Advisors won't want to miss today's episode featuring our guest, Roger Pine, CFA, CFP®, and Co-Founder at Holistiplan. Holistiplan is a market-leading tax planning software, built by advisors, for advisors.

In the podcast, Roger stated, "I am passionate about being backstage in other people's journeys to being great advisors". If simplifying tax season sounds appealing to you, listen to the episode to learn how Holistiplan can serve you, so you can better serve others.

Join us today to learn about these things:

• How Roger got into the financial planning industry. (1:15)
• Does balance actually exist? (9:28)
• How his values drive him to serve and impact the industry. (15:04)
• Learn about his passion to equip advisors, by operating in the background. (29:19)

RESOURCES

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

Email: [email protected]

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Marketing may be daunting for many financial advisors, but it's a necessary tool. Currently, establishing a brand and having social proof that you are good at what you do is what can make or break your career as an advisor.

In today's episode, we have a special guest, Walter Storholt. Walter is the Co-Owner of Third Wheel Media and a former play-by-play sportscaster. Third Wheel Media is a podcast production and marketing company that specializes in the financial industry.

They help advisors achieve more balance while growing their business by offering turnkey solutions to content planning, creation, and publishing. Listen to learn more about how they can help you scale your business through podcast marketing.

Join us today to learn about these things:

• How he made health first priority and lost over 100lbs in the last half of 2021. (0:55)
• Walter's transition from a sportscaster to co-owning Third Wheel Media. (5:20)
• How Third Wheel Media serves financial advisors, estate planners, and realtors by producing podcasts and more. (10:50)
• What balance means to him as a business owner and husband. (16:30)
• What Walter feels advisors struggle with from a marketing perspective. (24:15)

RESOURCES

Learn more: howadvisorspodcast.com

Email: [email protected]

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Control plays a big part in the role of many advisors' careers. It can be difficult to let go of the reigns and delegate tasks when you want to do it all. Or maybe you are good at delegating, but don't 'inspect what you expect".

In today's episode, we have Jeremy Keil, CFP®, CFA®, a retirement-focused financial planner with Keil Financial Partners, and host of the Retirement Revealed blog and podcast, joining us.

Jeremy is intentional about his time and schedule to achieve balance in his life. Listen to learn the tips he shares and the steps he is taking to improve himself as a task delegator.

Join us today to learn about these things:

• How he got into this industry from planning to join the army and selling suits. (0:52)
• He gives himself his own timesheet and here's why. (3:16)
• Why planning can help you achieve better balance. (11:53)
• The biggest issue advisors tend to have with delegation. (21:49)

RESOURCES

Learn more: https://keilfp.com/blogpodcast/

Email: [email protected]

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Most people experience burnout at some point in their lives. Today we are going to discuss how burnout affects your mental, spiritual, and physical health.

In this episode, we have Jeff Dobyns joining us. Jeff has had an extraordinarily successful business in comprehensive financial planning and owns a top wealth management practice. He has over 170 team members and is an expert in mentorship and team building.

Jeff shares his experience navigating balance throughout his career and sheds light on ways he is setting himself up for a more balanced future.

Join us today to learn about these things:

• His experience with burnout and how he was able to achieve balance. (4:01)
• How his mental health was affected by not managing stress. (6:25)
• How he utilizes his team to provide excellent customer service. (12:17)
• What it looks like to serve customers well. (18:50)

RESOURCES

Learn more: https://www.swinvestmentgroup.com/advisors/dobyns-wealth-team/

Email: [email protected]

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Financial planning goes hand in hand with being a financial advisor, but what about life planning? George Kinder, author, international thought leader, and life planning pioneer dives deep into the ways mindfulness, spirituality, and life planning can change you as an advisor and overall person.

George has been at the forefront of financial services for more than 35 yrs. His journey to becoming a financial planner began reluctantly, ironically enough, considering the impact he has made in the industry today. His passion for spirituality and mindfulness led him to equip people with the tools and knowledge needed to live a balanced life within themselves and their businesses.

