Shows
The Travis Parry ShowFrom Burnout to Passive Income: Leo Young's JourneyIn this conversation, Dr. Travis Parry interviews Leo Young, founder of Cornell Communities, who shares his journey from burnout in a corporate job to becoming a successful real estate investor. Leo discusses the importance of passive income, the challenges investors face, and the educational resources he provides to help others navigate the world of private equity and real estate investing. He emphasizes the need for a solid understanding of investment strategies, the significance of networking, and the importance of setting realistic expectations for returns. The conversation also touches on the emotional aspects of investing and finding fulfillment beyond financial success.
2026-02-2331 min
The Travis Parry ShowWhat is Family Legacy Planning?In this episode of The Travis Perry Show, Dr. Travis Perry delves into the concept of family legacy planning, distinguishing it from traditional financial planning. He emphasizes the importance of a holistic approach that encompasses health, relationships, and financial aspects. The discussion outlines the phases of family legacy planning, including building, growing, protecting, and preserving one's legacy. Dr. Perry advocates for a comprehensive life plan that integrates all areas of life, ensuring that financial decisions align with personal values and family dynamics.
2026-02-0946 min
The Travis Parry ShowTime is Your Most Valuable AssetIn this conversation, Travis Parry emphasizes the importance of time as the most valuable asset for business owners and individuals alike. He discusses how to maximize productivity through effective time management systems, the concept of business stacking to compound time, and the significance of building a legacy through meaningful family connections. Parry shares insights on prioritizing relationships and making time for loved ones to create lasting memories and a true legacy beyond financial success.
2026-02-0239 min
The Travis Parry ShowThe Legacy of Living Your ValuesIn this episode, Dr. Travis Parry discusses the critical role of values in goal setting and personal development. He emphasizes that understanding one's values is essential before setting goals, as it shapes who we become rather than just what we achieve. Through personal anecdotes and insights, he illustrates how focusing on values can lead to a more fulfilling and balanced life, ultimately guiding individuals toward their true purpose.
2026-01-1324 min
The Travis Parry ShowLiving a Five-Star Life with Tim CroakIn this episode of the Travis Parry Show, I interview Tim Croak, CEO of Croak Capital, who shares his journey from humble beginnings to building a successful financial advisory firm. Tim emphasizes the importance of a holistic approach to financial planning, focusing on relationships, community, and living a 'five-star life.' He discusses the psychological aspects of money management, the significance of overcoming fear and ego, and the role of discipline in achieving financial freedom. The conversation also delves into legacy planning, the power of positive psychology, and the importance of surrounding oneself with high-energy individuals to foster growth...
2025-12-1841 min
The Travis Parry ShowWhat is Your Legacy?In this conversation, Dr. Travis Parry discusses the concept of family banks as a means to pass on legacy and values through generations. He emphasizes the importance of systems in sustaining family values and teaching future generations about stewardship, hard work, and purpose in life. Takeaways The Rockefellers and Vanderbilts have successfully continued their legacy through family banks. A family bank helps individuals pass on their legacy and values. Systems are crucial for maintaining family values across generations. Teaching children about saving for education and life experiences is essential. Providing everything...
2025-12-0141 min
The Travis Parry ShowFamily Bank: A Path to Independence with John NebekerTravis Parry interviews John Nebeker, a financial advisor and founder of TFB Strategies LLC, about the Family Bank system. John discusses his journey from working with his father to founding TFB Strategies and writing "The Family Bank: The Key to Generational Wealth." He explains how the Family Bank uses trusts, life insurance, and real estate to manage and grow wealth across generations, emphasizing the importance of financial education and accountability. John contrasts successful families like the Rockefellers with the Vanderbilts, highlighting the benefits of structured financial planning. He also shares personal anecdotes on teaching financial responsibility to his children.
2025-11-0342 min
The Travis Parry ShowEmpowering Purpose-Driven Organizations with Chris DufresneIn this episode, Dr. Travis Parry interviews Chris Dufresne, a seasoned expert in digital marketing and consumer experience. Chris shares his journey from working at Target and Alina Health to founding Vital Way Digital, a digital experience agency focused on helping purpose-driven organizations. The conversation explores the importance of supportive relationships in business, the need for authenticity in marketing, and the role of storytelling in connecting with clients. Chris emphasizes the significance of building genuine relationships, using social media positively, and integrating work and life in a post-COVID world.
2025-10-2235 min
The Travis Parry ShowUnlocking Your Superhuman Potential with Dan MetcalfeIn this conversation, Dr. Travis Parry interviews Dan Metcalfe, a performance coach and author, who shares his incredible journey from being a professional athlete to a performer and ultimately a coach. Dan discusses the pivotal moments in his life, including overcoming paralysis and brain injury, and how these experiences shaped his understanding of resilience and the brain's potential. He emphasizes the importance of addressing limiting beliefs, making decisive choices, and creating a supportive environment for personal growth. Dan provides actionable steps for listeners to transform their lives and tap into their full potential.
2025-10-1434 min
The Travis Parry ShowBIG ANNOUNCEMENTSDr. Travis Parry shares his personal journey from financial advisor to thought leader, author, and speaker. He discusses the importance of achieving balance in life, particularly in the context of family and business. Dr. Parry emphasizes the need for family support, the challenges of writing and publishing books, and the evolution of his podcast. He reflects on the themes of freedom and legacy, announcing new projects aimed at helping others achieve financial freedom and balance in their lives.
2025-10-0749 min
The Travis Parry ShowBuilding a Family Bank for Generational WealthIn this episode of The Bounce Growth Show, Dr. Travis Parry interviews Blake Johnson, an attorney specializing in family banking and generational wealth. Blake shares his journey from law to family banking, emphasizing the importance of structuring wealth for future generations. The conversation explores the concept of family banking, addressing common issues like entitlement and the need for financial education. Blake outlines practical steps for setting up a family bank, the role of life insurance, and the long-term impact of these strategies on family legacy. The episode concludes with insights on...
2025-09-2339 min
The Travis Parry ShowRedefining Masculinity: A Journey with George HayworthIn this episode, Dr. Travis Parry interviews George Hayworth, a combat veteran and founder of Elite Sentinel Coaching. They discuss George's journey from military service to coaching fathers, emphasizing the importance of emotional regulation, leadership, and the crisis of masculinity in modern society. George introduces the Four Pillars of Authentic Masculinity and highlights the significance of brotherhood among men. The conversation concludes with insights on the transformative outcomes of coaching and the importance of legacy in a man's life.
2025-09-0933 min
The Travis Parry ShowSuccessful Couple-preneurship with Sam GembelStruggling to get from 6 to 7 figures? Sam shows us why his secret weapon was a successful plan to work together with his wife and how that allowed him to 10X his growth while keeping his balance. Travis Parry interviews Sam Gembel, founder of Atlas Outdoor, a successful landscape company in Flint, Michigan. Sam shares his journey from cutting grass in 2001 to growing Atlas to over $5 million in annual sales in five years. He emphasizes the importance of personal growth, leadership, and eliminating distractions. Sam highlights the significance of taking action over making decisions and t...
