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Ep 9: Time Management with Vito Grammatico

On today's episode, we are discussing the importance of time with Vito Grammatico.

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

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

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

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

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

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

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

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