Travis Parry
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
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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
23 views0 comments
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.
26 views
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...
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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
15 views0 comments
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
21 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
29 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
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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...
14 views0 comments
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
Travis Parry
- Oct 27, 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
12 views0 comments
Travis Parry
- Oct 20, 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
13 views0 comments
Travis Parry
- Oct 15, 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
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Travis Parry
- Oct 14, 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
9 views0 comments
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