2025-07-1538 min
The Travis Parry ShowMake Fitness Fun with Dr. ParryDo you struggle to stay fit while building your business? It's probably because it's a drag for most to "work-out". Check out my latest podcast about how to make fitness fun and how it can affect your health and productivity! I'll cover: the importance of integrating enjoyable physical activities into one's routine to achieve health goals. finding a sport or hobby that aligns with personal interests, such as mountain biking, rock climbing, or running, to maintain fitness and vitality. the benefits of consistent effort and progress over time and much more
2025-07-0814 min
The Travis Parry ShowValues Vision Boards with Dr. ParryDo you struggle to consistently achieve your goals? In this solo-episode, Dr. Travis Parry discusses the challenges of maintaining consistency in achieving goals and explains how Values Vision Boards can fix it! He highlights a common mistake of setting goals without considering values, leading to lack of internal motivation. Parry introduces the concept of a "Values Vision Board," where goals are prioritized and visualized, enhancing motivation and focus. Dr. Parry explains how to create a Values Vision Board and stresses the importance of daily visualization and journaling to reinforce goals and maintain psychological w...
2025-06-1716 min
Press Play On This Uplifting Full Audiobook And Feel The Difference.Marry and Grow Rich by Travis ParryPlease visithttps://thebookvoice.com/podcasts/2/audible/47257to listen full audiobooks.
Title: Marry and Grow Rich
Author: Travis Parry
Narrator: Travis G. Parry
Format: mp3
Length: 2 hrs and 57 mins
Release date: 06-04-25
Ratings: Not rated yet
Genres: Parenting & Families
Publisher's Summary:
This is aimed at business owners who want to grow their businesses while maintaining a balanced personal life. It introduces the Balanced Growth Method, which helps couples work together to achieve financial goals and improve their overall quality of life.
2025-06-042h 57Listen To The Full Audiobook Everyone Is Talking About — So Ground-Breaking!Marry and Grow Rich by Travis ParryPlease visithttps://thebookvoice.com/podcasts/2/audible/42878to listen full audiobooks.
Title: Marry and Grow Rich
Author: Travis Parry
Narrator: Travis G. Parry
Format: mp3
Length: 2 hrs and 57 mins
Release date: 06-04-25
Ratings: Not rated yet
Genres: Personal Finance
Publisher's Summary:
This is aimed at business owners who want to grow their businesses while maintaining a balanced personal life. It introduces the Balanced Growth Method, which helps couples work together to achieve financial goals and improve their overall quality of life.
2025-06-042h 57
The Travis Parry ShowLeveraging AI with Nathan NewberryDr. Travis Parry hosts Nathan Newberry, a business scaling strategist and creator of the AI Freedom Method, on the Balanced Growth Show. Nathan discusses his journey from pastoring to founding a marketing agency, emphasizing the importance of systems over endless hustle. He highlights four key skills for business growth: marketing, sales, product quality, and systems/leadership. Nathan stresses the need for a clear offer, consistent personal branding, and leveraging AI and teams to free up time. Join the conversation and get all the details on how to leverage time with AI.
2025-05-2236 min
The Travis Parry ShowBalancing Family and Business with SEO Expert Damon BurtonTravis Parry and Damon Burton discuss balancing business growth with family life. Damon's company, with 40 employees and $2-3 million in annual revenue, operates without paid ads, demonstrating the effectiveness of SEO. Damon shares his journey from outranking major companies in SEO to building a successful SEO company. He emphasizes the importance of setting boundaries, working early mornings, and prioritizing family time. Damon also highlights the benefits of SEO over paid ads, noting its exponential potential. Damon and Travis discuss the challenges of parenting children of different ages and the importance of maintaining a...
2025-04-0136 min
The Travis Parry ShowWinning at Home 1st with Cory CarlsonCory Carlson is a Coach, Speaker, and Author. His first book released in June 2019 titled, Win at Home First, and is an inspirational guide for work-life balance. His book was Amazon's #1 New Release in 3 Categories and listed in FORBES as '7 Books Everyone On Your Team Should Read'. Cory just released his second book, Rise and Go. This book is a resource to help leaders get back up quicker after getting knocked down from the challenges of leadership and life. He hosts the leadership podcast, Win at Home First, a Top 1.5% global podcast per ListenNotes. Co...
2025-03-1835 min
7-Figure Leap with Dustin RiechmannFamily-First Entrepreneurship with Dr. Travis G. ParryDustin has an eye-opening conversation with Dr. Travis G. Parry, a best-selling author, successful entrepreneur, and thought leader in balancing business growth with family life. Known for his groundbreaking books Achieving Balance and Marry and Grow Rich, Dr. Parry explains how entrepreneurs can grow their businesses exponentially while maintaining harmony at home. From navigating workaholism to becoming a thought leader through podcast guesting and writing, Dr. Parry’s strategies and stories will inspire you to rethink what true success really looks like!Chapters:00:00:00 - Why Books Still Dominate Success00:00:50 - Meet the Balance Guru: Dr. Travis Pe...
2025-01-2853 min
Health Solutions With Shawn & Janet NeedhamEp. 526 Limiting Beliefs with Dr. Travis ParryShawn & Janet Needham R.Ph. discuss limiting beliefs with Dr. Travis Parry.
Dr. Travis G. Parry the author of the International Bestselling Book “Achieving Balance”, Host of the Balanced Advisor Podcast, and Founder of the Make Time Institute. He’s earned a doctorate in family and human development to better understand stress and goal achievement. Dr. Parry founded the Make Time Institute to help business owners achieve balance. More importantly he is a homeschooling father of 8 incredible children and the husband to 1 amazing and talented wife of 22 years.
Dr. Travis Parry
Facebook | https://business.facebook.com/drtravisparry
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2025-01-071h 01
The Travis Parry ShowStress Management with Holly KonradyDr. Travis Parry and Holly Konrady discussed their approaches to personal growth and self-care, emphasizing the importance of taking risks, prioritizing self-care, and finding purpose. They also discussed the interconnectedness of mind, body, and heart, and the impact of stress on business owners. Later, they shared their experiences with writer's block and self-sabotage, and their approaches to helping clients overcome these obstacles and achieve goals.
2024-08-1245 min
The Travis Parry ShowAchieving Balance AudioBook Introduction ChapterToday's episode in an introduction to the Audiobook, "Achieving Balance: The Make Time Method To Help Advisors Reach Business AND Personal Goals In An Overworked World" read for you by the author Dr. Travis Parry. For the several podcast episodes I am going back to the origins of this podcast; the focus on Achieving Personal AND Business Goals. My book "Achieving Balance" kicked this entire thing off and I want to deliver the whole book to you on this podcast. Enjoy and share with financial professionals and business owners who want to have it all...
