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Episode 13 Pt1 - Achieving balance for you, the Advice Professional

Updated: Dec 1, 2022

This episode is all about YOU! Lumiant Live is traditionally focused on how advice professionals have helped clients through their values based advice experience. In this episode we flip it around and focus on how you can help yourself, live your best life. Our very special guest is Dr. Travis Parry, founder of the Make Time Institute and author of #1 best selling book, Achieving Balance. Travis' research and specialization is in helping Financial Professionals and Business Owners achieve balance. In part 1 of this 2 part series we discuss:

  • Travis' journey from Advisor to Advisor to Advisors.

  • Why your business objectives must align to your relationship objectives

  • The challenges financial professionals face due to their desire to "help everybody"

  • The alignment between freedom, flexibility & finances

  • How to achieve balance through understanding your internal values & goals, creating your ideal calendar and having an accountability partner.

Part 2 of our conversation with Dr. Travis Parry of the Make Time Institute. In this episode Mark and Travis go next level down to discuss practical examples of implementing Travis' frameworks for achieving balance. The discuss:

  • The benefits of getting values alignment with your spouse for your business and life

  • Who and how to use an accountability partner if you don't have a spouse

  • How to create an ideal calendar to help you achieve your balance

  • Where to find your work "sweet spot"

  • Harnessing your "fear tree" to put plans into actions

To learn more about how Lumiant can help you embed values based advice into your business click visit

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