A common challenge facing all advisors when it comes to balance is how do you continue to grow the business and scale like you would like without over-working yourself? Doug Gjerde, MBA®, CFP®, CEPA, joins the show today to talk to us today about how to overcome that hurdle while still maintaining balance.

Join us today to learn about these things:

• His definition of balance and how it's changed over the years. (3:56)
• The biggest challenges he faces when it comes to balance. (6:45)
• The strategies he uses for employee retention. (10:17)
• What areas are other advisors struggling with balance and where are they struggling with scaling their business? (12:57)
• What advice would he give other advisors to improve balance. (19:48)

RESOURCES

Learn more: https://www.heritagefinancialllc.com/team-members/doug-gjerde-2/

Email: [email protected]

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