2024-05-1017 minThe Travis Parry ShowWork Hard, Play Hard with Chris HellerWe're excited to welcome Chris Heller to the show. Chris is the president of OJO, an Austin-based real estate technology company focused on improving homeownership. Earning his real estate license at age 20, Chris was named the Rookie of the Year in 1989 before becoming the top producing agent in San Diego County and the number one Keller Williams Associate in North America. Throughout his career, he has held influential industry positions, including CEO at Mellohome and Keller Williams Realty International. As a seasoned leader, he joins us to reflect on his professional journey and share the wisdom he's...
2024-03-0732 minThe Travis Parry ShowRelationship-Focused Entrepreneurship with A.J. RoundsIn this episode, we sit down with A.J. Rounds, a seasoned professional in sales, marketing, PR, and HR. Inspired by his father's teachings on entrepreneurship, A.J. co-founded RevRoad, a venture services firm that now manages 61 companies. Stay tuned as he discusses the founding principles of RevRoad and the critical role of a strong founding team and a people-centric focus in a company's success. We'll chat about the challenges and rewards of building a startup, the importance of finding the right people for your team, and A.J.'s approach to balancing professional and family life.
2024-01-2543 minThe Travis Parry ShowShowing Up Authentically with Billy AndersonBilly Anderson is an international speaker, executive coach, and author of the book Your Comfort Zone Is Killing You. Previously, he was an advertising manager in Europe and Canada, a fundraising director for UNICEF, an apple picker in New Zealand and a sugar cane farmer in Costa Rica. From running with bulls in Spain to swimming with sharks in South America, he has some extraordinary tales to tell. Billy joins us today to reflect on how the concept of balance has evolved throughout his life. We talk about the importance of authenticity in building a business, overcoming...
2023-12-0728 minThe Travis Parry ShowCurating Client-First Success with Brad Barrett, CFP®We are excited to be joined by Brad Barrett, CFP®, on the Balanced Growth Show today. Brad is Managing Director and Partner at One Capital Management LLC, a private wealth advisory firm with nearly 5.3 billion in assets. Passionate about finding new ways to educate investors, Brad share his knowledge and experience through his weekly YouTube videos, podcast and radio show, Make Your Money Matter. Throughout our conversation, Brad emphasizes the importance of a client-first approach in scaling a business and the critical role culture has played in One Capital Management's growth and success. Tune in for powerful i...
2023-11-3034 minThe Travis Parry ShowTurning Clients Into Your Biggest AdvocatesHow can you distinguish yourself from the competition? What can you do to ensure your clients become your most passionate advocates? It all begins with offering something truly transformational- something worth sharing. While marketing is undeniably influential, it can't stand alone. If you don't have a system in place that creates raving fans, you're likely missing out on the true potential of your business. Listen in as we talk about the power of creating transformational systems in your business and explore why this should become the new standard. Here's some of what we d...
2023-10-2610 minThe Travis Parry ShowResetting for Success: Finding Balance in the Chaos with Penny ZenkerToday, we are joined by a remarkable guest who is nothing short of inspiring. Penny Zenker, also known as "The Focusologist," is an international speaker, strategy coach, and best-selling author, with credentials that speak volumes. Her book, The Productivity Zone, soared to Amazon Best Seller status, and her TEDx talk, "The Energy of Thought," has captivated over 1 million viewers globally. She's also been featured on NBC News, Forbes, Inc, ESPN, and Wharton Business Radio, among other platforms. In this episode, Penny delves into the importance of finding balance in the whirlwind of entrepreneurship and shares the strategies s...
2023-10-1235 minThe Travis Parry ShowPlanning For Balance with Aaron Klein Today we are excited to be joined by Aaron Klein, a co-founder and CEO of Nitrogen Wealth, formerly known as Riskalyze. Aaron steered his company to Fast Company Magazine's list of the world's top 10 most innovative finance companies- twice! Beyond his corporate success, Aaron serves as a Sierra College trustee and co-founded a school project for orphans and vulnerable kids in Ethiopia. He's also been recognized by Investment News as one of the industry's top 40 under 40 executives. Join the discussion as Aaron shares his personal journey of growth and how he's managed to strike a balance between...
2023-09-2830 min
Death of a WorkaholicLIFTing the Burden ft. Travis ParryOnce you hit the age of 50, would you look at your life and say “wow I have lived this life I’ve always dreamed about” or would you have regret, wishing you had done things differently?When Travis Parry’s dad passed away unexpectedly at the age of 49, it forced him to look at his life and his years ahead.Was he on track to live the life he always wanted? So he started some heavy research on parenting, finances, and psychology, and created a model for others to live without the burden of working too much...
2023-09-0728 minThe Travis Parry ShowTrusting the Process and Embracing Change with Ken Pitts Today we had the pleasure of interviewing Ken Pitts, the co-owner of First Choice Mortgage Advisors LLC. Ken shares his journey in the ever-changing mortgage industry and the impact that balance has had on his life and business. His story is a testament to the power of trusting the process and building a strong team to achieve personal and professional success. In this episode, Ken shares valuable insights on avoiding mental fatigue and delegating tasks to a team. By doing so, he not only improved his ability to serve his clients but also fostered the efficient growth o...
2023-08-0130 minThe Travis Parry ShowFrom Management to True Leadership with Sean PattonIn this episode, we delve into the world of leadership with Sean Patton, a former US Army Ranger and Special Forces Green Beret Commander, who has transitioned his military expertise into the corporate world. Now the founder of Stronger Leaders, Stronger Profits, he shares his journey from his time at West Point to combat in Afghanistan and sheds light on how his experiences have shaped his leadership abilities and problem-solving skills. Join us as Sean discusses the lessons he learned from his early business endeavors and emphasizes the crucial role of having the right people in the...
2023-07-1327 minThe Travis Parry ShowOvercoming Fears and Limiting Beliefs We're excited to share a YouTube Live episode with you today. We'll explore how our own limiting beliefs, thought patterns, and fears can prevent us from achieving balanced growth in our lives. We'll then discuss how utilizing strategies like the ABCDE method and serenity prayer can help us overcome these fears and rewire our brains to create a fresh reality. Join us today as we discuss these things: 0:30 – The story of a woman who had a panic attack on a plane + Breaking free from limiting beliefs 4:43 – Why we need to accept the things that we ca...
2023-07-1119 minThe Travis Parry ShowAchieving Balance While Building Influence with Kobus Kleyn Today we are joined by Kobus Kleyn, CFP®, a financial expert who has built a strong personal brand and established himself as a thought leader in various fields. With a substantial LinkedIn following, Kobus has gained recognition by fully embracing the digital realm. He operates a virtual practice that is 99% remote, with an emphasis on work-from-anywhere arrangements, all while prioritizing a balanced lifestyle. Join us for a thought-provoking conversation as Kobus shares the key factors that have enabled him to successfully scale his business while prioritizing the ones he loves most. We discuss investing in a well-trained s...
