Travis ParryOct 26, 20231 minTurning Clients Into Your Biggest AdvocatesHow can you distinguish yourself from the competition? What can you do to ensure your clients become your most passionate advocates? It all
Travis ParryApr 13, 20232 minEp 111: More Than Money Management: Building Meaningful Client Relationships with Chris Stallings Today we are joined by Chris Stallings, the CEO, and founder of Abundance LLC. Chris has pioneered a whole-person, whole-family approach to
Travis ParryMar 30, 20231 minEp 107: The Power of Organization and Delegation with Tom WattsToday we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stoc