Travis Parry
Ep 102: Prioritizing Your Well-Being Alongside Your Business with Michael Garry, CFP®
You don’t find too many people that move between the financial and legal professions, but today’s guest did just that. Michael Garry, CFP® a
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Travis Parry
- Feb 28
- 1 min
Ep 98: Balancing Family, Business, and Service with Gabe Lapito
Today we’re joined by Gabe Lapito, MBA, CPA/PFS, CFP®, AIF® of Strategic Retirement Plans to talk about his successes and challenges in find
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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
36 views0 comments
Travis Parry
- Feb 16
- 1 min
Ep 95: Why You Should Take The Legacy Letter Challenge
Our legacy can be achieved in any number of ways, but our guest today has built a platform and a process to help every parent create a meani
29 views0 comments
Travis Parry
- Jan 17
- 1 min
Ep 86: Making Intentional Choices to Find Balance
Audio: Video: Subscribe: More About This Episode: Sometimes finding balance requires you to shift your goals to prioritize what’s most...
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Travis Parry
- Dec 29, 2022
- 1 min
Ep 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder...
127 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 28, 2022
- 1 min
Ep 46: Building Relationship Balance with Lesli Doares
With over twenty years of experience as a marriage and family therapist, Lesli is helping men embrace their emotions.
21 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...
25 views0 comments
Travis Parry
- May 19, 2022
- 2 min
Ep 36: Balancing Your Priorities with Matt Hudgins
How do we learn to balance our priorities? To accept the importance of delegation and overcome imposter syndrome?
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Travis Parry
- Apr 21, 2022
- 2 min
Ep 32: Managing Your Energy and Battle Fatigue with Marie Swift
Managing your energy and time is essential when working within the financial industry. How can we do better to manage the battle fatigue we
36 views0 comments
Travis Parry
- Apr 7, 2022
- 2 min
Ep 30: Contingency Planning and Change with Ross Marino
When life happens, it can be really hard to make decisions, but those decisions move the needle. Today, Ross Marino, the financial advisor,
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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
- Feb 24, 2022
- 2 min
Ep 24: Staying Focused in Business and Life with Taylor Schulte
Taylor Schulte, the founder of Define Financial and co-founder of The AGC™ joins us on today’s show to discuss the importance of staying foc
35 views0 comments
Travis Parry
- Feb 17, 2022
- 2 min
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
29 views0 comments
Travis Parry
- Feb 10, 2022
- 2 min
Ep 22: Achieving Your Definition of Success with Jeff Concepcion
What does success mean to you? Spending time with your family? Growing your business?
15 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
9 views0 comments
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