Travis Parry
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
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Travis Parry
- Feb 21
- 1 min
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
35 views0 comments
Travis Parry
- Jan 11
- 1 min
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...
8 views0 comments
Travis Parry
- Dec 22, 2022
- 1 min
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,...
3 views0 comments
Travis Parry
- Dec 1, 2022
- 1 min
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...
13 views0 comments
Travis Parry
- Nov 29, 2022
- 1 min
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...
15 views0 comments
Walter Storholt
- Nov 24, 2022
- 1 min
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...
9 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
- Jul 14, 2022
- 2 min
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.
22 views0 comments
Travis Parry
- Jul 7, 2022
- 2 min
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...
24 views0 comments
Travis Parry
- Jun 16, 2022
- 2 min
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,
30 views0 comments
Travis Parry
- Mar 31, 2022
- 2 min
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.
5 views0 comments
Travis Parry
- Dec 2, 2021
- 2 min
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
21 views0 comments
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