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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 89: Why Balanced Growth is Always Evolving
Devin Carroll is the founder of Carroll Advisory Group and joins the show to share his experience finding balance. As you’ll hear in our con

Travis Parry
Jan 26, 20231 min read


Ep 6: How Hiring Can Help You Find Balance with Stephanie Roberts
Hiring a team is important for growth and balance. But many of us don't have experience in building a strong team. What tips and tricks shou

Travis Parry
Oct 15, 20212 min read


Ep 2: Managing Business Challenges, Growth, and Life with Michael Kitces
Are you a financial advisor feeling stressed out about your business growth and work-life balance? If so, you are not alone. Today, we are s

Travis Parry
Oct 6, 20213 min read
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