In today's episode, George shares exactly what he feels makes a great advisor and shares insight as to how you can get started practicing mindfulness and existing in the present.

Join us today to learn about these things:

• How George became a financial planner, despite wanting to pursue his creativity. (1:37)
• Why mindfulness matters in your journey to achieving balance. (8:57)
• The biggest struggle many advisors have with remaining in the present. (16:05)
• The importance of life planning in addition to financial planning. (20:39)
• Why listening matters in the role of a financial advisor. (26:06)

RESOURCES

Learn more: https://www.kinderinstitute.com/ https://www.georgekinder.com/

Email: [email protected]

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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]

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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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Advisors face many of the same challenges others feel when it comes to work-life balance, but the pressure and stress of trying to grow the business can quickly lead to an unhealthy lifestyle.

To give us a little different perspective on this discussion, we've asked Diana Britton to join the show. She's the managing editor at WealthManagement.com, which is a trade publication for retail financial advisors, and she also hosts The Healthy Advisor podcast, a great show focused on advisor health and wellbeing.

Having been on the other side of the table, she possesses a unique perspective on advisors and the struggle with burnout. Through her many conversations and interviews, she's picked up quite a bit that we'll try and share on this episode.

Join us today to learn about these things:

• The path that led her to cover finance and financial advisors. (1:12)
• How the shift to working from home has actually improved her ability to separate from her job when she needs to. (5:34)
• What changed for her with work when she had children and how she became more productive. (10:31)
• What she sees as the biggest challenge for advisors when it comes to work and achieving balance. (13:10)
• How she's using her podcast to help advisors with stress. (19:56)

Check out her podcast: https://podcasts.apple.com/us/podcast/healthy-advisor/id1486636079

RESOURCES

Learn more about Diana: https://www.wealthmanagement.com/author/Diana-Britton

Email: [email protected]

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On today's episode, certified financial planner and Managing Partner at IAG, Christopher Mitchell joins us to discuss his mission of helping families reach financial independence while navigating his own journey to find balance.

Chris knew early on that he wanted to be involved in finances and business. Early in his career, he saw advisors struggling with large workloads and burnout. He realized he would need to learn the skills of advising in a slow and steady manner that allowed him to succeed but also avoid the burnout trap.

Learning from the mistakes we see in the industry can help us elevate work-life balance in a new way. For Chris, the key to balance was learning from others and avoiding the mistakes he saw throughout the industry. With every new generation of advisors, Chris hopes balance becomes more common.

Join us today as we break down the following with Christopher:

• Why do advisors burn out and overwork early on in their careers? (3:18)
• Balance is tied to the structure of a company. (8:38)
• Integration and growing a business while keeping balance. (13:55)
• Advisors are spending little of their time actually being an advisor. (18:34)
• Avoid being a productive workaholic. (25:11)

RESOURCES:

More About Chris:

https://iagwealthpartners.com/

Website: https://www.travisparry.com/

Email: [email protected]

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Experiencing growth as a business owner can be simultaneously exciting and overwhelming. On today's episode, we're talking with someone who knows this transition well, Chip Munn, the CEO of Signature Wealth Strategies.

Chip and his team have gone through various stages of growth but he is able to maintain a personable relationship with his clients while also being an author and podcast host. Managing all of his professional duties along with his personal life has all been about maintaining balance.

To Chip balance means being present where he is. When he's out of balance, he finds himself thinking about home while at work and while he's at home he's worried about work. Being present is a constant battle for many advisors, but being in tune with our attention and energy can help us get back on course.

Join us today as we break down the following with Chip:

• If everything is a priority, nothing is a priority. How to come back to the present and find balance. (6:46)
• Being intentional and defining what balance looks like professionally and personally. (8:49)
• The struggle of scaling your business without losing balance. (14:29)
• How we can become still and intentional. How can we protect ourselves from burnout? (21:52)

RESOURCES:

More About Chip:

https://signaturewealth.com/chip-munn/

Website: https://www.travisparry.com/

Email: [email protected]

Get Travis' newest book!