Ep 175: The Importance Of Family Dynamics To Make (Business) Time And Regain Control Of Work/Life Balance with Travis Parry
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 5 May 2020
⏱️ 115 minutes
🧾️ Download transcript
Summary
Dr. Travis Parry is the founder of Make Time Institute, a company that helps business owners gain control of their time to achieve a more sustainable work/life balance. Having spent nearly a decade working as a financial advisor himself, Travis knows that the demands of working at a firm can take away from important time you should be spending with your loved ones. Today he joins the show to explain his “Make Time” approach to creating better work/life balance and how to overcome what he calls the three myths of time management.
Listen in as we talk in depth about the importance of identifying your goals and ensuring your time is prioritized to align with them. You will learn how the combination of a family tragedy and the financial crisis that derailed his advisory firm led Travis to find what is now his life’s work and how to improve your time management system in order to stop overworking and start prioritizing the things that matter most.
For show notes and more visit: https://www.kitces.com/175
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.2 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial |
| 0:13.1 | advisors navigated the inevitable challenges that arise on the path to success and get insight |
| 0:18.7 | from leading industry consultants about how to break through to the |
| 0:22.1 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.7 | Welcome to the 175th episode of the Financial Advisor Success Podcast. My guest on today's podcast is |
| 0:35.2 | Dr. Travis Perry. Travis is the founder of Make Time Institute, |
| 0:38.9 | which helps business owners, including financial advisors, to regain control of their time and |
| 0:43.8 | achieve better work-life balance. What's unique about Travis, though, is that he spent nearly a decade |
| 0:48.8 | working as a financial advisor as well and living firsthand the challenges of balancing the demands of an |
| 0:54.4 | advisory firm with the needs of his family and home life, before going back to school to earn a |
| 0:59.0 | PhD in family relations in human development, and study what it really takes to achieve a |
| 1:04.5 | better work-life balance. In this episode, we talk in depth about what Travis calls his |
| 1:09.5 | make-time approach to creating |
| 1:11.2 | better work-life balance by overcoming what he calls the three myths of time management. |
| 1:15.4 | First, that there isn't actually such thing as really achieving balance, but instead |
| 1:20.7 | better identifying your goals and values and ensuring that your time is prioritized to align |
| 1:25.4 | with them. |
| 1:27.0 | That the key to regaining control of time isn't about |
| 1:29.5 | being more productive in the work that you do, but again about learning to prioritize what is really |
| 1:34.0 | the most important and impactful work you should be doing with your time every day and letting |
| 1:38.7 | go with the rest. And third, why in the long term the key as a business owner isn't about just investing in your |
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