If you think work-life balance is hard to achieve, you’re probably right.

With that said, THIS advisor has done it. His path to success is amazing!

The strategic decisions he made early in his career have allowed him to build a practice and a life that many aspire to.

In this episode, Referral Coach Bill Cates interviews Chad Hufford, owner of Veritas Wealth Management and bestselling author of “Forging Financial Freedom,” to discover how he built a successful financial practice that prioritizes both high achievement and personal freedom through work-life balance.

Chad reveals the critical early decisions that shaped his business, the importance of having a specific target market, and his unique approach to client responsiveness.

Bill and Chad discuss: 

• 
  
• How Chad established work-life balance as a priority at the beginning of his career and made some hard choices to fully live out his vision.
  
  
  
• The importance of a well-defined target market for achieving exponential growth.
  
  
  
• Chad’s unique perspective on being responsive to clients without being constantly available. (You will probably envy what he’s created here.)
  
  
  
• The role of podcasting in Chad’s marketing strategy, and his plans for future growth.
  
  
  
• …And more!
  

Resources: 

• 
  
• RapidFire Referrals
  
• Get a copy of “The Language of Referrals”
  
• Get a copy of “Radical Relevance”
  
• Forging Financial Freedom by Chad Hufford
  

Connect With Bill Cates:

• 
  
• BillCates@referralcoach.com
  
• Referral Coach Homepage
  
• Hire Bill for Coaching
  
• Enroll in The Cates Academy
  

Connect With Chad Hufford:

• 
  
• LinkedIn: Chad Hufford
  
• Veritas Wealth Management
  

About Chad Hufford:

Born and raised in Anchorage, Alaska, Chad grew up in the financial industry, learning under his father, Steve. Chad graduated from the University of Alaska, and seeing the great need for holistic financial advice and coaching, he opened his own financial service practice in 2007 in Anchorage, Alaska, and now serves clients and their families across the US.

He founded Veritas in 2014 as he continued to expand his team and services. Soon after Veritas opened its doors, Chad began his relationship with Ramsey Solutions as Dave Ramsey’s SmartVestor Pro and is the longest-tenured Ramsey SVP in Alaska.

With a strong background in athletics, Chad brings a coaching mindset and the heart of a teacher to financial planning and investing as he strives to both empower and educate his clients on their journeys to financial freedom and independence.

Chad and his wife, Tiffany (also a life-long Alaskan), have been blessed with six wonderful children. Tiffany stays busy homeschooling the kids, and the whole family is very involved in their church and local community.