Sometimes finding balance requires you to shift your goals to prioritize what’s most important, and today’s guest did just that. Chad Hufford of Veritas Wealth Management in Alaska has a great story about choosing finance because of the balance it offered compared to his original career goals. 

Join us today to learn about these things:

• How he went from becoming a surgeon to financial planning. (1:18)
• How Chad defines balance and how he’s applied that to his business. (3:16)
• The biggest challenge he finds is finding meaningful time alone with his wife and leveraging technology in his business. (10:06)
• Why he feels like advisors spend too much time on things that don’t need to be done. (17:32)
• What advice would he give other advisors to help them achieve balanced growth. (22:05)

RESOURCES

Learn more: https://www.planmember.com/homepage.cfm?bk=CHufford 

Email: travis@travisparry.com

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