Travis Parry
Building A Business With Intention with Michael Port
Today we are joined by Michael Port, American entrepreneur, author of 9 best-selling books, and angel investor. After spending a decade deli
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Travis Parry
- May 25
- 1 min
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
- Apr 4
- 2 min
Ep 108: Challenging the Status Quo with Chris Manske
Today we are joined by Chris Manske, CFP®, president of Manske Wealth Management. Chris has been praised, published, and quoted in the Wall
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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...
38 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....
8 views0 comments
Travis Parry
- Nov 15, 2022
- 1 min
Ep 68: Putting Your Values First in Business with Melanie D. Milam CPA, CKA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Melanie D. Milam, CPA, CKA® who specializes in helping individuals in...
5 views0 comments
Travis Parry
- Mar 17, 2022
- 2 min
Ep 27: Reprogramming How We Think About Sales with Nancy Bleeke
Today, Nancy Bleeke, the founder of Sales Pro Insider and the author of Conversations that Sell, joins us to discuss the struggles advisors
33 views0 comments
Travis Parry
- Mar 3, 2022
- 2 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
38 views0 comments
Travis Parry
- Jan 20, 2022
- 2 min
Ep 19: Personalized Financial Services with Russ Thornton
What unique challenges do women face when working with a financial advisor or when developing their portfolio? On today’s episode, we sit do
21 views0 comments
Travis Parry
- Oct 14, 2021
- 2 min
Ep 5: Balanced Adventures with Marketing Executive Charlie Van Derven
In the past few years many of us have moved to online work and working from home. This has been great for work-life balance but also present
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