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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

Jun 23, 2022

On today’s episode, Gabriel Shahin a CFP, founder of Falcon Wealth, and radio show host joins us to explore his career and how he’s found balance as a professional. Starting in 2003 within national banks, Gabriel has found his passion early on working with clients but struggled to find a culture that he valued. With the support of his wife and family, he became a successful independent advisor.  

Gabriel views balance as prioritizing your focus. There are two worlds: the work world and family world and you have to learn to appreciate both of them. If you don’t have a passion for your work, burn-out is high.

Finding your happy zone and being able to communicate effectively with your family is a huge factor in finding balance. Learning to be self-aware when you’re outside of work is essential. Building a team, you can trust and delegate to is part of growing your business and finding balance in life. You can’t buy time back.

Join us today as we also discuss:

  • Being present in the moment with your family
  • Finding good team members and growing your business
  • Leadership issues within the industry
  • Building strong support systems

 

TIMESTAMPS

0:56 – How did you end up in financial services?

3:13 – What time environment do you see yourself in?

4:52 – What is your definition of balance?

7:41 – What is one of your biggest struggles with finding balance?

9:21 – What changes have you made since starting your practice?

11:45 – What is the most difficult thing about finding the right people to delegate to?

14:15 – What are the biggest struggles team members face?

17:54 – What are big issues for others in the industry?

20:59 – What advice would you give to others?

25:00 – How have you build your support systems?

29:17 – How can people contact you?

 

RESOURCES:

More About Gabriel: 

https://www.falconwealthplanning.com/

Website: https://www.travisparry.com/

Email: travis@travisparry.com

Get Travis' newest book!