• Travis Parry

Ep 50: Growing a Balanced Business with Doug Gjerde

Updated: Aug 31

A common challenge facing all advisors when it comes to balance is how do you continue to grow the business and scale like you would like without over-working yourself? Doug Gjerde, MBA®, CFP®, CEPA, joins the show today to talk to us today about how to overcome that hurdle while still maintaining balance.


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More About This Episode:


A common challenge facing all advisors when it comes to balance is how do you continue to grow the business and scale like you would like without over-working yourself?


Doug Gjerde, MBA®, CFP®, CEPA, guides middle-class millionaires to gain clarity and confidence in retirement. His primary focuses are retirement planning, tax reduction, and helping younger advisors gain clarity in their business.


In today’s episode, we will cover ways to balance your business to increase employee retention. We touch base on some of the roadblocks advisors encounter and address the ways to improve the work-life balance.


Join us today to learn about these things:

  • His definition of balance and how it’s changed over the years. (3:56)

  • The biggest challenges he faces when it comes to balance. (6:45)

  • The strategies he uses for employee retention. (10:17)

  • What areas are other advisors struggling with balance and where are they struggling with scaling their business? (12:57)

  • What advice would he give other advisors to improve balance. (19:48)



Resources:

More about Doug: https://www.heritagefinancialllc.com/team-members/doug-gjerde-2/

Email: travis@travisparry.com

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