The Travis Parry Show

On today's episode, the founder and president of Capital City Wealth Management, podcast host, and father of six, Benjamin Brandt joins. His interest in finances started early with his grandfather. When his grandfather passed away, he saw the struggles his grandmother faced when it came to finances and wanted to help people in similar situations.

Balance for Benjamin means having abundance when it comes to the things that are important to him. He wants to be at home in abundance and grow his business in abundance. It is possible to be intentional on how much time we spend at home and at work.

Being conscious of your family and your spouse's needs and goals is essential when building a business. You don't want to be paddling against one another. A big part of balance and building a business involves collaboration with your spouse.

Join us today as we discuss:

• Re-investment in balance and in life
• Accountability with families and spouses
• Understanding value expansion

 

TIMESTAMPS

0:53 – How did you get into the industry?

2:59 – What's your definition of balance?

5:11 – How did you work through this process?

7:33 – How much is your family involved?

9:44 – What do you see in the industry?

14:00 – Why do advisors kick against this idea?

16:31 – What have you discovered since starting the podcast?

17:44 – Matching the skill set with listeners

19:03 – Do you have to convince people?

19:58 – Why do some advisors not podcast?

21:05 – Zoom allowing business growth

22:10 – How are you helping advisors?

25:04 – Where can you learn more?

 

RESOURCES:

More About Benjamin:

https://retirementstartstoday.com/

Website: https://www.travisparry.com/

Email: [email protected]

Get Travis' newest book!

On today's episode, we're joined by the founder of the Cates Academy and author of Radical Relevance, Referrals Now!, Beyond Referrals, and Don't Keep Me a Secret, Bill Cates. As a coach to advisors, author, and podcast host Bill has both seen and struggled with balance himself. Now, he's helping financial professionals with growth, communication, and business development all within the boundaries of balance.

After a career as a drummer in a rock n' roll band, Bill pivoted into publishing and eventually found his way to becoming a consultant and professional motivator. Slowly, he realized his passion was in helping people and helping them grow their businesses.

For the most part, balance for Bill means doing what he enjoys (as much as he can). While you're not going to be able to do something you love 100% of the time, maximizing what you enjoy is the goal. Being able to develop new habits and new ways of thinking is difficult, but it is necessary when building a life focused on joy and balance.

Join us today as we also discuss:

• How Bill started his own podcast and how he loves to learn about people.
• Building a team that is used to delegation and being able to let go.
• The importance of accountability and positive support.

TIMESTAMPS

1:40 – How did you get into this industry?

3:25 – Inducted into the Professional Speaker Hall of Fame

4:26 – What is your definition of balance?

5:56 – What is the biggest struggle you face reaching balance?

8:56 – Do you struggle with delegation or control?

12:36 – What has helped you manage your fears?

15:50 – Having hobbies outside of work

18:36 – Last pieces of advice

RESOURCES:

More About Bill:

https://referralcoach.com/

https://referralcoach.com/top-advisor-podcast-bill-cates/

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

Email: [email protected]

Get Travis' newest book!

On today's episode, the founder of Zandbergen Group, Bart Zandbergen joins us to discuss his 3 decades of experience in the financial industry and the tips and tricks he has learned throughout the years to maintain balance. He's devoted his career to helping clients find financial freedom through personalized planning.

After college, Bart got into technical sales and he did so well that he started working with a financial advisor. One day, around 30, he realized he wanted to change lives and he spoke with his advisor about getting into this industry. Months later, Bart decided the financial industry was the path he wanted to take in order to help people.

Becoming a certified divorce financial specialist was not always in his plan, but Bart realized how much people suffered financially during a divorce and wanted to find a way to help them. Many non-financially savvy spouses find themselves completely at a loss once a divorce is finalized as they hadn't handled the finances before.

Bart, like many advisors who value balance, has learned to become adaptable. For Bart, balance truly means finding what's important in life. With a focus on family, health, and happiness Bart has been able to build his profession and business around those values.

