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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 53: Burnout Recovery and Team Building with Jeff Dobyns

Ep 53: Burnout Recovery and Team Building with Jeff Dobyns

Sep 15, 2022

Most people experience burnout at some point in their lives. Today we are going to discuss how burnout affects your mental, spiritual, and physical health.

In this episode, we have Jeff Dobyns joining us. Jeff has had an extraordinarily successful business in comprehensive financial planning and owns a top wealth management practice. He has over 170 team members and is an expert in mentorship and team building.

Jeff shares his experience navigating balance throughout his career and sheds light on ways he is setting himself up for a more balanced future.

Join us today to learn about these things:

  • His experience with burnout and how he was able to achieve balance. (4:01)
  • How his mental health was affected by not managing stress. (6:25)
  • How he utilizes his team to provide excellent customer service. (12:17)
  • What it looks like to serve customers well. (18:50)

RESOURCES

Learn more: https://www.swinvestmentgroup.com/advisors/dobyns-wealth-team/

Email: travis@travisparry.com

Get Travis' newest book!