Travis Parry
Ep 122: The Power of Priorities and Planning with Mike Kendra
Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors.
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Travis Parry
Jan 31, 20231 min
Ep 90: Leaving Travel Behind for Balance with John Middleton
Today we’re happy to welcome John Middleton, CFA, CFP®, CAIA, AIF® onto the show to discuss his journey in the financial industry and how he
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Travis Parry
Dec 29, 20221 min
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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Walter Storholt
Nov 24, 20221 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...
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Travis Parry
Nov 18, 20223 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...
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Travis Parry
Oct 31, 20225 min
News - Achieving Balance: The Make Time Method to Reach Goals in an Overworked World Gift Bundle
Timely gift package for financial professionals helps unearth purpose, increase productivity, and realize work/life goals
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Travis Parry
Aug 18, 20222 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
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Travis Parry
Apr 7, 20222 min
Ep 30: Contingency Planning and Change with Ross Marino
When life happens, it can be really hard to make decisions, but those decisions move the needle. Today, Ross Marino, the financial advisor,
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Travis Parry
Mar 3, 20222 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
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Travis Parry
Feb 3, 20222 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
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Travis Parry
Oct 15, 20212 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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