The Travis Parry Show

https://retirementstartstoday.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

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Ep 45: Collaborating with Your Spouse with Benjamin Brandt

Dr. Travis Parry — Thu, 21 Jul 2022 09:00:28 GMT

On today's episode, the founder and president of Capital City Wealth Management, podcast host, and father of six, Benjamin Brandt joins. His interest in finances started early with his grandfather. When his grandfather passed away, he saw the struggles his grandmother faced when it came to finances and wanted to help people in similar situations.

Balance for Benjamin means having abundance when it comes to the things that are important to him. He wants to be at home in abundance and grow his business in abundance. It is possible to be intentional on how much time we spend at home and at work.

Being conscious of your family and your spouse's needs and goals is essential when building a business. You don't want to be paddling against one another. A big part of balance and building a business involves collaboration with your spouse.

Join us today as we discuss:

Re-investment in balance and in life
Accountability with families and spouses
Understanding value expansion

TIMESTAMPS

0:53 – How did you get into the industry?

2:59 – What's your definition of balance?

5:11 – How did you work through this process?

7:33 – How much is your family involved?

9:44 – What do you see in the industry?

14:00 – Why do advisors kick against this idea?

16:31 – What have you discovered since starting the podcast?

17:44 – Matching the skill set with listeners

19:03 – Do you have to convince people?

19:58 – Why do some advisors not podcast?

21:05 – Zoom allowing business growth

22:10 – How are you helping advisors?

25:04 – Where can you learn more?

RESOURCES:

More About Benjamin:

Get Travis' newest book!

From Burnout to Passive Income: Leo Young's Journey

Dr. Travis Parry — Mon, 23 Feb 2026 13:00:00 GMT

In this conversation, Dr. Travis Parry interviews Leo Young, founder of Cornell Communities, who shares his journey from burnout in a corporate job to becoming a successful real estate investor. Leo discusses the importance of passive income, the challenges investors face, and the educational resources he provides to help others navigate the world of private equity and real estate investing. He emphasizes the need for a solid understanding of investment strategies, the significance of networking, and the importance of setting realistic expectations for returns. The conversation also touches on the emotional aspects of investing and finding fulfillment beyond financial success.

Ep 29: The Power of Self Improvement with Jason Cass

Dr. Travis Parry — Thu, 31 Mar 2022 09:00:18 GMT

On today's episode, Jason Cass the business owner, speaker, and entrepreneur joins us to discuss self-improvement, delegation, leadership, networking, and balance. Growing his business, The Insurance Alliance to three locations across southern Illinois, being the Chairman of the National Young Agents for the Big I, hosting his own podcast, and writing his best-selling novel, Customer Service is Just Foreplay: The Modern Customer Experience Will Separate You From Your Competition, Jason is a busy professional and he couldn't have accomplished these goals without balance and delegation.

To Jason, finding balance is the path to true enlightenment. If you want to be happy in life you have to find balance or harmony. For many of us, self-improvement is a way to get there. From acknowledging our faults to expanding our viewpoints through empathy and reading, a commitment to self-improvement is vital for many advisors. There comes a point where we need to realize where we need help and how we can manage our time better to achieve that goal. Instead of a mid-life crisis, Jason promotes a mid-life audit. Asking yourself, "What has been good in my life up until now? What has not been working and how can I add and improve on those aspects of my life?" The best version of yourself is the balanced version.

To find the success you have to learn to let go, to delegate, and to trust the team you have surrounded yourself with. We've all heard the saying "Work on your business, not in your business." But what does that really mean? Everyone should have a role, including yourself as the owner. As the owner, it's your responsibility to provide your team with the tools and resources they need to take care of clients. Most team members want to be part of a productive crew and learning to delegate can help them and yourself find balance.

Join us today as we further discuss:

Becoming a thought leader
The key to delegation and letting go
Building a team with a good attitude
Reading and great book recommendations

TIMESTAMPS

0:48 – Jason's journey into the industry

4:02 – What is balance to Jason?

5:54 – Biggest issues Jason has faced

8:35 – Realizing where you need help

14:22 – It changes who you are

16:20 – Which books to read

19:48 – Suggestions for books

23:27 – 21 Irrefutable Laws of Leadership

24:44 - Being a thought leader

30:39 – Struggles advisors face

34:08 – Key to delegation and letting go

38:01 – Working on the business

38:53 – Letting go allows you freedom

40:59 – Building a team with a good attitude

43:09 – How can we have greater balance?

RESOURCES

Jason's Podcast: https://theinsurancepodcastnetwork.com/

Agents Influence Episode with Dr. Travis Parry: https://theinsurancepodcastnetwork.com/we-focus-on-perfection-when-we-should-focus-on-becoming-perfected/

https://www.linkedin.com/in/morgenrochard/ https://www.originwa.com/#who-we-are

Get Travis' newest book!

Chapter 8: Your Teams At Work And At Home "Marry and Grow Rich" Audiobook

Dr. Travis Parry — Tue, 14 Jan 2025 04:36:00 GMT

This chapter focuses on the vital concept of teamwork for both at work and with your spouse.

I explain the concept of "Getting off the field" and how becoming a Thought Leader will catapult your business growth.

I also detail the concept of Dedication to your marriage and how this concept is the key to growing while keeping your balance!

Ep 76: The Importance of Saying No with Morgen Rochard, CFA, CFP®, RLP®

Dr. Travis Parry — Tue, 13 Dec 2022 10:00:00 GMT

Our guest on today's show is Morgen Rochard, CFA, CFP®, RLP®. Morgen is the owner of Origin Wealth Advisers LLC, an author, and a podcaster.

In this episode, Morgen shares her journey to becoming a business owner and we discuss the importance of pausing to prioritize balance in our lives.

Join us today to learn about these things:

Morgen's Journey to the financial industry. (1:12)
How can you spend time doing something you love, while also having the time to prioritize family? (7:12)
We discuss the difficulties of working moms and scaling a business. (20:07)

RESOURCES

Learn more about our guest:

https://www.amazon.com/Team-Game-John-F-Bucsek/dp/1733814302

Get Travis' newest book!

Ep 116: Building Team Unity With John Bucsek

Dr. Travis Parry — Tue, 02 May 2023 09:00:00 GMT

In today's episode, we have the pleasure of interviewing John Bucsek, CFP®. John has over 30 years of experience in the financial services industry. As one of the managing partners of MassMutual Tri State, he leads a team of over 125 advisors and manages an extensive portfolio of clients.

John joins us today to talk about his 30-year career journey in financial services, and what he has learned along the way. He discusses the power of delegation, creating an uplifting company culture, looking at your goals, and building team unity. He also chats with us about his book, The Team Game, which offers valuable insights into building successful teams.

Join us today as we discuss these things:

1:22 – John shares more about his 30-year career in financial services.
3:35 – How John has been able to scale his business while staying balanced.
5:23 – The importance of setting personal and work goals.
10:29 – John reflects on having fun and empowering people to make mistakes.
14:40 – The role camaraderie plays in employee retention.

RESOURCES

Learn more about John's book: https://theteamgame.com/about-authors/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 55: Podcasting Made Simple with Walter Storholt

Dr. Travis Parry — Thu, 29 Sep 2022 09:00:13 GMT

Marketing may be daunting for many financial advisors, but it's a necessary tool. Currently, establishing a brand and having social proof that you are good at what you do is what can make or break your career as an advisor.

In today's episode, we have a special guest, Walter Storholt. Walter is the Co-Owner of Third Wheel Media and a former play-by-play sportscaster. Third Wheel Media is a podcast production and marketing company that specializes in the financial industry.

They help advisors achieve more balance while growing their business by offering turnkey solutions to content planning, creation, and publishing. Listen to learn more about how they can help you scale your business through podcast marketing.

Join us today to learn about these things:

How he made health first priority and lost over 100lbs in the last half of 2021. (0:55)
Walter's transition from a sportscaster to co-owning Third Wheel Media. (5:20)
How Third Wheel Media serves financial advisors, estate planners, and realtors by producing podcasts and more. (10:50)
What balance means to him as a business owner and husband. (16:30)
What Walter feels advisors struggle with from a marketing perspective. (24:15)

RESOURCES

Learn more: howadvisorspodcast.com

https://www.linkedin.com/in/brody-vinson/

Get Travis' newest book!

Hypnotherapy Changes Lives: Jay's Journey

Dr. Travis Parry — Mon, 17 Aug 2026 12:00:00 GMT

Join me as I share how hypnotherapy helped a client named Jay overcome subconscious fears, leading to business growth, improved relationships, and personal breakthroughs. Discover how addressing limiting beliefs can transform your life and career.

Micronutrients & Mental Health with Dr. Cliffton Brady

Dr. Travis Parry — Mon, 21 Apr 2025 17:24:00 GMT

Dr. Clifton Brady, a chiropractic doctor and health coach, discusses his journey from a contractor to helping people with mental health issues. He attributes his interest in health to his grandmother's nutritional studies and his own practice experiences.

Dr. Brady emphasizes the importance of addressing inflammation and nutritional deficiencies in the brain to treat conditions like anxiety and depression. He shares success stories of clients overcoming severe mental health issues through his protocols.

Cliffton also highlights the need for healthcare professionals to break free from traditional systems and the potential of micronutrients in improving brain function and overall well-being.

"Achieving Balance" Audiobook Chapter 7: Ideal Calendar

Dr. Travis Parry — Wed, 12 Jun 2024 14:46:00 GMT

The best way to automate your business goals is by creating and living an Ideal Calendar for work. This chapter focuses on the step-by-step of creating this visual that will give you the template for working 80-90% of your time in your Sweet Spot.

Successfully Exiting Your Business with Brody Vinson

Dr. Travis Parry — Thu, 02 Nov 2023 21:38:00 GMT

Today we are joined by Brody Vinson, a business owner and podcast host with a passion for helping others prepare for successful exits from their companies. Having grown up with his father as a role model in the business world, Brody has always had a passion for entrepreneurship. However, a tragic event in 2021 changed the trajectory of his life.

In the wake of his father's unexpected passing, Brody faced the daunting task of selling his father's business while simultaneously managing a startup that was rapidly gaining momentum. Through these experiences, Brody discovered the vital importance of making yourself removable as a business owner. He joins us today to discuss why building a business that's designed to be sold is a so critical and the important role that balance and intentionally play in long-term success.

Here's some of what we discuss in this episode:

1:31 – The loss of Brody's father + the importance of preparing for your business exit
10:10 – The role that balance plays in the long-term success of a business + making yourself removable as a business owner
14:22 – Scheduling time for personal activities + creating standard operating procedures for business tasks
17:59 – Implementing effective systems and technology, promoting talent, and maintaining open communication with employees to scale and grow
23:22 – Being intentional about delegation and hiring + checking in and setting goals with your employees
27:31 – Understanding the root of a problem in a business before creating effective systems

Learn more about Brody: Scale for Sale https://www.scaleforsale.com/ The Profession Session podcast https://podcasts.apple.com/us/podcast/profession-session/id1615653146 Follow Brody on social media

https://www.instagram.com/brodyvinson.io/

https://www.youtube.com/@BrodyVinson

https://www.tiktok.com/@brody.vinson

RESOURCES

Learn more about :

https://www.virtuallatinos.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Disconnect to Reconnect with Jaime Nacach

Dr. Travis Parry — Thu, 31 Aug 2023 09:00:00 GMT

This week we are joined by Jaime Nacach, an entrepreneur, marketer, and self-taught expert. Originally from Mexico City and now rooted in San Diego, California, Jaime is the founder and CEO of Virtual Latinos. Jaime, just like his family, has been an entrepreneur most of his life and loves the ability to turn challenges into opportunities.

In this episode, Jaime shares his career journey with us and talks about the struggle many entrepreneurs face: finding the balance between investing time in their business and being fully present with their loved ones. Jaime's insights and experiences offer a compelling reminder that sometimes, disconnecting from the hustle is the key to reconnecting with what truly matters.

Join us today as we discuss these things:

1:29 – Jaime shares his journey from a digital marketing career to entrepreneurship, and the events that led to the creation of Virtual Latinos
7:46 – The role balance plays in increased happiness, focus, and genuine connection with loved ones
13:03 – The significance of delegation and automation in achieving successful scalability
23:22 – Overcoming your attachment to control as a leader + finding the time to disconnect and recharge away from work
31:47 – The benefits of working with the Virtual Latinos team

RESOURCES

Learn more about Jaime:

https://www.linkedin.com/in/jaimenacach/

https://www.linkedin.com/in/stephenkingcpa/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Achieving Work-Life Harmony with Stephen King

Dr. Travis Parry — Thu, 20 Jul 2023 09:00:00 GMT

We had the pleasure of speaking with Stephen King, CPA, for this week's podcast. Stephen has nearly four decades of experience in accounting system design, technology innovation, and management advisory services. Today, he is the founder and CEO of GrowthForce, an outsourced accounting department for service-based businesses and nonprofit firms.

Despite achieving commercial success by starting the largest outsourced accounting business in the U.S., Stephen realized that his quality of life was suffering due to excessive work and travel. His perspective on work shifted when he moved to Texas and met a CEO who taught him the importance of working to live, not living to work. Join us for an insightful conversation about scheduling time for what matters most, setting realistic expectations, avoiding workaholic tendencies, and much more.

Join us today as we discuss these things:

0:37 – Stephen shares the story of his upbringing, his passion for accounting at an early age, and losing balance throughout his entrepreneurial journey due to an intense work schedule
5:17 – The moment that changed Stephen's perspective on work-life balance and jumpstarted his passion for living a purposeful life
11:51 – Scheduling intentional time for mental, physical, and spiritual health + having accountability partners
18:13 – The importance of realistic expectations, prioritizing personal fulfillment, and aligning your long-term vision with planning to avoid workaholic tendencies
22:04 – How GrowthForce helps other business owners have balance

RESOURCES

Learn more about Stephen:

Email: stephen@growthforce.com

https://www.growthforce.com/

Path to Profits podcast: https://www.growthforce.com/path-to-profit

Linkedin:

Twitter:

https://twitter.com/i/flow/login?redirect_after_login=%2FskingGForce

https://johnbernatovicz.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Leading by Example with John Bernatovicz

Dr. Travis Parry — Thu, 27 Jul 2023 09:00:00 GMT

Today we are joined by John Bernatovicz, father, husband, and founder of Willory. He is also a keynote speaker, podcast host and soon-to-be author. His book, HR Like a Boss, is now available for pre-order, and was inspired by a highly successful presentation that John gave at a regional conference for the Society for Human Resource Management.

In our conversation, John shares his career journey and discusses the importance of finding balance as a business owner to stay focused on what truly matters. He opens up about his own struggle with distractions and the constant drive to improve and shares how coaching has been instrumental in helping him stay accountable in his personal and professional life. John also dives into creating a growth-oriented work environment for team members and leaders.

