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, 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,...
3 views0 comments
Walter Storholt
- Dec 13, 2022
- 1 min
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...
9 views0 comments
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
Walter Storholt
- Nov 24, 2022
- 1 min
Ep 71: The Different Seasons of Balance with Jon Henschen
Audio: Video: Subscribe: More About This Episode: Let’s give a warm welcome to our guest, Jon Henschen. Jon is the Founder of the...
9 views0 comments
Travis Parry
- Nov 18, 2022
- 3 min
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...
37 views0 comments
Travis Parry
- Nov 17, 2022
- 1 min
Ep 69: How Advisors Can Scale with Maribeth Kuzmeski, PhD
Audio: Video: Subscribe: More About This Episode: Maribeth Kuzmeski, PhD, is President of the consulting firm, Red Zone Marketing....
5 views0 comments
Travis Parry
- Nov 15, 2022
- 1 min
Ep 68: Putting Your Values First in Business with Melanie D. Milam CPA, CKA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Melanie D. Milam, CPA, CKA® who specializes in helping individuals in...
5 views0 comments
Travis Parry
- Nov 10, 2022
- 1 min
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,...
28 views0 comments
Travis Parry
- Nov 8, 2022
- 1 min
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....
15 views0 comments
Travis Parry
- Nov 3, 2022
- 1 min
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...
11 views0 comments
Travis Parry
- Oct 31, 2022
- 5 min
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
5 views0 comments
Travis Parry
- Oct 27, 2022
- 1 min
Ep 63: Uncovering Your Core Values with Tim Bickmore
Audio: Video: Subscribe: More About This Episode: Our values are the motivators behind the decisions we make in life. Uncovering your...
11 views0 comments
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 7, 2021
- 2 min
Ep 3: The Benefits and Balance of a Virtual Business with Derek Notman
We all know that the financial advising field is becoming more digital. But what does that really mean for our business models and work-life
4 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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