Travis Parry
Ep 122: The Power of Priorities and Planning with Mike Kendra
Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors.
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Travis Parry
- 5 days ago
- 1 min
Ep 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 healt
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Travis Parry
- May 16
- 2 min
Ep 120: Guarding Your Heart and Time with Todd Brand
Today we are excited to chat with Todd Brand, chief executive officer and president of Brand Asset Management Group, Inc. Todd is a second
15 views0 comments
Travis Parry
- May 9
- 2 min
Ep 118: Leaving Work At Work with Randy Crabtree
We are excited to be joined by Randy Crabtree, CPA, on the show today. As the co-founder and partner of Tri-Merit Specialty Tax Professional
8 views0 comments
Travis Parry
- May 4
- 1 min
Ep 117: The Business Growth Balancing Act with Michael Lecours
We are delighted to have Michael Lecours, CFP®, on our show today. Michael is a co-founder of fpPathfinder, an organizational service that e
13 views0 comments
Travis Parry
- Apr 27
- 1 min
Ep 115: Growth From The Inside Out: Finding Balance Through Inner Values with Jim Stackpool
We are excited to have Jim Stackpool, founder of Certainty Advice Group, on the show today. Jim has been in the industry for over 30 years,
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Travis Parry
- Apr 18
- 2 min
Ep 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 pu
24 views0 comments
Travis Parry
- Apr 11
- 2 min
Ep 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 financi
35 views0 comments
Travis Parry
- Apr 6
- 2 min
Ep 109: Growing Your Business with Purpose and Passion with Alan Moore
Today we are joined by Alan Moore, MS, CFP®, co-founder of the XY Planning Network and the CEO of AdvicePay. He is passionate about helping
36 views0 comments
Travis Parry
- Apr 4
- 2 min
Ep 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
17 views0 comments
Travis Parry
- Mar 30
- 1 min
Ep 107: The Power of Organization and Delegation with Tom Watts
Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stoc
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Travis Parry
- Mar 28
- 2 min
Ep 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 i
14 views0 comments
Travis Parry
- Mar 21
- 1 min
Ep 104: Living Life by Design with Ross Lawrence
On today’s episode we are joined by Ross Lawrence, an awarding winning advisor and owner of White Ember Financial Planning. When he is not i
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Travis Parry
- Mar 9
- 1 min
Ep 101: Growth Through Delegation & Acquisition with Michael Shanahan
Today’s guest is Michael Shanahan, CFP®, AIF®, co-founder and managing partner of Overland & Shanahan Wealth Advisors. He’s won numerous ind
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Travis Parry
- Mar 7
- 1 min
Ep 100: Leveraging Technology for More Fulfilling Work with Matt Reiner
As technology continues to move at a rapid pace, every professional is trying to keep up and find ways to utilize that tech to improve the w
36 views0 comments
Travis Parry
- Feb 21
- 1 min
Ep 96: Learning to Let Go of the Outcome with Kathy Longo
The common spot business owners always point to when asked about challenges is letting go and learning to delegate. It’s extremely difficult
35 views0 comments
Travis Parry
- Feb 9
- 1 min
Ep 93: Creating a Work-Optional Culture with Jason Glisczynski
It’s easy to talk about work-life balance but it’s much more difficult to back that up with action. Today’s guest is someone who has priorit
18 views0 comments
Travis Parry
- Feb 2
- 1 min
Ep 91: Making Balance a Daily Checklist with Devin Johnson
Today’s guest, Devin Johnson, would fall into the latter category. Devin is a serial entrepreneur and the current CEO of Kennected, a busine
27 views0 comments
Travis Parry
- Jan 31
- 1 min
Ep 90: Leaving Travel Behind for Balance with John Middleton
Today we’re happy to welcome John Middleton, CFA, CFP®, CAIA, AIF® onto the show to discuss his journey in the financial industry and how he
7 views0 comments
Travis Parry
- Feb 10, 2022
- 2 min
Ep 22: Achieving Your Definition of Success with Jeff Concepcion
What does success mean to you? Spending time with your family? Growing your business?
15 views0 comments
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