Join us today as we discuss these things:

2:15 – John shares his career background and what led to the book HR Like a Boss
6:30 – John reflects on starting his own business so that he could be present for his children's upbringing and make faith and family a priority
11:03 – John's journey of growing and scaling his business virtually, hiring talented staff members, investing in marketing and content creation, and striving to lead by example in balancing work life and family
19:21 – How having a coach has been instrumental in helping John stay accountable and continue to improve himself personally and professionally
23:59 – The importance of having a clear purpose, being people-centric, having strong core values, and being transparent about your profitability in order to create a successful, balanced business culture

RESOURCES

Learn more about John:

https://willory.com/

https://willory.com/podcast/

Pre-order HR Like a Boss:

https://johnbernatovicz.com/hr-like-a-boss/

Linkedin:

https://www.linkedin.com/in/johnbernatovicz/

https://www.macklinconnection.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Building Connections and Finding Balance with Ron Macklin

Dr. Travis Parry — Tue, 18 Jul 2023 09:00:00 GMT

Today we are joined by Ron Macklin, father, husband, and founder of Macklin Connection. Ron is the owner of multiple real estate businesses, a developer for large-scale renewable energy projects, a podcaster and soon-to-be author.

In this episode, Ron shares the story of his entrepreneurial journey, revealing the keys to his success - The Macklin Method - a strategy he developed over several years, to build meaningful connections across various backgrounds. We explore the power of word-of-mouth business growth, the challenges of rapidly changing marketing landscapes, and how to maintain balance amidst it all.

Join us today as we discuss these things:

1:05 – Ron discusses how Macklin Connection got started + How the Macklin Method works
7:45 – Why Ron made the decision to leave the corporate world in search of better balance
12:04 – The power of referrals and creating helpful, accessible resources for people to discover and engage with
17:07 – How Ron is finding solace in collaboration rather than competition in the business world

RESOURCES

Learn more about our Ron:

Email: Ron@macklinconnection.com

Story In Your Head podcast:

https://podcasts.apple.com/us/podcast/the-story-in-your-head/id1557355043

Linkedin:

https://www.linkedin.com/in/ronmacklin/

Facebook:

https://www.facebook.com/themacklinconnection/

https://www.linkedin.com/in/dralextam/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Cracking the Code to Successful Delegation with Dr. Alex Tam

Dr. Travis Parry — Thu, 06 Jul 2023 09:00:00 GMT

We have Dr. Alex Tam with us today, an accomplished entrepreneur, real estate investor, husband, father, and Doctor of Chiropractic with over 15 years of experience. Despite his dedication to his thriving practice, Alex felt trapped by a demanding schedule of over 60 hours a week, affecting his family time. Seeking freedom, he ventured into real estate investing, mastering efficient delegation. Now, he assists entrepreneurs, particularly doctors and small business owners, expand their businesses and make wise investments for generational wealth.

In this episode, Alex joins us to talk about effective delegation. He shares his strategies for maintaining balance throughout your career journey, such as block scheduling, setting aside dedicated family time, being open to spontaneous moments with loved ones, and more.

Join us today as we discuss these things:

1:35 – How Alex got into chiropractic and ventured into real estate investment + why balance is important to him
6:27 – The importance of training the right people, delegating tasks, building strong relationships with your staff and clients, and making sure that everyone understands the mission, vision, and core values of your business
10:54 – The power of block scheduling and advice for effective delegation
16:32 – Implementing strong systems to train new employees + involving your team in problem-solving
20:29 – Setting expectations for virtual assistants and entrepreneurs

RESOURCES

Learn more about Alex:

https://www.facebook.com/absoluteintegrativephysicalmedicine?locale=ms_MY

Schedule a discovery call with Alex: 775-717-0090

jeff@livingundeterred.org

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 114: Better, Not Bitter- A Message Of Hope And Healing With Jeffrey Johnston

Dr. Travis Parry — Tue, 25 Apr 2023 09:00:00 GMT

We are honored to have Jeffrey Johnston, ChFC, as our guest today. Jeffrey is the founder of Premier Investments of Iowa Inc. and co-host of the Premier Financial Hour radio show on WMT 600AM. He is an oSj Branch Manager with over 33 years of experience and author of the book This One's For You.

After tragically losing his oldest son, Seth, to fentanyl poisoning at the age of 23, and his wife of 21 years, Prudence, to alcoholism, Jeffrey chose to become an advocate for change in the mental health space. Jeffrey founded the Living Undeterred Project to inspire individuals to live intentionally in the face of adversity.

In today's episode, Jeffrey shares his story with us and opens up about his personal experience with addiction and grief. He joins us to discuss important topics, such as coping with stress, empathy, sympathy, and becoming "better, not bitter."

Join us today as we discuss these things:

3:58 – Jeffrey reflects on the tragic loss of his son, wife, and mother, and discusses his transition from the financial industry to the mental health space.

14:49 – Jeffrey shares the steps he is taking to overcome addiction and move forward toward a healthier life.

23:49 – The mental health planning service that Jeffrey and his team are working on.

28:32 – Why Jeffrey believes that poor delegation is one of the biggest issues people struggle with in the financial industry.

Where to find Jeffrey:

https://www.linkedin.com/in/jeffrey-a-johnston/

https://www.livingundeterred.com/

Brightn Your Life App:

https://www.brightnyourlife.com/

Jeffrey's Book:

https://www.amazon.com/This-Ones-You-Inspirational-Addiction/dp/1735680001

RESOURCES

Learn more about our guest:

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 90: Leaving Travel Behind for Balance with John Middleton

Dr. Travis Parry — Tue, 31 Jan 2023 10:00:00 GMT

Today we're happy to welcome John Middleton, CFA, CFP®, CAIA, AIF® onto the show to discuss his journey in the financial industry and how he's found balance at his company, Brighton Financial. Join us as we discuss his growth in the industry, his struggles with technology, and the advice he'd share with other advisors.

Join us today to learn about these things:

John's professional journey through the financial industry to Brighton. (0:55)
The story about traveling 22 hours for a 1-hour lunch meeting and how it made him prioritize balance. (3:05)
Why technology creates the greatest challenge to achieving balance. (8:40)
What does he see as the biggest struggle for advisors across the profession? (17:11)
The advice he'd share from his experience. (24:57)
What has helped him delegate better? (28:00)

RESOURCES

Learn more: https://www.brightonfinancial.com/team/john-p-middleton

https://www.oliviergroup.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 74: Team Building with Chad Olivier CFP®, CEPA

Dr. Travis Parry — Tue, 06 Dec 2022 10:08:00 GMT

On today's show, we have Chad Olivier, CFP®, CEPA, and CEO of Olivier Group. Chad has been in the business since 1996. He is an author, host of "Money Talks" on local Fox Thursday 9pm news, and his team of 9 manages 360 million in assets. He has been married to his wife Rose for 23 years and has 4 boys ages 9-17.

In this episode, we discuss the importance of a life outside of work and how it is possible to scale a business and still "have a life". Chad shares how he hires his team members and how training is critical when building a team. Listen to learn what balance looks like in this sought-after teacher and successful business owner's life.

Join us today to learn about these things:

Chad's grandmother shared his how grandfather took care of her after his passing and set him on the path to getting into finance. (1:21)
His secret to keeping balance as a sought-after teacher and successful business owner. (2:39)
How caring about hobbies or passions other than work can help you to set boundaries. (4:55)
Learn how delegation and training go hand in hand. (15:56)

RESOURCES

Learn more about our guest:

https://www.linkedin.com/in/chad-olivier-70b29621

https://mygfpartner.com/melanie-milam-texas-financial-advisor-successful-retirement/

Get Travis' newest book!

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

Dr. Travis Parry — Tue, 15 Nov 2022 10:00:00 GMT

Today's guest is Melanie D. Milam, CPA, CKA® who specializes in helping individuals in the Oil & Gas Industry realize their retirement dream. Melanie joins us today to share her perspective on prioritizing family over growing your business too quickly.

She paints a picture of the important things in life and how setting boundaries around your priorities helps you find the right clients and helps your business grow organically. She also explains why you may not want to leave your children massive sums of money…first ask yourself, will this help them, or hurt them? Without the proper financial education, it might do the latter.

Join us today to learn about these things:

Why Melanie is passionate about serving the oil and gas industry. (1:35)
What is most important to her when it comes to balance, and how she communicates that clearly with her clients. (6:34)
How being selective with clients and not rushing to grow can help you achieve better balance. (11:58)

RESOURCES

Learn more about our guest:

Get Travis' newest book!

Ep 57: Scaling a Purpose-Driven Business with Matthew Blocki

Dr. Travis Parry — Thu, 06 Oct 2022 09:00:00 GMT

In today's episode, we chat with Matthew Blocki, CFP®, RICP®, and CHFC®. Matthew started his financial planning career as an intern in 2009 and founded Equilibrium Wealth Advisors as an independent RIA in 2020.

Matthew has a team of eight that he has helped grow and shares how that enabled his business to grow as well. Listen and you will learn about team building, training, and scaling a purpose-driven business.

Join us today to learn about these things:

• How he got to where he is from selling life insurance for an internship in college. (1:07)
• How do you keep purpose first in a competitive industry? (6:34)
• What he notices advisors struggle with when it comes to balance. (16:18)
• Here are tips for those who want to scale their business, but don't feel they are capable. (22:25)

RESOURCES

Learn more: https://ewa-llc.com/the-firm/

https://www.zandbergengroup.com/

Get Travis' newest book!

Ep 43: The Discipline to Find Health and Happiness with Bart Zandbergen

Dr. Travis Parry — Thu, 07 Jul 2022 09:00:53 GMT

On today's episode, the founder of Zandbergen Group, Bart Zandbergen joins us to discuss his 3 decades of experience in the financial industry and the tips and tricks he has learned throughout the years to maintain balance. He's devoted his career to helping clients find financial freedom through personalized planning.

After college, Bart got into technical sales and he did so well that he started working with a financial advisor. One day, around 30, he realized he wanted to change lives and he spoke with his advisor about getting into this industry. Months later, Bart decided the financial industry was the path he wanted to take in order to help people.

Becoming a certified divorce financial specialist was not always in his plan, but Bart realized how much people suffered financially during a divorce and wanted to find a way to help them. Many non-financially savvy spouses find themselves completely at a loss once a divorce is finalized as they hadn't handled the finances before.

Bart, like many advisors who value balance, has learned to become adaptable. For Bart, balance truly means finding what's important in life. With a focus on family, health, and happiness Bart has been able to build his profession and business around those values.

Join us today as we also discuss:

Giving "enough of yourself" to family and clients
Being able to take a step back in order to grow your business
Increasing trust in your team to handle the tasks you delegate to them

TIMESTAMPS

1:06 – Why did you become a CFP?

4:06 – Becoming a certified divorce financial specialist

5:39 – Being adaptable in the industry

6:33 – Balancing health, family, and business

9:35 – What are some of the issues you struggle with?

13:11 – What has been one of the keys to scaling?

16:11 – What do you struggle with today?

17:21 – What increases your trust in your team?

19:15 – The mentality you use through business

21:24 – Struggles other advisors face

RESOURCES:

More About Bart:

https://uk.linkedin.com/in/authorbyronmorrison

Get Travis' newest book!

Ep 33: Self Discovery and Change with Byron Morrison

Dr. Travis Parry — Thu, 28 Apr 2022 09:00:53 GMT

On today's episode, Byron Morrison, the author, speaker, and coach for CEOs joins us to break down his journey with self-discovery, the shadow side of success, and more. For most of his life, Byron struggled with his weight and self-image. A few years ago, after his father's cancer treatment, he started his journey to find balance and health. Looking at his father, he realized how much his father's success had also contributed to his illness. He was working 14-hour days, barely sleeping, had a poor diet, and had a huge amount of stress. Sometimes success pushes people to their limits and Byron is on a mission to help business owners and CEOs prioritize themselves and their health.

After seeing so many people struggling with similar issues he wrote, Become a Better You. As an advisor to CEOs, he wanted to pass on the knowledge and advice he learned throughout the years on managing stress, confidence, diet, exercise, etc. Not only did he focus on changes business owners could implement in their own lives, but habits that would lead to long-term and sustainable changes in their life.

Join us today as we discuss

Men's difficult relationship with food and health
Unhealthy habits relating to issues with control
Byron's own journey through self-discovery and what he's seen others struggle with

TIMESTAMPS

1:20 – How did Byron get where he is?

3:54 – Relationship with food

7:06 – Why do we still go to junk food?

9:50 – Going to a nutritionist

15:47 – The China study

24:45 – Sustainable change

27:42 – Getting started wherever you are at

31:08 – How to contact Byron

RESOURCES

More about Byron:

https://www.byronmorrison.com/

https://www.amazon.com/gp/product/B01MYQYEDO/ref=dbs_a_def_rwt_hsch_vapi_tkin_p1_i3

https://www.thesevengroup.com/

Get Travis' newest book!

Ep 31: Establishing A Strong Marketing Foundation with Alex Cavalieri

Dr. Travis Parry — Thu, 14 Apr 2022 09:00:37 GMT

On today's episode, Alex Cavalieri, the co-founder of Seven Group, joins us to discuss his journey in the financial industry, marketing in the digital age, and how having a strong marketing presence can help us achieve balance in our day-to-day lives.

As an advisor to advisors, Alex has seen many people struggle with delegation. Preventing them from running their business and life efficiently. How do you start trusting others to take on your tasks? Alex wants to help advisors create a marketing and communication strategy that works for them rather than them working for it.

Part of this journey is developing a cadence of content that fits within your schedule. Seven Group want advisors to spend a small amount of time on marketing every day which will add up to huge improvements in their business. Effective automation and paid advertisements have to make sense for the advisor. Driving inbound form completion instead of outbound.

The first step Alex takes with advisors is auditing their website, automating what they can, and saving them time and stress. From there, Alex helps advisors build up their content catalog helping them build a robust marketing foundation that drives their business forward while keeping them personally balanced.

Join us today as we discuss further:

Whether you should focus your content on newsletters, social media, or on your website
Why advisors struggle with newsletters and emails
Tips and tricks for managing marketing content and emails

TIMESTAMPS

0:56 – How did Alex end up in the financial industry?

3:57 – What does balance mean to Alex?

5:58 – Biggest issues other advisors face

8:30 – How does Alex delegate tasks?

11:16 – Making marketing work for you

14:03 – How do advisors leverage their time?

16:51 – Social media, website, or newsletter?

20:25 – It all comes down to content

24:31 – What tips worked for Alex?

28:05 – How can you reach out to Alex?

29:25 – Find breaks in the day

RESOURCES

More about Alex:

https://transituswealth.com/about-us

Get Travis' newest book!

Ep 30: Contingency Planning and Change with Ross Marino

Dr. Travis Parry — Thu, 07 Apr 2022 09:00:38 GMT

On today's episode, Ross Marino, the founder of Transitus Wealth Partners and Advisor2x joins us. Ross found his passion for financial services in ninth grade after reading a copy of Money Magazine. We'll explore Ross' experience finding balance, how we can be resilient in the face of change, and more on today's show.

Balance is at the forefront of personal development. It stems from our values and priorities. Ross had a mental shift nearly 15 years ago after hearing a pastor discuss the importance of becoming centered. Like many of us, balance for Ross is flexible and changes with you and your family's needs.

Early on in your career or business, it's natural to be slanted towards a busy work life. You are getting your new life, and new business up and running, it's going to take some time and hard work. The important thing is to learn when to pull back, to prevent yourself from building something that doesn't allow you to find balance.

