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Today’s guest is Dr. Rodney Mogen, who has an impressive two Doctorates and five Masters. Rodney has been in the industry since 1999. He built a financial planning practice that accumulated 400 clients in the first year, which he then grew to 2,000 clients, before selling. In 2012 he opened a business dedicated to helping small business owners and financial advisors with their desire to achieve more balance.
In this episode, we discuss Rodney’s business and how he achieved success so quickly. He shares how beneficial time blocking is for someone hoping to achieve balance, and what advisors seem to be struggling with the most when trying to scale.
Join us today to learn about these things:
How Rodney was able to be so successful right out of the gate. (1:24)
The problem with multitasking and how you can scale while maintaining balance. (11:51)
Here is what Rodney has noticed advisors struggle with as they scale. (17:15)
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More about our guest:
Email: travis@travisparry.com
