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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 40: Making Change through Freedom and Flexibility with Greg Kurinec

Ep 40: Making Change through Freedom and Flexibility with Greg Kurinec

Jun 16, 2022

On today’s episode, Greg Kurinec, an advisor with Bentron Financial Group, joins us to explore his background in the industry and how he’s found balance as an advisor. Greg enjoys serving others and has found his passion through his work.

Work-life balance for Greg is freedom. Freedom to pursue his opportunities and goals in life. As an advisor, taking care of his clients is often his number one priority. But when he’s balanced, he has the freedom to take time off, enjoy a vacation, or pursue another passion.

Being able to leave the office and knowing his staff can take care of his business has given Greg the freedom to pursue his own non-profit, Jeanne’s Journey For Hope. Having a sense of flexibility and work-life balance has allowed Greg the chance to be involved in a mission outside of work, one close to his community and family.

We will also discuss:

  • How Greg got started in his own non-profit
  • Struggles with letting go of control in and outside of work
  • How Greg works with his team for optimized balance

 

TIMESTAMPS

1:58 – What is your definition of work-life balance?

3:17 – How did you get started with your nonprofit?

5:57 – Flexibility and balance allows for this

8:12 – What are the biggest challenges of work-life balance?

10:17 – What has worked for you?

13:03 – How does your advisor group and staffing work?

16:00 – What are other important issues advisors face?

19:04 – What would your advice to other advisors be?

22:14 – How do you get in touch with Greg?

 

RESOURCES:

More About Greg:

https://bentron.com/

Website: https://www.travisparry.com/

Email: travis@travisparry.com

Get Travis' newest book!