Join us today as we further discuss:

Balance during the early years of starting as an advisor
How Ross has pulled back in business to find boundaries
Letting non-negotiables structure your business
Building your business with a long-term perspective
More about Ross' book Shaping Change

TIMESTAMPS

1:15 – Reading Money Magazine

2:16 – Becoming balanced and centered

5:24 – Priorities shifting over time

7:21 – Biggest struggle to achieve balance

10:56 – Finding boundaries and pulling back

13:51 – Becoming the person he is today

16:52 – Advice for advisors that want to lead

21:33 – Other issues that he sees in this industry

24:41 – What has helped Ross deal with change?

28:18 – Ross' book Shaping Change

34:11 – How you can contact Ross

RESOURCES

More about Ross:

https://www.advisor2x.com/

https://www.wealthsource.com/

Get Travis' newest book!

Ep 25: Overcoming Burnout with Patrick Brewer

Dr. Travis Parry — Thu, 03 Mar 2022 10:00:41 GMT

On today's episode, Patrick Brewer, the President of Wealth Source and Founder of Model FA joins us to discuss burnout. In his free time, he loves boating, traveling, and staying active! Initially, his definition of balance was about working hard and enjoying life later. But that look has changed over time, as he realized that balance should be an oscillating and evolving journey.

Along with gaining various credentials, working in a corporate position, working long hours, and building a house Patrick was quickly facing burnout at the beginning of his career. After an experience with a panic attack, he came to the realization changes needed to be made.

As an advisor, you are expected to do a lot of things: investment management, financial planning, marketing, conflict resolution, client management, etc. These skills pull from various mental and physical parts of you and can overwhelm even the most experienced professional. But Patrick is helping advisors focus on the things they are uniquely skilled to work on, like helping their clients have a better quality of life.

Join us today as we further discuss:

Identifying your boundaries and re-prioritizing
People want to do the things they are skilled at
This industry has a high payout, but there is liability
How Model FA and Wealth Source is helping advisors
The importance of delegating when growing your business

TIMESTAMPS

1:39 – What does balance mean to him?

3:59 – The struggles with facing burnout

8:46 – Issues other advisors face

15:19 – Overcoming these struggles

22:30 – Taking on responsibility

24:12 – How does Model FA help advisors

26:43 – Best way to reach Patrick

27:19 – Their podcast producing services

28:44 – The benefit for advisors

32:02 – The psychology of letting go

36:06 – Delegating at the right time

RESOURCES

Learn more:

https://www.modelfa.com/

Get Travis' newest book!

Ep 21: Adding Value and Balance to Your Practice with Keena Pettijohn

Dr. Travis Parry — Thu, 03 Feb 2022 10:00:03 GMT

On today's episode, we are joined by Keena Pettijohn, the founder of the Lifelogixs consultant firm, a program helping people achieve health, wealth, and happiness through technological solutions. With more than three decades in the industry, she has seen advisors struggle on every level. She's highlighting the emotional relationship we have with our money and how having deeper conversations can help us achieve balance.

When developing her own business, Lifelogixs she had to clearly define her niche, her market, and her unique value. As she approached her 60s, she came to the realization that she no longer wanted to define herself by someone else's corporate title, creating a business based on her own value systems instead.

We live in a hybrid world and advisors can really struggle with their virtual persona. Facebook, LinkedIn, Twitter, Instagram, etc. How do you navigate technology and how can it help you be a more empathetic and balanced advisor? Lifelogix is helping advisors assess their unique value proposition and differentiate them in the financial industry.

Join us today as we further discuss:

Keena's experience with balance working on wall street
The moment she realized she needed to make a change
How to develop an in-person persona and a virtual persona
Having empathy and kindness within the financial industry
How Lifelogixs is helping advisors stand out in the financial industry

TIMESTAMPS

1:21 – Keena's path into this industry

3:07 – Her definition of balance

6:05 – Her own struggles with balance

9:14 – Experience working on wall street

12:21 – What made her change?

15:26 – Struggles advisors face

21:54 – About Lifelogixs

28:33 – How Lifelogixs helps advisors

30:46 – Finding your target market

34:51 – Closing thoughts from Keena

RESOURCES

Learn more: https://lifelogixs.com/

Get Travis' newest book!

Ep 19: Personalized Financial Services with Russ Thornton

Dr. Travis Parry — Thu, 20 Jan 2022 10:00:22 GMT

On today's episode, we are excited to welcome Russ Thornton, the owner of Wealthcare for Women. Through his own family experience, he saw the need for advisors focused on serving the unique financial issues women may face. He now works with women and their families to help them make the most out of their money and their retirement. Balance has evolved for Russ over the years. To him, it's about taking care of his clients and prioritizing time with his own family. Recognizing the importance of his own health and community has aided him in his journey. Advisors are great at giving advice, but they often struggle to internalize advice for themselves. However, as you get to a more selective niche, you should grow your ability to set boundaries. You may be reaching your goals but how often do you sit back and celebrate your accomplishments? Join us today as we further discuss:

Russ Thornton's 28-year long journey as an advisor
Why women face unique financial decisions and how we can better serve them
Advisors learning to take advice from themselves and from others
Why finding your true niche can help you scale your practice
Learning to be content and figure out what is enough for you and your business

TIMESTAMPS

0:28 – Russ Thornton joins us!

5:20 – Financial services for women

9:27 – The story of Travis' mother

13:04 – What is his definition of balance?

15:51 – What struggles has he seen advisors face?

20:01 – Following through with your own advice

23:11 – Referring clients to other advisors

25:08 – Drawing the line between work and personal life

28:28 – You can't be in business mode 24/7

29:50 – Why this industry can be lonely

33:05 – Celebrating your accomplishments

36:06 – What is enough?

40:59 – How can you reach out to Russ?

RESOURCES

Learn more: Wealthcare for Women

https://www.linkedin.com/in/chris-may-010972117/

Get Travis' newest book!

The Process of Hypnotherapy to Clear Fears, Shame, and Guilt

Dr. Travis Parry — Mon, 24 Aug 2026 12:00:00 GMT

Dr. Travis Parry discusses how financial hypnotherapy can help business owners overcome subconscious barriers rooted in past relationships and emotional issues, leading to business growth and personal development.

Faith in Action: Yahosh Bonner's Journey of Inspiration

Dr. Travis Parry — Tue, 16 Jun 2026 12:00:00 GMT

Join us as Yahosh Bonner shares his inspiring journey of faith, music, and service, emphasizing the importance of spiritual exercise, family, and overcoming fear through divine connection.

The Serenity Pattern with Dr. Parry

Dr. Travis Parry — Mon, 30 Mar 2026 13:15:00 GMT

In this episode, we explore the roots of stress, the importance of coping mechanisms, and introduces the Serenity Pattern—a practical approach to managing stress through faith, acceptance, and action. Learn how to transform stress into peace and growth.

From Engineering to Real Estate: Mark Abramovich's Proven Framework for Success

Dr. Travis Parry — Mon, 27 Apr 2026 13:00:00 GMT

In this episode, Mark Abramovich shares his journey from engineering to real estate investing, emphasizing the importance of education, analysis, and leveraging skills from other fields to succeed in real estate. Discover his unique framework for underwriting deals, the value of mentorship, and practical tips for both beginners and seasoned investors.

Master Your Mind 10x Your Business

Dr. Travis Parry — Tue, 24 Mar 2026 00:06:00 GMT

In this episode, I share 4 levels of psychology that are crucial for business owners and individuals seeking deep psychological clarity. He shares insights from his personal journey, psychological theories, and practical methods like hypnotherapy to overcome subconscious blocks and achieve success.

Building Teams That Stick: Secrets from Trevor Blondeel

Dr. Travis Parry — Mon, 08 Jun 2026 12:00:00 GMT

In this episode, Trevor Blondeel shares his journey from shop floor to executive coach, emphasizing the importance of self-awareness, curiosity, and effective communication in leadership. Discover practical frameworks for building strong teams, fostering accountability, and balancing work and family life.

The Legacy of Living Your Values

Dr. Travis Parry — Tue, 13 Jan 2026 20:04:00 GMT

In this episode, Dr. Travis Parry discusses the critical role of values in goal setting and personal development. He emphasizes that understanding one's values is essential before setting goals, as it shapes who we become rather than just what we achieve. Through personal anecdotes and insights, he illustrates how focusing on values can lead to a more fulfilling and balanced life, ultimately guiding individuals toward their true purpose.

Empowering Purpose-Driven Organizations with Chris Dufresne

Dr. Travis Parry — Wed, 22 Oct 2025 12:00:00 GMT

In this episode, Dr. Travis Parry interviews Chris Dufresne, a seasoned expert in digital marketing and consumer experience.

Chris shares his journey from working at Target and Alina Health to founding Vital Way Digital, a digital experience agency focused on helping purpose-driven organizations.

The conversation explores the importance of supportive relationships in business, the need for authenticity in marketing, and the role of storytelling in connecting with clients.

Chris emphasizes the significance of building genuine relationships, using social media positively, and integrating work and life in a post-COVID world.

Make Fitness Fun with Dr. Parry

Dr. Travis Parry — Tue, 08 Jul 2025 12:00:00 GMT

Do you struggle to stay fit while building your business?

It's probably because it's a drag for most to "work-out".

Check out my latest podcast about how to make fitness fun and how it can affect your health and productivity!

I'll cover:

the importance of integrating enjoyable physical activities into one's routine to achieve health goals.
finding a sport or hobby that aligns with personal interests, such as mountain biking, rock climbing, or running, to maintain fitness and vitality.
the benefits of consistent effort and progress over time
and much more

Scaling with Systems with Shawn Johnson

Dr. Travis Parry — Mon, 12 May 2025 22:28:00 GMT

Don't just have a business, create a business that runs on systems!

Shawn Johnson was a property manager who successfully grew his business and retired at 39.

He uses his expertise to help other business owners grow and scale their businesses through systems and people.

Join our conversation to discuss Shawn's frameworks and insights!

Inspired Stewardship with Scott Maderer

Dr. Travis Parry — Mon, 07 Apr 2025 19:44:00 GMT

Scott Maderer, co-founder of Inspired Stewardship, discusses his journey from aspiring medical researcher to school teacher, corporate leader, and stewardship coach. He emphasizes the importance of aligning time, talent, and treasure to live an authentic life.

Scott highlights the critical role of self-investment, serving others, and developing influence. He addresses male suicide rates, particularly among business owners, linking them to financial and time management issues.

Scott's framework for personal growth includes investing in oneself, others, and developing influence, leading to broader impact. He advocates for a growth mindset, gratitude practices, and creating time for reflection to foster long-term success.

Planning for Senior Parents with Carol Chiarito

Dr. Travis Parry — Tue, 25 Mar 2025 18:35:00 GMT

Carol Chiarito, a financial advisor, transitioned from pension planning to senior planning after her mother moved in with her. She emphasized the importance of early planning for senior care, noting that 87% of seniors need long-term care.

Carol discussed various financial tools like long-term care group policies, annuities with long-term care riders, and life insurance with long-term care riders. She highlighted the need for family discussions and planning, especially for business owners, to avoid disruptions.

Join us as we discuss how helping your senior parents in one of the missing pieces of your financial plan!

Chapter 4 The Missing Key of Teamwork "Marry and Grow Rich" Audiobook

Dr. Travis Parry — Mon, 09 Dec 2024 22:06:00 GMT

Teamwork is the key for couples who want to be aligned financially and grow the business!

It is vital to keep one's balance individually and a psychological unlocking process that allows the business owner to scale the business to new heights.

Why Teamwork?

As couples develop shared values and goals, they are able to create a sense of teamwork that allows them to move forward together, and this is how it's done.

Marry and Grow Rich Audiobook Chapter 1: The Workaholic Trap

Dr. Travis Parry — Mon, 11 Nov 2024 18:58:00 GMT

Are you stuck in the Workaholic Trap?

Some reports show that business owners work an average of 75 hours per week.

That's the equivalent of two full-time jobs, and that's just the average! I have worked with couples who boast of working 120 hours/week.

How does one even sleep when there are only 168 hours in a week?

What is the point of owning a business when you can't own your destiny?

This chapter of the Marry and Grow Rich Book will outline what the Workaholic Trap is, where you might be in this trap, and how to get out of it while growing your business!

"Achieving Balance" Audiobook: Chapter 13 Personal Goal Accountability

Dr. Travis Parry — Tue, 30 Jul 2024 20:21:00 GMT

The most important part of making any change is accountability.

The most important person that can help you keep the balance that you have carved out using the Make Time Method, is your spouse.

This chapter is dedicated to how you and your spouse can work together to help each other achieve goals.

"Achieving Balance" Audiobook Chapter 12: Personal Ideal Calendar

Dr. Travis Parry — Mon, 15 Jul 2024 19:58:00 GMT

The Personal Ideal Calendar is the final step in creating the Make Time system. It will help you to achieve your goals and keep your new Business Ideal Calendar in check.

Most people only hope and dream about achieving their personal goals but with the Make Time system complete with your Personal Ideal Calendar you will have a visual accountability for making time for your highest priorities.

"Achieving Balance" Audiobook Chapter 11: Personal Time Management

Dr. Travis Parry — Mon, 08 Jul 2024 21:37:00 GMT

The Make Time Method is heavy on productivity at work, but to achieve balance in your life you must make time for the most important priorities in your life.

After saving loads of time in your business life you can reinvest your saved time into your health and relationships and accomplish goals that you've been meaning to for years.

This chapter shows you have to do just that!

"Achieving Balance" Audiobook Chapter 6: Business Time Management

Dr. Travis Parry — Mon, 10 Jun 2024 17:55:00 GMT

Most business owners are working in their most productive and satisfying activities called the Sweet Spot for only 25% of the working day.

But why?

It's because most business owners don't have a Time Management System that enables them to work in their Sweet Spot 80-90% of the time!

They know tips and tricks but they don't have a system that is repeatable and automatic.

This is why they struggle to achieve their business AND personal goals. Each day they do something different depending on where they get their productivity advice and they spend more time doing less.

Having an actual time management system that is based in doing repeatable activities that keep them working in their Sweet Spot is the key. This chapter shows you how to do just that.

Achieving Balance Audiobook Chapter 3: Goals

Dr. Travis Parry — Thu, 23 May 2024 20:44:00 GMT

Chapter 3 is focused on how to successfully set Values-based Goals that are also S.M.A.R.T.

I dive into why most people struggle to set goals and why they give up on their resolutions. More importantly, I illustrate the step-by-step process to becoming your values which are your life-long goals for all 10 areas of your life.

If you ever have struggled with the goal-setting process this chapter is for you!

"Achieving Balance" AudioBook Chapter 2: Values

Dr. Travis Parry — Mon, 20 May 2024 17:23:00 GMT

Values are the most crucial aspect in developing into the person you want to become. This chapter focuses on the internal motivation toward achieving your personal and business goals by discovering your values. Once you have this foundation you will be ready to get to work!

Achieving Balance AudioBook Introduction Chapter

Dr. Travis Parry — Fri, 10 May 2024 16:35:00 GMT

Today's episode in an introduction to the Audiobook, "Achieving Balance: The Make Time Method To Help Advisors Reach Business AND Personal Goals In An Overworked World" read for you by the author Dr. Travis Parry.

For the several podcast episodes I am going back to the origins of this podcast; the focus on Achieving Personal AND Business Goals. My book "Achieving Balance" kicked this entire thing off and I want to deliver the whole book to you on this podcast.

Enjoy and share with financial professionals and business owners who want to have it all without doing it all!

