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Today's episode in an introduction to the Audiobook, "Achieving Balance: The Make Time Method To Help Advisors Reach Business AND Personal Goals In An Overworked World" read for you by the author Dr. Travis Parry.
For the several podcast episodes I am going back to the origins of this podcast; the focus on Achieving Personal AND Business Goals. My book "Achieving Balance" kicked this entire thing off and I want to deliver the whole book to you on this podcast.
Enjoy and share with financial professionals and business owners who want to have it all without doing it all!
Adam La Barr is an Air Force veteran, father of three, coach, real estate investor, and business owner. He is the founder and CEO of RAL Capital Group and host of the BizDad Podcast. He is also the co-owner of Active Duty Passive Income, which helps coach and mentor military members, veterans, and their families on how to invest in real estate around the globe.
After serving in the military for years, Adam faced a pivotal moment when he realized that the demands of his career were taking a toll on his family life. He opens up about his transition from the military to entrepreneurship and the lessons he learned about balance along the way.
Here's some of what we discuss in this episode:
2:02 – Adam's journey from the Air Force to becoming a successful entrepreneur and real estate investor
5:21 – How Adam is working to help military members with real estate investment and dad entrepreneurs find balance
11:20 – Adam's journey with work-life balance + the strategies he's implementing to find more balance in life
15:36 – Keeping up with your calendar + staying present and productive at work
20: 31 – Focusing on what you can control and responding thoughtfully in entrepreneurship, parenting, and life
24:46 – Talking with your children about your business
Get in touch with Adam:
RAL Capital Group:
https://ralcapitalgroup.com/
Active Duty Passive Income:
https://www.activedutypassiveincome.com/
The BizDad Podcast:
https://www.youtube.com/channel/UCARPVFWlMNnJNRsjedXdp0Q
Adam on LinkedIn:
https://www.linkedin.com/in/adam-la-barr/
Adam on Instagram:
https://www.instagram.com/adamlabarr/?hl=en
RESOURCES
Learn more about :
Email: [email protected]
YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA
Get Travis' newest book!
We're excited to welcome Chris Heller to the show. Chris is the president of OJO, an Austin-based real estate technology company focused on improving homeownership. Earning his real estate license at age 20, Chris was named the Rookie of the Year in 1989 before becoming the top producing agent in San Diego County and the number one Keller Williams Associate in North America.
Throughout his career, he has held influential industry positions, including CEO at Mellohome and Keller Williams Realty International. As a seasoned leader, he joins us to reflect on his professional journey and share the wisdom he's gained throughout his remarkable career.
Here's some of what we discuss in this episode:
1:22 – Chris' journey into real estate + the philosophy that paved the way for his roles as CEO
6:27 – Focusing on what makes you happy, leveraging your time + working hard and playing hard
10:04 – Bringing the right people onto your team + fostering a culture of hard work while respecting personal time
14:05 – How OJO operates a successful hybrid business model + works to prevent burnout
20:35 – Chris' Achilles heel when it comes to balance + his highest priorities
25:03 – The struggles with balance many entrepreneurs face + focusing on customers, teams and self-care as a leader
Learn more about Chris
https://chrisheller.co/
https://ojo.com/
Check out Chris's book Dominant Thoughts
https://www.amazon.com/Dominant-Thoughts-Things-Where-Minds/dp/1956503714
Chris on LinkedIn
https://www.linkedin.com/in/chiefrealestateofficerojolabs/
Chris on Instagram
https://www.instagram.com/hellersells/?hl=en
Chris on Facebook
https://www.facebook.com/hellersells
RESOURCES
Learn more about :
Email: [email protected]
YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA
Get Travis' newest book!
Keith Richardson is the chief integration officer and co-owner of More in Common, a company dedicated to fostering collaboration and inclusivity in workplaces through workshops and personalized coaching. With a background in psychology and over 15 years in the tech industry, Keith and his business partner recently transitioned into full-time entrepreneurship. We're excited to have him on the show today to share his journey and talk about the delicate balance of being an entrepreneur, a family man, and a catalyst for positive change through this new venture.
