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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 39: Aligning Our Priorities with Katiya Xiong

Ep 39: Aligning Our Priorities with Katiya Xiong

Jun 9, 2022

On today’s episode, Katiya Xiong, a business coach, and entrepreneur joins us to break down her passion for helping advisors. She believes in connecting with people on the human level with a high-tech approach. While she got into financial services by accident, she found that advisors need strategic solutions to meet the needs of their clients.

To find balance, Katiya truly believes in finding what you love and aligning your life with that mission - whether it’s at work or at home. Balance for her is about staying in tune with her vision. Achieving balance is about aligning her priorities with her mission in and outside of business.

A big problem that many of us face is hiring help. From hiring the right people to being able to delegate properly we have all faced this hurdle at some point. Advisors need to have a clear vision of “who they want to be” and build from there. Having that vision helps team identity, marketing content, your company’s mission, and your overall journey to find balance.

We’ll further breakdown:

  • The value of parents and balancing family
  • How Katiya works with and listens to advisors
  • Why advisors struggle with hiring help and finding their vision
  • How Katiya is helping advisors find balance through her own work

 

TIMESTAMPS

1:05 – Why financial services?

4:48 – What is your definition of balance?

8:37 – The biggest struggles as a working mom

11:59 – Top issues other advisors struggle with

19:33 – Why do you think advisors struggle with hiring?

29:15 – How are you helping advisors?

33:39 – Do you broker disability?

35:49 – How to get a hold of Katiya

 

RESOURCES:

More About Katiya:

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

https://www.katiyaxiong.com/

Website: https://www.travisparry.com/

Email: travis@travisparry.com

Get Travis' newest book!