We had the good fortune of connecting with Alison Stine and we’ve shared our conversation below.
Hi Alison, how has your perspective on work-life balance evolved over time?
This is such an important topic. Being entrepreneurial work life balance can easily become impossible. You must be extremely intentional with you time, you must have an ideal calendar, a morning routine, and be organized. You must prioritize your health, taking time to exercise, eat right, and get enough sleep. Work life balance is not something you have right away, you must earn it by working hard and deserving the ability to have that control and autonomy. Something that has helped me over time is being able to delegate tasks that are not urgent/important and that I don’t love doing or need to do. I am not naturally good at delegating, I can be too much of a control freak but sometimes you have to let go. Done is better than perfect. But one of the best things about being an entrepreneur is the work life balance you achieve over time.
Alright, so for those in our community who might not be familiar with your business, can you tell us more?
I’m the Vice President of our Retirement Benefits Group for the Southwest Branch. We have a business model built around helping people accumulate wealth over their working years, and distributing efficiently upon retirement. We focus on the 3 stages and plan different for all 3: accumulation, distribution, wealth transfer. Most Financial Advisors focus on accumulation and don’t put as much thought into the most important stage, which is distribution. I hold the RICP designation (Retirement Income Certified Professional). I have continued to out-work my peers to get to where I am today. I am very competitive and ambitious and have a burning desire for more, and to work hard to achieve my goals. It has not been easy but it does help that I am very passionate about what I do and the impact I have on my clients and on the team of advisors I manage, I have learned that nothing worth having will come easy. I value those who do the activity and follow the system. You need to be coachable and have a long-term vision to keep you going. I want the world to know that I won’t stop serving others and doing the right thing for my clients. I want to help empower as many people as I can to retire with dignity and accomplish their financial goals.
Any places to eat or things to do that you can share with our readers? If they have a friend visiting town, what are some spots they could take them to?
I would take them on a hike, maybe somewhere in Cave Creek or up in Sedona. We would hangout by the pool in my backyard and grill. We would hit up a fun brunch spot like OHSO or Olive & Ivy. I would take them to a good Happy Hour like the Drunk Munk. We would go to CorePower Yoga to get a workout in. We may bike around Old Town or along the Green Belt. Scottsdale is ‘The Most Livable City’ so we would definitely have a fun time.
Who else deserves some credit and recognition?
I first want to recognize my mom, she is a Dentist and owns her own practice. Seeing her work while I was growing up definitely helped build my entrepreneurial spirit and mindset. She is quite a bad ass and an absolutely amazing Dentist and business owner. I would not be where I am today if it was not for her guidance and example she set. In college I became close with my career counselor, Jeff Welter, he pushed me to find my why, helped me practice my interview skills, and apply for companies that aligned with my core values. I was lucky enough to then get introduced to Phil Kim, the one who got me into this industry and hired me to AXA (now Equitable Advisors). I am forever grateful that he saw my potential and helped me to get up and running in this industry and pushed me to move into a leadership role.