2023-07-0530 minThe Travis Parry ShowThe 3 Types of Balanced Developers We are excited to share this YouTube live stream discussion with you on the podcast today! Join Travis as he talks about the balanced growth method and the fascinating insights that he and his team have gathered about this concept from interviews with over 500 business owners. This episode dives into the three distinct types of "balanced developers" and highlights the pivotal differences between them. Join us today as we discuss these things: 1:28 – The first two types of balanced developers 3:02 – Limitations of the "scared to grow" developer 5:16 – Limitations of the "scared to have balance" developer 6:20 – The balan...
2023-06-2216 min
Growing Your Financial Business...The Woman's WayExplosive Business Growth Without Losing Balance with Travis ParryAs a financial advisor, you might find your work eating into your personal life. If you’re a perfectionist like me, you always think you can be doing more — meeting more clients, giving more talks, agreeing to help people in areas that might not be your expertise. This can result in you losing precious time with your family and friends in the name of being more successful. Luckily, you can get that time back with the help of Dr. Travis G. Parry. He’s a former financial advisor who knows the struggle of achieving balance...
2023-06-2134 minThe Travis Parry ShowCreating a Custom-Built Life with Paul Carroll Today we are excited to sit down with Paul Carroll, CFP®, CEO and founder of Avion Wealth, a fast-growing elite wealth management firm in Houston, Texas. Paul started his business from scratch in 2005 and is now on the verge of reaching his first billion dollars in assets under management, which he tributes to his dedication to team growth and work-life integration. Join us as Paul reflects on the power of promoting work-life integration in his business culture. He discusses creating a custom-built life that sets you up for success by valuing your time, determining your unique abilities, hav...
2023-06-1538 minThe Travis Parry ShowThe Role of Spousal Support in Balanced Growth Maintaining balance while growing a business is crucial, and the support of a spouse plays a vital role in this process. In this episode, Travis talks about how support can come in different forms, whether it's actively participating in the business or being a supportive presence at home. Discover how sharing goals, values, and challenges with his spouse helped foster a more transparent and intimate relationship as Travis embarked on his business growth journey. Join us today as we discuss these things: 0:59 – The impact of a supportive spouse 7:39 – Transparency between you and your spouse 12:12 – The imp...
2023-06-0621 min
Let's Go Win PodcastTuesday Tune-Up: Balanced Leadership at Work and at Home with Dr. Travis G. ParryEpisode #308: In today's episode, you'll learn about the Balanced Growth Method, using Evergreen Organic Content to increase influence, the importance of a spouse and family in keeping balance while scaling the business, and balanced leadership culture in your company and at home.Bio:Dr. Travis G. Parry is the author of the #1 Bestselling Book “Achieving Balance”, Host of the Balanced Growth Show Podcast, and Founder of the Make Time Institute. He’s earned a doctorate in family and human development to better understand stress and goal achievement. Dr. Parry founded the Make Time I...
2023-06-0626 minThe Travis Parry ShowEp 121: Mental Health, Physical Health, and Spiritual Health Workaholism is an addiction that can cause serious harm in our lives, such as neglected relationships, compromised mental and physical health, and engaging in self-medication. In honor of Mental Health Awareness Month, Dr. Parry spends this episode reflecting on the holistic connection between mental and physical health. Join us as we discuss the critical importance of nurturing your mind, body, and spirit in this episode. We'll dive into the power of physical activity, healthy nutrition, and spiritual connection and how these elements can help you break free of the workaholic trap and achieve more balance in your...
2023-05-2312 minThe Travis Parry ShowEp 112: Seeking Rest And Delight with Zac Larson Today we are joined by Zac Larson, CFP®, ChFC®, FIC, founding partner and wealth advisor of IntentGen Financial Partners. Zac is a man of purpose who helps empower people to make intentional financial decisions and live a fulfilling life. Zac and his wife Kristen have been married since 2003 and have four sons. Outside of work, he enjoys coaching his sons' basketball teams, various outdoor hobbies, and serving at his local church. In this episode, we follow Zac's journey to finding balance in this life. He opens up about the challenges of scaling his business, juggling family time, and...
2023-04-1837 minThe Travis Parry ShowEp 110: Putting Yourself Out There with Colin Exelby Today we are joined by Colin Exelby, CFP®, a certified financial planner professional with over twenty years of experience providing financial planning for business owners and their families. He is the founder of Celestial Wealth Management and runs the YouTube Channel See the Forest Through the Trees, providing virtual advice to clients all over the country. In this episode, Colin discusses how going virtual in his advisement career has changed his business and created more balance in his life. He reflects on what he has learned in the virtual realm, from hosting client meetings to creating financial a...
2023-04-1136 minThe Travis Parry ShowEp 108: Challenging the Status Quo with Chris Manske Today we are joined by Chris Manske, CFP®, president of Manske Wealth Management. Chris has been praised, published, and quoted in the Wall Street Journal, Readers Digest, Forbes, and many more. He's a frequent guest on national podcasts and tv shows and is author of the book The Prepared Advisor: How to Prevent the Next Crisis from Affecting Your Financial Independence. In this episode, Chris discusses how balance has looked different throughout his life and how shifting priorities have taught him to look at balance in a variety of ways. He shares insight into finding balance in t...
2023-04-0435 minThe Travis Parry ShowEp 106: Embracing Imbalance to Stay Balanced with Tom Shepard Today we are joined by Tom Shepard, CEO of Shepard Financial and author of the book Money Isn't Everything, Everything Is Money. He is the inventor of the Evolutionary Method and founder of the Currency Institute and Currency Camp, which is a financial boot camp built on the Evolutionary Method. In this episode, Tom reflects on the challenges he's faced while transitioning from an advisor to a business owner. He emphasizes the importance of prioritizing your values while growing your business and shares how embracing imbalance can ultimately lead to a more balanced life.
2023-03-2821 minThe Travis Parry ShowEp 84: Succession Planning with Mark Drouillard, CFP®Our guest for today is Mark Drouillard, CFP®, and Managing Partner at Wealth Management Plus. Wealth Management Plus is a boutique financial advisory firm in Michigan. Mark oversees all operations at the firm and spends his time on business development initiatives. He has executed several acquisitions of aging advisors during the last 10 years. Succession planning for aging financial advisors is a topic we all need to be aware of. In this episode, we discuss Mark's experience with succession planning as well as the ups and downs he experienced while trying to achieve balance. Join us t...
