Travis Parry
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...
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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,...
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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...
46 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...
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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...
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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
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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
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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.
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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.
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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
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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.
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Travis Parry
- Jul 7
- 2 min
Ep 43: The Discipline to Find Health and Happiness with Bart Zandbergen
With over three decades of experience, Bart Zandbergen has seen various parts of the industry and how advisors are impacted by long work...
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Travis Parry
- Jun 30
- 2 min
Ep 42: Having a Centered Day with Amy Castoro
Being centered can help balance our days and our minds. On today’s episode, Amy Castoro joins us to explore her journey with balance.
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Travis Parry
- Jun 23
- 2 min
Ep 41: Developing Strong Support Systems with Gabriel Shahin
Building strong support systems in and outside of business allows us to grow and find balance professionally and personally.
108 views0 comments
Travis Parry
- Jun 16
- 2 min
Ep 40: Making Change through Freedom and Flexibility with Greg Kurinec
With flexibility and freedom, we are able to do much more in and outside of business. Whether you want to spend more time with your family,
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Travis Parry
- Jun 9
- 2 min
Ep 39: Aligning Our Priorities with Katiya Xiong
Do you have a mission, a vision for your business and your personal life? On today’s episode, we discuss the importance of aligning our prio
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Travis Parry
- Jun 2
- 2 min
Ep 38: The Importance of Downtime with Dennis Williams
Dennis Williams is helping advisors and clients alike better understand their financial spending habits through his innovation, Cash Map. Jo
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Travis Parry
- May 26
- 2 min
Ep 37: The Three Bucket Approach to Balance: Business, Family, & Giving with Lee Baker
When you go on vacation are you really relaxed? Are you present with your family? Are you able to turn off your business mindset? Lee Baker,
15 views0 comments
Travis Parry
- May 19
- 2 min
Ep 36: Balancing Your Priorities with Matt Hudgins
How do we learn to balance our priorities? To accept the importance of delegation and overcome imposter syndrome?
20 views0 comments
Travis Parry
- May 12
- 2 min
Ep 35: Being Intentional with Your Time with Jeff Maas
How often can you turn your business mindset off and enjoy your free time? On today’s episode, Jeff Maas, the co-founder, and CEO of Retirem
32 views0 comments