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
- Mar 7
- 1 min
Ep 100: Leveraging Technology for More Fulfilling Work with Matt Reiner
As technology continues to move at a rapid pace, every professional is trying to keep up and find ways to utilize that tech to improve the w
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Travis Parry
- Feb 9
- 1 min
Ep 93: Creating a Work-Optional Culture with Jason Glisczynski
It’s easy to talk about work-life balance but it’s much more difficult to back that up with action. Today’s guest is someone who has priorit
18 views0 comments
Travis Parry
- Feb 2
- 1 min
Ep 91: Making Balance a Daily Checklist with Devin Johnson
Today’s guest, Devin Johnson, would fall into the latter category. Devin is a serial entrepreneur and the current CEO of Kennected, a busine
25 views0 comments
Travis Parry
- Jan 12
- 1 min
Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen
Before you can truly build your business like you want, you have to first lay the foundation of knowing who you are. Once you can identify y
61 views0 comments
Travis Parry
- Jan 3
- 1 min
Ep 82: Setting Realistic Expectations with Kristin Shea, RICP®
Audio: Video: Subscribe: More About This Episode: Joining us today, is Kristin Shea, RICP®. Kristin is an award-winning and highly...
9 views0 comments
Travis Parry
- Dec 15, 2022
- 1 min
Ep 77: Balanced Growth with Dr. Rodney Mogen
Audio: Video: Subscribe: More About This Episode: Today’s guest is Dr. Rodney Mogen, who has an impressive two Doctorates and five...
6 views0 comments
Travis Parry
- Dec 8, 2022
- 1 min
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.
14 views0 comments
Travis Parry
- Aug 11, 2022
- 1 min
Ep 48: Building Structure and Balance with Christopher Mitchell
Unfortunately, most advisors are spending little of their time actually advising. They are playing too many roles in their business to do so
84 views0 comments
Travis Parry
- Jul 21, 2022
- 2 min
Ep 45: Collaborating with Your Spouse with Benjamin Brandt
Benjamin Brandt is the founder of president of Capital City Wealth, podcast host, and father of six. How does he manage balance while also g
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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.
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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 14, 2022
- 2 min
Ep 31: Establishing A Strong Marketing Foundation with Alex Cavalieri
Building a robust marketing plan can help with various parts of your business and life, especially on your journey to find balance. On today
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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
30 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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