2023-01-1031 minThe Travis Parry ShowEp 83: Balancing Your Business with Jessica Smith, CFP®, CAP®, CLU®, CPWA®Today's guest is Jessica Smith, CFP®, CAP®, CLU®, CPWA®. Jessica is the president of Longview Financial Advisors. She has been with the company for 17 years and started as an unpaid intern. She enjoys leading a team focused on helping others and giving with a purpose. In this episode, we discuss how unexpected events can force us to prioritize balance, how Jessica's approach to team building impacts her business and more. Join us today to learn about these things: Here is how she ended up in the financial industry after planning to be an attorney her...
2023-01-0532 minThe Travis Parry ShowEp 82: Setting Realistic Expectations with Kristin Shea, RICP®Joining us today, is Kristin Shea, RICP®. Kristin is an award-winning and highly sought-after consultant and speaker, on a mission to serve and change the independent financial advisor space. Kristin has dedicated her career to delivering the art of digital marketing, media, and attraction, to forward-thinking financial advisors. In this episode, Kristin and I will discuss flaws in the industry that lead to unrealistic expectations and workloads for financial advisors. We dive into how to combat this and achieve balanced growth. Join us today to learn about these things: How Kristin came into the f...
2023-01-0342 minThe Travis Parry ShowEp 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®Today's guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder of Savant Wealth Management. Savant is a Midwest-based, fee-only management firm, that manages nearly 14 million dollars and has over 8k clients and 260 employees. In this episode, Brent shares how he is intentional about stepping away from work to maintain a healthy life balance. He touches on the problem with scaling without excellence and practicing excellence without scaling. Join us today to learn about these things: Brent's journey to the financial industry. (1:04) How Brent chooses to be deliberate with hi...
2022-12-2935 minThe Travis Parry ShowEp 80: Achieving a Balanced Schedule with Jesse W. Hurst, CFP®, AIF®On today's show, we have Jesse W. Hurst, CFP®, AIF®, President and CEO of Impel Wealth Management. Jess began his career in the financial industry in 1987. In this episode, he shares the trajectory of his career path, helpful scheduling tips, and much more. Join us today to learn about these things: Jesse shares what balance looks like to him and how he manages his schedule. (6:09) How he scales his business while maintaining balance and why his goal is to achieve fewer clients. (18:21) Jesse's advice to advisors struggling with scaling. (33:05) RESOURCES Learn more about our...
2022-12-2740 minThe Travis Parry ShowEp 79: Choosing the Right Clients with Bill BloomOur guest on today's show is Bill Bloom. Bill is a family-first, sailboat-racing, book-reading, founder of two financial companies: Bloom Financial and Diane Money. He is also the host of the podcast, "Retire As You Desire". Bill believes in finding the right clients versus taking as many as you can get. He explains how that has impacted his business growth and how it has enabled him to have more balance in his life. In this episode, you will be able to learn the habits and mindset shifts that allow Bill to prioritize his family and the things...
2022-12-2224 minThe Travis Parry ShowEp 78: Organic Growth with Jamie Bosse, CFP®Today's guest is Jamie Bosse, CFP®, RFC, CCFC. Jamie is a Financial Planner, Author, and mother of four. She wrote, "Money Boss Mom" and the "Milton the Money Savvy Pup" series. Jamie and I discuss how she has managed to achieve organic growth online. She shares the importance of setting up a personal system that enables advisors to better manage their time and business. Join us today to learn about these things: How her parents' bankruptcy sent her on a path to join the financial industry. (1:12) How organic content has helped her sc...
2022-12-2031 min
FutureProof Advisor PodcastHow to “Make Time” with Travis ParryTravis Parry, keynote speaker, financial coach, author, and podcast host, joins me from Cache Valley, Utah, on today’s episode of Bridging The Gap. Most financial advisors desire to scale their business but struggle to accomplish it organically. While there are a plethora of various marketing and advertising ways to increase revenue, many advisors lack a specific strategy to create and disseminate niched content. In addition, advisors are susceptible to losing the balance they have once they take action on scaling their business. In this episode, Dr. Parry discusses his "Make Time to Scale" Method and...
2022-11-1643 min
The Travis Parry ShowEp 48: Building Structure and Balance with Christopher MitchellOn today's episode, certified financial planner and Managing Partner at IAG, Christopher Mitchell joins us to discuss his mission of helping families reach financial independence while navigating his own journey to find balance. Chris knew early on that he wanted to be involved in finances and business. Early in his career, he saw advisors struggling with large workloads and burnout. He realized he would need to learn the skills of advising in a slow and steady manner that allowed him to succeed but also avoid the burnout trap. Learning from the mistakes we see in...
2022-08-1131 min
The Travis Parry ShowEp 47: Getting Back on Course with Chip MunnExperiencing growth as a business owner can be simultaneously exciting and overwhelming. On today's episode, we're talking with someone who knows this transition well, Chip Munn, the CEO of Signature Wealth Strategies. Chip and his team have gone through various stages of growth but he is able to maintain a personable relationship with his clients while also being an author and podcast host. Managing all of his professional duties along with his personal life has all been about maintaining balance. To Chip balance means being present where he is. When he's out of balance, he fi...
2022-08-0429 min
The Travis Parry ShowEp 46: Building Relationship Balance with Lesli DoaresLesli Doares, a marriage and family therapist joins us on today's episode of the Balanced Advisor Podcast. With experience helping couples and families for over twenty years, Lesli has a passion for assisting people to build authentic and passionate partnerships. Her focus is on equipping men with the skills they need in order to have a strong relationships. The role family plays in achieving balance is an important one, they are our support system. For many of us, particularly men, it can be challenging to express our emotions. Especially in a calculated and fact-based field...
2022-07-2835 min
The Travis Parry ShowEp 45: Collaborating with Your Spouse with Benjamin BrandtOn today's episode, the founder and president of Capital City Wealth Management, podcast host, and father of six, Benjamin Brandt joins. His interest in finances started early with his grandfather. When his grandfather passed away, he saw the struggles his grandmother faced when it came to finances and wanted to help people in similar situations. Balance for Benjamin means having abundance when it comes to the things that are important to him. He wants to be at home in abundance and grow his business in abundance. It is possible to be intentional on how much time we...
2022-07-2128 min
The Travis Parry ShowEp 44: Developing New Habits and New Ways of Thinking with Bill CatesOn today's episode, we're joined by the founder of the Cates Academy and author of Radical Relevance, Referrals Now!, Beyond Referrals, and Don't Keep Me a Secret, Bill Cates. As a coach to advisors, author, and podcast host Bill has both seen and struggled with balance himself. Now, he's helping financial professionals with growth, communication, and business development all within the boundaries of balance. After a career as a drummer in a rock n' roll band, Bill pivoted into publishing and eventually found his way to becoming a consultant and professional motivator. Slowly, he realized his passion...