Growing Every Day with Keith Richardson

Dr. Travis Parry — Thu, 29 Feb 2024 10:00:00 GMT

Keith Richardson is the chief integration officer and co-owner of More in Common, a company dedicated to fostering collaboration and inclusivity in workplaces through workshops and personalized coaching. With a background in psychology and over 15 years in the tech industry, Keith and his business partner recently transitioned into full-time entrepreneurship. We're excited to have him on the show today to share his journey and talk about the delicate balance of being an entrepreneur, a family man, and a catalyst for positive change through this new venture.

Here's some of what we discuss in this episode:

0:38 – Keith's background in psychology and tech + what led him to co-host a podcast and start More in Common

7:03 – The deathbed test + avoiding regrets by managing priorities

13:44 – Relationship-driven, organic business growth + not skipping steps in your entrepreneurial journey

21:07 – Balancing business growth while maintaining focus on core operations + the different roles in business ownership

32:47 – Managing your priorities like a dimmer switch + getting in touch with Keith

Learn more about Keith:

Learning In Leadership with Chris May

Dr. Travis Parry — Thu, 08 Feb 2024 10:00:00 GMT

We're happy to have Chris May, the founder of LTN Insurance Services, LLC, join us for this episode. He entered the insurance industry in 2017 and took the plunge into entrepreneurship in 2019, starting his own business.

Throughout this conversation, Chris reflects on the experiences that shaped his growth as an entrepreneur. We'll discuss the role of faith, patience, and spousal alignment in navigating the unpredictable journey of business ownership, and the importance of self-awareness, goal-setting, and continual learning for effective leadership in both business and life.

Here's some of what we discuss in this episode:

1:45 – Chris' unexpected career journey + the importance of spousal support in entrepreneurship

8:59 – Learning when to say no to the wrong opportunities + slowing down and seeking guidance through prayer and counsel

14:41 – Learning and growing as a leader + the potential limitations of a referral-centric model

23:00 – The difference between leading and managing + learning from your losses and failures

30:55 – Creating a 5-year goal for your business and your personal life

Learn more about Chris: LTN Insurance https://ltnins.com/

Chris on Social Media

https://www.instagram.com/ltninsurance/?hl=en

https://twitter.com/cmayfive5?lang=en

Chris@LTNinsurance.com

RESOURCES

Learn more about :

https://onecapital.com/index.html

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Curating Client-First Success with Brad Barrett, CFP®

Dr. Travis Parry — Thu, 30 Nov 2023 10:00:00 GMT

We are excited to be joined by Brad Barrett, CFP®, on the Balanced Growth Show today. Brad is Managing Director and Partner at One Capital Management LLC, a private wealth advisory firm with nearly 5.3 billion in assets. Passionate about finding new ways to educate investors, Brad share his knowledge and experience through his weekly YouTube videos, podcast and radio show, Make Your Money Matter.

Throughout our conversation, Brad emphasizes the importance of a client-first approach in scaling a business and the critical role culture has played in One Capital Management's growth and success. Tune in for powerful insights on balancing growth, hiring the right people, the importance of company culture, and so much more.

Here's some of what we discuss in this episode:

1:31 – How Brad started his financial career at the age of 16 + the importance of purpose over passion in his story
6:29 – Brad's idea of success: being present and valued by family
9:45 – Growing One Capital Management from 500 million to 5.3 billion through maintaining a client-first focus, niche marketing, and building a strong in-house team
18:27 – Some challenges faced during the firm's growth + the emotional and qualitative aspects of financial advising
28:01 – The importance of company culture and prioritizing "the who, not the what" in scaling a business

Learn more about Brad:

One Capital Management:

Make Your Money Matter:

https://www.youtube.com/@makeyourmoneymatter

https://podcasts.apple.com/jm/podcast/make-your-money-matter/id1559820256

Follow Brad on social media:

https://www.linkedin.com/in/bradocm/

RESOURCES

Learn more about :

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Turning Clients Into Your Biggest Advocates

Dr. Travis Parry — Thu, 26 Oct 2023 09:00:00 GMT

How can you distinguish yourself from the competition? What can you do to ensure your clients become your most passionate advocates? It all begins with offering something truly transformational- something worth sharing.

While marketing is undeniably influential, it can't stand alone. If you don't have a system in place that creates raving fans, you're likely missing out on the true potential of your business. Listen in as we talk about the power of creating transformational systems in your business and explore why this should become the new standard.

Here's some of what we discuss in this episode:

0:38 – Travis' transformational experience at Heroic Public Speaking
2:57 – Why having a transformational system in your business is crucial for long-term success
5:03 – The power of relational connections in achieving balanced growth
6:42 – Identifying what your clients truly want and need and figuring out how to provide both

Pre-order your copy of Balanced Growth: https://www.balancedgrowthbook.com/coming-soon-signup

RESOURCES

Learn more about :

https://empoweredmastery.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Non-Negotiable Priorities with Paul Melella Jr.

Dr. Travis Parry — Thu, 14 Sep 2023 09:00:00 GMT

Today we are joined by Grandmaster Paul Melella Jr., a seventh-degree blackbelt and the co-author of the best-selling book, YOU Have Infinite Power. Paul is the owner of United Martial Arts Centers and founding partner of Empowered Mastery. He specializes in empowering professionals and entrepreneurs, equipping them with the essential tools and mental fortitude to lead a life of passion and purpose.

Listen in as Paul shares his incredible career journey, from discovering his passion for martial arts as a young child to scaling multiple businesses. As an advocate for prioritizing health, he discusses the interconnectedness of physical, mental, and emotional well-being and how it influences success in business.

Join us today as we discuss these things:

1:33 – Paul's journey with martial arts + the passion that led him to build a successful martial arts business and transition into coaching and teaching in other areas
12:14 – The interconnectedness of physical, mental, emotional, and spiritual health and how these aspects influence not only professional success but also personal fulfillment
17:20 – The younger generation's expectations of instant success + the power of health, family, and faith in maintaining equilibrium
24:15 – How putting effort into certain areas of life, like fitness and quality time with his wife, has brought balance into Paul's entrepreneurial journey
26:27 – Identifying your unique strengths and delegating tasks that fall outside of those strengths to others

RESOURCES

Learn more about Paul:

Email: Pmelella@empoweredmastery.com

https://www.linkedin.com/company/empowered-mastery/

https://www.facebook.com/EmpoweredMastery

https://www.instagram.com/empoweredmastery/

https://www.instagram.com/masterpaulmelella/

https://www.linkedin.com/in/stanphelps/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

The Power of Purposeful Differentiation with Stan Phelps

Dr. Travis Parry — Thu, 03 Aug 2023 09:00:00 GMT

Today we are excited to be joined by Stan Phelps, CSP, a Forbes contributor, TEDx speaker, IBM Futurists Certified Speaking Professional, and best-selling author of the Goldfish Series. As a show-and-tell speaker, Stan empowers audiences to take action that delivers bottom-line impact. He strives to change the paradigm of marketing by encouraging audiences to focus on experiences as the ultimate competitive differentiator.

In this episode, Stan shares his journey from being a marketer to a full-time author and speaker. He discusses the value of vulnerability and authenticity and focuses on identifying one's strengths, embracing imperfections, and delivering meaningful experiences for clients. Stan also shares valuable insights on finding a balance between family and work commitments, setting boundaries, and staying present with loved ones amidst a demanding professional life.

Join us today as we discuss these things:

1:41 – Stan's transition from a marketer to a full-time author and speaker + Why balance is so important to him
4:33 – Finding your ideal client + standing out in the marketplace by doing things differently from the norm
11:08 – The power of embracing your uniqueness and flaws, amplifying your strengths, and being authentic in connecting with your audience
17:47 – Stan reflects on finding boundaries and figuring out what speaking opportunities to pursue + delivering with 100% commitment and integrity
24:11 – Stan's advice for those who are struggling to be present

RESOURCES

Learn more about Stan:

https://stanphelps.com/

Linkedin:

https://www.brepicllc.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Winning The Right Game with Justin Breen

Dr. Travis Parry — Tue, 20 Jun 2023 09:00:00 GMT

Today we are joined by Justin Breen, CEO of the global PR firm BrEpic Communications LLC, an exclusive connectivity platform for Epic Network. His newest book, Epic Life, features a foreword from Dr. Peter Diamandis and has been the number one overall book for sales on Amazon Kindle. It also recently made the Wall Street Journal and USA Today bestseller lists.

In this episode, Justin delves into his professional journey, emphasizing the profound impact that purpose and family have had on his entrepreneurial endeavors. Drawing from his experiences working with fellow entrepreneurs, he sheds light on the significance of conscious awareness in achieving balanced growth on the entrepreneurial path. Join us as we talk about bridging the gap between personal and professional success, aligning your priorities, and taking steps to avoid winning at the wrong game.

Join us today as we discuss these things:

3:42 – Justin's background as a journalist + the importance of maintaining balance and harmony while evolving as an entrepreneur
6:51 – Justin discusses his businesses and how he has scaled these companies while remaining balanced
14:14 – The role that family prioritization plays in entrepreneurial growth
23:36 – How entrepreneurs often have the unique ability to channel their past experiences and trauma into building successful companies
28:35 – Workaholism is a drug often used as a coping mechanism
30:48 – Acknowledging the gap in your life: Justin's advice for entrepreneurs struggling with balanced growth

RESOURCES

Learn more about Justin:

https://www.linkedin.com/in/justinbreen1/

https://www.avionwealth.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Creating a Custom-Built Life with Paul Carroll

Dr. Travis Parry — Thu, 15 Jun 2023 09:00:00 GMT

Today we are excited to sit down with Paul Carroll, CFP®, CEO and founder of Avion Wealth, a fast-growing elite wealth management firm in Houston, Texas. Paul started his business from scratch in 2005 and is now on the verge of reaching his first billion dollars in assets under management, which he tributes to his dedication to team growth and work-life integration.

Join us as Paul reflects on the power of promoting work-life integration in his business culture. He discusses creating a custom-built life that sets you up for success by valuing your time, determining your unique abilities, having healthy energy management, and implementing rituals into your life. He also shares his journey of writing and self-publishing five books, discussing their impact on his business and the lessons he's learned along the way.

Join us today as we discuss these things:

1:10 – Paul shares his background in aviation and how he became the CEO of Avion Wealth
10:15 – Paul reflects on work-Iife integration
14:48 – Creating a "custom-built life" with time management, rituals, and by determining your unique abilities
22:12 – Paul talks about self-publishing his books and how they led to some of his greatest successes
30:44 – The process that Paul uses for writing + his advice for writing a book

RESOURCES

Learn more about Paul:

https://www.linkedin.com/in/pauljcarroll/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Investing in Family and Personal Growth with Brad Layland

Dr. Travis Parry — Thu, 01 Jun 2023 09:00:00 GMT

Today we are joined by Brad Layland, CEO of The FOCUS Group, which provides fundraising counsel to nonprofit organizations in major donor development. He's also the founder and owner of Endless Summer Realty, the largest residential real estate brokerage in St. Augustine, Florida. Brad is a certified fundraising executive. He holds an MA in theology from Fuller Theological Seminary and has completed 51 marathons to Ironman triathlons.

In this episode, Brad reflects on the transformative power of giving. He then shares how time blocking and delegation have helped him run multiple businesses while prioritizing his family and personal health. Join us for an insightful conversation with Brad as he shares practical, inspiring advice about achieving balance in your career.

Join us today as we discuss these things:

1:15 – How gumball machines taught Brad about business and eventually led him to the world of real estate
4:21 – "We're all created to give." Brad shares why giving is so important
7:32 – Brad reflects on how his business has grown by letting go and delegating duties to others
15:09 – The 4 disciplines that Brad has implemented into his routine that have allowed him to maintain a healthy work-life balance
20:58 – Why Brad wants to be in the game, serving clients
22:25 – Brad shares about his book "Donors Into Partners"

RESOURCES

Learn more about Brad:

Get the book Donors Into Partners: https://donorsintopartners.com/

The Focus Group: https://thefocusgroup.com/

Endless Summer Realty: https://www.endlesssummerrealty.com/

The Layland family travel blog: https://laylandsaroundtheworld.com/

https://www.linkedin.com/in/garycardone/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Finding Your Genius with Gary Cardone

Dr. Travis Parry — Tue, 30 May 2023 13:20:00 GMT

Today, we are joined by Gary Cardone, an accomplished American entrepreneur and CEO. He co-founded Chargebacks911, a payment processing risk mitigation firm that specializes in preventing and managing credit card chargebacks for businesses. With over 20 years of experience in the financial industry, Gary is widely respected as a thought leader in chargeback mitigation and fraud prevention. His expertise has been acknowledged by reputable publications like Forbes, Business Insider, and Entrepreneur.

In this episode, Gary emphasizes the importance of self-awareness in avoiding mistakes and highlights the significance of focusing on one's strengths when approaching a business. He also discusses the value of providing exceptional experiences to customers and shares valuable advice for aspiring entrepreneurs in the digital age.

Join us today as we discuss these things:

1:23 – Gary shares the journey that led him to the financial industry
10:48 – Why Gary left his successful career behind to study religion and history for several years
17:04 – The role Gary plays in his businesses
20:28 – Gary reflects on his "sweet spot"
29:08 – The advice Gary would give to entrepreneurs that are not in their sweet spot

RESOURCES

Learn more about our Gary:

https://www.linkedin.com/in/toddbrandaif

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 120: Guarding Your Heart and Time with Todd Brand

Dr. Travis Parry — Tue, 16 May 2023 09:00:00 GMT

Today we are excited to chat with Todd Brand, chief executive officer and president of Brand Asset Management Group, Inc. Todd is a second-generation leader of a 20-person team, helping 250+ affluent families succeed over generations within their life, business, family, and wealth.

In this episode, Todd reflects on the steady, consistent growth of his company and how he has worked to maintain and model balance in his leadership role. He explains that throughout his career, he has witnessed the best and worst of success, and has seen firsthand how money can unbalance one's life if prioritized above all else. Todd emphasizes the importance of being true to yourself and adjusting your priorities as circumstances shift throughout life. He also discusses building a genuine company culture, the power of accountability and vulnerability, and learning to guard your time.

Join us today as we discuss these things:

1:22 – Todd shares his backstory and how he became business owner of his firm
6:17 – Why balance is important to Todd
12:15 – How feedback has helped Todd keep his priorities in order
14:21 – Todd reflects on the steady, consistent growth of his firm
17:20 – Some of Todd's biggest struggles with growing while remaining balanced
23:05 – The advice that Todd would give to entrepreneurs

RESOURCES

Learn more about Todd:

https://brandamg.com/

https://twitter.com/michaellecours?lang=en

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 117: The Business Growth Balancing Act with Michael Lecours

Dr. Travis Parry — Thu, 04 May 2023 09:00:00 GMT

We are delighted to have Michael Lecours, CFP®, on our show today. Michael is a co-founder of fpPathfinder, an organizational service that equips financial advisors with planning charts and guides to navigate client interactions. Along with this, he is a financial advisor and planner at Wealth Strategies Team.

In this episode, Michael shares his career journey with us and reflects on the challenges and successes he has faced while scaling his business. We discuss the importance of finding a balance between growth and maintaining boundaries, prioritizing your personal life, and the significance of delegation as your business begins to take off.

