Travis Parry
Ep 90: Leaving Travel Behind for Balance with John Middleton
Today we’re happy to welcome John Middleton, CFA, CFP®, CAIA, AIF® onto the show to discuss his journey in the financial industry and how he
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Travis Parry
- Jan 26
- 1 min
Ep 89: Why Balanced Growth is Always Evolving
Devin Carroll is the founder of Carroll Advisory Group and joins the show to share his experience finding balance. As you’ll hear in our con
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Travis Parry
- Jan 24
- 1 min
Ep 88: Balance Begins With the Choices You Make
Today’s guest is Tanya Nichols, CFP® and Founder of Align Financial, who has spent over 20 years in the business and now serves women primar
12 views0 comments
Travis Parry
- Jan 19
- 1 min
Ep 87: Finding Your Niche to Provide Better Service to Fewer Clients
Our guest today is a tremendous marketer who carved out a niche during the pandemic to help grow his brand and help him find more balance at
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Travis Parry
- Jan 17
- 1 min
Ep 86: Making Intentional Choices to Find Balance
Audio: Video: Subscribe: More About This Episode: Sometimes finding balance requires you to shift your goals to prioritize what’s most...
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Travis Parry
- Jan 12
- 1 min
Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen
Before you can truly build your business like you want, you have to first lay the foundation of knowing who you are. Once you can identify y
63 views0 comments
Travis Parry
- Jan 11
- 1 min
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...
11 views0 comments
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...
17 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...
14 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...
127 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,...
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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,...
20 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...
7 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.
15 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...
21 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...
17 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...
11 views0 comments
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