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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 120: Guarding Your Heart and Time with Todd Brand

Ep 120: Guarding Your Heart and Time with Todd Brand

May 16, 2023

Today we are excited to chat with Todd Brand, chief executive officer and president of Brand Asset Management Group, Inc. Todd is a second-generation leader of a 20-person team, helping 250+ affluent families succeed over generations within their life, business, family, and wealth.

In this episode, Todd reflects on the steady, consistent growth of his company and how he has worked to maintain and model balance in his leadership role. He explains that throughout his career, he has witnessed the best and worst of success, and has seen firsthand how money can unbalance one’s life if prioritized above all else. Todd emphasizes the importance of being true to yourself and adjusting your priorities as circumstances shift throughout life. He also discusses building a genuine company culture, the power of accountability and vulnerability, and learning to guard your time.

 

Join us today as we discuss these things:

  • 1:22 – Todd shares his backstory and how he became business owner of his firm
  • 6:17 – Why balance is important to Todd
  • 12:15 – How feedback has helped Todd keep his priorities in order
  • 14:21 – Todd reflects on the steady, consistent growth of his firm
  • 17:20 – Some of Todd’s biggest struggles with growing while remaining balanced
  • 23:05 – The advice that Todd would give to entrepreneurs
 

 

RESOURCES

Learn more about Todd:

https://brandamg.com/

 

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

 

Email: travis@travisparry.com

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

Get Travis' newest book!