Travis Parry
Transitioning with Confidence with John Stokes
Today we are sitting down with John Stokes, the CEO and President of John Stokes Financial. John and his team specialize in helping professi
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Travis Parry
- Apr 20
- 2 min
Ep 113: Streamlining Success with Dave Zoller
Today we are delighted to speak with Dave Zoller, CFP®, owner of Streamline Financial Planning, an advisory firm in Chicago that manages ove
20 views0 comments
Travis Parry
- Apr 18
- 2 min
Ep 112: Seeking Rest And Delight with Zac Larson
Today we are joined by Zac Larson, CFP®, ChFC®, FIC, founding partner and wealth advisor of IntentGen Financial Partners. Zac is a man of pu
27 views0 comments
Travis Parry
- Apr 13
- 2 min
Ep 111: More Than Money Management: Building Meaningful Client Relationships with Chris Stallings
Today we are joined by Chris Stallings, the CEO, and founder of Abundance LLC. Chris has pioneered a whole-person, whole-family approach to
59 views0 comments
Travis Parry
- Apr 11
- 2 min
Ep 110: Putting Yourself Out There with Colin Exelby
Today we are joined by Colin Exelby, CFP®, a certified financial planner professional with over twenty years of experience providing financi
42 views0 comments
Travis Parry
- Mar 28
- 2 min
Ep 106: Embracing Imbalance to Stay Balanced with Tom Shepard
Today we are joined by Tom Shepard, CEO of Shepard Financial and author of the book Money Isn’t Everything, Everything Is Money. He is the i
14 views0 comments
Travis Parry
- Jan 11
- 1 min
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...
11 views0 comments
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,...
4 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...
17 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...
11 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...
38 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....
8 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,...
29 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....
16 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...
12 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
11 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
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