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More About This Episode:
Today we are joined by Lance Drucker, ChFC®, CLU®, AIF®, author, speaker, and the CEO of Drucker Wealth. Lance is proficient at Brazilian jujitsu, holding a purple belt, and his company, Drucker Wealth, is one of the premier planning first firms in the country.
In our conversation today, Lance shares how finding a balance between business, family, and personal interests led to his own fulfillment. He talks about how his definition of balance evolved over time and how his commitment to coaching has been pivotal in his business growth.
Join us as we discuss how to find your expertise, the power of investing in knowledge, building a proficient team, refining processes for optimal efficiency and much more. Lance brings valuable insights in this episode on aligning your passions, values, and professional pursuits to create a life that's truly rewarding.
Join us today as we discuss these things:
1:07 – What led Lance to the financial industry + his decision to pursue balance to be present for his family and his personal well-being
13:40 – Finding the right business coach for you, investing in knowledge, and building a strong team
23:12 – Identifying a niche and becoming an expert in that area to attract clientele + The benefits of collaboration and playing the long game in your business
29:11 – Lance’s advice for advisors struggling with balance: “Are you happy?”
Resources:
Drucker Wealth:
Lance on LinkedIn:
Email: travis@travisparry.com
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