Maintaining balance while growing a business is crucial, and the support of a spouse plays a vital role in this process. In this episode, Travis talks about how support can come in different forms, whether it's actively participating in the business or being a supportive presence at home. Discover how sharing goals, values, and challenges with his spouse helped foster a more transparent and intimate relationship as Travis embarked on his business growth journey.

Join us today as we discuss these things:

• 0:59 – The impact of a supportive spouse
• 7:39 – Transparency between you and your spouse
• 12:12 – The importance of family support in achieving balance
• 13:55 – Going through goals and values with your spouse
• 16:57 – Talking through goals and schedules as a family

RESOURCES

Email: [email protected]

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

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Today we are joined by Brad Layland, CEO of The FOCUS Group, which provides fundraising counsel to nonprofit organizations in major donor development. He's also the founder and owner of Endless Summer Realty, the largest residential real estate brokerage in St. Augustine, Florida. Brad is a certified fundraising executive. He holds an MA in theology from Fuller Theological Seminary and has completed 51 marathons to Ironman triathlons.

In this episode, Brad reflects on the transformative power of giving. He then shares how time blocking and delegation have helped him run multiple businesses while prioritizing his family and personal health. Join us for an insightful conversation with Brad as he shares practical, inspiring advice about achieving balance in your career.

Join us today as we discuss these things:

• 1:15 – How gumball machines taught Brad about business and eventually led him to the world of real estate
• 4:21 – "We're all created to give." Brad shares why giving is so important
• 7:32 – Brad reflects on how his business has grown by letting go and delegating duties to others
• 15:09 – The 4 disciplines that Brad has implemented into his routine that have allowed him to maintain a healthy work-life balance
• 20:58 – Why Brad wants to be in the game, serving clients
• 22:25 – Brad shares about his book "Donors Into Partners"

RESOURCES

Learn more about Brad:

Get the book Donors Into Partners: https://donorsintopartners.com/

The Focus Group: https://thefocusgroup.com/

Endless Summer Realty: https://www.endlesssummerrealty.com/

The Layland family travel blog: https://laylandsaroundtheworld.com/

Email: [email protected]

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

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Today, we are joined by Gary Cardone, an accomplished American entrepreneur and CEO. He co-founded Chargebacks911, a payment processing risk mitigation firm that specializes in preventing and managing credit card chargebacks for businesses. With over 20 years of experience in the financial industry, Gary is widely respected as a thought leader in chargeback mitigation and fraud prevention. His expertise has been acknowledged by reputable publications like Forbes, Business Insider, and Entrepreneur.

In this episode, Gary emphasizes the importance of self-awareness in avoiding mistakes and highlights the significance of focusing on one's strengths when approaching a business. He also discusses the value of providing exceptional experiences to customers and shares valuable advice for aspiring entrepreneurs in the digital age.

Join us today as we discuss these things:

• 1:23 – Gary shares the journey that led him to the financial industry
• 10:48 – Why Gary left his successful career behind to study religion and history for several years
• 17:04 – The role Gary plays in his businesses
• 20:28 – Gary reflects on his "sweet spot"
• 29:08 – The advice Gary would give to entrepreneurs that are not in their sweet spot

RESOURCES

Learn more about our Gary:

https://www.linkedin.com/in/garycardone/

Email: [email protected]

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

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Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors. He owns this company alongside his wife, Heather Kendra, CFP®, CRPC™. Mike is a former U.S. Army officer, who joined his wife in the financial industry full-time in 2015. Together, they now have a team of 30 people and work with around 200 advisors across the country.

Having a diverse set of interests and goals, balance has always been important to Mike. In this episode, he shares how a hybrid-remote workflow, strong systems and processes, and investing in the hiring process have been an essential part of FP Solutions' growth and success.

Join us today as we discuss these things:

• 1:15 – How Mike ended up in the financial industry alongside his wife, Heather
• 5:19 – How a remote-hybrid schedule has created a balanced culture at FP Solutions RI
• 8:53 – How excellent internal processes and systems have created balanced growth at FP Solutions RI
• 15:23 – How priorities and planning have helped Mike focus and scale his business
• 20:47 – How FP Solutions RI helps advisors with time management

RESOURCES

Get in touch with Mike:

http://fpsolutionsri.com/Contact/

Email: [email protected]

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

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Workaholism is an addiction that can cause serious harm in our lives, such as neglected relationships, compromised mental and physical health, and engaging in self-medication. In honor of Mental Health Awareness Month, Dr. Parry spends this episode reflecting on the holistic connection between mental and physical health. Join us as we discuss the critical importance of nurturing your mind, body, and spirit in this episode.

We'll dive into the power of physical activity, healthy nutrition, and spiritual connection and how these elements can help you break free of the workaholic trap and achieve more balance in your life. We'll also look at some studies that prove the effectiveness of exercise in helping depression and anxiety. Stay tuned as we discuss the significance of finding outlets outside of work and the transformative impact of disconnecting and setting healthy boundaries.

Join us today as we discuss these things:

• 0:36 – Workaholism is an addiction
• 1:37 – Workaholics work more when stressed
• 3:26 – Mental and physical health are connected
• 5:00 – The role of exercise, nutrition, and spirituality in mental health
• 7:39 – Finding outlets outside of work

Watch the live-stream version of this episode:

https://www.youtube.com/watch?v=qjzIIcjZMrA

RESOURCES

Email: [email protected]

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

Get Travis' newest book!

Today we are excited to chat with Todd Brand, chief executive officer and president of Brand Asset Management Group, Inc. Todd is a second-generation leader of a 20-person team, helping 250+ affluent families succeed over generations within their life, business, family, and wealth.

