (9:34)

·      Are you living your life for your business or something bigger than that? (13:21)

·      What advice would he give others to have the content to write the letter? (16:53)

·      Details on his mission to help one million parents write a legacy letter. (22:16)

RESOURCES

Learn more: https://www.legacyletterchallenge.com/balancedadvisor 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

Get Travis' newest book!

Most of the struggle with finding balance while growing your business comes at home. Trying to carve out enough time with your family while chasing career goals is such a challenge, but today’s guest has been able to do that despite tragedy.

John Black, CFP®, CLU®, ChFC®, CASL® joins the show today to talk about the balance he’s been able to find at home and how his perspective changed even more when he lost his wife to cancer.

Join us today as we discuss these things:

·      He grew up in a farming family but had an interest in money at an early age. (1:09)

·      How losing his wife changed his perspective on balance. (5:55)

·      Building the foundation with his family has allowed for growth but human capital is still the challenge. (13:25)

·      Two pieces of advice he’d give other advisors that are struggling with growth. (16:13)

RESOURCES

About our guest: https://www.northwesternmutual.com/financial/advisor/john-black/ 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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It’s easy to talk about work-life balance but it’s much more difficult to back that up with action. Today’s guest is someone who has prioritized that balance through the use of work optional days built into the calendar.

In this episode, we’re spending some time with Jason Glisczynski, CFP®, CAS®, who has been in the financial services industry for nearly 20 years. He realized early in his career that he didn’t want his work to be transactional but rather relationship-based.

Join us today as we discuss these things:

• How he got into the industry and eventually to Silvertree. (1:19)
• Installing this work-optional culture to his business. (3:34)
• His methods for successful growth. (9:01)
• How does he find and attract strong employees? (11:43)
• Why his cell phone is his biggest enemy. (13:13)
• The biggest issues he sees for people in the industry (25:01)

RESOURCES

Learn more: https://silvertreeplan.com/ 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

Get Travis' newest book!

Today we’re excited to be joined by two guests who have exemplified what is to be balanced growth leaders in their own businesses. This is a conversation we had originally on YouTube Live but want to share it again here because there is a lot of value for business owners.

Join us today to learn about these things:

• Background on Cris and his career journey. (1:57)
• Background on Will and his company. (4:13)
• What has helped them scale the business? (6:53)
• Where do they find their biggest struggles for balanced growth? (10:53)
• Marketing struggles and what they’ve found here. (20:23)
• How do you find your ideal client? (27:11)
• Growing followings in an organic way (32:50)
• Tips for business owners struggling with balance and growth (39:23)

RESOURCES

Learn more: 

https://www.montereyprivatewealth.com/team/cristofer-a-cabanillas

https://www.thebenefits.group/about 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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We all define balance a little bit differently. Some look at it from a high level while others attack it daily.

Today’s guest, Devin Johnson, would fall into the latter category. Devin is a serial entrepreneur and the current CEO of Kennected, a business with over 100 employees and over $30 million in gross sales. The company was recently recognized by Inc. 5000 for its 800%+ growth in 2021.

We’ll explore this professional and personal journey and learn more about how he’s achieved great success early in the company’s history.

Join us today to learn about these things:

• How a difficult childhood pushed him into entrepreneurship. (1:45)
• Why he feels hitting all major priorities in one day defines balance for him. (8:14)
• The relationship with his wife and how they’ve worked together to achieve goals. (11:18)
• Why his biggest struggle has been faster leadership development. (15:30)
• Why he feels ego is the biggest enemy. (19:20)
• The systems he uses to achieve balance. (20:48)

RESOURCES

Learn more: https://kennected.org/ 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

Get Travis' newest book!