time management | Dr Parry

Travis Parry

Ep 122: The Power of Priorities and Planning with Mike Kendra

Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors.

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...

Travis Parry

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,...

Travis Parry

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...

Travis Parry

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.

Travis Parry

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

Travis Parry

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

Travis Parry

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...

Travis Parry

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