Travis Parry
Ep 29: The Power of Self Improvement with Jason Cass
Jason Cass, the inspiring owner, speak, and entrepreneur of The Insurance Alliance joins us to discuss self-empowerment.
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Travis Parry
- Mar 24, 2022
- 2 min
Ep 28: Freedom from Distraction with Brent Kelly
The President of Sitkins Group and motivational speaker, Brent Kelly joins us on today’s episode to discuss overcoming distraction and achie
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Travis Parry
- Mar 17, 2022
- 2 min
Ep 27: Reprogramming How We Think About Sales with Nancy Bleeke
Today, Nancy Bleeke, the founder of Sales Pro Insider and the author of Conversations that Sell, joins us to discuss the struggles advisors
29 views0 comments
Travis Parry
- Mar 10, 2022
- 2 min
Ep 26: Accomplishing Professional Balance with Broc Buckles
How often do you immediately wake up and check your email? It happens to all of us, but by doing this are we missing out on starting our day
60 views0 comments
Travis Parry
- Mar 3, 2022
- 2 min
Ep 25: Overcoming Burnout with Patrick Brewer
Most of us have faced burnout in this industry. So how do we better manage stress and find balance by doing the things we are skilled at and
38 views0 comments
Travis Parry
- Feb 24, 2022
- 2 min
Ep 24: Staying Focused in Business and Life with Taylor Schulte
Taylor Schulte, the founder of Define Financial and co-founder of The AGC™ joins us on today’s show to discuss the importance of staying foc
33 views0 comments
Travis Parry
- Feb 17, 2022
- 2 min
Ep 23: Finding Balance with an Adaptable Business with Charles Freeman
How many different hats do you wear as an advisor? Between meeting potential clients, serving your existing client base, and growing your bu
29 views0 comments
Travis Parry
- Feb 10, 2022
- 2 min
Ep 22: Achieving Your Definition of Success with Jeff Concepcion
What does success mean to you? Spending time with your family? Growing your business?
15 views0 comments
Travis Parry
- Feb 3, 2022
- 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
18 views0 comments
Travis Parry
- Jan 27, 2022
- 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
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Travis Parry
- Jan 20, 2022
- 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
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Travis Parry
- Jan 13, 2022
- 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.
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Travis Parry
- Jan 6, 2022
- 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...
15 views0 comments
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?
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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
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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
16 views
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
20 views0 comments
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
28 views0 comments
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
25 views0 comments
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
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