work-life balance | Dr Parry

Ep 71: The Different Seasons of Balance with Jon Henschen

Walter Storholt

5 days ago
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...

4 views0 comments

Travis Parry

Nov 18
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...

5 views0 comments

Ep 69: How Advisors Can Scale with Maribeth Kuzmeski, PhD

Travis Parry

Nov 17
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....

2 views0 comments

Ep 68: Putting Your Values First in Business with Melanie D. Milam CPA, CKA®

Travis Parry

Nov 15
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...

2 views0 comments

Ep 67: Finding the Courage to Scale with Julie Littlechild

Travis Parry

Nov 10
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,...

27 views0 comments

Ep 66: Setting Boundaries with Kyle Moore, CFP®

Travis Parry

Nov 8
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....

13 views0 comments

Ep 65: Growing Slower for More Freedom with Scott R. Frank

Travis Parry

Nov 3
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...

9 views0 comments

News - Achieving Balance: The Make Time Method to Reach Goals in an Overworked World Gift Bundle

Travis Parry

Oct 31
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

4 views0 comments

Ep 63: Uncovering Your Core Values with Tim Bickmore

Travis Parry

Oct 27
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...

10 views0 comments

Ep 10: Financial Wellness and Literacy with George Grombacher

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...

12 views0 comments

Ep 3: The Benefits and Balance of a Virtual Business with Derek Notman

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

3 views0 comments

Ep 2: Managing Business Challenges, Growth, and Life with Michael Kitces

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

325 views0 comments