Maintaining balance can be tricky when you mix business and family. Eric Roberge, CFP® and Founder of Beyond Your Hammock joined us on our latest episode to discuss what balance looks like in his personal and professional life.

In today's episode, we learn ways Eric was able to lay the foundation for a well-balanced family business and how he aligns his value system with the goals he sets for himself professionally.

Eric works closely with his wife to create content and drive prospective clients to the business. Listen to discover how his mindset helps him set goals and boundaries that create balance within his life.

Join us today to learn about these things:

• The types of content he uses to grow his business. (4:14)
• His unique take on balance and how he applies it to his life. (6:36)
• The various times and seasons in an advisor's life. (10:17)
• A resource that taught him to connect his values to his goals. (15:35)
• His advice to advisors struggling with balance. (19:58)

RESOURCES

Learn more: https://beyondyourhammock.com/

Email: [email protected]

Get Travis' newest book!