Here's some of what we discuss in this episode:
0:38 – Keith's background in psychology and tech + what led him to co-host a podcast and start More in Common
7:03 – The deathbed test + avoiding regrets by managing priorities
13:44 – Relationship-driven, organic business growth + not skipping steps in your entrepreneurial journey
21:07 – Balancing business growth while maintaining focus on core operations + the different roles in business ownership
32:47 – Managing your priorities like a dimmer switch + getting in touch with Keith
Learn more about Keith:
More in Common
https://www.moreincommonent.com/
Keith on LinkedIn
https://www.linkedin.com/company/moreincommonent/
https://www.linkedin.com/in/keith-richardson-8950bb4/
RESOURCES
Learn more about :
Email: [email protected]
YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA
Get Travis' newest book!
Sol Rosenbaum, PE, CEM, has over 20 years of experience in the energy engineering space. As the owner and managing engineer of SR Engineering and Consulting, he leads a dynamic team that provides engineering support in the commercial real estate financing arena while focusing on green loan programs and property assessments. Outside of this, Sol founded The Engineering Mentor, a community dedicated to guiding aspiring engineers toward successful careers.
We'll spend some time learning more about Sol's career journey and the important role that networking, and relationship-building have played in his business growth. Then, we'll dive into the challenges he faced while scaling his busi-ness and the mindset shifts he's embraced to prioritize sustainable growth.
Here's some of what we discuss in this episode:
1:24 – Sol's journey in the energy engineering and consulting space + offering services that have set his business apart
5:39 – The value of networking for long-term connections rather than transactional interactions
10:43 – Some of Sol's struggles with balance in the early years of his career + learning to say "no" to prevent burnout
16:25 – Connecting with your loved ones even during busy and stressful times in business
20:33 – The importance of strategic niche development + clear branding when scaling your business
25:05 – The work Sol is doing as an engineering mentor
Learn more about Sol:
https://www.linkedin.com/company/sr-engineering-consulting-llc/
The Engineering Mentor:
https://www.theengineeringmentor.com/
RESOURCES
Learn more about :
Email: [email protected]
YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA
Get Travis' newest book!
Nina Nesdoly is a speaker, researcher, and consultant specializing in work stress and burnout prevention. With a background in neuroscience and management, she offers insightful workshops and training on building better work-life balance. She is currently pursuing her Ph.D. with a focus on work-related stress and has been featured on impressive platforms like TEDx, where her talk on relieving stress was selected as an editor's pick.
Join us as we dive into some fascinating research on work-related stress and discuss the importance of prioritizing your well-being to find greater joy, meaning, and success in life.
Here's some of what we discuss in this episode:
1:32 – Nina's background in neuroscience and management + her personal experience with overextension and burnout
5:45 – The power of prioritizing your well-being + the prevailing hustle culture that prioritizes overworking and productivity
11:07 – The struggle of leaders, particularly middle management, when it comes to work-life balance+ the impact that a leader's behavior has on their employees
18:39 – Modeling and encouraging healthy behaviors as a leader + the power of forced vacation days and a 4 day work week
Learn more bout Nina:
https://workplaceclarity.com/
Nina's TEDx Talk
https://www.youtube.com/watch?v=9G1zyFoAaMc
https://www.instagram.com/ninanesdoly/
Tik Tok
https://www.tiktok.com/@workplaceclarity
https://www.linkedin.com/in/nina-nesdoly/?originalSubdomain=ca
RESOURCES
Learn more about :
Email: [email protected]
YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA
Get Travis' newest book!
We're happy to have Chris May, the founder of LTN Insurance Services, LLC, join us for this episode. He entered the insurance industry in 2017 and took the plunge into entrepreneurship in 2019, starting his own business.
