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  • Travis Parry

Ep 74: Team Building with Chad Olivier CFP®, CEPA

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On today’s show, we have Chad Olivier, CFP®, CEPA, and CEO of Olivier Group. Chad has been in the business since 1996. He is an author, host of “Money Talks” on local Fox Thursday 9pm news, and his team of 9 manages 360 million in assets. He has been married to his wife Rose for 23 years and has 4 boys ages 9-17.


In this episode, we discuss the importance of a life outside of work and how it is possible to scale a business and still “have a life”. Chad shares how he hires his team members and how training is critical when building a team. Listen to learn what balance looks like in this sought-after teacher and successful business owner’s life.


Join us today to learn about these things:

  • Chad’s grandmother shared his how grandfather took care of her after his passing and set him on the path to getting into finance. (1:21)

  • His secret to keeping balance as a sought-after teacher and successful business owner. (2:39)

  • How caring about hobbies or passions other than work can help you to set boundaries. (4:55)

  • Learn how delegation and training go hand in hand. (15:56)


Resources:

More about our guest: https://www.oliviergroup.com/

https://www.linkedin.com/in/chad-olivier-70b29621

Email: travis@travisparry.com

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