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Welcome to the Balanced Advisor Podcast with Dr. Travis Parry. We want to help financial advisors achieve balance in their lives. If you're an advisor who has struggled to make time for the important things in your life both in and out of the office, then this show is for you.

Join Travis for new episodes each week that will feature interviews with advisors from across the country. They'll share their personal stories of struggles and successes when it comes to striking that proper work/life balance. Travis will also interview other financial industry peers to connect advisors with other valuable resources that can hep them live a balanced life.

Dr. Travis Parry began his career as a financial advisor in 2002. Over the next decade he developed an interest in helping individuals and couples manage and plan for their lives in more ways than just their finances. The shift turned into a new business, new goals, and a few books along the way. Eventually, Travis founded the Make Time Institute with the specific goal of helping financial professionals and business owners achieve work/life balance.

Read more about Travis' background.

Get Travis' newest book, Achieving Balance: The Make Time Method For Advisors To Reach Business And Personal Goals In An Overworked World.

Make Time Institute Website

Email: travis@travisparry.com

  1. All Episodes
  2. Ep 103: Human Development is Key to Success with Paul Hatch

Ep 103: Human Development is Key to Success with Paul Hatch

Mar 16, 2023

In this episode of the Balanced Growth Show, we’re spending time with Paul Hatch, a man with nearly 40 years of financial advising experience with some top companies. 

Now he focuses his time with Vestria Capital to help empower other advisors by providing capital solutions to optimize growth. And he does this at age 65 while being a father of a 7-year-old so balance can be tricky at times.

We’re excited to share this discussion today, where Paul shares his struggles and successes over a long career.

 

Join us today as we discuss these things:

  • How he went from the Navy to a long career in finance. (1:08)
  • Through all the mistakes he made early on, he finally realized that becoming a better person meant more to success and balance than anything else. (4:54)
  • His top struggle has always been doing too much at the detriment of his health and relationships. (10:58)
  • What are the biggest issues he’s seen advisors have? (16:12)
  • How his company now helps advisors with balance and growth?  (21:25)

 

 

RESOURCES

Learn more: https://www.vestriacapital.com/team 

Email: travis@travisparry.com

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

Get Travis' newest book!