Travis Parry
Ep 84: Succession Planning with Mark Drouillard, CFP®
Audio: Video: Subscribe: More About This Episode: Our guest for today is Mark Drouillard, CFP®, and Managing Partner at Wealth Management...
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Travis Parry
- Jan 5
- 1 min
Ep 83: Balancing Your Business with Jessica Smith, CFP®, CAP®, CLU®, CPWA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Jessica Smith, CFP®, CAP®, CLU®, CPWA®. Jessica is the president of...
16 views0 comments
Travis Parry
- Jan 3
- 1 min
Ep 82: Setting Realistic Expectations with Kristin Shea, RICP®
Audio: Video: Subscribe: More About This Episode: Joining us today, is Kristin Shea, RICP®. Kristin is an award-winning and highly...
9 views0 comments
Travis Parry
- Dec 29, 2022
- 1 min
Ep 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder...
123 views0 comments
Travis Parry
- Dec 27, 2022
- 1 min
Ep 80: Achieving a Balanced Schedule with Jesse W. Hurst, CFP®, AIF®
Audio: Video: Subscribe: More About This Episode: On today’s show, we have Jesse W. Hurst, CFP®, AIF®, President and CEO of Impel Wealth...
49 views0 comments
Travis Parry
- Dec 22, 2022
- 1 min
Ep 79: Choosing the Right Clients with Bill Bloom
Audio: Video: Subscribe: More About This Episode: Our guest on today’s show is Bill Bloom. Bill is a family-first, sailboat-racing,...
3 views0 comments
Travis Parry
- Dec 20, 2022
- 1 min
Ep 78: Organic Growth with Jamie Bosse, CFP®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Jamie Bosse, CFP®, RFC, CCFC. Jamie is a Financial Planner, Author,...
18 views0 comments
Travis Parry
- Dec 15, 2022
- 1 min
Ep 77: Balanced Growth with Dr. Rodney Mogen
Audio: Video: Subscribe: More About This Episode: Today’s guest is Dr. Rodney Mogen, who has an impressive two Doctorates and five...
6 views0 comments
Walter Storholt
- Dec 13, 2022
- 1 min
Ep 76: The Importance of Saying No with Morgen Rochard, CFA, CFP®, RLP®
Audio: Video: Subscribe: More About This Episode: Our guest on today’s show is Morgen Rochard, CFA, CFP®, RLP®. Morgen is the owner of...
9 views0 comments
Travis Parry
- Dec 8, 2022
- 1 min
Ep 75: The Team Approach to Serving Clients with Jason Priebe, CFP®, J.D.
In this episode, we have Jason Priebe, CFP®, J.D., husband, and father. Jason is a Partner at Priebe Wealth in Minnesota.
14 views0 comments
Travis Parry
- Dec 6, 2022
- 1 min
Ep 74: Team Building with Chad Olivier CFP®, CEPA
Audio: Video: Subscribe: More About This Episode: On today’s show, we have Chad Olivier, CFP®, CEPA, and CEO of Olivier Group. Chad has...
20 views0 comments
Travis Parry
- Dec 1, 2022
- 1 min
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...
13 views0 comments
Travis Parry
- Nov 29, 2022
- 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...
15 views0 comments
Walter Storholt
- Nov 24, 2022
- 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...
9 views0 comments
Walter Storholt
- Nov 22, 2022
- 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....
11 views0 comments
Travis Parry
- Nov 17, 2022
- 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....
5 views0 comments
Travis Parry
- Nov 15, 2022
- 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...
5 views0 comments
Travis Parry
- Nov 10, 2022
- 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, 2022
- 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....
15 views0 comments
Travis Parry
- Nov 3, 2022
- 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...
11 views0 comments
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