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Lessons in Delegation, Culture, and Leadership with Matt Green
Today, we're thrilled to sit down with Matt Green, President and CEO of Frontlight Building Company in South Carolina.
Travis Parry
Jan 4, 20241 min read
Successfully Exiting Your Business with Brody Vinson
Today we are joined by Brody Vinson, an entrepreneur and podcast host with a passion for helping business owners exit their businesses.
Travis Parry
Nov 2, 20232 min read
Leading by Example with John Bernatovicz
Today we are joined by John Bernatovicz, father, husband, and founder of Willory. He is also a keynote speaker, podcast host and soon-to-be
Travis Parry
Jul 27, 20232 min read
Ep 116: Building Team Unity With John Bucsek
In today’s episode, we have the pleasure of interviewing John Bucsek, CFP®. John has over 30 years of experience in the financial services
Travis Parry
May 2, 20231 min read
Ep 101: Growth Through Delegation & Acquisition with Michael Shanahan
Today’s guest is Michael Shanahan, CFP®, AIF®, co-founder and managing partner of Overland & Shanahan Wealth Advisors. He’s won numerous ind
Travis Parry
Mar 9, 20231 min read
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
Travis Parry
Feb 21, 20231 min read
Ep 84: Succession Planning with Mark Drouillard, CFP®
Audio: Video: Subscribe: More About This Episode: Our guest for today is Mark Drouillard, CFP®, and Managing Partner at Wealth Management...
Travis Parry
Jan 11, 20231 min read
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 73: Scaling Your Business Through Marketing with Kristin Harad, CFP®
Audio: Video: Subscribe: More About This Episode: Our guest on today's show is Kristin Harad, CFP®. Kristin is a CFP® who founded and...
Travis Parry
Dec 1, 20221 min read
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
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...
Walter Storholt
Nov 24, 20221 min read
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...
Travis Parry
Nov 15, 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 43: The Discipline to Find Health and Happiness with Bart Zandbergen
With over three decades of experience, Bart Zandbergen has seen various parts of the industry and how advisors are impacted by long work...
Travis Parry
Jul 7, 20222 min read
Ep 40: Making Change through Freedom and Flexibility with Greg Kurinec
With flexibility and freedom, we are able to do much more in and outside of business. Whether you want to spend more time with your family,
Travis Parry
Jun 16, 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 13: Personal Growth and the Importance of Delegation with Adam Holt
Delegation is a must when it comes to finding balance. What things do you enjoy doing in your business? How can you maximize your days with
Travis Parry
Dec 2, 20212 min read
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