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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...

Travis Parry
Nov 29, 20221 min read
19 views
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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...

Travis Parry
Nov 18, 20223 min read
40 views
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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

Travis Parry
Oct 31, 20225 min read
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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
30 views
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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
94 views
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Ep 45: Collaborating with Your Spouse with Benjamin Brandt
Benjamin Brandt is the founder of president of Capital City Wealth, podcast host, and father of six. How does he manage balance while also g

Travis Parry
Jul 21, 20222 min read
19 views
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Ep 37: The Three Bucket Approach to Balance: Business, Family, & Giving with Lee Baker
When you go on vacation are you really relaxed? Are you present with your family? Are you able to turn off your business mindset? Lee Baker,

Travis Parry
May 26, 20222 min read
21 views
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Ep 35: Being Intentional with Your Time with Jeff Maas
How often can you turn your business mindset off and enjoy your free time? On today’s episode, Jeff Maas, the co-founder, and CEO of Retirem

Travis Parry
May 12, 20222 min read
38 views
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Ep 34: The Fear of Losing Control with Allen Myles Darby
Learning to let go of control is never easy, especially for advisors. On today’s show, the CEO of Alaris Acquisitions joins us to share the

Travis Parry
May 5, 20222 min read
20 views
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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
24 views
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Ep 23: Finding Balance with an Adaptable Business with Charles Freeman
How many different hats do you wear as an advisor? Between meeting potential clients, serving your existing client base, and growing your bu

Travis Parry
Feb 17, 20222 min read
32 views
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