As a former financial advisor himself, Dr. Travis Parry has unique insights into why advisors are three times more likely to be workaholics than other small business owners. To encourage better work/life balance and stress management, he founded the Make Time Institute, where he coaches small business owners on how to take back their time.

In this episode, Dr. Parry and Mike discuss how to:

  • Focus on tasks that you enjoy and are most productive
  • Determine what you can delegate to your team (or hire someone for)
  • Create a succession plan that aligns with your firm’s culture. 

Dr. Parry’s mission is to help advisors live life on purpose. Listen to this podcast for tips to help you achieve balance through focus, delegation, and planning.