Throughout this conversation, Chris reflects on the experiences that shaped his growth as an entrepreneur. We'll discuss the role of faith, patience, and spousal alignment in navigating the unpredictable journey of business ownership, and the importance of self-awareness, goal-setting, and continual learning for effective leadership in both business and life.
Here's some of what we discuss in this episode:
1:45 – Chris' unexpected career journey + the importance of spousal support in entrepreneurship
8:59 – Learning when to say no to the wrong opportunities + slowing down and seeking guidance through prayer and counsel
14:41 – Learning and growing as a leader + the potential limitations of a referral-centric model
23:00 – The difference between leading and managing + learning from your losses and failures
30:55 – Creating a 5-year goal for your business and your personal life
Learn more about Chris: LTN Insurance https://ltnins.com/
Chris on Social Media
https://www.linkedin.com/in/chris-may-010972117/
https://www.instagram.com/ltninsurance/?hl=en
https://twitter.com/cmayfive5?lang=en
RESOURCES
Learn more about :
Email: [email protected]
YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA
Get Travis' newest book!
As CEO of VezTek USA, Sani Abdul-Jabbar is an expert in technologies like AI and blockchain. He actively collaborates with industry giants such as Toyota and IBM and is a contributor to Forbes magazine. Beyond corporate collaborations, he has been invited to share his knowledge at esteemed institutions like Caltech and is the host of the Blockchain Brief Podcast.
As a leader in the ever-evolving and demanding technology field, Sani is here to shed light on how cultivating a culture of balance within his company has enhanced his team's well-being and contributed to increased productivity and creativity. Join us for a great conversation on the importance of downtime, defining personal and professional goals, and aligning with your priorities.
Here's some of what we discuss in this episode:
1:18 – Sani's journey to the U.S. in 1998 and the evolution of his tech company, VezTek
9:02 – Introducing a hub and spoke model to address the challenges of frequent pivoting in an emerging tech company
14:32 – How a balanced workforce leads to increased productivity and success
21:22 – The misconception that loving work eliminates the need for balance + the practical benefits of taking time off
27:15 – The importance of defining clear values as a business owner + Sani's book, Makers
Learn more about Sani:
VezTek
https://veztekusa.com/
Sani's book Makers: A Slender Knowledge
https://www.amazon.com/Makers-Slender-Knowledge-Sani-Abdul-Jabbar/dp/B0CMQZ7JWC
Sani on Linkedin
https://www.linkedin.com/in/sani/
RESOURCES
Learn more about :
Email: [email protected]
YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA
Get Travis' newest book!
In this episode, we sit down with A.J. Rounds, a seasoned professional in sales, marketing, PR, and HR. Inspired by his father's teachings on entrepreneurship, A.J. co-founded RevRoad, a venture services firm that now manages 61 companies.
Stay tuned as he discusses the founding principles of RevRoad and the critical role of a strong founding team and a people-centric focus in a company's success. We'll chat about the challenges and rewards of building a startup, the importance of finding the right people for your team, and A.J.'s approach to balancing professional and family life.
Here's some of what we discuss in this episode:
Learn more about A.J.
RevRoad
https://www.revroad.com/
Follow A.J. on social media
https://www.linkedin.com/in/ajrounds/
RESOURCES
Learn more about :
Email: [email protected]
YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA
Get Travis' newest book!
When it comes to achieving balanced growth, it's crucial to understand what kind of fear is holding you back and work on reframing your mindset. But what's just as important is having the courage to take bold, measurable actions in faith that move the needle.
Here's some of what we discuss in this episode:
0:35 – Understanding your fears + reshaping your mindset
3:02 – Behaviors and action are equally as important as mindset
4:38 – "One of the best things we can do to achieve our goals is work on them"
6:17 – What's the one thing you can do today, this week, this month, to move the needle on your goals?
RESOURCES
Learn more about :
Email: [email protected]
YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA
Get Travis' newest book!
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