Travis Parry
Ep 99: The Science Behind Better Communication with Mary Schmid
There’s actually a science to this as well and today’s guest will tell us all about it. Mary Schmid, who is an author, speaker and mentor to
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Travis Parry
- Feb 28
- 1 min
Ep 98: Balancing Family, Business, and Service with Gabe Lapito
Today we’re joined by Gabe Lapito, MBA, CPA/PFS, CFP®, AIF® of Strategic Retirement Plans to talk about his successes and challenges in find
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Travis Parry
- Feb 23
- 1 min
Ep 97: Using Balance to Reach Our True Potential with Mark Willis, CFP®
Today we’re spending some time with Mark Willis, CFP®, who has made it his mission to help people think differently about their money and th
31 views0 comments
Travis Parry
- Feb 21
- 1 min
Ep 96: Learning to Let Go of the Outcome with Kathy Longo
The common spot business owners always point to when asked about challenges is letting go and learning to delegate. It’s extremely difficult
35 views0 comments
Travis Parry
- Feb 9
- 1 min
Ep 93: Creating a Work-Optional Culture with Jason Glisczynski
It’s easy to talk about work-life balance but it’s much more difficult to back that up with action. Today’s guest is someone who has priorit
18 views0 comments
Travis Parry
- Jan 31
- 1 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
7 views0 comments
Travis Parry
- Jan 26
- 1 min
Ep 89: Why Balanced Growth is Always Evolving
Devin Carroll is the founder of Carroll Advisory Group and joins the show to share his experience finding balance. As you’ll hear in our con
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Travis Parry
- Jan 24
- 1 min
Ep 88: Balance Begins With the Choices You Make
Today’s guest is Tanya Nichols, CFP® and Founder of Align Financial, who has spent over 20 years in the business and now serves women primar
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Travis Parry
- Jan 19
- 1 min
Ep 87: Finding Your Niche to Provide Better Service to Fewer Clients
Our guest today is a tremendous marketer who carved out a niche during the pandemic to help grow his brand and help him find more balance at
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Travis Parry
- Jan 12
- 1 min
Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen
Before you can truly build your business like you want, you have to first lay the foundation of knowing who you are. Once you can identify y
61 views0 comments
Travis Parry
- Jan 3
- 1 min
Ep 82: Setting Realistic Expectations with Kristin Shea, RICP®
Audio: Video: Subscribe: More About This Episode: Joining us today, is Kristin Shea, RICP®. Kristin is an award-winning and highly...
9 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,...
18 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...
6 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 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...
20 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...
15 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...
9 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...
37 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....
5 views0 comments
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