advisor | Dr Parry

Ep 44: Developing New Habits and New Ways of Thinking with Bill Cates

Bill Cates has worked with advisors for many years, helping them scale their business through communication and relationships.

Ep 38: The Importance of Downtime with Dennis Williams

Dennis Williams is helping advisors and clients alike better understand their financial spending habits through his innovation, Cash Map. Jo

Ep 37: The Three Bucket Approach to Balance: Business, Family, & Giving with Lee Baker

When you go on vacation are you really relaxed? Are you present with your family? Are you able to turn off your business mindset? Lee Baker,

Ep 32: Managing Your Energy and Battle Fatigue with Marie Swift

Managing your energy and time is essential when working within the financial industry. How can we do better to manage the battle fatigue we

Ep 31: Establishing A Strong Marketing Foundation with Alex Cavalieri

Building a robust marketing plan can help with various parts of your business and life, especially on your journey to find balance. On today

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

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