2022-07-1424 min
The Travis Parry ShowEp 43: The Discipline to Find Health and Happiness with Bart ZandbergenOn today's episode, the founder of Zandbergen Group, Bart Zandbergen joins us to discuss his 3 decades of experience in the financial industry and the tips and tricks he has learned throughout the years to maintain balance. He's devoted his career to helping clients find financial freedom through personalized planning. After college, Bart got into technical sales and he did so well that he started working with a financial advisor. One day, around 30, he realized he wanted to change lives and he spoke with his advisor about getting into this industry. Months later, Bart decided the financial industry...
2022-07-0727 min
The Travis Parry ShowEp 42: Having a Centered Day with Amy CastoroOn today's episode, Amy Castoro joins us to explore her definition of balance and how it's shaped her journey in generational wealth planning. She has many years of experience helping families transition high net-worth wealth, keeping families unified and in control of their assets. As an author, keynote speaker, and consultant Amy has had to balance various parts of her life and her profession. Amy became a coach for families after working at both Disney University and at Grant Thornton, where she learned the value of culture and building strong relationships. She found her passion for working...
2022-06-3030 min
The Travis Parry ShowEp 41: Developing Strong Support Systems with Gabriel ShahinOn today's episode, Gabriel Shahin a CFP, founder of Falcon Wealth, and radio show host joins us to explore his career and how he's found balance as a professional. Starting in 2003 within national banks, Gabriel has found his passion early on working with clients but struggled to find a culture that he valued. With the support of his wife and family, he became a successful independent advisor. Gabriel views balance as prioritizing your focus. There are two worlds: the work world and family world and you have to learn to appreciate both of them. If you don't h...
2022-06-2331 min
The Travis Parry ShowEp 40: Making Change through Freedom and Flexibility with Greg KurinecOn today's episode, Greg Kurinec, an advisor with Bentron Financial Group, joins us to explore his background in the industry and how he's found balance as an advisor. Greg enjoys serving others and has found his passion through his work. Work-life balance for Greg is freedom. Freedom to pursue his opportunities and goals in life. As an advisor, taking care of his clients is often his number one priority. But when he's balanced, he has the freedom to take time off, enjoy a vacation, or pursue another passion. Being able to leave the office and...
2022-06-1623 min
The Travis Parry ShowEp 39: Aligning Our Priorities with Katiya XiongOn today's episode, Katiya Xiong, a business coach, and entrepreneur joins us to break down her passion for helping advisors. She believes in connecting with people on the human level with a high-tech approach. While she got into financial services by accident, she found that advisors need strategic solutions to meet the needs of their clients. To find balance, Katiya truly believes in finding what you love and aligning your life with that mission - whether it's at work or at home. Balance for her is about staying in tune with her vision. Achieving balance is about...
2022-06-0938 min
The Travis Parry ShowEp 38: The Importance of Downtime with Dennis WilliamsOn today's episode, the creator of Cash Map, Dennis Williams joins us to explore how he's helping people confidently use more of their money, save more, and enjoy their life more. Through his services, he's seen advisors struggle with balance while facing his own issues with balance. As a business owner and innovator, Dennis loves to jump into projects at 150% but realizes balance allows him to be more effective at what he does. Dennis knows it's important to be able to say "it's good enough" in life. You can't stress every little thing; you'll burn yourself out...
2022-06-0231 min
The Travis Parry ShowEp 37: The Three Bucket Approach to Balance: Business, Family, & Giving with Lee BakerOn today's episode, Lee Baker, the founder, and president of Apex Financial Services joins us to break down his journey to find balance inside the financial industry. Lee got into financial planning after helping his future wife balance family and her finances. Motivated by his goal to help improve the lives of others, Lee has been serving his clients for the past 20 years and has been listed on Investopedia! Work-life balance for Lee is multifaceted, divided into three buckets: business, family, and giving. Being successful in each of these areas has been an important focus in Lee's journey.
2022-05-2630 min
The Travis Parry ShowEp 36: Balancing Your Priorities with Matt HudginsOn today's episode, our guest Matt Hudgins sits down to discuss his experience over the past 25 years helping business owners transition into retirement. Starting his career as a sales analyst, Matt moved into finances and planning, eventually starting his own business 15 years ago. Balance to Matt is about rotating his priorities whether that's family, hobbies, or his career. Through the years, he's learned to set his priorities and determine what is acceptable versus not acceptable when it comes to balancing time between work and family. Every day he looks at his responsibilities and asks himself what he h...
2022-05-1933 min
The Travis Parry ShowEp 35: Being Intentional with Your Time with Jeff MaasOn today's episode, Jeff Maas, the co-founder, and CEO of Retirement Security Centers joins us to discuss having a growth mindset and thriving off of challenges. Having an entrepreneur's soul from a young age, Jeff has gone from intern to CEO over the last 18 years. Choosing to allocate where his time and energy goes is a big part of finding work-life balance for Jeff. Being purposeful today means you won't look back with regret later in life. As you enter a leadership role in your business it can be difficult to turn off the business mindset. But...
2022-05-1227 min
The Travis Parry ShowEp 34: The Fear of Losing Control with Allen Myles DarbyOn today's episode, Allen Myles Darby, the CEO of Alaris Acquisitions joins us to share lessons he's learned about balance as a wealth manager for over 3 decades. Starting off in insurance and eventually finding his way into financial management, Allen has had the opportunity to grow his experiences with mentors and peers in the industry. For Allen, balance is about having his actions match his values in life. Similarly, he's helping clients find their balance in business and beyond, aiding people in building businesses that support a good quality of life. As an advisor to advisors, he's...
2022-05-0537 min
The Travis Parry ShowEp 33: Self Discovery and Change with Byron MorrisonOn today's episode, Byron Morrison, the author, speaker, and coach for CEOs joins us to break down his journey with self-discovery, the shadow side of success, and more. For most of his life, Byron struggled with his weight and self-image. A few years ago, after his father's cancer treatment, he started his journey to find balance and health. Looking at his father, he realized how much his father's success had also contributed to his illness. He was working 14-hour days, barely sleeping, had a poor diet, and had a huge amount of stress. Sometimes success pushes people to their limits...
2022-04-2832 min
The Travis Parry ShowEp 32: Managing Your Energy and Battle Fatigue with Marie SwiftOn today's episode, Marie Swift, PR pro and marketing guru joins us to discuss balancing your energy, relationships, and business. As the founder of
2022-04-2130 min
The Travis Parry ShowEp 31: Establishing A Strong Marketing Foundation with Alex CavalieriOn today's episode, Alex Cavalieri, the co-founder of Seven Group, joins us to discuss his journey in the financial industry, marketing in the digital age, and how having a strong marketing presence can help us achieve balance in our day-to-day lives. As an advisor to advisors, Alex has seen many people struggle with delegation. Preventing them from running their business and life efficiently. How do you start trusting others to take on your tasks? Alex wants to help advisors create a marketing and communication strategy that works for them rather than them working for it. ...
