Travis Parry
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...
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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,...
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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
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.
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Travis Parry
- Mar 10, 2022
- 2 min
Ep 26: Accomplishing Professional Balance with Broc Buckles
How often do you immediately wake up and check your email? It happens to all of us, but by doing this are we missing out on starting our day
60 views0 comments
Travis Parry
- Jan 27, 2022
- 2 min
Ep 20: Estate Planning and Client Relationships with Andres Mazabel
Estate planning is an important service many advisors want to offer or be a part of. On today’s show, Andres Mazabel with Trust & Will joins
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Travis Parry
- Nov 11, 2021
- 2 min
Ep 10: Financial Wellness and Literacy with George Grombacher
Do you spend a lot of time educating your clients about different financial matters? On today’s show, George Grombacher, an instructor...
14 views0 comments
Travis Parry
- Oct 6, 2021
- 3 min
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
333 views0 comments
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