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Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stock analyst. In 2009, Tom founded Watts Capital Partners LLC, a wealth management firm in New York, which has since merged with WealthEdge, where he is now the director of investments.
In building a business, Tom has emphasized maintaining a balance between work and personal life. In his spare time, Tom and his wife Olivia enjoy skiing, cycling, traveling, and spending time with their friends.
In this episode, Tom talks about what having a balanced life means to him. He shares how organization and delegation have played a large part in finding a healthier work-life balance while allowing him to cultivate deeper relationships inside and outside of work.
Stay tuned for insightful tips on how to implement structure and balance in your own business.
Join us today as we discuss these things:
1:22 – Why Tom started his career on Wall Street and how this led him to start his own firm.
3:55 – What having a balanced life means to Tom.
6:22 – How organization and delegation have played a role in promoting balance at Watts Capitol.
14:40 – The impact scheduling and time-blocking have made in Tom’s daily routine.
23:17 – How optimizing operations allows you to focus on cultivating meaningful relationships with your clients.
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Email: travis@travisparry.com
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