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Ep 79: Choosing the Right Clients with Bill Bloom
Audio: Video: Subscribe: More About This Episode: Our guest on today’s show is Bill Bloom. Bill is a family-first, sailboat-racing,...
Travis Parry
Dec 22, 20221 min read
Ep 75: The Team Approach to Serving Clients with Jason Priebe, CFP®, J.D.
In this episode, we have Jason Priebe, CFP®, J.D., husband, and father. Jason is a Partner at Priebe Wealth in Minnesota.
Travis Parry
Dec 8, 20221 min read
Ep 62: Striving for Harmony with Shauna Mace
Audio: Video: Subscribe: More About This Episode: Today’s guest is Shauna Mace, CHPC™️, Head of Practice Management, and Managing...
Travis Parry
Oct 25, 20221 min read
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...
Travis Parry
Oct 13, 20221 min read
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...
Travis Parry
Sep 1, 20221 min read
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
Travis Parry
Aug 18, 20222 min read
Ep 48: Building Structure and Balance with Christopher Mitchell
Unfortunately, most advisors are spending little of their time actually advising. They are playing too many roles in their business to do so
Travis Parry
Aug 11, 20221 min read
Ep 47: Getting Back on Course with Chip Munn
Many advisors are trying to scale their business without losing balance.
Travis Parry
Aug 4, 20221 min read
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.
Travis Parry
Jul 14, 20222 min read
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
Travis Parry
Jun 2, 20222 min read
Ep 33: Self Discovery and Change with Byron Morrison
CEOs, advisors, and business owners often struggle with healthy outlets. When it comes to a healthy and balanced diet and lifestyle what und
Travis Parry
Apr 28, 20222 min read
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
Travis Parry
Apr 21, 20222 min read
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
Travis Parry
Apr 14, 20222 min read
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,
Travis Parry
Apr 7, 20222 min read
Ep 29: The Power of Self Improvement with Jason Cass
Jason Cass, the inspiring owner, speak, and entrepreneur of The Insurance Alliance joins us to discuss self-empowerment.
Travis Parry
Mar 31, 20222 min read
Ep 28: Freedom from Distraction with Brent Kelly
The President of Sitkins Group and motivational speaker, Brent Kelly joins us on today’s episode to discuss overcoming distraction and achie
Travis Parry
Mar 24, 20222 min read
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
Travis Parry
Feb 3, 20222 min read
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