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
- May 2
- 1 min
Ep 116: Building Team Unity With John Bucsek
In today’s episode, we have the pleasure of interviewing John Bucsek, CFP®. John has over 30 years of experience in the financial services
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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 20
- 2 min
Ep 113: Streamlining Success with Dave Zoller
Today we are delighted to speak with Dave Zoller, CFP®, owner of Streamline Financial Planning, an advisory firm in Chicago that manages ove
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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
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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
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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
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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
- Feb 23
- 1 min
Ep 97: Using Balance to Reach Our True Potential with Mark Willis, CFP®
Today we’re spending some time with Mark Willis, CFP®, who has made it his mission to help people think differently about their money and th
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Travis Parry
- Feb 7
- 1 min
Ep 92: Roundtable Discussion with Cris Cabanillas and Will Brown
Today we’re excited to be joined by two guests who have exemplified what is to be balanced growth leaders in their own businesses. This is a
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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
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Travis Parry
- Jan 12
- 1 min
Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen
Before you can truly build your business like you want, you have to first lay the foundation of knowing who you are. Once you can identify y
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Travis Parry
- Sep 1, 2022
- 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...
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Travis Parry
- Aug 25, 2022
- 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...
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Travis Parry
- Jul 26, 2021
- 3 min
Couple Development Time
Are you struggling to achieve your long-term goals? Most advisors are great at setting and achieving their business goals, but fall short...
28 views0 comments
Travis Parry
- Feb 26, 2020
- 1 min
Brainstorming to Achieve Couple Goals
Not achieving your couple goals? Try this simple step of Brainstorming. Brainstorming can help couples who are struggling with the same...
81 views0 comments
Travis Parry
- Feb 24, 2020
- 1 min
Fears vs Goals
Not all fears are holding you back-some are keeping you alive but the ones that are holding you back might be limiting you from...
31 views0 comments
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