Travis Parry
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...
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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,...
4 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,...
20 views0 comments
Travis Parry
- Dec 15, 2022
- 0 min
16 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
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 18, 2022
- 3 min
Work Life Balance by Derek Notman
Is being a financial advisor one of the best work life balance jobs, or a burnout waiting to happen? Work life balance is not a myth, but...
38 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....
8 views0 comments
craig2295
- Nov 16, 2022
- 2 min
Travis Parry interviewed by Matt Reiner
Ep 89: How to “Make Time” with Travis Parry November 16, 2022 On the Bridging the Gap show, Matt Reiner interviews Dr. Travis Parry. You...
7 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
craig2295
- Nov 14, 2022
- 1 min
Daily Flash interviews Dr. Travis Parry
The Daily Flash interviewed Dr. Travis Parry on November 14th, 2022. Show Hosts Mitch English and Riesa Pascal fill you in on what you...
10 views0 comments
Travis Parry
- Nov 14, 2022
- 1 min
Accountability
Are you a Balanced Advisor? Take our Balanced Advisor QUIZ to find out! Visit http://maketimeinstitute.com/ to take the quiz to find out...
5 views0 comments
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