Join us today as we discuss these things:

1:05 – Michael shares how he became an entrepreneur and started pfPathfinder.
7:52 – What balance has looked like throughout Michael's career.
14:33 – Michael reflects on the struggles of scaling a business and learning to delegate.
19:27 – How working from home has motivated Michael to create more work boundaries.
23:33 – Some pros and cons of having an office at home versus a work office.

RESOURCES

Learn more about Michael:

https://www.fppathfinder.com/

https://www.wealthstrategiesteam.com/

https://www.streamlinemypractice.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 113: Streamlining Success with Dave Zoller

Dr. Travis Parry — Thu, 20 Apr 2023 09:00:00 GMT

Today we are delighted to speak with Dave Zoller, CFP®, owner of Streamline Financial Planning, an advisory firm in Chicago that manages over 270 million AUM. In 2019, Dave began testing various marketing methods to achieve business growth and started sharing his findings with other advisors on his website. A few years later, Streamline was getting 40 to 60 prospects every month and has continued to grow ever since.

In this episode, Dave shares his valuable insights on delegation, marketing, and setting boundaries while scaling a business. He reflects on the important lessons he has learned along the way, such as prioritizing his values, focusing on his skills, and shifting his mindset to focus on progress. Tune in to this episode and get ready to be inspired by Dave's story.

Join us today as we discuss these things:

1:39 – Dave shares how he got into the advising business and started Streamline My Practice.
5:30 – Dave shares why balance is important to him.
7:51 – How growing a team has helped Dave scale his business while keeping balance.
10:40 – Dave shares the struggle of setting boundaries while growing at a rapid speed.
13:02 – The power of the "do not do" list.
17:40 – "Put yourself in a place where people can find you." The advice Dave would give to entrepreneurs looking to streamline their practice.

RESOURCES

Check out Streamline My Practice:

https://www.youtube.com/@davezoller

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 109: Growing Your Business with Purpose and Passion with Alan Moore

Dr. Travis Parry — Thu, 06 Apr 2023 09:00:00 GMT

Today we are joined by Alan Moore, MS, CFP®, co-founder of the XY Planning Network and the CEO of AdvicePay. He is passionate about helping financial planners start and grow their firms to serve Gen X and Gen Y clients, who are largely ignored by traditional firms.

In this episode, Alan talks about finding balance throughout his career, being intentional with your time, and the power of surrounding yourself with like-minded entrepreneurs. He stresses the importance of building a business that works for your life and being in tune with what you enjoy doing. Join us as we dive deeper into these topics and learn more about Alan's inspiring story.

Join us today as we discuss these things:

0:00 – Intro
1:43 – Alan shares his story and how he got into the financial industry.
5:00 – Alan shares what balance means in his life: "being intentional with where I spend my time and energy."
8:19 – The importance of building the right business for you and the life stage you're in.
16:32 – Are you growing your business because you want to? Or are you growing your business because you feel pressured to?
22:45 – Alan shares some planning systems that help him keep focused and on task.
32:20 – Surrounding yourself with like-minded people that will support you and the journey you want to be on.

RESOURCES

Learn more about our guest: https://www.xyplanningnetwork.com/

https://www.amazon.com/Prepared-Investor-Crisis-Financial-Independence/dp/0990439666

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 108: Challenging the Status Quo with Chris Manske

Dr. Travis Parry — Tue, 04 Apr 2023 09:00:00 GMT

Today we are joined by Chris Manske, CFP®, president of Manske Wealth Management. Chris has been praised, published, and quoted in the Wall Street Journal, Readers Digest, Forbes, and many more. He's a frequent guest on national podcasts and tv shows and is author of the book The Prepared Advisor: How to Prevent the Next Crisis from Affecting Your Financial Independence.

In this episode, Chris discusses how balance has looked different throughout his life and how shifting priorities have taught him to look at balance in a variety of ways. He shares insight into finding balance in the financial sector and emphasizes how teamwork, diversification, and thankfulness can greatly impact work culture.

Join us today as we discuss these things:

1:39 – Chris shares his story and what led him to financial advisement.
6:35 – Chris talks about whether it's possible to have a healthy balance in the financial sector.
9:58 – What Chris has found to be a good balance for him as a business owner.
19:26 – How having a balanced team approach has allowed his firm to grow.
24:44 – Chris talks about the difficulties of juggling growth with balance.
33:01 – "There is a lot that the financial sector does that should change." Chris' advice for advisors trying to run their company with balance.

RESOURCES

Learn more about our guest: https://manskewealth.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 105: Building a Business with Values with Joshua Wilson

Dr. Travis Parry — Thu, 23 Mar 2023 09:00:00 GMT

On today's episode, we are joined by Joshua Wilson, the founder, and president of United Ethos Wealth Partners, a new tech-driven RIA that works to support independent-minded advisors. Joshua is a Ph.D. candidate, an adjunct professor at Baylor University, and has been recognized by Forbes as one of the top wealth advisors in America. This episode originally aired live on YouTube, but we are excited to share Joshua's story with you today.

Growing up on a farm in one of the poorest counties in rural Alabama, Joshua was instilled with the value of hard work as a young man. His impressive grades in school landed him a spot at Brown University, where he fell in love with public speaking. After college, he discovered his interest in business and started training programs to understand the RIA world.

During our conversation today Joshua shares how his upbringing has shaped the way he thinks about working with teams and families. He also reflects on the power of working hard and explains how focusing on faith and family values has contributed to his achievements in his career.

Join us today as we discuss these things:

How Joshua upbringing, family values, and love for football have shaped his life and success. (1:34)
How values continue to play a strong role in Joshua's life today. (9:05)
The "secret sauce" that has helped Joshua juggle his priorities while growing his business. (12:20)
"I can be good at just about anything if I put in enough reps." Joshua discusses the benefit of growing your business one step at a time. (20:50)
The "united ethos" that has helped Joshua's business grow by prioritizing clients and advisors and encouraging a balanced lifestyle. (28:02)

Watch the full live stream on our YouTube channel: https://www.youtube.com/live/mUIzis9YFqE?feature=share

RESOURCES

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 99: The Science Behind Better Communication with Mary Schmid

Dr. Travis Parry — Thu, 02 Mar 2023 10:02:00 GMT

Whether you're working with employees or trying to bring on new clients, becoming a great communicator can help you grow the business and even improve balance in your life.

There's actually a science to this as well and today's guest will tell us all about it. Mary Schmid, who is an author, speaker and mentor to financial professionals, is known for her 'chemistry of conversation' that teaches business owners how to have a different kind of dialogue with their clients in order to gain a competitive edge.

Join us today as we discuss these things:

How skepticism of the financial industry motivated her to work with financial professionals to improve communication. (1:08)
How does neuroscience play a role in these conversations? (3:04)
How can you take these skills and apply them to improve balance? (5:04)
With the reduced levels of stress of having to perform in these conversations, they have the freedom to be who they are and that attracts people to the business. (12:47)
Where does she see advisors struggle the most? (22:00)
Here's the advice she'd give about improving conversation (28:00)

RESOURCES

Learn more: https://maryschmid.com/

https://www.flourishwealthmanagement.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 96: Learning to Let Go of the Outcome with Kathy Longo

Dr. Travis Parry — Tue, 21 Feb 2023 10:02:00 GMT

The common spot business owners always point to when asked about challenges is letting go and learning to delegate. It's extremely difficult to turn responsibility over to someone who might not have the same level of knowledge or passion over the business, but it's critical to growth and balance.

Today's guest has learned that lesson and focusing every day on doing her best regardless of outcome. Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience.

Join us today as we discuss these things:

How she found the profession in college and followed that passion ever since. (2:02)
Doing her best and letting go of the outcomes is a key to balance. (4:56)
What has she gained the most from having mentors and other professionals. (6:30)
The challenges to growing and scaling teams and putting standards and processes in place to manage it all. (11:15)
Ways to stay centered and focus on our values. (17:48)
The advice she'd give other advisors struggling with balance. (20:49)

RESOURCES

Learn more:

https://www.kathylongo.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 94: Letting Family Needs Determine the Right Balance with John Black

Dr. Travis Parry — Tue, 14 Feb 2023 10:02:00 GMT

Most of the struggle with finding balance while growing your business comes at home. Trying to carve out enough time with your family while chasing career goals is such a challenge, but today's guest has been able to do that despite tragedy.

John Black, CFP®, CLU®, ChFC®, CASL® joins the show today to talk about the balance he's been able to find at home and how his perspective changed even more when he lost his wife to cancer.

Join us today as we discuss these things:

· He grew up in a farming family but had an interest in money at an early age. (1:09)

· How losing his wife changed his perspective on balance. (5:55)

· Building the foundation with his family has allowed for growth but human capital is still the challenge. (13:25)

· Two pieces of advice he'd give other advisors that are struggling with growth. (16:13)

RESOURCES

About our guest: https://www.northwesternmutual.com/financial/advisor/john-black/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 89: Why Balanced Growth is Always Evolving

Dr. Travis Parry — Thu, 26 Jan 2023 10:00:00 GMT

The challenge with finding balance in life and work is that it's an ongoing process. Not only do your priorities change, but the ways in which you can achieve that balance shift as well.

Today's guest understands that and embraces that evolution as part of his method for finding balanced growth. Devin Carroll is the founder of Carroll Advisory Group and joins the show to share his experience finding balance. As you'll hear in our conversation, Devin is someone is constantly evolving as he tries to grow personally and professionally.

Join us today to learn about these things:

How he went from a sales job to financial planning. (0:55)
Why the definition of balance is evolving. (4:15)
How has he managed to scale his business while keeping that balance in life? (7:41)
As an entrepreneur, maintaining his focus is the biggest struggle he faces. (13:40)
Why he feels like hiring is a key area that most advisors struggle with. (16:07)
What advice would he give other advisors? (20:16)

RESOURCES

Learn more: https://www.carrolladvisory.com/

Get Travis' newest book!

Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen

Dr. Travis Parry — Thu, 12 Jan 2023 10:00:00 GMT

Before you can truly build your business like you want, you have to first lay the foundation of knowing who you are. Once you can identify your strengths and pair that with your goals, you can begin scaling in an efficient manner.

Today's guest has found success by following this process. Bill Keen, Founder and CEO of Keen Wealth Advisors, has grown his business to serve over 800 client families and put a high priority on financial and retirement literacy.

Join us today to learn about these things:

His incredible journey to running his success firm and what areas he wanted to focus on. (1:42)
Knowing who and what you are is the key to scaling the business successfully. (10:06)
How he uses content to narrow his niche and make his reach wider. (17:12)
What he feels is his biggest struggle for growing the business while maintaining balance. (25:14)
Best ways to get in touch with Bill. (36:08)

RESOURCES

Learn more about our guest: https://keenwealthadvisors.com/

Get Travis' newest book!

Ep 83: Balancing Your Business with Jessica Smith, CFP®, CAP®, CLU®, CPWA®

Dr. Travis Parry — Thu, 05 Jan 2023 10:00:00 GMT

Today's guest is Jessica Smith, CFP®, CAP®, CLU®, CPWA®. Jessica is the president of Longview Financial Advisors. She has been with the company for 17 years and started as an unpaid intern. She enjoys leading a team focused on helping others and giving with a purpose.

In this episode, we discuss how unexpected events can force us to prioritize balance, how Jessica's approach to team building impacts her business and more.

Join us today to learn about these things:

Here is how she ended up in the financial industry after planning to be an attorney her entire life. (1:11)
Learn Jessica's definition of balance and how she applies it to her life. (4:48)
How you can navigate business transitions while maintaining balance. (9:17)
Jessica's methods for maintaining balance as the business scales. (12:03)

RESOURCES

Learn more about our guest:

https://longviewfa.com/

Get Travis' newest book!

https://www.linkedin.com/in/jamiebosse/

Get Travis' newest book!

Ep 78: Organic Growth with Jamie Bosse, CFP®

Dr. Travis Parry — Tue, 20 Dec 2022 10:00:00 GMT

Today's guest is Jamie Bosse, CFP®, RFC, CCFC. Jamie is a Financial Planner, Author, and mother of four. She wrote, "Money Boss Mom" and the "Milton the Money Savvy Pup" series.

Jamie and I discuss how she has managed to achieve organic growth online. She shares the importance of setting up a personal system that enables advisors to better manage their time and business.

Join us today to learn about these things:

How her parents' bankruptcy sent her on a path to join the financial industry. (1:12)
How organic content has helped her scale her business. (6:50)
How to maximize the way you work and recognize what may be getting in your way. (19:32)

RESOURCES

Learn more about our guest:

Get Travis' newest book!

https://www.kaleidocreative.com/

Get Travis' newest book!

Ep 72: Finding Your Niche with Kristen Luke

Dr. Travis Parry — Tue, 29 Nov 2022 10:00:00 GMT

Today's guest is Kristen Luke, President of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps build a marketing system for financial advisors who want to attract clients based on their expertise with a niche, not marketing gimmicks or sales skills.

For more than 15 years, Kristen has consulted with hundreds of financial advisory firms and shared her marketing expertise via industry conferences, podcasts, and publications nationwide. In this episode, we discuss how you find your niche, and how you can use that to scale your business and achieve balanced growth.

Join us today to learn about these things:

Why we don't love the phrase 'work-life balance'. (5:08)
How she manages to stay consistent with her time blocking. (7:05)
How you can achieve balanced growth. (19:13)

RESOURCES

Learn more about our guest:

https://quarryhilladvisors.com/

Get Travis' newest book!

Ep 66: Setting Boundaries with Kyle Moore, CFP®

Dr. Travis Parry — Tue, 08 Nov 2022 09:00:00 GMT

Today's guest is Kyle Moore, CFP®, Founder of Quarry Hill Advisors in Saint Paul, MN. Quarry Hill Advisors manages over 200 million for over 150 households.

In this episode, we discuss scaling your business, setting boundaries, and weighing the two to maintain balance. Kyle shares that if you are "trying to be all things to all people", you'll never obtain balance.

Join us today to learn about these things:

How Kyle joined the financial industry, leaving professional golf. (1:03)
How he navigates the trade-off between scaling his business and maintaining balance. (8:33)
Why having control over your online presence is important. (17:54)

RESOURCES

Learn more about our guest:

https://eadvisornetwork.com/

Get Travis' newest book!

Ep 64: Discovering the Path to Balance with Sten Morgan

Dr. Travis Parry — Tue, 01 Nov 2022 09:00:00 GMT

Today's Guest is Sten Morgan, CFP®, ChFC®. Sten founded Legacy Investment Planning by age 25 and was named a "40 under 40" advisor by Investment News at age 30.

Sten and his team have worked with hundreds of advisors to help them find direction in their careers. They have broken the industry path of advisors into five stages that help them to work purposefully, creating more balance in their lives. In this episode, you will learn tools to set yourself on the path to balance.

Join us today to learn about these things:

Sten shares how choosing a path can help you achieve balance. (10:16)
Here are two ideas advisors internalize, that set them back. (15:33)
Does your business return beat market returns? (21:49)

RESOURCES

Learn more about our guest:

Get Travis' newest book!

Ep 59: Life-Centered Financial Advisors with Mitch Anthony

Dr. Travis Parry — Thu, 13 Oct 2022 09:00:00 GMT

Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and an impactful keynote speaker. In this episode, we got together to talk about a few flaws in the industry and the missing elements that might be holding some advisors (and their clients) back.

'Purpose' is central to today's conversations regarding advisors and clients. As you listen to the episode, hone in on your purpose and how you could better guide your clients to finding purpose and satisfaction in their retirements as well.