Join us today as we also discuss:

• Giving "enough of yourself" to family and clients
• Being able to take a step back in order to grow your business
• Increasing trust in your team to handle the tasks you delegate to them

 

TIMESTAMPS

1:06 – Why did you become a CFP?

4:06 – Becoming a certified divorce financial specialist

5:39 – Being adaptable in the industry

6:33 – Balancing health, family, and business

9:35 – What are some of the issues you struggle with?

13:11 – What has been one of the keys to scaling?

16:11 – What do you struggle with today?

17:21 – What increases your trust in your team?

19:15 – The mentality you use through business

21:24 – Struggles other advisors face

 

RESOURCES:

More About Bart: 

https://www.zandbergengroup.com/

Website: https://www.travisparry.com/

Email: [email protected]

Get Travis' newest book!

On today's episode, Amy Castoro joins us to explore her definition of balance and how it's shaped her journey in generational wealth planning. She has many years of experience helping families transition high net-worth wealth, keeping families unified and in control of their assets. As an author, keynote speaker, and consultant Amy has had to balance various parts of her life and her profession.

Amy became a coach for families after working at both Disney University and at Grant Thornton, where she learned the value of culture and building strong relationships. She found her passion for working with individuals and helping families stay compatible and cohesive.

For Amy, balance means having a centered day. She knows she's off-balanced when she's not present. Balance means she's able to make good decisions and respond in healthy ways to unpredictable situations. While it's not always easy, Amy ensures she always has time for her family.

Join us today as we also discuss:

• How imposter syndrome can lead to becoming unbalanced
• Maintaining balance while scaling growth in business
• How Zoom has changed things and meeting clients where they are
• Engaging the next generation and building legacies

 

TIMESTAMPS

1:27 – How did you get here?

3:44 – When do you feel balanced?

6:19 – What throws you off balance?

9:19 – How do you combat imposter syndrome?

13:59 – How do you scale without losing balance?

15:37 – Did Zoom kill creativity?

17:15 – How have you helped people adjust?

19:12 – Engaging the next generation

20:38 – What are the skills you need?

23:26 – Getting the first sentence right

27:37 – What's the best way to get involved?

 

RESOURCES:

More About Amy: 

https://www.thewilliamsgroup.org/amy-castoro

Website: https://www.travisparry.com/

Email: [email protected]

Get Travis' newest book!

On today's episode, Gabriel Shahin a CFP, founder of Falcon Wealth, and radio show host joins us to explore his career and how he's found balance as a professional. Starting in 2003 within national banks, Gabriel has found his passion early on working with clients but struggled to find a culture that he valued. With the support of his wife and family, he became a successful independent advisor.  

Gabriel views balance as prioritizing your focus. There are two worlds: the work world and family world and you have to learn to appreciate both of them. If you don't have a passion for your work, burn-out is high.

Finding your happy zone and being able to communicate effectively with your family is a huge factor in finding balance. Learning to be self-aware when you're outside of work is essential. Building a team, you can trust and delegate to is part of growing your business and finding balance in life. You can't buy time back.

Join us today as we also discuss:

• Being present in the moment with your family
• Finding good team members and growing your business
• Leadership issues within the industry
• Building strong support systems

 

TIMESTAMPS

0:56 – How did you end up in financial services?

3:13 – What time environment do you see yourself in?

4:52 – What is your definition of balance?

7:41 – What is one of your biggest struggles with finding balance?

9:21 – What changes have you made since starting your practice?

11:45 – What is the most difficult thing about finding the right people to delegate to?

14:15 – What are the biggest struggles team members face?

17:54 – What are big issues for others in the industry?

20:59 – What advice would you give to others?

25:00 – How have you build your support systems?

29:17 – How can people contact you?

 

RESOURCES:

More About Gabriel: 

https://www.falconwealthplanning.com/

Website: https://www.travisparry.com/

Email: [email protected]

Get Travis' newest book!

On today's episode, Greg Kurinec, an advisor with Bentron Financial Group, joins us to explore his background in the industry and how he's found balance as an advisor. Greg enjoys serving others and has found his passion through his work.

