Balanced Growth Show with Dr. Travis Parry: Ep 35: Being Intentional with Your Time with Jeff Maas

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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.

Ep 35: Being Intentional with Your Time with Jeff Maas

May 12, 2022

On today's episode, Jeff Maas, the co-founder, and CEO of Retirement Security Centers joins us to discuss having a growth mindset and thriving off of challenges. Having an entrepreneur’s soul from a young age, Jeff has gone from intern to CEO over the last 18 years.

Choosing to allocate where his time and energy goes is a big part of finding work-life balance for Jeff. Being purposeful today means you won’t look back with regret later in life. As you enter a leadership role in your business it can be difficult to turn off the business mindset. But this is a skill we all need to practice.

To avoid the workaholic trap, Jeff sets up his calendar in a focused manner. Often keeping Mondays and Fridays as buffer days. On a quarterly basis, he’s intentional about setting up his calendar to focus his time. Join us today as we explore these topics and more on delegation, scaling, and balance.

Join us today as we discuss