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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

May 19, 2022

On today's episode, our guest Matt Hudgins sits down to discuss his experience over the past 25 years helping business owners transition into retirement. Starting his career as a sales analyst, Matt moved into finances and planning, eventually starting his own business 15 years ago.  

Balance to Matt is about rotating his priorities whether that’s family, hobbies, or his career. Through the years, he’s learned to set his priorities and determine what is acceptable versus not acceptable when it comes to balancing time between work and family. Every day he looks at his responsibilities and asks himself what he has to do to accomplish those goals, he doesn’t question whether he’ll get them done but how.

Many of us struggle with the imposter syndrome and delegation. It’s okay to ask questions and set boundaries that allow you the space and time you need to succeed. Through his business, 10x Profit, he’s helping advisors get through these struggles by avoiding busy work and learning to delegate and take care of their own financial needs.

Join us today as we discuss

  • Dealing with balance when emergencies come up
  • Imposter syndrome and feeling like you need the answers
  • How advisors can be better at delegation and business management

 

TIMESTAMPS

0:58 – Welcome Jeff Maas

0:56 – How Matt got into the industry

2:42 – What does work-life balance mean to you?

4:48 – What were your biggest struggles?

7:09 – The biggest challenge with prioritization

9:06 – What did you do when emergencies showed up?

12:41 – What is causing the imbalance?

15:46 – What is the key to delegation?

22:07 – What are the biggest issues advisors face?

28:12 – Get coaching with Matt!

 

RESOURCES

More about Matt:

 https://10xprofitblueprint.com/promo/

Website: https://www.travisparry.com/

Email: travis@travisparry.com

Get Travis' newest book!