Work-life balance for Greg is freedom. Freedom to pursue his opportunities and goals in life. As an advisor, taking care of his clients is often his number one priority. But when he's balanced, he has the freedom to take time off, enjoy a vacation, or pursue another passion.

Being able to leave the office and knowing his staff can take care of his business has given Greg the freedom to pursue his own non-profit, Jeanne's Journey For Hope. Having a sense of flexibility and work-life balance has allowed Greg the chance to be involved in a mission outside of work, one close to his community and family.

We will also discuss:

• How Greg got started in his own non-profit
• Struggles with letting go of control in and outside of work
• How Greg works with his team for optimized balance

 

TIMESTAMPS

1:58 – What is your definition of work-life balance?

3:17 – How did you get started with your nonprofit?

5:57 – Flexibility and balance allows for this

8:12 – What are the biggest challenges of work-life balance?

10:17 – What has worked for you?

13:03 – How does your advisor group and staffing work?

16:00 – What are other important issues advisors face?

19:04 – What would your advice to other advisors be?

22:14 – How do you get in touch with Greg?

 

RESOURCES:

More About Greg:

https://bentron.com/

Website: https://www.travisparry.com/

Email: [email protected]

Get Travis' newest book!

On today's episode, Katiya Xiong, a business coach, and entrepreneur joins us to break down her passion for helping advisors. She believes in connecting with people on the human level with a high-tech approach. While she got into financial services by accident, she found that advisors need strategic solutions to meet the needs of their clients.

To find balance, Katiya truly believes in finding what you love and aligning your life with that mission - whether it's at work or at home. Balance for her is about staying in tune with her vision. Achieving balance is about aligning her priorities with her mission in and outside of business.

A big problem that many of us face is hiring help. From hiring the right people to being able to delegate properly we have all faced this hurdle at some point. Advisors need to have a clear vision of "who they want to be" and build from there. Having that vision helps team identity, marketing content, your company's mission, and your overall journey to find balance.

We'll further breakdown:

• The value of parents and balancing family
• How Katiya works with and listens to advisors
• Why advisors struggle with hiring help and finding their vision
• How Katiya is helping advisors find balance through her own work

 

TIMESTAMPS

1:05 – Why financial services?

4:48 – What is your definition of balance?

8:37 – The biggest struggles as a working mom

11:59 – Top issues other advisors struggle with

19:33 – Why do you think advisors struggle with hiring?

29:15 – How are you helping advisors?

33:39 – Do you broker disability?

35:49 – How to get a hold of Katiya

 

RESOURCES:

More About Katiya:

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

https://www.katiyaxiong.com/

Website: https://www.travisparry.com/

Email: [email protected]

Get Travis' newest book!

On today's episode, the creator of Cash Map, Dennis Williams joins us to explore how he's helping people confidently use more of their money, save more, and enjoy their life more. Through his services, he's seen advisors struggle with balance while facing his own issues with balance.

As a business owner and innovator, Dennis loves to jump into projects at 150% but realizes balance allows him to be more effective at what he does. Dennis knows it's important to be able to say "it's good enough" in life. You can't stress every little thing; you'll burn yourself out! Being consciously aware of the small steps you're looking at mastering can help you focus on productivity and balance. Focusing on small achievements can make big improvements in your life and business.

Scheduling time to step away from work, whether it's a walk or a family dinner, can elevate your experience in both your relationships and your work. Dennis' most important advice to other advisors is to recognize the importance of downtime! Taking downtime is essential, if you don't and you are tired, you're not going to see clearly. Don't set yourself up to fail.

Most people don't know how much they are spending on a monthly basis and Dennis is on a mission to help clients and advisors better understand their finances. Join us today as Dennis shares his journey to find balance and how he's helping others through Cash Map.

We'll further breakdown:

• Working with our team to delegate and become stronger
• Recognizing the importance of downtime
• How Dennis is helping advisors and clients with the Cash Map

 

TIMESTAMPS

0:49 – How did you get in financial services?