In this episode, Todd reflects on the steady, consistent growth of his company and how he has worked to maintain and model balance in his leadership role. He explains that throughout his career, he has witnessed the best and worst of success, and has seen firsthand how money can unbalance one's life if prioritized above all else. Todd emphasizes the importance of being true to yourself and adjusting your priorities as circumstances shift throughout life. He also discusses building a genuine company culture, the power of accountability and vulnerability, and learning to guard your time.

Join us today as we discuss these things:

• 1:22 – Todd shares his backstory and how he became business owner of his firm
• 6:17 – Why balance is important to Todd
• 12:15 – How feedback has helped Todd keep his priorities in order
• 14:21 – Todd reflects on the steady, consistent growth of his firm
• 17:20 – Some of Todd's biggest struggles with growing while remaining balanced
• 23:05 – The advice that Todd would give to entrepreneurs

RESOURCES

Learn more about Todd:

https://brandamg.com/

https://www.linkedin.com/in/toddbrandaif

Email: [email protected]

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

Get Travis' newest book!

Today we are joined by Roy Snarr, CFF®, CLTC®, NSSA®, LACP™. Roy is an asset protection and long-term care specialist based out of Austin, Texas. He's the author of several books, including Medicare Doesn't Care and Social Security 101, which is part of the Snarr Academy book program. Roy educates both consumers and financial professionals on the intricacies and critical importance of having a well-rounded retirement approach and has a wealth of knowledge to share with us.

In this episode, Roy talks about setting boundaries, prioritizing your time, and setting goals. He also talks about hiring and retaining great employees, budgeting, and the importance of self-assessment and investment.

Join us today as we discuss these things:

• 1:24 – Roy shares his backstory and the personal experiences that led him to his career
• 3:11 – The boundaries that Roy has put in place for his family
• 5:59 – How Roy has been able to scale his business while remaining balance
• 10:23 – Roy's secret for hiring and retaining the right people
• 13:00 – How self-assessment and self-improvement lead to success
• 19:36 – How Snarr Academy helps advisors become better in their industry

RESOURCES

Learn more about Roy:

https://snarracademy.com/

https://www.roysnarr.com/

Email: [email protected]

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

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We are excited to be joined by Randy Crabtree, CPA, on the show today. As the co-founder and partner of Tri-Merit Specialty Tax Professionals, Randy is a widely followed author, lecturer, and podcast host within the accounting profession. He is also an advocate for mental health awareness when building and scaling a business.

In today's episode, Randy shares his personal struggles with work-life balance, having once worked over 80 hours a week as a CPA. He speaks candidly about the importance of establishing healthy work boundaries and prioritizing self-care. Randy also reflects on the benefits of finding his niche, delegating responsibilities, and fostering genuine client relationships, all of which have contributed to balanced growth at Tri-Merit.

Tune in as Randy discusses burnout in the accounting industry, curating positive company culture, and learning to leave work at work.

Join us today as we discuss these things:

• 1:00 – Randy shares his backstory
• 2:23 – Randy reflects on burnout in the accounting industry and what he has learned from experiencing it personally
• 8:59 – How Randy has scaled his business through client relationships and delegation
• 15:16 – Randy talks about trying to curate company culture remotely
• 21:00 – The importance of mental and physical health awareness while scaling a business
• 25:32 – Learning to shut down at the end of the day

RESOURCES

Learn more about Randy:

https://www.linkedin.com/in/randy-crabtree-1945a67/

https://tri-merit.com/

Email: [email protected]

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

Get Travis' newest book!

We are delighted to have Michael Lecours, CFP®, on our show today. Michael is a co-founder of fpPathfinder, an organizational service that equips financial advisors with planning charts and guides to navigate client interactions. Along with this, he is a financial advisor and planner at Wealth Strategies Team.

In this episode, Michael shares his career journey with us and reflects on the challenges and successes he has faced while scaling his business. We discuss the importance of finding a balance between growth and maintaining boundaries, prioritizing your personal life, and the significance of delegation as your business begins to take off.

Join us today as we discuss these things:

• 1:05 – Michael shares how he became an entrepreneur and started pfPathfinder.
• 7:52 – What balance has looked like throughout Michael's career.
• 14:33 – Michael reflects on the struggles of scaling a business and learning to delegate.
• 19:27 – How working from home has motivated Michael to create more work boundaries.
• 23:33 – Some pros and cons of having an office at home versus a work office.

RESOURCES

Learn more about Michael:

https://twitter.com/michaellecours?lang=en

https://www.fppathfinder.com/

https://www.wealthstrategiesteam.com/

Email: [email protected]

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

Get Travis' newest book!

In today's episode, we have the pleasure of interviewing John Bucsek, CFP®. John has over 30 years of experience in the financial services industry. As one of the managing partners of MassMutual Tri State, he leads a team of over 125 advisors and manages an extensive portfolio of clients.

John joins us today to talk about his 30-year career journey in financial services, and what he has learned along the way. He discusses the power of delegation, creating an uplifting company culture, looking at your goals, and building team unity. He also chats with us about his book, The Team Game, which offers valuable insights into building successful teams.

Join us today as we discuss these things:

• 1:22 – John shares more about his 30-year career in financial services.
• 3:35 – How John has been able to scale his business while staying balanced.
• 5:23 – The importance of setting personal and work goals.
• 10:29 – John reflects on having fun and empowering people to make mistakes.
• 14:40 – The role camaraderie plays in employee retention.

RESOURCES

Learn more about John's book: https://theteamgame.com/about-authors/

https://www.amazon.com/Team-Game-John-F-Bucsek/dp/1733814302

Email: [email protected]

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

Get Travis' newest book!