Travis Parry
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...
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Travis Parry
Dec 22, 20221 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,...
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Travis Parry
Dec 20, 20221 min read
Ep 78: Organic Growth with Jamie Bosse, CFP®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Jamie Bosse, CFP®, RFC, CCFC. Jamie is a Financial Planner, Author,...
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Walter Storholt
Dec 13, 20221 min read
Ep 76: The Importance of Saying No with Morgen Rochard, CFA, CFP®, RLP®
Audio: Video: Subscribe: More About This Episode: Our guest on today’s show is Morgen Rochard, CFA, CFP®, RLP®. Morgen is the owner of...
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Travis Parry
Dec 8, 20221 min read
Ep 75: The Team Approach to Serving Clients with Jason Priebe, CFP®, J.D.
In this episode, we have Jason Priebe, CFP®, J.D., husband, and father. Jason is a Partner at Priebe Wealth in Minnesota.
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Travis Parry
Dec 1, 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...
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Travis Parry
Nov 18, 20223 min read
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...
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Travis Parry
Nov 10, 20221 min read
Ep 67: Finding the Courage to Scale with Julie Littlechild
Audio: Video: Subscribe: More About This Episode: Julie Littlechild, Founder and CEO at Absolute Engagement, which provides technology,...
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Travis Parry
Nov 8, 20221 min read
Ep 66: Setting Boundaries with Kyle Moore, CFP®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Kyle Moore, CFP®, Founder of Quarry Hill Advisors in Saint Paul, MN....
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Travis Parry
Nov 3, 20221 min read
Ep 65: Growing Slower for More Freedom with Scott R. Frank
Audio: Video: Subscribe: More About This Episode: Today’s guest is Scott R. Frank CFA, CFP®, founder of Stone Steps Financial, a firm...
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Travis Parry
Nov 1, 20221 min read
Ep 64: Discovering the Path to Balance with Sten Morgan
Audio: Video: Subscribe: More About This Episode: Today’s Guest is Sten Morgan, CFP®, ChFC®. Sten founded Legacy Investment Planning by...
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Travis Parry
Oct 31, 20225 min read
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
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Travis Parry
Oct 25, 20221 min read
Ep 62: Striving for Harmony with Shauna Mace
Audio: Video: Subscribe: More About This Episode: Today’s guest is Shauna Mace, CHPC™️, Head of Practice Management, and Managing...
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Travis Parry
Oct 20, 20221 min read
Ep 61: Balance for You and Your Staff with Stacey McKinnon
Audio: Video: Subscribe: More About This Episode: Today’s guest is Stacey McKinnon. Stacey is the Chief Operating Officer and Chief...
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Travis Parry
Oct 13, 20221 min read
Ep 59: Life-Centered Financial Advisors with Mitch Anthony
Audio: Video: Subscribe: More About This Episode: Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and...
21 views0 comments
Travis Parry
Oct 11, 20221 min read
Ep 58: Business-Minded Advisors with Justin Goodbread
Audio: Video: Subscribe: More About This Episode: Some people are born business-minded, and that can be said for Justin Goodbread, CFP®,...
17 views0 comments
Travis Parry
Sep 29, 20221 min read
Ep 55: Podcasting Made Simple with Walter Storholt
Marketing may be daunting for many financial advisors, but it can be an invaluable tool. Establishing a brand and building your...
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Travis Parry
Sep 1, 20221 min read
Ep 51: Connecting Your Values and Goals in a Family Business with Eric Roberge
Maintaining balance can be tricky when you mix business and family. Eric Roberge, CFP® and Founder of Beyond Your Hammock joined us on...
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Travis Parry
Mar 31, 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.
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