Travis Parry
What is the #1 Key to Scaling Your Business?
Balance includes growing and scaling your business but after interviewing hundreds of advisors, I found they miss this vital step! The #1...
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Travis Parry
- 2 days ago
- 1 min
Ep 55: Podcasting Made Simple with Walter Storholt
Marketing may be daunting for many financial advisors, but it can be an invaluable tool. Establishing a brand and building your...
6 views0 comments
Travis Parry
- Sep 22
- 1 min
Ep 54: Intentionality in Your Business with Jeremy Keil
Control plays a big part in the role of many advisors’ careers. It can be difficult to let go of the reigns and delegate tasks when you...
12 views0 comments
Travis Parry
- Sep 15
- 1 min
Ep 53: Burnout Recovery and Team Building with Jeff Dobyns
Most people experience burnout at some point in their lives. Today we are going to discuss how burnout affects your mental, spiritual,...
65 views0 comments
Travis Parry
- Sep 13
- 1 min
How Balance Man Came To Be
Are you a Balanced Advisor? Take our Balanced Advisor QUIZ to find out! Visit http://maketimeinstitute.com/ to take the quiz to find out...
16 views0 comments
Travis Parry
- Sep 8
- 1 min
Ep 52: Mastering Mindfulness with George Kinder
Financial planning goes hand in hand with being a financial advisor, but what about life planning? George Kinder, author, international...
49 views0 comments
Travis Parry
- Sep 7
- 1 min
Are you tracking your goals?
Tracking my progress has been key to reaching this personal best!
2 views0 comments
Travis Parry
- Sep 1
- 1 min
Ep 51: Connecting Your Values and Goals in a Family Business with Eric Roberge
Maintaining balance can be tricky when you mix business and family. Eric Roberge, CFP® and Founder of Beyond Your Hammock joined us on...
32 views0 comments
Travis Parry
- Aug 29
- 0 min
29 views0 comments
Travis Parry
- Aug 25
- 1 min
Ep 50: Growing a Balanced Business with Doug Gjerde
A common challenge facing all advisors when it comes to balance is how do you continue to grow the business and scale like you would like...
33 views0 comments
Travis Parry
- Aug 18
- 2 min
Ep 49: The Health & Wellbeing of Advisors with Diana Britton
Today we’re bringing an outside perspective to the show to provide us a different look at the health and wellbeing of advisors. Dianna Britt
21 views0 comments
Travis Parry
- Aug 16
- 1 min
Balanced Webinar: Health Planning for Better Balance
As an advisor, you know all about planning to achieve your financial goals but do you have a plan for your health? Without your health,...
26 views0 comments
Travis Parry
- Aug 11
- 1 min
Ep 48: Building Structure and Balance with Christopher Mitchell
Unfortunately, most advisors are spending little of their time actually advising. They are playing too many roles in their business to do so
79 views0 comments
Travis Parry
- Aug 10
- 1 min
Working Out=Balance
...if you don't miss your daughter's recital over it 😂 Are you a Balanced Advisor? Take our Balanced Advisor QUIZ to find out! Visit...
10 views0 comments
Travis Parry
- Aug 9
- 1 min
Hiring to Scale Webinar
Hiring is a huge issue right now during the Great Re-Hire. We break down why it is crucial to scale and how advisors can avoid the most...
45 views0 comments
Travis Parry
- Aug 4
- 1 min
Ep 47: Getting Back on Course with Chip Munn
Many advisors are trying to scale their business without losing balance.
12 views0 comments
Travis Parry
- Jul 28
- 1 min
Ep 46: Building Relationship Balance with Lesli Doares
With over twenty years of experience as a marriage and family therapist, Lesli is helping men embrace their emotions.
21 views0 comments
Travis Parry
- Jul 21
- 2 min
Ep 45: Collaborating with Your Spouse with Benjamin Brandt
Benjamin Brandt is the founder of president of Capital City Wealth, podcast host, and father of six. How does he manage balance while also g
16 views0 comments
Travis Parry
- Jul 14
- 2 min
Ep 44: Developing New Habits and New Ways of Thinking with Bill Cates
Bill Cates has worked with advisors for many years, helping them scale their business through communication and relationships.
20 views0 comments