Travis Parry
Ep 60: Financial Planning and Psychology with Rick Kahler
Today’s guest is Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®, CCIM, and the president of Kahler Financial Group. Rick is a pioneer in integrating
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Travis Parry
- Oct 13, 2022
- 1 min
Ep 59: Life-Centered Financial Advisors with Mitch Anthony
Audio: Video: Subscribe: More About This Episode: Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and...
18 views0 comments
Travis Parry
- Oct 11, 2022
- 1 min
Ep 58: Business-Minded Advisors with Justin Goodbread
Audio: Video: Subscribe: More About This Episode: Some people are born business-minded, and that can be said for Justin Goodbread, CFP®,...
14 views0 comments
Travis Parry
- Oct 6, 2022
- 1 min
Ep 57: Scaling a Purpose-Driven Business with Matthew Blocki
Audio: Video: Subscribe: More About This Episode: In today’s episode, we chat with Matthew Blocki, CFP®, RICP®, and CHFC®. Matthew...
34 views0 comments
Travis Parry
- Oct 4, 2022
- 1 min
Ep 56: The Tax Planning Software Making Advising Simpler with Roger Pine
Audio: Video: Subscribe: More About This Episode: Advisors won’t want to miss today’s episode featuring our guest, Roger Pine, CFA, CFP®,...
35 views0 comments
Travis Parry
- Sep 29, 2022
- 1 min
What is the #1 Key to Scaling Your Business?
Balance includes growing and scaling your business but after interviewing hundreds of advisors, I found they miss this vital step! The #1...
7 views0 comments
Travis Parry
- Sep 29, 2022
- 1 min
Ep 55: Podcasting Made Simple with Walter Storholt
Marketing may be daunting for many financial advisors, but it can be an invaluable tool. Establishing a brand and building your...
18 views0 comments
Travis Parry
- Sep 22, 2022
- 1 min
Ep 54: Intentionality in Your Business with Jeremy Keil
Control plays a big part in the role of many advisors’ careers. It can be difficult to let go of the reigns and delegate tasks when you...
15 views0 comments
Travis Parry
- Sep 15, 2022
- 1 min
Ep 53: Burnout Recovery and Team Building with Jeff Dobyns
Most people experience burnout at some point in their lives. Today we are going to discuss how burnout affects your mental, spiritual,...
72 views0 comments
Travis Parry
- Sep 13, 2022
- 1 min
How Balance Man Came To Be
Are you a Balanced Advisor? Take our Balanced Advisor QUIZ to find out! Visit http://maketimeinstitute.com/ to take the quiz to find out...
24 views0 comments
Travis Parry
- Sep 8, 2022
- 1 min
Ep 52: Mastering Mindfulness with George Kinder
Financial planning goes hand in hand with being a financial advisor, but what about life planning? George Kinder, author, international...
79 views0 comments
Travis Parry
- Sep 7, 2022
- 1 min
Are you tracking your goals?
Tracking my progress has been key to reaching this personal best!
7 views0 comments
Travis Parry
- Sep 1, 2022
- 1 min
Ep 51: Connecting Your Values and Goals in a Family Business with Eric Roberge
Maintaining balance can be tricky when you mix business and family. Eric Roberge, CFP® and Founder of Beyond Your Hammock joined us on...
42 views0 comments
Travis Parry
- Aug 29, 2022
- 0 min
30 views0 comments
Travis Parry
- Aug 25, 2022
- 1 min
Ep 50: Growing a Balanced Business with Doug Gjerde
A common challenge facing all advisors when it comes to balance is how do you continue to grow the business and scale like you would like...
35 views0 comments
Travis Parry
- Aug 18, 2022
- 2 min
Ep 49: The Health & Wellbeing of Advisors with Diana Britton
Today we’re bringing an outside perspective to the show to provide us a different look at the health and wellbeing of advisors. Dianna Britt
27 views0 comments
Travis Parry
- Aug 16, 2022
- 1 min
Balanced Webinar: Health Planning for Better Balance
As an advisor, you know all about planning to achieve your financial goals but do you have a plan for your health? Without your health,...
35 views0 comments
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