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On today’s episode we are joined by Ross Lawrence, an awarding winning advisor and owner of White Ember Financial Planning. When he is not in the office, Lawrence enjoys gardening, traveling, and competing in Ironman triathlons. His motto is to live life by design, not by default.
Lawrence originally wanted to be an oral surgeon and quickly found that the career was not fit for his personality. The stock market crash in 2008 piqued his interest in stocks and made him realize that he wanted to help people struggling with the ups and downs of finances.
During our conversation today Lawrence shares his tips on maintaining a healthy work-life balance, his biggest struggles with balance throughout his career, and what he thinks other advisors can do to improve their business.
Join us today as we discuss these things:
What started Lawrence’s journey in financial planning. (1:10)
Lawrence’s definition of balance and how he’s been able to maintain it throughout his business’ growth. (6:11)
How accountability has helped Lawrence stay on track. (13:52)
How letting go and outsourcing has helped Lawrence build a more balanced life. (18:29)
Lawrence’s advice for advisors who want to grow and struggle with balance. (23:09)
Resources:
Learn more about our guest: https://whiteember.com
Email: travis@travisparry.com
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