2022-04-1431 min
The Travis Parry ShowEp 30: Contingency Planning and Change with Ross MarinoOn today's episode, Ross Marino, the founder of Transitus Wealth Partners and Advisor2x joins us. Ross found his passion for financial services in ninth grade after reading a copy of Money Magazine. We'll explore Ross' experience finding balance, how we can be resilient in the face of change, and more on today's show. Balance is at the forefront of personal development. It stems from our values and priorities. Ross had a mental shift nearly 15 years ago after hearing a pastor discuss the importance of becoming centered. Like many of us, balance for Ross is flexible and...
2022-04-0738 min
The Travis Parry ShowEp 29: The Power of Self Improvement with Jason CassOn today's episode, Jason Cass the business owner, speaker, and entrepreneur joins us to discuss self-improvement, delegation, leadership, networking, and balance. Growing his business, The Insurance Alliance to three locations across southern Illinois, being the Chairman of the National Young Agents for the Big I, hosting his own podcast, and writing his best-selling novel, Customer Service is Just Foreplay: The Modern Customer Experience Will Separate You From Your Competition, Jason is a busy professional and he couldn't have accomplished these goals without balance and delegation. To Jason, finding balance is the path to true enlightenment. If you wa...
2022-03-3149 min
The Travis Parry ShowEp 28: Freedom from Distraction with Brent KellyOn today's episode, Brent Kelly the President of Sitkins Group Inc joins us to discuss freedom, distractions, and the struggles advisors face. First and foremost, he's a husband and father of five children. In business though, Brent is helping advisors and insurance agencies maximize their performance and find balance. For Brent that means freedom. Freedom when it comes to your business, your relationships, your time. Are you living your purpose? Are you doing things that matter to you? There has to be a mission for the reason you do things in business and life. As a...
2022-03-2442 min
The Travis Parry ShowEp 27: Reprogramming How We Think About Sales with Nancy BleekeA lot of advisors struggle with sales. Some fear being too aggressive Others are worried they'll become too busy. But is this stemming from a deeper fear of success? On today's episode, we are joined by the founder of Sales Pro Insider, author, and speaker, Nancy Bleeke. Originally starting her journey in financial services, she has transitioned into training advisors and their staff at sales. A lot of advisors don't consider themselves as natural salespeople and Nancy is helping them become more skilled and confident throughout the industry. Nancy sees balance as a personal decision th...
2022-03-1740 min
The Travis Parry ShowEp 25: Overcoming Burnout with Patrick BrewerOn today's episode, Patrick Brewer, the President of Wealth Source and Founder of Model FA joins us to discuss burnout. In his free time, he loves boating, traveling, and staying active! Initially, his definition of balance was about working hard and enjoying life later. But that look has changed over time, as he realized that balance should be an oscillating and evolving journey. Along with gaining various credentials, working in a corporate position, working long hours, and building a house Patrick was quickly facing burnout at the beginning of his career. After an experience with a panic a...
2022-03-0339 min
The Travis Parry ShowEp 17: Achieving Balance: A Bonus Interview with Dr. Parry and Derek Notman Our mission is to help advisors spend time with their families, focus on their health, and achieve balance. On today's
2022-01-0630 min
The Travis Parry ShowEp 16: Scaling Your Business with Brad WalesOn this episode of the Balanced Advisor Podcast, we are excited to be joined by Brad Wales, the founder of Transition to RIA, a consulting firm uniquely focused on helping advisors transition their practice to an RIA model. In the last couple of years, the importance of work-life balance became evident to Brad as his child grew up. Working long hours and missing important family events opened his eyes to the importance of achieving balance. With Transition to RIA, Brad is helping advisors achieve flexibility with the RIA model. As your own business owner, you have...
2021-12-3047 min
The Travis Parry ShowEp 15: The Power of Saying No with Kate HolmesThere are so many things in life that deplete our energy. Being able to say no to certain things means being able to say yes to yourself. On today's episode, we talk about the power of saying no with CFP and founder of Innovating Advice, Kate Holmes. Growing up in Seattle and attaining her photography degree from the University of Australia, her path into financial planning was unique. Yet, she has seen the struggle many advisors, including herself, have gone through to reach balance. She is now learning to prioritize herself and helping advisors around the globe do the...
2021-12-1632 min
The Travis Parry ShowEp 14: Finding Your Niche with Reese HarperMany of us joined the financial advising industry as a way to have an impact on the lives of others. But as we grow our business tasks can add up, leaving us overworked and uninspired. So, what can we do to change this? How do we provide excellent service and grow our business while also prioritizing our relationships and personal goals? On today's episode, Reese Harper, the founder of Dentist Advisors and Elements, Financial Planning Software. As a 20-year veteran in the industry, Reese has seen advisors struggle to maintain balance and tackle the sheer complexity and...
2021-12-091h 00
The Travis Parry ShowEp 13: Personal Growth and the Importance of Delegation with Adam HoltOften times the catalyst for change for many advisors is the moment they become too overwhelmed. There is a moment of awareness when they realize that they need to delegate or continue on without balance. Maybe you've missed too many family dinners. Or you are starting to feel the burnout on a job you once loved. On today's episode, we are discussing personal growth and accountability when it comes to finding balance with Adam Holt, the founder of Asset Map. Adam has been an advisor for over 23 years, being an early adopter of technology and utilizing it a...
2021-12-0239 min
The Travis Parry ShowEp 12: Systems, Balance, and Success with Justin BassellWe have a limited amount of time. We must align our values and time and ask ourselves what is important to us? Would I like to be working 80 hour weeks? Or would I rather be having dinner with my family? On today's episode, Justin Bassell, CLU ChFC joins us. Justin is a financial advisor with Northwestern Mutual Wealth Management Company and the founder of Systems on Purpose, a platform helping advisors automize their workflow and integrate efficient work patterns into their business. We will be discussing issues in recruiting and retention, ways we can make the industry more balanced...
2021-11-2331 min
The Travis Parry ShowEp 11: Community and Collaboration with Shaun KapusinskiIt's with the collaboration and support from a community of experts and advisors that we grow as professionals. We learn a lot from each other, whether we have a mentor or another coworker helping us reach our goals. On today's episode, our guest Shaun Kapusinski, knows the benefit of learning and working with a community, which is why he developed HIFON. Many of us want to have it all: the growing business, the happy family life, the free time, etc. But in many cases, it's hard for us to get there. To Shaun, balance is about finding...
2021-11-1832 min
The Travis Parry ShowEp 10: Financial Wellness and Literacy with George GrombacherMost Americans are bad at saving money and most of us won't meet with a financial advisor in our lifetimes. Financial literacy is a crucial issue we must address in society, we must educate others so they can achieve financial wellness. Today, George Grombacher joins us to speak on financial wellness and literacy and how education can help advisors find balance. His platform, Money Alignment Academy is an education-based program that teaches clients and employees about financial literacy. They are helping people find financial security through knowledge. A career in the financial services industry is rewarding and challenging. For m...