Join us today to learn about these things:

There needs to be a balance of purpose and security in retirement. (12:06)
Not every opportunity will be good for you. How much is your paycheck costing you? (12:56)
Is promoting retirement just a sales point for you? (18:11)
If you are an advisor and you're not living a balanced life, you're doing a disservice to your clients. (26:00)

RESOURCES

Learn more about our guest: https://www.roladvisor.com/

Get Travis' newest book!

Ep 56: The Tax Planning Software Making Advising Simpler with Roger Pine

Dr. Travis Parry — Tue, 04 Oct 2022 09:00:00 GMT

Advisors won't want to miss today's episode featuring our guest, Roger Pine, CFA, CFP®, and Co-Founder at Holistiplan. Holistiplan is a market-leading tax planning software, built by advisors, for advisors.

In the podcast, Roger stated, "I am passionate about being backstage in other people's journeys to being great advisors". If simplifying tax season sounds appealing to you, listen to the episode to learn how Holistiplan can serve you, so you can better serve others.

Join us today to learn about these things:

How Roger got into the financial planning industry. (1:15)
Does balance actually exist? (9:28)
How his values drive him to serve and impact the industry. (15:04)
Learn about his passion to equip advisors, by operating in the background. (29:19)

RESOURCES

Learn more: https://www.holistiplan.com/

https://iagwealthpartners.com/

Get Travis' newest book!

Ep 48: Building Structure and Balance with Christopher Mitchell

Dr. Travis Parry — Thu, 11 Aug 2022 09:00:51 GMT

On today's episode, certified financial planner and Managing Partner at IAG, Christopher Mitchell joins us to discuss his mission of helping families reach financial independence while navigating his own journey to find balance.

Chris knew early on that he wanted to be involved in finances and business. Early in his career, he saw advisors struggling with large workloads and burnout. He realized he would need to learn the skills of advising in a slow and steady manner that allowed him to succeed but also avoid the burnout trap.

Learning from the mistakes we see in the industry can help us elevate work-life balance in a new way. For Chris, the key to balance was learning from others and avoiding the mistakes he saw throughout the industry. With every new generation of advisors, Chris hopes balance becomes more common.

Join us today as we break down the following with Christopher:

Why do advisors burn out and overwork early on in their careers? (3:18)
Balance is tied to the structure of a company. (8:38)
Integration and growing a business while keeping balance. (13:55)
Advisors are spending little of their time actually being an advisor. (18:34)
Avoid being a productive workaholic. (25:11)

RESOURCES:

More About Chris:

https://www.falconwealthplanning.com/

Get Travis' newest book!

Ep 41: Developing Strong Support Systems with Gabriel Shahin

Dr. Travis Parry — Thu, 23 Jun 2022 09:00:08 GMT

On today's episode, Gabriel Shahin a CFP, founder of Falcon Wealth, and radio show host joins us to explore his career and how he's found balance as a professional. Starting in 2003 within national banks, Gabriel has found his passion early on working with clients but struggled to find a culture that he valued. With the support of his wife and family, he became a successful independent advisor.

Gabriel views balance as prioritizing your focus. There are two worlds: the work world and family world and you have to learn to appreciate both of them. If you don't have a passion for your work, burn-out is high.

Finding your happy zone and being able to communicate effectively with your family is a huge factor in finding balance. Learning to be self-aware when you're outside of work is essential. Building a team, you can trust and delegate to is part of growing your business and finding balance in life. You can't buy time back.

Join us today as we also discuss:

Being present in the moment with your family
Finding good team members and growing your business
Leadership issues within the industry
Building strong support systems

TIMESTAMPS

0:56 – How did you end up in financial services?

3:13 – What time environment do you see yourself in?

4:52 – What is your definition of balance?

7:41 – What is one of your biggest struggles with finding balance?

9:21 – What changes have you made since starting your practice?

11:45 – What is the most difficult thing about finding the right people to delegate to?

14:15 – What are the biggest struggles team members face?

17:54 – What are big issues for others in the industry?

20:59 – What advice would you give to others?

25:00 – How have you build your support systems?

29:17 – How can people contact you?

RESOURCES:

More About Gabriel:

https://www.cashmapapp.com/

Get Travis' newest book!

Ep 38: The Importance of Downtime with Dennis Williams

Dr. Travis Parry — Thu, 02 Jun 2022 09:00:49 GMT

On today's episode, the creator of Cash Map, Dennis Williams joins us to explore how he's helping people confidently use more of their money, save more, and enjoy their life more. Through his services, he's seen advisors struggle with balance while facing his own issues with balance.

As a business owner and innovator, Dennis loves to jump into projects at 150% but realizes balance allows him to be more effective at what he does. Dennis knows it's important to be able to say "it's good enough" in life. You can't stress every little thing; you'll burn yourself out! Being consciously aware of the small steps you're looking at mastering can help you focus on productivity and balance. Focusing on small achievements can make big improvements in your life and business.

Scheduling time to step away from work, whether it's a walk or a family dinner, can elevate your experience in both your relationships and your work. Dennis' most important advice to other advisors is to recognize the importance of downtime! Taking downtime is essential, if you don't and you are tired, you're not going to see clearly. Don't set yourself up to fail.

Most people don't know how much they are spending on a monthly basis and Dennis is on a mission to help clients and advisors better understand their finances. Join us today as Dennis shares his journey to find balance and how he's helping others through Cash Map.

We'll further breakdown:

Working with our team to delegate and become stronger
Recognizing the importance of downtime
How Dennis is helping advisors and clients with the Cash Map

TIMESTAMPS

0:49 – How did you get in financial services?

2:52 – What struggles do you face?

4:18 – What is your definition of balance?

5:10 – Getting out of the perfectionist mindset

7:57 – What struggles do advisors face?

9:53 – What is the #1 problem with delegation?

11:49 – Biggest piece of advice to advisors

13:51 – How are you helping advisors?

18:57 – The benefit to couples

20:54 – Who is this app good for?

24:36 – What happens if their situation changes?

27:55 – How can advisors utilize Cash Map?

29:19 – Thank you for joining us Lee!

RESOURCES:

More About Dennis:

https://www.youtube.com/c/cashmapapp/featured

https://www.cashmapapp.com/bookatimewithdennis/

https://10xprofitblueprint.com/promo/

Get Travis' newest book!

Ep 36: Balancing Your Priorities with Matt Hudgins

Dr. Travis Parry — Thu, 19 May 2022 09:00:26 GMT

On today's episode, our guest Matt Hudgins sits down to discuss his experience over the past 25 years helping business owners transition into retirement. Starting his career as a sales analyst, Matt moved into finances and planning, eventually starting his own business 15 years ago.

Balance to Matt is about rotating his priorities whether that's family, hobbies, or his career. Through the years, he's learned to set his priorities and determine what is acceptable versus not acceptable when it comes to balancing time between work and family. Every day he looks at his responsibilities and asks himself what he has to do to accomplish those goals, he doesn't question whether he'll get them done but how.

Many of us struggle with the imposter syndrome and delegation. It's okay to ask questions and set boundaries that allow you the space and time you need to succeed. Through his business, 10x Profit, he's helping advisors get through these struggles by avoiding busy work and learning to delegate and take care of their own financial needs.

Join us today as we discuss

Dealing with balance when emergencies come up
Imposter syndrome and feeling like you need the answers
How advisors can be better at delegation and business management

TIMESTAMPS

0:58 – Welcome Jeff Maas

0:56 – How Matt got into the industry

2:42 – What does work-life balance mean to you?

4:48 – What were your biggest struggles?

7:09 – The biggest challenge with prioritization

9:06 – What did you do when emergencies showed up?

12:41 – What is causing the imbalance?

15:46 – What is the key to delegation?

22:07 – What are the biggest issues advisors face?

28:12 – Get coaching with Matt!

RESOURCES

More about Matt:

Get Travis' newest book!

Ep 17: Achieving Balance: A Bonus Interview with Dr. Parry and Derek Notman

Dr. Travis Parry — Thu, 06 Jan 2022 10:00:50 GMT

Our mission is to help advisors spend time with their families, focus on their health, and achieve balance. On today's episode of the Balanced Advisor Podcast, we are sharing a bonus track from Achieving Balance which includes an interview with Dr. Travis Parry and Derek Notman. Why did Dr. Parry write this book? How can Achieving Balance help you be a better advisor, spouse, and parent? Once an advisor himself, Dr. Parry felt the pull between being an advisor and running a business and he knew others were struggling with this balance as well. He hasn't been afraid to confront the mistakes the industry is making when it comes to work-life balance. After writing the first draft of his book, Dr. Parry saw that he needed to change his approach and rewrote Achieving Balance as an inspirational workbook for advisors. This way, he could give real and tactical advice to others. A lot of his book focuses on building strong relationships. Which is super important when striving towards a balanced life. Whether it's with friendships, partnerships, or family, relationships can be our anchor. Life isn't always about productivity. Dr.Parry includes additional resources for advisors in Achieving Balance. The book includes free courses, downloadable resources, and more to help advisors achieve their goals. He recommends an hour a week to prioritize working through the book and setting your boundaries. In this new year, we hope you take whichever actions you need to achieve balance and prioritize yourself!

TIMESTAMPS

1:21 – Why did Travis choose to write this book?

3:20 – Who was the book designed for?

5:41 – How should advisors use the book?

8:07 – Additional material with Achieving Balance

12:21 – Focusing on strong relationships

18:27 – The writing process and maintaining balance

25:50 – Creating connections and closing thoughts

RESOURCES

Get Travis' newest book!

Ep 12: Systems, Balance, and Success with Justin Bassell

Dr. Travis Parry — Tue, 23 Nov 2021 10:00:30 GMT

We have a limited amount of time. We must align our values and time and ask ourselves what is important to us? Would I like to be working 80 hour weeks? Or would I rather be having dinner with my family? On today's episode, Justin Bassell, CLU ChFC joins us. Justin is a financial advisor with Northwestern Mutual Wealth Management Company and the founder of Systems on Purpose, a platform helping advisors automize their workflow and integrate efficient work patterns into their business. We will be discussing issues in recruiting and retention, ways we can make the industry more balanced, and how his business is helping advisors become more organized and conscious of their time.

As an advisor himself, he has seen the flaws in our industry first hand. Building a business or brand is hard work, we want to generate profit and find success. The advising industry is great at setting benchmarks for newcomers, but this is also contributing to high turnover rates. It can lead to burnout if we aren't careful. Having goals and benchmarks for success is necessary to measure metrics of one's success but how much influence do we let this have over our lives? Justin discusses how we must change the onboarding process in the industry to keep advisors interested and passionate about the field.

Justin has gone on his own journey to find balance. He has regained control over his schedule and workflow, allowing him to help others through Systems on Purpose. His program automates those common client correspondences, helps you organize your calendar, and provides an easier point A to point B workflow. To Justin, work-life balance is about aligning your values and spending your time where you want to be spending it. Join us today as we discuss how you can achieve balance!

Listen to the episode to learn more about:

Systems on Purpose and how their program is helping advisors
Justin's experience working with Travis
Recruiting and retention in the financial field

TIMESTAMPS

1:12 – Justin's definition of work-life balance

2:47 – When did he feel unbalanced?

4:46 – What 'woke him up'?

7:24 – How has he seen advisors struggle?

11:09 – What's the key for new advisors and leaders?

16:37 – How has he developed habits?

20:17 – Becoming a more authentic person

22:08 – Systems on Purpose

29:08 – How to connect with Justin?

RESOURCES

Ep 11: Community and Collaboration with Shaun Kapusinski

Dr. Travis Parry — Thu, 18 Nov 2021 10:00:26 GMT

It's with the collaboration and support from a community of experts and advisors that we grow as professionals. We learn a lot from each other, whether we have a mentor or another coworker helping us reach our goals. On today's episode, our guest Shaun Kapusinski, knows the benefit of learning and working with a community, which is why he developed HIFON.

Many of us want to have it all: the growing business, the happy family life, the free time, etc. But in many cases, it's hard for us to get there. To Shaun, balance is about finding what you value and spending your time there. Shaun developed HIFON to help advisors by connecting advisors. HIFON is a community of like-minded advisors that are sharing their tips on best practices and business growth.

By connecting with others, we can see that we are not alone in our struggles when growing a business. A lot of independent advisors struggle to find balance. Technology has changed the world. For many advisors, the financial industry looks a lot different than it did twenty or even ten years ago. We can work from anywhere, but this also creates new challenges we must overcome. Shaun saw the value in technology, to connect advisors and help them develop their businesses with work-life balance in mind. Join us as we discuss the struggles advisors face, why people join the financial industry, how technology can help or hinder us, and how HIFON can connect you to a growing community of advisors.

What you will learn this episode:

Shaun and HIFON's backstory
Why do you need to envision your future?
How can a community help you grow?
How can technology help us reach balance?

TIMESTAMPS

0:30 – Shaun's definition of work-life balance

3:23 – Trying to have it all and envisioning your future

8:01 – What struggles do advisors face?

11:47 – Why do people join financial services?

13:36 – Advice Shaun has received from others

15:55 – What does Shaun do to achieve balance?

17:52 – How technology has changed things

23:18 – HIFON helping clients

26:04 – How does HIFON work?

29:35 – Where can you learn more?

RESOURCES

Ep 5: Balanced Adventures with Marketing Executive Charlie Van Derven

Dr. Travis Parry — Thu, 14 Oct 2021 09:00:19 GMT

Watch our Youtube episode!

Many of us are no longer in brick-and-mortar buildings, meaning we had to learn how to recreate boundaries and balance in our home office. Today's guest, Charlie Van Derven, knows this very well. A year ago, he bought a trailer with his family and started to travel the country while maintaining a business. He had to develop new strategies and adapt with his family, setting boundaries while on their new adventure. Charlie has always valued positioning his work-life balance in a way that allowed him to be adventurous.

Charlie has worked with advisors for over 20 years, helping them with their marketing and networking strategy. In 2013 he founded his business, Social Advisors, which helps advisors reach the clients that they will want to work with. He creates custom content that sets his clients out from the crowd.

As an advisor to advisors, Charlie has seen the toll that people go through while working in the financial industry. To him, balance really means mixing things up and keeping from feeling stagnant. He is very excited to share his journey and the ways that he can help your business grow on today's episode. We will be discussing niche development, networking, business development, and of course how balance fits into all of this.

Listen to the episode to learn more about:

Building balance and boundaries
Adapting with family
Marketing strategies
Accumulative content marketing, personalized content and CRMs
Developing a niche and network

TIMESTAMPS

0:43 – Charlie and Social Advisors

1:38 – How he got into the industry

4:00 – Passion for travel

6:52 – Best mountains to ski

9:25 – His definition of balance

11:48 – Avoiding the workaholic trap

17:56 – Setting boundaries and balance

23:26 – Adaptation and accountability with family

32:53 – How he helps advisors

40:01 – Personalized content

47:00 – Follow Social-Advisors

RESOURCES

Read more about Charlie and Social Advisors

Ep 8: Financial Planning for Advisors with Brooklyn Brock

Dr. Travis Parry — Thu, 28 Oct 2021 09:00:48 GMT

Watch our Youtube episode!

