Dec 30, 2021
On this episode of the Balanced Advisor Podcast, we are excited to be joined by Brad Wales, the founder of Transition to RIA, a consulting firm uniquely focused on helping advisors transition their practice to an RIA model.
In the last couple of years, the importance of work-life balance became evident to Brad as his...
Dec 16, 2021
There are so many things in life that deplete our energy. Being able to say no to certain things means being able to say yes to yourself. On today's episode, we talk about the power of saying no with CFP and founder of Innovating Advice, Kate Holmes. Growing up in Seattle and attaining her photography degree from the...
Dec 9, 2021
Many of us joined the financial advising industry as a way to have an impact on the lives of others. But as we grow our business tasks can add up, leaving us overworked and uninspired. So, what can we do to change this? How do we provide excellent service and grow our business while also prioritizing our relationships...
Dec 2, 2021
Often times the catalyst for change for many advisors is the moment they become too overwhelmed. There is a moment of awareness when they realize that they need to delegate or continue on without balance. Maybe you've missed too many family dinners. Or you are starting to feel the burnout on a job you once loved. On...
Nov 23, 2021
We have a limited amount of time. We must align our values and time and ask ourselves what is important to us? Would I like to be working 80 hour weeks? Or would I rather be having dinner with my family? On today's episode, Justin Bassell, CLU ChFC joins us. Justin is a financial advisor with Northwestern Mutual...