2021-11-1143 min
The Travis Parry ShowEp 9: Time Management with Vito GrammticoWatch our Youtube episode! Time management is often one of the biggest struggles advisors face when trying to reach balance. How do you maximize productivity during working hours, but still have time for family? On today's episode, we are discussing the importance of time with Vito Grammatico. He is the founder of Time Lyft, a time management software developed for advisors, keeping them aligned with their goals and service model. To him, balance is organizing your energy correctly. Do you wake up feeling exhausted? That may be a sign you need to prioritize your days...
2021-11-0434 min
The Travis Parry ShowEp 8: Financial Planning for Advisors with Brooklyn BrockWatch our Youtube episode! Financial advisors spend so much time working on their client's financial futures that their own retirement plans can become neglected. Advisors need to acknowledge the importance of their own finances and retirement strategy. On today's episode, Brooklyn Brock, founder of Ellevate Advisors joins us. As a third-generation planner, she has first-hand experience seeing advisors work long hours and struggle to find financial balance. She started Ellevate Advisors to focus solely on serving financial advisors and preparing them for their business exit strategy and retirement. To Brooklyn work-life balance means living intentionally and she w...
2021-10-2839 min
The Travis Parry ShowEp 7: Preparing Advisors to be Effective Leaders with Blain WeaseWatch our Youtube episode! Most financial advisors don't have a strong background in leadership or business management. Your experience is in finance and building client relationships. As independent advisors, it can be difficult for us to effectively lead our team through proper communication. This may lead to a lack of business growth and personal burnout as we struggle to delegate simple tasks. To speak on leadership and sustainable growth, we've invited Blain Wease on the show. He is the Founder & President of Provincial Development Group. His company collaborates with advisors to give them skills in leadership, business...
2021-10-2135 min
The Travis Parry ShowEp 6: How Hiring Can Help You Find Balance with Stephanie RobertsWatch our Youtube episode! Hiring a team can cause a lot of growing pains for small independent advisors. However, a capable team and work culture can give us more time to achieve balance in our lives. As the entrepreneurs, founders, and CEOs of our financial advising companies, letting go of controlling every aspect of our business can be difficult. But your time is valuable. You can hire someone to schedule your appointments and do admin work. By hiring you are giving yourself the time and opportunity to grow your business and find personal balance. To d...
2021-10-1433 min
The Travis Parry ShowEp 5: Balanced Adventures with Marketing Executive Charlie Van DervenWatch our Youtube episode! Many of us are no longer in brick-and-mortar buildings, meaning we had to learn how to recreate boundaries and balance in our home office. Today's guest, Charlie Van Derven, knows this very well. A year ago, he bought a trailer with his family and started to travel the country while maintaining a business. He had to develop new strategies and adapt with his family, setting boundaries while on their new adventure. Charlie has always valued positioning his work-life balance in a way that allowed him to be adventurous. Charlie has worked w...
2021-10-1449 min
The Travis Parry ShowEp 4: Health Management for Advisors with Stevyn GuinnipWatch our Youtube episode! Many advisors struggle with their health and stress management. Finding the time to eat nutritious meals and exercise is hard when you are working long hours. On today's episode, we speak with Stevyn Guinnip a wellness coach that helps financial advisors regain their well-being and balance in life. She is the founder of Grow Wellthy, where investors invest in their own health. As the daughter of a financial advisor, she saw the toll this industry takes on its members. Long hours of being sedentary and stressed-out can lead to serious issues down the...
2021-10-1434 min
The Travis Parry ShowThe Benefits and Balance of a Virtual Business with Derek NotmanWatch our Youtube episode! The world is becoming increasingly more digital, including the financial industry. The days of cold calling and driving around town for meetings are less and less common. To discuss this shift to virtual work and how that affects our balance in life, we've interviewed Derek Notman, the founder of Conneqtor, a virtual advising system for financial advisors. Derek started his journey as a financial advisor in 2006. By 2013 he knew he needed to change his business model to accommodate for more family time. So, as a way to give back to the...
2021-10-0729 min
The Travis Parry ShowEp 2: Managing Business Challenges, Growth, and Life with Michael KitcesWatch our Youtube episode! Prioritization and balance are key to becoming a successful financial advisor. Whether you have just started your career or you have been in the field for decades, financial advisors are notoriously busy and stressed-out individuals. A big reason we started this podcast was to help those in this situation. Today, we have invited Michael Kitces to the show to speak on his experience with business growth, work-life balance, employee hiring, and more. Michael is a financial advisor, speaker, writer, and entrepreneur. His passion to help clients and advisors has grown into m...
2021-10-071h 02
The Travis Parry ShowEp 1: Introducing the Balanced Advisor Podcast with Dr. Travis ParryWe are very excited to introduce the Balanced Advisor Podcast. A podcast designed specifically for financial advisors, aiding them in finding balance in their life and career. Our host, Dr. Travis Parry started his career as a financial advisor in the early 2000s. He saw the struggles that many of us go through in this field and decided to move into the personal development space as a way to help others. In 2019, Travis started the Make Time podcast, which had a much broader audience. The show focused on the struggles many different kinds of entrepreneur's face. As he w...
2021-10-0605 min
CEO Roundtable w. Fred Parry(AUDIO) Convergence Co. Founder Travis Cook joins CEO RoundtableTravis Cook is the founder and CEO of Convergence Companies, a collection of financial services companies based in Columbia. He joined CEO Roundtable to talk about his businesses and about the future of financial planning in Missouri.
2021-06-2842 min
Arista Wealth PodcastEpisode 9: Work Life Balance w/ Dr. Travis ParryEpisode: 9Dr. Travis G. Parry is the founder of the Make Time Institute. He’s earned several degrees in family and social science to better understand goal achievement and family relationships. He helps business owners and financial professionals achieve work/life balance. More importantly he is a father of 6 incredible children and the husband to 1 amazing and talented wife of almost 18 years. Travis knows well the struggles that individuals deal with to keep a healthy balance between building a business and enjoying life outside of it.Stick around to the end to learn how taking a...
2020-11-1414 min
Relentless Goal AchieversMaking Time and Achieving Balance with Dr. Travis ParryDr. Travis G. Parry founded the Make Time Institute to help Financial Advisors Achieve Work/Life Balance. As a Former Financial Advisor, Travis knows well the struggles that Financial Advisors deal with to keep a healthy balance between building a practice and enjoying life outside of it.He's earned several degrees in Social Science including a PhD in Family and Human Development to Better Understand the Roles of Motivation and Relationships Play in Goal Achievement.He is a Sought-after International Speaker, Inspirational Coach, and International Bestselling Author of the Book "Achieving Balance: Make Time to Reach...
2020-09-2153 min