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    Ep 21: Adding Value and Balance to Your Practice with Keena Pettijohn
    Travis Parry
    • Feb 3
    • 2 min

    Ep 21: Adding Value and Balance to Your Practice with Keena Pettijohn

    Do you feel overwhelmed by all the technological choices in the financial industry? Keena Pettijohn is helping advisors focus on their targe
    17 views0 comments
    Ep 20: Estate Planning and Client Relationships with Andres Mazabel
    Travis Parry
    • Jan 27
    • 2 min

    Ep 20: Estate Planning and Client Relationships with Andres Mazabel

    Estate planning is an important service many advisors want to offer or be a part of. On today’s show, Andres Mazabel with Trust & Will joins
    22 views0 comments
    Ep 19: Personalized Financial Services with Russ Thornton
    Travis Parry
    • Jan 20
    • 2 min

    Ep 19: Personalized Financial Services with Russ Thornton

    What unique challenges do women face when working with a financial advisor or when developing their portfolio? On today’s episode, we sit do
    13 views0 comments
    Ep 18: Making Good Advisors into Great CEOs with Cory Swain
    Travis Parry
    • Jan 13
    • 2 min

    Ep 18: Making Good Advisors into Great CEOs with Cory Swain

    What makes a good advisor a great CEO? On today’s episode, Cory Swain joins us to discuss balance, marketing, and delegation.
    23 views
    Ep 17: Achieving Balance - A Bonus Interview with Dr. Parry and Derek Notman
    Travis Parry
    • Jan 6
    • 2 min

    Ep 17: Achieving Balance - A Bonus Interview with Dr. Parry and Derek Notman

    Why did Dr. Parry write Achieving Balance? On both a professional and personal level he saw that advisors needed help...
    13 views0 comments
    Ep 16: Scaling Your Business with Brad Wales
    Travis Parry
    • Dec 30, 2021
    • 2 min

    Ep 16: Scaling Your Business with Brad Wales

    Is transitioning to an RIA model right for you? How could this model help you achieve balance in the long run?
    22 views0 comments
    Ep 15: The Power of Saying No with Kate Holmes
    Travis Parry
    • Dec 16, 2021
    • 2 min

    Ep 15: The Power of Saying No with Kate Holmes

    How often do you say no to new pursuits? The financial industry is a giving profession and it can be hard to say no. However, by learning to
    14 views0 comments
    Ep 14: Finding Your Niche with Reese Harper
    Travis Parry
    • Dec 9, 2021
    • 2 min

    Ep 14: Finding Your Niche with Reese Harper

    Have you found your market niche? Do you know who you want to serve in today’s market? Having a niche and developing your business to those
    11 views
    Ep 13: Personal Growth and the Importance of Delegation with Adam Holt
    Travis Parry
    • Dec 2, 2021
    • 2 min

    Ep 13: Personal Growth and the Importance of Delegation with Adam Holt

    Delegation is a must when it comes to finding balance. What things do you enjoy doing in your business? How can you maximize your days with
    19 views0 comments
    Ep 12: Systems, Balance, and Success with Justin Bassell
    Travis Parry
    • Nov 23, 2021
    • 2 min

    Ep 12: Systems, Balance, and Success with Justin Bassell

    How much time do you think you’d save in the day if you had organized and automated systems? On today’s podcast, we speak with the founder o
    25 views0 comments
    Ep 11:  Community and Collaboration with Shaun Kapusinski
    Travis Parry
    • Nov 18, 2021
    • 2 min

    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
    21 views0 comments
    Ep 10: Financial Wellness and Literacy with George Grombacher
    Travis Parry
    • Nov 11, 2021
    • 2 min

    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...
    12 views0 comments
    Ep 9: Time Management with Vito Grammatico
    Travis Parry
    • Nov 4, 2021
    • 2 min

    Ep 9: Time Management with Vito Grammatico

    On today's episode, we are discussing the importance of time with Vito Grammatico.
    16 views0 comments
    Ep 8: Financial Planning for Advisors with Brooklyn Brock
    Travis Parry
    • Oct 28, 2021
    • 2 min

    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
    6 views0 comments
    Ep 7: Preparing Advisors to be Effective Leaders with Blain Wease
    Travis Parry
    • Oct 21, 2021
    • 2 min

    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
    10 views0 comments
    Ep 6: How Hiring Can Help You Find Balance with Stephanie Roberts
    Travis Parry
    • Oct 16, 2021
    • 2 min

    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
    8 views0 comments
    Ep 5: Balanced Adventures with Marketing Executive Charlie Van Derven
    Travis Parry
    • Oct 15, 2021
    • 2 min

    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
    4 views0 comments
    Ep 4: Health Management for Advisors with Stevyn Guinnip
    Travis Parry
    • Oct 14, 2021
    • 2 min

    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
    6 views0 comments
    Ep 3: The Benefits and Balance of a Virtual Business with Derek Notman
    Travis Parry
    • Oct 7, 2021
    • 2 min

    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
    3 views0 comments
    Ep 2: Managing Business Challenges, Growth, and Life with Michael Kitces
    Travis Parry
    • Oct 7, 2021
    • 3 min

    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
    288 views0 comments
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    © 2020 Travis Parry​                                                     More Time. Better Relationships. Greater Purpose.

    travis@travisparry.com