Financial advisors spend so much time working on their client's financial futures that their own retirement plans can become neglected. Advisors need to acknowledge the importance of their own finances and retirement strategy. On today's episode, Brooklyn Brock, founder of Ellevate Advisors joins us. As a third-generation planner, she has first-hand experience seeing advisors work long hours and struggle to find financial balance. She started Ellevate Advisors to focus solely on serving financial advisors and preparing them for their business exit strategy and retirement. To Brooklyn work-life balance means living intentionally and she wants other advisors to focus on this as well. She values the importance of relationships with her family, her clients, and her community. Financial planning and business planning is a way to live intentionally. A lot of advisors wear multiple hats, but they need to think about hiring associate planners for their continuity plan if something were to happen to them. It's all about taking care of your business, your clients, your family, and yourself.

Advisors can face multiple mental blocks when it comes to their own retirements. It's common for advisors to say they don't want to retire. Brooklyn is working to change this narrative. She is encouraging advisors to plan for retirement, for the benefit of themselves, their families, and even their business. Even if retirement is working part-time or starting a new adventure. Brooklyn encourages all advisors to meet with someone about their financial planning. It can help to get out of your own head. Today, she is going to share her knowledge on financial planning, continuity planning, exit planning, and how this all plays into balance.

Listen to the episode to learn more about:

Retirement and financial planning for advisors
Exit planning and continuity planning for the future of your business
How we can overcome mental blocks
Why our finances are intricate to our work-life balance

TIMESTAMPS

0:51 – Introducing Brooklyn Brock

1:25 – Being an advisor for advisors

5:31 – Her definition of work-life balance

7:10 – Financial planning for advisors

12:06 – Struggles with balance

14:08 – Her personal experiences

18:30 – Getting advisors to think about retirement

21:53 – Working on mental blocks

24:36 – How Brooklyn helps advisors

31:08 – Exit coaching and continuity plan

37:36 – Learn more about Ellevate Advisors

RESOURCES

Read more about Brooklyn and Ellevate Advisors

Ep 86: Making Intentional Choices to Find Balance

Dr. Travis Parry — Tue, 17 Jan 2023 10:00:00 GMT

Sometimes finding balance requires you to shift your goals to prioritize what's most important, and today's guest did just that. Chad Hufford of Veritas Wealth Management in Alaska has a great story about choosing finance because of the balance it offered compared to his original career goals.

Join us today to learn about these things:

How he went from becoming a surgeon to financial planning. (1:18)
How Chad defines balance and how he's applied that to his business. (3:16)
The biggest challenge he finds is finding meaningful time alone with his wife and leveraging technology in his business. (10:06)
Why he feels like advisors spend too much time on things that don't need to be done. (17:32)
What advice would he give other advisors to help them achieve balanced growth. (22:05)

RESOURCES

Learn more: https://www.planmember.com/homepage.cfm?bk=CHufford

Get Travis' newest book!

Building A Strong Financial Partnership

Dr. Travis Parry — Tue, 08 Aug 2023 09:00:00 GMT

Are financial disagreements putting a strain on your relationship? In today's episode, we'll share how your upbringing and money management approach might be playing a role in this tension. We'll talk about the profound impact of your early experiences on your current financial perspectives while discussing ways to overcome financial differences in your relationship.

Join us today as we discuss these things:

1:00 – Why money is the number one source of tension between couples + taking a look at your financial script
7:58 – Understanding your money history and how this has shaped your idea of finances
11:48 – Getting on the same page as a couple, building financial trust, and aligning your goals

RESOURCES

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 15: The Power of Saying No with Kate Holmes

Dr. Travis Parry — Thu, 16 Dec 2021 10:00:55 GMT

There are so many things in life that deplete our energy. Being able to say no to certain things means being able to say yes to yourself. On today's episode, we talk about the power of saying no with CFP and founder of Innovating Advice, Kate Holmes. Growing up in Seattle and attaining her photography degree from the University of Australia, her path into financial planning was unique. Yet, she has seen the struggle many advisors, including herself, have gone through to reach balance. She is now learning to prioritize herself and helping advisors around the globe do the same.

This is a giving profession. We tend to think we have to say yes to everything. But what would you gain in time and balance if you started saying no? If it isn't a "Heck Yes!" it should be a "Heck No." In 2013, Kate started her virtual retirement business. No longer would she allow her business and profession to dictate her lifestyle and passion for adventure. To her, balance means doing a maximum of three things a day, personally and professionally. Health became an important passion of hers as our bodies have a limit.

Today, she is working on a global scale to connect advisors and change the mentality and culture of the financial profession. The more we work, the more work piles on! She wants to move the profession forward and has worked with advisors from over 35 countries as she teaches them to be examples for their clients. Join us today as we discuss her journey to find balance!

What we discuss today:

Kate's background and her journey to find balance
Innovating Advice, a forward-thinking program for advisors
The power of saying "No."
The global financial industry
Health, stress, and balance
How we can be examples for our clients

TIMESTAMPS

1:24 – Kate Holmes background

3:07 – What does balance mean to Kate?

6:56 – Why did she start her journey?

10:15 – The perks of saying no

14:41 – What struggles do advisors face?

19:16 – Running a business

22:06 – How Kate is helping advisors

25:33 – Advice she has for others

30:35 – How to connect with Kate

RESOURCES

The Power of Faith-Based Action

Dr. Travis Parry — Thu, 11 Jan 2024 10:00:00 GMT

When it comes to achieving balanced growth, it's crucial to understand what kind of fear is holding you back and work on reframing your mindset. But what's just as important is having the courage to take bold, measurable actions in faith that move the needle.

Here's some of what we discuss in this episode:

0:35 – Understanding your fears + reshaping your mindset

3:02 – Behaviors and action are equally as important as mindset

4:38 – "One of the best things we can do to achieve our goals is work on them"

6:17 – What's the one thing you can do today, this week, this month, to move the needle on your goals?

RESOURCES

Learn more about :

https://workplaceclarity.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Myth Two: Productivity Is The Magic Pill

Dr. Travis Parry — Wed, 05 Jun 2024 20:39:00 GMT

Myth 2: Productivity is not the magic pill!

We all need to be productive but not without the boundaries that will keep us balanced.

After learning about time management and productivity from the likes of Michael Gerber, David Allen, Dave Crenshaw, Bryan Tracy, and Tim Ferris I noticed a major pitfall. There is a tendency for business owners to reinvest the time saved from being more productive back into their businesses instead of their personal goals.

This produces more "Productive Workaholics" than you can imagine and with the pull for business time having boundaries is the solution.

The Neuroscience of Work-Life Balance with Nina Nesdoly

Dr. Travis Parry — Thu, 15 Feb 2024 10:00:00 GMT

Nina Nesdoly is a speaker, researcher, and consultant specializing in work stress and burnout prevention. With a background in neuroscience and management, she offers insightful workshops and training on building better work-life balance. She is currently pursuing her Ph.D. with a focus on work-related stress and has been featured on impressive platforms like TEDx, where her talk on relieving stress was selected as an editor's pick.

Join us as we dive into some fascinating research on work-related stress and discuss the importance of prioritizing your well-being to find greater joy, meaning, and success in life.

Here's some of what we discuss in this episode:

1:32 – Nina's background in neuroscience and management + her personal experience with overextension and burnout

5:45 – The power of prioritizing your well-being + the prevailing hustle culture that prioritizes overworking and productivity

11:07 – The struggle of leaders, particularly middle management, when it comes to work-life balance+ the impact that a leader's behavior has on their employees

18:39 – Modeling and encouraging healthy behaviors as a leader + the power of forced vacation days and a 4 day work week

Learn more bout Nina:

Nina's TEDx Talk

https://www.youtube.com/watch?v=9G1zyFoAaMc

Instagram

https://www.instagram.com/ninanesdoly/

Tik Tok

https://www.tiktok.com/@workplaceclarity

https://www.linkedin.com/in/nina-nesdoly/?originalSubdomain=ca

RESOURCES

Learn more about :

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 107: The Power of Organization and Delegation with Tom Watts

Dr. Travis Parry — Thu, 30 Mar 2023 09:10:00 GMT

Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stock analyst. In 2009, Tom founded Watts Capital Partners LLC, a wealth management firm in New York, which has since merged with WealthEdge, where he is now the director of investments.

In this episode, Tom talks about what having a balanced life means to him. He shares how organization and delegation have played a large part in finding a healthier work-life balance while allowing him to cultivate deeper relationships inside and outside of work. Stay tuned for insightful tips on how to implement structure and balance in your own business.

Join us today as we discuss these things:

1:22 – Why Tom started his career on Wall Street and how this led him to start his own firm.
3:55 – What having a balanced life means to Tom.
6:22 – How organization and delegation have played a role in promoting balance at Watts Capitol.
14:40 – The impact scheduling and time-blocking have made in Tom's daily routine.
23:17 – How optimizing operations allows you to focus on cultivating meaningful relationships with your clients.

RESOURCES

https://www.linkedin.com/in/aaronklein/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Planning For Balance with Aaron Klein

Dr. Travis Parry — Thu, 28 Sep 2023 09:00:00 GMT

Today we are excited to be joined by Aaron Klein, a co-founder and CEO of Nitrogen Wealth, formerly known as Riskalyze. Aaron steered his company to Fast Company Magazine's list of the world's top 10 most innovative finance companies- twice! Beyond his corporate success, Aaron serves as a Sierra College trustee and co-founded a school project for orphans and vulnerable kids in Ethiopia. He's also been recognized by Investment News as one of the industry's top 40 under 40 executives.

Join the discussion as Aaron shares his personal journey of growth and how he's managed to strike a balance between building a thriving company and nurturing a fulfilling family life. Discover the frameworks Aaron has implemented to achieve this equilibrium, and why planning for balance is crucial for every entrepreneur.

Join us today as we discuss these things:

1:30 – Aaron talks through the creation of Riskalyze and the exciting decision to rebrand the company as Nitrogen
8:02 – In order to maintain balance when scaling a business, pacing and prioritization are key
10:47 – The importance of creating structure and boundaries to maintain balance in personal and professional life + being present with your family when you're home
21:50 – Setting aside dedicated time for communication and teamwork with your spouse
26:38 – Embracing technology, like AI, as a tool to enhance efficiency + bring more balance into your life

RESOURCES

Learn more about Aaron:

https://nitrogenwealth.com/

https://www.amazon.com/Dominant-Thoughts-Things-Where-Minds/dp/1956503714

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 13: Personal Growth and the Importance of Delegation with Adam Holt

Dr. Travis Parry — Thu, 02 Dec 2021 10:00:23 GMT

Often times the catalyst for change for many advisors is the moment they become too overwhelmed. There is a moment of awareness when they realize that they need to delegate or continue on without balance. Maybe you've missed too many family dinners. Or you are starting to feel the burnout on a job you once loved. On today's episode, we are discussing personal growth and accountability when it comes to finding balance with Adam Holt, the founder of Asset Map.

Adam has been an advisor for over 23 years, being an early adopter of technology and utilizing it as a way to find balance and provide clients with excellent experiences. He was drawn to the financial industry, not for any monetary value, but because he saw the flexibility it could offer if he structured his priorities correctly.

You don't have to achieve perfection, but you need to sit down with yourself and really figure out what you value. For Adam, he made his goals personal and important to him. He was always going to be able to walk his kids to school and be home for dinner. Those are promises he has kept, even when he is working 80-hour weeks.

It's important the financial industry starts teaching best practices and skills to advisors early on, avoiding years of burnout and high turnover rates. Building these habits early on will give the advisors the tools and skills they need to succeed professionally and personally. One such tactic is finding a "right-hand" or a complementary partner. Maybe you are a visionary, but who will hold you accountable and make sure your visions are carried out? It's great to have ideas, but we also need to be able to execute these ideas.

Adam is helping advisors reach their goals with Asset Map, a technological program that values client relationships. His program helps advisors reach their client's expectations and goals while building a better relationship between the both of you. To have balance in life, you have to have balance with your clients, this is how you can get there. Join us today as we talk about growth, balance, and the future of the financial industry!

Listen to the episode to learn more about:

Adam's backstory, goals, and struggles with balance
Clients and balance
How we can hold ourselves accountable
The value of partnership
How Asset Management is helping advisors

TIMESTAMPS

1:35 – How did Adam get into financial services?

3:43 – What company did he start with?

5:00 – Fact-finding and finding problems

8:11 – What is Adam's definition of balance?

12:05 – What are some of the biggest issues?

15:01 – The moment of awareness

21:05 – Stages of change and partnerships

27:35 – His struggles with balance

33:39 – How Asset Map works

RESOURCES

Chapter 1 Myth One: Balance is Doing-It-All at the Same Time

Dr. Travis Parry — Mon, 13 May 2024 19:58:00 GMT

In Chapter 1, I dive deep into the 1st Myth of Balance, the idea that "doing-it-all" is somehow living a balanced life.

For the Do-It-All out there this is the most important chapter to understand and the science behind the Workaholic Trap. You will hear the science of multi-tasking and the big picture of what balance is in life.

Achieving Balance Audiobook Chapter 4: Priorities

Dr. Travis Parry — Mon, 03 Jun 2024 17:45:00 GMT

Balance is not doing everything at the same time it's making time for your highest priorities. Following the Make Time Method outlined in this book is very helpful to understanding how to make goals based on your values.

But if do not prioritize these 10 areas of life you may get overwhelmed from trying to be all things to all people...all the time.

Thus a need to prioritize!

This chapter outlines the step-by-step process of prioritizing your areas of life that will serve you in managing your time.

"Achieving Balance" Audiobook Chapter 9: Myth 3: Personal Development Is The End All Be All.

Dr. Travis Parry — Mon, 24 Jun 2024 19:31:00 GMT

Personal Development is the go-to for business owners for decades who have wanted to grow and scale their businesses, however, it can be the reason why they are still stuck in the Workaholic Trap.

This chapter explores the role that personal development has in keeping your balance and how the support of your family and team will make up all the difference.

Work Hard, Play Hard with Chris Heller

Dr. Travis Parry — Thu, 07 Mar 2024 10:00:00 GMT

We're excited to welcome Chris Heller to the show. Chris is the president of OJO, an Austin-based real estate technology company focused on improving homeownership. Earning his real estate license at age 20, Chris was named the Rookie of the Year in 1989 before becoming the top producing agent in San Diego County and the number one Keller Williams Associate in North America.

Throughout his career, he has held influential industry positions, including CEO at Mellohome and Keller Williams Realty International. As a seasoned leader, he joins us to reflect on his professional journey and share the wisdom he's gained throughout his remarkable career.

Here's some of what we discuss in this episode:

1:22 – Chris' journey into real estate + the philosophy that paved the way for his roles as CEO

6:27 – Focusing on what makes you happy, leveraging your time + working hard and playing hard

10:04 – Bringing the right people onto your team + fostering a culture of hard work while respecting personal time

14:05 – How OJO operates a successful hybrid business model + works to prevent burnout

20:35 – Chris' Achilles heel when it comes to balance + his highest priorities

25:03 – The struggles with balance many entrepreneurs face + focusing on customers, teams and self-care as a leader

Learn more about Chris

https://chrisheller.co/

https://ojo.com/

Check out Chris's book Dominant Thoughts

Chris on LinkedIn

https://www.linkedin.com/in/chiefrealestateofficerojolabs/

Chris on Instagram

https://www.instagram.com/hellersells/?hl=en

Chris on Facebook

https://www.facebook.com/hellersells

RESOURCES

Learn more about :

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

The Power of Legacy Portraits: Connecting Generations with Natalie White

Dr. Travis Parry — Thu, 25 Jun 2026 20:00:00 GMT

In this episode, Natalie White shares her journey from a family photographer to a legacy portrait artist, emphasizing the importance of family portraits in preserving family history and fostering connections. Discover how her work helps families create meaningful, timeless memories that strengthen bonds across generations.

