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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 107: The Power of Organization and Delegation with Tom Watts

Ep 107: The Power of Organization and Delegation with Tom Watts

Mar 30, 2023

Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stock analyst. In 2009, Tom founded Watts Capital Partners LLC, a wealth management firm in New York, which has since merged with WealthEdge, where he is now the director of investments.

In this episode, Tom talks about what having a balanced life means to him. He shares how organization and delegation have played a large part in finding a healthier work-life balance while allowing him to cultivate deeper relationships inside and outside of work. Stay tuned for insightful tips on how to implement structure and balance in your own business.

 

Join us today as we discuss these things:

  • 1:22 – Why Tom started his career on Wall Street and how this led him to start his own firm.
  • 3:55 – What having a balanced life means to Tom.
  • 6:22 – How organization and delegation have played a role in promoting balance at Watts Capitol.
  • 14:40 – The impact scheduling and time-blocking have made in Tom’s daily routine.
  • 23:17 – How optimizing operations allows you to focus on cultivating meaningful relationships with your clients.  
 

 

RESOURCES

Email: travis@travisparry.com

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

Get Travis' newest book!