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Bonus Materials: The Financial Advisor's Guide to Work/Life Balance. 

Thanks for attending the Speaking Engagement!


Here are the Bonus Materials I promised.




Bonus 1: Bridging the Relational Finance Gap Slides

Bonus 2: Restoring Work/Life Balance Article

Bonus 3: The Productivity Myth (Master Class)

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Bonus 4: Free Trial of

Bonus 4: Free Trial of

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Bonus 5: Free Coaching Call

Make Time Discovery Call-consider it a Free Coaching Call!

I’ve been helping financial professionals get more time to create better connections with their family since 2007.


Over that time, I realized it’s not about traditional business productivity tips and “how to get more done”.


Instead, I’ve found the key is to be working with your own spouse through the following 5 steps!


Step #1: Discovering your life values.

Step #2: Aligning your values with your goals.

Step #3: Prioritizing your time.

Step #4: Improving your productivity.

Step #5: Accountability with your spouse.


These 5 steps sound so simple at first glance…


Well, here’s what I’ve found over and over again:


It’s actually NOT that easy to complete all steps 1-4 by yourself and it’s NOT easy to get and stay on the same page with your spouse!


…But it is the most important key to saving time at work and investing it with your family


Are you hearing me? Can you relate?


Here’s what I think you’ll find VERY interesting!...


I’ve found that these 5 steps can unlock the way to getting you at least 20% of your time back!


And right now, I’m offering to share these steps and how you can begin implementing them to feel more balanced at work and home.


And I’m going to share it all with you for FREE! 


I’m opening my calendar over the next week to offer free one-on-one Make Time Discovery Call. 


Just you and me.


The entire goal of our call together is to discover how to make more time for your family and live your life on purpose.


Click Here to Schedule the Make Time Discovery Call.


Here’s what this Make Time Discovery Call will do for you:


  • Be more productive

  • Increase your income

  • Create boundaries for personal time

  • Live a more purposeful life


Here’s how the Make Time Discovery Call will go:


  1. We’ll immediately jump into how you are doing with your current work/life balancing act.

  2. Then we discuss the 5 steps (Values, Goals, Priorities, Productivity, Accountability) in more detail.

  3. After that, I will show you exactly where you can improve, so you can make more time to enjoy with your family.

  4. The call is 45 minutes and it’s packed full of value with no fluff and no crazy high- pressure sales pitch.


Here’s why I’m offering this for free:


I’m offering this free Make Time Discovery Call because it’s the information that changed my own life...


Every so often, at the end of these calls, someone wants to hire me to help be more effective at work and get more time with his family. And if you’re a good fit and you want to hire me, we can discuss that at the end of our call together.


Pretty simple right?


Okay, so if this sounds like a great fit for you and you’re ready to discover a better way to get more time with your family, then...


Click Here to Schedule the Make Time Discovery Call.


Chat soon!


Dr. Travis Parry


P.S. I’m super excited to jump on this call with you for free, you’re going to get a massive amount of value from it - guaranteed! 


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