2:52 – What struggles do you face?

4:18 – What is your definition of balance?

5:10 – Getting out of the perfectionist mindset

7:57 – What struggles do advisors face?

9:53 – What is the #1 problem with delegation?

11:49 – Biggest piece of advice to advisors

13:51 – How are you helping advisors?

18:57 – The benefit to couples

20:54 – Who is this app good for?

24:36 – What happens if their situation changes?

27:55 – How can advisors utilize Cash Map?

29:19 – Thank you for joining us Lee!

 

RESOURCES:

More About Dennis: 

https://www.cashmapapp.com/

https://www.youtube.com/c/cashmapapp/featured

https://www.cashmapapp.com/bookatimewithdennis/

Website: https://www.travisparry.com/

Email: [email protected]

Get Travis' newest book!

On today's episode, Lee Baker, the founder, and president of Apex Financial Services joins us to break down his journey to find balance inside the financial industry. Lee got into financial planning after helping his future wife balance family and her finances. Motivated by his goal to help improve the lives of others, Lee has been serving his clients for the past 20 years and has been listed on Investopedia!

Work-life balance for Lee is multifaceted, divided into three buckets: business, family, and giving. Being successful in each of these areas has been an important focus in Lee's journey.

Advisors and business owners alike struggle even when they are supposed to be on vacation. Lee knows the importance of being able to give yourself and your brain a break in order to prevent burnout. A lot of us are "always on." Perhaps this is because many of us stem our worth from the success we see in business. Through the years, Lee has learned to address this issue and find ways to balance his family, life, and business, finding success and joy in various areas of life.

Join us today as we discuss:

• Being present when you are with your family
• Turning your business off during vacation
• Having too much reliance on production

 

TIMESTAMPS

1:06 – Was it a goal to be on Investopedia?

2:01 – How did you find financial planning?

4:45 – What is your definition of work-life balance?

9:01 – Being present in the moment

11:29 – Being truly on vacation

12:46 – How do you struggle with balance?  

17:19 – What is the biggest issues advisors face?

22:03 – Being addicted to production and success

25:41 – One thing that has helped you stay focused?

29:19 – Thank you for joining us Lee!

 

RESOURCES:

More About Lee: https://www.apexfinancial.com/

Website: https://www.travisparry.com/

Email: [email protected]

Get Travis' newest book!

On today's episode, our guest Matt Hudgins sits down to discuss his experience over the past 25 years helping business owners transition into retirement. Starting his career as a sales analyst, Matt moved into finances and planning, eventually starting his own business 15 years ago.  

Balance to Matt is about rotating his priorities whether that's family, hobbies, or his career. Through the years, he's learned to set his priorities and determine what is acceptable versus not acceptable when it comes to balancing time between work and family. Every day he looks at his responsibilities and asks himself what he has to do to accomplish those goals, he doesn't question whether he'll get them done but how.

Many of us struggle with the imposter syndrome and delegation. It's okay to ask questions and set boundaries that allow you the space and time you need to succeed. Through his business, 10x Profit, he's helping advisors get through these struggles by avoiding busy work and learning to delegate and take care of their own financial needs.

Join us today as we discuss

• Dealing with balance when emergencies come up
• Imposter syndrome and feeling like you need the answers
• How advisors can be better at delegation and business management

 

TIMESTAMPS

0:58 – Welcome Jeff Maas

0:56 – How Matt got into the industry

2:42 – What does work-life balance mean to you?

4:48 – What were your biggest struggles?

7:09 – The biggest challenge with prioritization

9:06 – What did you do when emergencies showed up?

12:41 – What is causing the imbalance?

15:46 – What is the key to delegation?

22:07 – What are the biggest issues advisors face?

28:12 – Get coaching with Matt!

 

RESOURCES

More about Matt:

 https://10xprofitblueprint.com/promo/

Website: https://www.travisparry.com/

Email: [email protected]

Get Travis' newest book!