Jan 20, 2022
On today’s episode, we are excited to welcome Russ Thornton, the
owner of Wealthcare for Women. Through his own family experience, he saw the need for
advisors focused on serving the unique financial issues women may
face. He now works with women and their families to help them make
the most out of their money and their retirement.
Balance has evolved for Russ over the years. To him, it’s
about taking care of his clients and prioritizing time with his own
family. Recognizing the importance of his own health and community
has aided him in his journey.
Advisors are great at giving advice, but they often struggle
to internalize advice for themselves. However, as you get to a more
selective niche, you should grow your ability to set boundaries.
You may be reaching your goals but how often do you sit back and
celebrate your accomplishments?
Join us today as we further discuss:
- Russ Thornton’s 28-year long journey as an advisor
- Why women face unique financial decisions and how we can better serve them
- Advisors learning to take advice from themselves and from others
- Why finding your true niche can help you scale your practice
- Learning to be content and figure out what is enough for you and your business
TIMESTAMPS
0:28 – Russ Thornton joins us!
5:20 – Financial services for women
9:27 – The story of Travis’ mother
13:04 – What is his definition of balance?
15:51 – What struggles has he seen advisors face?
20:01 – Following through with your own advice
23:11 – Referring clients to other advisors
25:08 – Drawing the line between work and personal life
28:28 – You can’t be in business mode 24/7
29:50 – Why this industry can be lonely
33:05 – Celebrating your accomplishments
36:06 – What is enough?
40:59 – How can you reach out to Russ?
RESOURCES
Learn more: Wealthcare for Women
Email: travis@travisparry.com
Get Travis' newest book!
