Travis Parry
Ep 73: Scaling Your Business Through Marketing with Kristin Harad, CFP®
Audio: Video: Subscribe: More About This Episode: Our guest on today's show is Kristin Harad, CFP®. Kristin is a CFP® who founded and...
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Travis Parry
- 3 days ago
- 1 min
Ep 72: Finding Your Niche with Kristen Luke
Audio: Video: Subscribe: More About This Episode: Today’s guest is Kristen Luke, President of Kaleido Creative Studio. Kaleido Creative...
4 views0 comments
Walter Storholt
- Nov 24
- 1 min
Ep 71: The Different Seasons of Balance with Jon Henschen
Audio: Video: Subscribe: More About This Episode: Let’s give a warm welcome to our guest, Jon Henschen. Jon is the Founder of the...
8 views0 comments
Walter Storholt
- Nov 22
- 1 min
Ep 70: Living Purposefully with Santiago Burridge
Audio: Video: Subscribe: More About This Episode: Today’s guest is Santiago Burridge, Co-Founder and Executive Chairman at Lumiant....
8 views0 comments
Travis Parry
- Nov 17
- 1 min
Ep 69: How Advisors Can Scale with Maribeth Kuzmeski, PhD
Audio: Video: Subscribe: More About This Episode: Maribeth Kuzmeski, PhD, is President of the consulting firm, Red Zone Marketing....
3 views0 comments
Travis Parry
- Nov 15
- 1 min
Ep 68: Putting Your Values First in Business with Melanie D. Milam CPA, CKA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Melanie D. Milam, CPA, CKA® who specializes in helping individuals in...
4 views0 comments
Travis Parry
- Nov 10
- 1 min
Ep 67: Finding the Courage to Scale with Julie Littlechild
Audio: Video: Subscribe: More About This Episode: Julie Littlechild, Founder and CEO at Absolute Engagement, which provides technology,...
28 views0 comments
Travis Parry
- Nov 8
- 1 min
Ep 66: Setting Boundaries with Kyle Moore, CFP®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Kyle Moore, CFP®, Founder of Quarry Hill Advisors in Saint Paul, MN....
13 views0 comments
Travis Parry
- Nov 3
- 1 min
Ep 65: Growing Slower for More Freedom with Scott R. Frank
Audio: Video: Subscribe: More About This Episode: Today’s guest is Scott R. Frank CFA, CFP®, founder of Stone Steps Financial, a firm...
9 views0 comments
Travis Parry
- Nov 1
- 1 min
Ep 64: Discovering the Path to Balance with Sten Morgan
Audio: Video: Subscribe: More About This Episode: Today’s Guest is Sten Morgan, CFP®, ChFC®. Sten founded Legacy Investment Planning by...
4 views0 comments
Travis Parry
- Oct 27
- 1 min
Ep 63: Uncovering Your Core Values with Tim Bickmore
Audio: Video: Subscribe: More About This Episode: Our values are the motivators behind the decisions we make in life. Uncovering your...
10 views0 comments
Travis Parry
- Oct 25
- 1 min
Ep 62: Striving for Harmony with Shauna Mace
Audio: Video: Subscribe: More About This Episode: Today’s guest is Shauna Mace, CHPC™️, Head of Practice Management, and Managing...
8 views0 comments
Travis Parry
- Oct 20
- 1 min
Ep 61: Balance for You and Your Staff with Stacey McKinnon
Audio: Video: Subscribe: More About This Episode: Today’s guest is Stacey McKinnon. Stacey is the Chief Operating Officer and Chief...
14 views0 comments
Travis Parry
- Oct 18
- 1 min
Ep 60: Financial Planning and Psychology with Rick Kahler
Today’s guest is Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®, CCIM, and the president of Kahler Financial Group. Rick is a pioneer in integrating
7 views0 comments
Travis Parry
- Oct 13
- 1 min
Ep 59: Life-Centered Financial Advisors with Mitch Anthony
Audio: Video: Subscribe: More About This Episode: Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and...
18 views0 comments
Travis Parry
- Oct 11
- 1 min
Ep 58: Business-Minded Advisors with Justin Goodbread
Audio: Video: Subscribe: More About This Episode: Some people are born business-minded, and that can be said for Justin Goodbread, CFP®,...
10 views0 comments
Travis Parry
- Oct 6
- 1 min
Ep 57: Scaling a Purpose-Driven Business with Matthew Blocki
Audio: Video: Subscribe: More About This Episode: In today’s episode, we chat with Matthew Blocki, CFP®, RICP®, and CHFC®. Matthew...
32 views0 comments
Travis Parry
- Oct 4
- 1 min
Ep 56: The Tax Planning Software Making Advising Simpler with Roger Pine
Audio: Video: Subscribe: More About This Episode: Advisors won’t want to miss today’s episode featuring our guest, Roger Pine, CFA, CFP®,...
35 views0 comments
Travis Parry
- Sep 29
- 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...
9 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...
13 views0 comments