Meet Carron Perry | NAWBO

Meet Carron Perry

Carron Perry
Financial Advisor, Prudential Advisors
NAWBO Membership Committee
As a Financial Advisor with Prudential Advisors
I work with individuals, families and businesses to address their financial challenges.  This includes evaluating current financial needs and goals, developing a strategy to address them, and periodically reviewing these goals and strategies as you progress through life and business stages.  In addition, I work collaboratively with your professional advisors such as your accountant and attorney.
Tell us about your business journey/experience:
Hello, my name is Carron Perry and I am a Financial Advisor at Prudential Advisors.  I have been working here for 3 years.  Prior to working at Prudential, I worked as a chiropractor for 13 years.  People often say to me - "What a change!"  And yes it is, but I like to help people and where I used to help them with their physical health, now I help them build a safe financial future for themselves and their families.
Do you have a "story from the trenches" to share?
Over the past 6 months I was having trouble getting new clients and I became very frustrated and couldn't understand what the problem was. Then I realized that I was simply not doing the basics of new client acquisition - it was really my own fault. Realizing that was empowering.  Then I could take responsibility and start doing what I needed to do in order to get new clients pouring in.  The answer was very simple - I needed to call more people and ask for more appointments.
Family? Hobbies? Any work-life balance tips? 
My schedule is very flexible. Sometimes I think that means that I work all the time. But then I flip it around and realize that I get to attend all of my children's school events and functions, and stay home with them if they are sick. And because of that luxury, yes I may need to work on the weekends or in the evenings. It's really a great trade off. And where it is easy to get in work mode on the weekends, I really am much more efficient if I take non-work breaks. For example, a few weeks ago, I did some house decorating and organizing and I was totally energized afterward! I was able to work much more quickly and happily when I finally sat down to work. My goal is to do no work on Saturdays but to focus on family and fun that day, then do work as necessary on Sundays.
Groups audience: