Preview Mode Links will not work in preview mode

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 38: The Importance of Downtime with Dennis Williams

Ep 38: The Importance of Downtime with Dennis Williams

Jun 2, 2022

On today's episode, the creator of Cash Map, Dennis Williams joins us to explore how he’s helping people confidently use more of their money, save more, and enjoy their life more. Through his services, he’s seen advisors struggle with balance while facing his own issues with balance.

As a business owner and innovator, Dennis loves to jump into projects at 150% but realizes balance allows him to be more effective at what he does. Dennis knows it’s important to be able to say “it’s good enough” in life. You can’t stress every little thing; you’ll burn yourself out! Being consciously aware of the small steps you’re looking at mastering can help you focus on productivity and balance. Focusing on small achievements can make big improvements in your life and business.

Scheduling time to step away from work, whether it’s a walk or a family dinner, can elevate your experience in both your relationships and your work. Dennis’ most important advice to other advisors is to recognize the importance of downtime! Taking downtime is essential, if you don’t and you are tired, you’re not going to see clearly. Don’t set yourself up to fail.

Most people don’t know how much they are spending on a monthly basis and Dennis is on a mission to help clients and advisors better understand their finances. Join us today as Dennis shares his journey to find balance and how he’s helping others through Cash Map.

We’ll further breakdown:

  • Working with our team to delegate and become stronger
  • Recognizing the importance of downtime
  • How Dennis is helping advisors and clients with the Cash Map

 

TIMESTAMPS

0:49 – How did you get in financial services?

2:52 – What struggles do you face?

4:18 – What is your definition of balance?

5:10 – Getting out of the perfectionist mindset

7:57 – What struggles do advisors face?

9:53 – What is the #1 problem with delegation?

11:49 – Biggest piece of advice to advisors

13:51 – How are you helping advisors?

18:57 – The benefit to couples

20:54 – Who is this app good for?

24:36 – What happens if their situation changes?

27:55 – How can advisors utilize Cash Map?

29:19 – Thank you for joining us Lee!

 

RESOURCES:

More About Dennis: 

https://www.cashmapapp.com/

https://www.youtube.com/c/cashmapapp/featured

https://www.cashmapapp.com/bookatimewithdennis/

Website: https://www.travisparry.com/

Email: travis@travisparry.com

Get Travis' newest book!