Do Business. Do Life. — The Financial Advisor Podcast — DBDL
014: Jamie & Jim Sheils - The Family Board Meeting Framework, Tech-Fasting, & Unforgettable Date Nights
31 May 2023
When I first started Triad, there were a lot of unknowns. But one thing was crystal clear in my heart: I refused to build a business that would come at the cost of my family.I wanted to create a company that not only thrived but also freed me up to cherish life’s most precious moments with my wife and kids.So many advisors fall victim to the idea that in order to succeed, those important moments have to take a back seat. The truth is, the “I’m doing it for my family” narrative is completely broken. Your kids, your spouse, they don’t care about your business or the money in your bank account. They just want you!No resource has made that clearer to me than The Family Board Meeting by power couple, Jamie and Jim Sheils. Their “Board Meeting” strategy has helped approximately 300,000 business leaders worldwide succeed at home.I have personally gifted their book to countless friends and co-workers, and I have seen firsthand how their framework has saved marriages. While there’s no perfect playbook for being a parent, The Family Board Meeting has been instrumental to my success as a Dad and husband, and today you’re going to see why. 3 of the biggest insights from Jamie & Jim SheilsThe 3 guiding principles to holding an effective Family Board Meeting and the impact that one-on-one quarterly’s can have on strengthening your relationship with your kids. Discover practical strategies to regulate device time, revitalize family dinners, and connect with your kids on a deeper, more meaningful level.Unlock the secret to unforgettable date nights and reignite the passion that first brought you together. JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/14FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP05232928351 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE
01 Jan 1970
El Partidazo de COPE
13:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
12:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
10:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
13:00H | 20 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
12:00H | 20 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana