Travis Parry
Ep 11: Community and Collaboration with Shaun Kapusinski
With the new digital age, we have more ways than ever to connect with others and create communities. Connecting and collaborating with other
top of page
Search
Travis Parry
Nov 11, 20212 min read
Ep 10: Financial Wellness and Literacy with George Grombacher
Do you spend a lot of time educating your clients about different financial matters? On today’s show, George Grombacher, an instructor...
16 views0 comments
Travis Parry
Nov 4, 20212 min read
Ep 9: Time Management with Vito Grammatico
On today's episode, we are discussing the importance of time with Vito Grammatico.
20 views0 comments
Travis Parry
Oct 27, 20212 min read
Ep 8: Financial Planning for Advisors with Brooklyn Brock
As advisors we spend a lot of time working on our clients’ finances and sometimes neglect to make a plan for ourselves. On our latest episod
15 views0 comments
Travis Parry
Oct 20, 20212 min read
Ep 7: Preparing Advisors to be Effective Leaders with Blain Wease
As an independent advisor, building your own practice takes a lot of leadership skills. However, many financial professionals don’t have muc
26 views0 comments
Travis Parry
Oct 15, 20212 min read
Ep 6: How Hiring Can Help You Find Balance with Stephanie Roberts
Hiring a team is important for growth and balance. But many of us don't have experience in building a strong team. What tips and tricks shou
15 views0 comments
Travis Parry
Oct 14, 20212 min read
Ep 5: Balanced Adventures with Marketing Executive Charlie Van Derven
In the past few years many of us have moved to online work and working from home. This has been great for work-life balance but also present
13 views0 comments
Travis Parry
Oct 13, 20212 min read
Ep 4: Health Management for Advisors with Stevyn Guinnip
How often do you take time for your health? As advisors, we work long days and this can lead to poor eating habits and exercise habits. Yet
11 views0 comments
Travis Parry
Oct 7, 20212 min read
Ep 3: The Benefits and Balance of a Virtual Business with Derek Notman
We all know that the financial advising field is becoming more digital. But what does that really mean for our business models and work-life
11 views0 comments
Travis Parry
Oct 6, 20213 min read
Ep 2: Managing Business Challenges, Growth, and Life with Michael Kitces
Are you a financial advisor feeling stressed out about your business growth and work-life balance? If so, you are not alone. Today, we are s
341 views0 comments
Travis Parry
Oct 5, 20212 min read
Ep 1: Introducing the Balanced Advisor Podcast with Dr. Travis Parry
Welcome to the first episode of the Balanced Advisor Podcast! Today, we are introducing our host, Dr. Travis Parry. He will tell us why he s
26 views0 comments
bottom of page