Travis ParryMay 25, 20231 minEp 122: The Power of Priorities and Planning with Mike KendraToday we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors.
Travis ParryJan 31, 20231 minEp 90: Leaving Travel Behind for Balance with John MiddletonToday 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
Travis ParryDec 29, 20221 minEp 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...
Walter StorholtNov 24, 20221 minEp 71: The Different Seasons of Balance with Jon HenschenAudio: Video: Subscribe: More About This Episode: Let’s give a warm welcome to our guest, Jon Henschen. Jon is the Founder of the...