Ep 62: Striving for Harmony with Shauna Mace

Dr. Travis Parry — Tue, 25 Oct 2022 09:00:00 GMT

Today's guest is Shauna Mace, CHPC™️, Head of Practice Management, and Managing Director at SEI. She and the team focus on helping advisors grow their businesses so they can spend more time serving their clients. She has been featured in publications and is a frequent speaker in the financial industry.

With over 17 years in the industry, Shauna has learned how to navigate and achieve balance in her own life and business. She shares how she serves her clients, how she developed her expertise through different avenues, and what her game-changing factor in achieving balance was.

Join us today to learn about these things:

Shauna was led down several different roads in marketing, working in the financial industry, consulting, and more. (1:19)
Are you a "Yes Man/Woman"? Listen to Shauna's advice here. (12:28)
How your family is the "Secret Sauce" to balance in your life. (26:07)

RESOURCES

Learn more about our guest:

https://www.seic.com/

Get Travis' newest book!

What is Family Legacy Planning?

Dr. Travis Parry — Mon, 09 Feb 2026 13:00:00 GMT

In this episode of The Travis Perry Show, Dr. Travis Perry delves into the concept of family legacy planning, distinguishing it from traditional financial planning. He emphasizes the importance of a holistic approach that encompasses health, relationships, and financial aspects. The discussion outlines the phases of family legacy planning, including building, growing, protecting, and preserving one's legacy. Dr. Perry advocates for a comprehensive life plan that integrates all areas of life, ensuring that financial decisions align with personal values and family dynamics.

Achieving Balance Audiobook-Chapter 14 Overcoming Fears

Dr. Travis Parry — Mon, 05 Aug 2024 14:07:00 GMT

You now know the entire Make Time Method but most will struggle to implement it because of this one hurdle: fear.

Overcoming your fears is the key to achieving all your goals in life in a balanced way!

Ep 54: Intentionality in Your Business with Jeremy Keil

Dr. Travis Parry — Thu, 22 Sep 2022 09:00:57 GMT

Control plays a big part in the role of many advisors' careers. It can be difficult to let go of the reigns and delegate tasks when you want to do it all. Or maybe you are good at delegating, but don't 'inspect what you expect".

In today's episode, we have Jeremy Keil, CFP®, CFA®, a retirement-focused financial planner with Keil Financial Partners, and host of the Retirement Revealed blog and podcast, joining us.

Jeremy is intentional about his time and schedule to achieve balance in his life. Listen to learn the tips he shares and the steps he is taking to improve himself as a task delegator.

Join us today to learn about these things:

How he got into this industry from planning to join the army and selling suits. (0:52)
He gives himself his own timesheet and here's why. (3:16)
Why planning can help you achieve better balance. (11:53)
The biggest issue advisors tend to have with delegation. (21:49)

RESOURCES

Learn more: https://keilfp.com/blogpodcast/

Get Travis' newest book!

The 3 Types of Balanced Developers

Dr. Travis Parry — Thu, 22 Jun 2023 09:00:00 GMT

We are excited to share this YouTube live stream discussion with you on the podcast today! Join Travis as he talks about the balanced growth method and the fascinating insights that he and his team have gathered about this concept from interviews with over 500 business owners. This episode dives into the three distinct types of "balanced developers" and highlights the pivotal differences between them.

Join us today as we discuss these things:

1:28 – The first two types of balanced developers
3:02 – Limitations of the "scared to grow" developer
5:16 – Limitations of the "scared to have balance" developer
6:20 – The balanced developer + having an offense and defense in your business
10:02 – Creating a culture of balance with shared values and goals

RESOURCES

Watch the original live stream here!

https://www.impactcommunications.org/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 32: Managing Your Energy and Battle Fatigue with Marie Swift

Dr. Travis Parry — Thu, 21 Apr 2022 09:00:07 GMT

On today's episode, Marie Swift, PR pro and marketing guru joins us to discuss balancing your energy, relationships, and business. As the founder of Impact Communications, she has advised countless advisors on their journey of growth in business and beyond. Coming from hospitality, Marie found her passion for helping financial advisors after receiving a position at a wealth management firm.

Through Marie's journey to find balance she's seen the different forms it can take as a business owner, mother, and grandmother. Having her own grandson has prompted her to think about the next step in life on a personal and business level, while also staying present with her family.

Each advisor faces unique challenges, but most of us will face battle fatigue in this industry. It's essential we mind both our relationships and health. As a fatigued individual, you are not your most productive self. Marie wants advisors to listen to their minds and body.

Join us today as we further discuss:

Grounding your purpose through marketing and PR
How Impact Communications is helping advisors

TIMESTAMPS

1:24 – What made her choose financial advisors?

2:19 – Did she start out in marketing?

3:37 – What is Marie's definition of balance?

6:54 – Being a working mom vs. a working grandma

11:21 – What helps her maintain balance?

15:18 – What struggles does she see advisors face?

18:12 – Living your highest priorities

20:09 – Focusing on your physical health

23:19 – How does marketing help with balance

25:29 – How can Marie help you?

27:44 – Where are you spending your time?

RESOURCES

More about Marie:

Get Travis' newest book!

Ep 61: Balance for You and Your Staff with Stacey McKinnon

Dr. Travis Parry — Thu, 20 Oct 2022 09:00:00 GMT

Today's guest is Stacey McKinnon. Stacey is the Chief Operating Officer and Chief Marketing Officer at Morton Wealth, an RIA with over 2 billion of assets in her management. She has dedicated her professional career to spreading the message of positive leadership inside Morton Wealth and throughout the financial services industry.

In this episode, Stacey shares how her journey to the financial industry impacts her hiring decisions, a problem with hybrid work environments that has been difficult to solve, and how her ability to maintain balance is rooted in her family.

Join us today to learn about these things:

How Stacey left her job as a Wedding Coordinator and Fitness Trainer to join the financial industry. (1:19)
She frequently hires candidates with no experience in the financial industry and has helped build their staff from 18 employees to over 50. (4:45)
How compassion can lead to burnout. (16:43)

RESOURCES

Learn more about our guest: https://www.mortonwealth.com/

Get Travis' newest book!

"Achieving Balance" Audiobook Chapter 10: Accountability Partner

Dr. Travis Parry — Thu, 27 Jun 2024 17:39:00 GMT

Going it all alone is the myth of personal development. Having a strong accountability partner like your spouse can make all the difference in making it out of the Workaholic Trap and not relapsing back into being a workaholic.

This chapter goes into the details of how to make this a reality in your marriage and family. No one in the world wants you to succeed more than your loving and devoted spouse. But it will take the two of you to make this work.

Building a Family Bank for Generational Wealth

Dr. Travis Parry — Tue, 23 Sep 2025 12:00:00 GMT

In this episode of The Bounce Growth Show, Dr. Travis Parry interviews Blake Johnson, an attorney specializing in family banking and generational wealth.

Blake shares his journey from law to family banking, emphasizing the importance of structuring wealth for future generations.

The conversation explores the concept of family banking, addressing common issues like entitlement and the need for financial education.

Blake outlines practical steps for setting up a family bank, the role of life insurance, and the long-term impact of these strategies on family legacy.

The episode concludes with insights on how to implement these concepts effectively, drawing lessons from historical examples like the Rockefellers and Vanderbilts.

Building Resilience in Marriage Through Adversity

Dr. Travis Parry — Thu, 14 Aug 2025 21:00:00 GMT

In this episode, Dr. Muhamad Aly Rifai shares his incredible journey from being a respected psychiatrist to facing a government indictment, and ultimately being exonerated.

He discusses the impact of this ordeal on his family and marriage, emphasizing the importance of faith, communication, and resilience in overcoming adversity.

Dr. Rafi also highlights the significance of maintaining strong connections in relationships and shares insights from his book, 'Dr. Not Guilty', which details his experiences and the lessons learned along the way.

Your 3-Step Guide To Ultra Productivity

Dr. Travis Parry — Tue, 21 Nov 2023 10:00:00 GMT

What if a one-hour ritual could make you more productive and laser-focused every single day? Can you imagine spending 80% of your workday on the things that truly matter, rather than falling into the multitasking trap? In this episode, we're taking a deep dive into a game-changing productivity strategy called processing.

Stay tuned to learn how to streamline your tasks, eliminate multitasking, and prioritize activities that matter the most to your business in just three simple steps. From organizing emails and voicemails to streamlining your social media platforms, this episode will guide you through the parts of effective processing, ensuring that every task is approached strategically.

Here's some of what we discuss in this episode:

1:20 – Establishing boundaries and having a life outside of work to maintain a healthy balance
3:32 – Why productivity is crucial for business success + how multitasking hinders progress
6:20 – Dedicating one hour a day to sort through various collection points, streamline + consolidate communication channels
8:02 – The three-step system for assessing your tasks

RESOURCES

Learn more about :

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 26: Accomplishing Professional Balance with Broc Buckles

Dr. Travis Parry — Thu, 10 Mar 2022 10:00:51 GMT

On today's episode, Broc Buckles, the co-founder of BC brokerage, joins us to discuss his journey through the insurance industry and how he has come to define balance in his own life.

Like many of us, early on in his career, Broc didn't have a definition of balance. It was about working, networking, and excelling as hard as he could so he could have balance one day in the future. But now, Broc sees balance in a new light, where he has clarity in all aspects of life.

As an insurance broker that works closely with advisors and other financial professional's he's seen the struggles others face first hand. Broc highlights the struggle advisors face maintaining balance within the professional world, not just in their personal lives.

Many business owners find themselves not only advisors, but also content creators, working in client management, and playing various other roles as they grow their business. We'll never achieve personal balance if we can't balance our work life.

For the most part, Broc doesn't want advisors to start the day with something professional. Don't check your email as soon as you wake up. The way you start your day is going to impact your mood and energy.

Unfortunately, we cannot be a master in all things. You might be a great financial planner, but that doesn't mean you'll be a great insurance agent or investment manager. Broc is helping advisors elevate their services and offer more robust planning to their clients, while still maintaining balance within their professional lives.

Join us today as we further discuss:

The relationship between professional balance and personal balance
Why you don't want to take your work life home
The importance of having systems and being intentional
How BC brokerage is helping advisors elevate and focus their services

TIMESTAMPS

0:55 – How did he get into the industry?

2:34 – What is his definition of balance

5:15 – Noticing a tangible difference

7:13 – Biggest roadblocks to finding balance

8:32 – The issues other advisors face

10:55 – Balancing professional skills

14:24 – Professional and personal balance

18:01 – Starting the day with a system

22:17 – Motivation with affirmations and stories

27:25 – Ideas before the internet

29:29 – Outsourcing insurance services

31:54 – Why is this beneficial for advisors?

34:45 – Having a relationship with BC brokerage

36:48 – Why should you work with BC brokerage?

40:25 – How can you reach out to Broc?

RESOURCES

Reach out: https://www.linkedin.com/in/brocbuckles/

More about BC Brokerage: https://www.bc-brokerage.com/about

Get Travis' newest book!

Successful Couple-preneurship with Sam Gembel

Dr. Travis Parry — Tue, 15 Jul 2025 12:00:00 GMT

Struggling to get from 6 to 7 figures?

Sam shows us why his secret weapon was a successful plan to work together with his wife and how that allowed him to 10X his growth while keeping his balance.

Travis Parry interviews Sam Gembel, founder of Atlas Outdoor, a successful landscape company in Flint, Michigan.

Sam shares his journey from cutting grass in 2001 to growing Atlas to over $5 million in annual sales in five years.
He emphasizes the importance of personal growth, leadership, and eliminating distractions.
Sam highlights the significance of taking action over making decisions and the impact of a supportive spouse.
He advises on creating a morning routine, setting clear goals, and prioritizing health and wellness.
and much more!

Chapter 2: Balanced Achievers Only "Marry and Grow Rich" Audibook

Dr. Travis Parry — Mon, 25 Nov 2024 17:48:00 GMT

Are you a Balanced Achiever or a Personal Developer?

97% of Business Owners are stuck in the Workaholic Trap as Do-It-Alls, Productive Workaholics, or Personal Developers.

But in order to have Balanced Growth, married business owners must become Balanced Achievers!

It took losing my dad when I was 26 and he was only 49 for me to understand that I could grow my business while keeping my balance and that my wife was the key!

Chapter 2 explains where you are and how to join the 3% of Business Owners by becoming a Balanced Achiever.

Ep 27: Reprogramming How We Think About Sales with Nancy Bleeke

Dr. Travis Parry — Thu, 17 Mar 2022 10:00:57 GMT

A lot of advisors struggle with sales. Some fear being too aggressive Others are worried they'll become too busy. But is this stemming from a deeper fear of success?

On today's episode, we are joined by the founder of Sales Pro Insider, author, and speaker, Nancy Bleeke. Originally starting her journey in financial services, she has transitioned into training advisors and their staff at sales. A lot of advisors don't consider themselves as natural salespeople and Nancy is helping them become more skilled and confident throughout the industry.

Nancy sees balance as a personal decision that we have to consciously make. Balance to one person is going to look different to another. You can't achieve balance until you define what balance looks like inside of your own life.

If you enjoy your job, as many advisors do, it can be difficult to intentionally build those boundaries. Nancy has seen advisors struggle with balancing the roles and responsibilities of their business, something that flows into their personal lives as well.

Advisors are in this industry to help people. But in order to help clients, you have to convince them to make the confident decision to invest in your services. Sales is an essential part of the financial industry. With Nancy, we discuss why advisors struggle with sales and how it's impacting their journey to find balance.

Join us today as we further discuss:

Her struggles with balance and how she had to reset her life
How advisors struggle with balance inside of their business
Why do some advisors struggle with sales and success?
How Nancy is helping advisors confidently convert sales in their business?

TIMESTAMPS

1:18 – How did she end up in this industry?

3:42 – What is Nancy's definition of balance?

6:11 – Her own struggles with balance

9:13 – What issues do advisors face?

12:16 – The start and stop in business

16:35 – Are advisors reluctant?

20:40 – Being afraid of success

24:18 – How does her process work?

28:54 – Your mindset and approach

34:08 – Learning to listen

37:27 – Helping others and setting boundaries

RESOURCES

More About Nancy: https://www.salesproinsider.com/

https://couragecrusade.com/

Get Travis' newest book!

What is Your Legacy?

Dr. Travis Parry — Mon, 01 Dec 2025 22:21:00 GMT

In this conversation, Dr. Travis Parry discusses the concept of family banks as a means to pass on legacy and values through generations. He emphasizes the importance of systems in sustaining family values and teaching future generations about stewardship, hard work, and purpose in life.

Takeaways

The Rockefellers and Vanderbilts have successfully continued their legacy through family banks.
A family bank helps individuals pass on their legacy and values.
Systems are crucial for maintaining family values across generations.
Teaching children about saving for education and life experiences is essential.
Providing everything for children can hinder their learning about stewardship.
Children need to learn that everything belongs to God first.
Understanding true purpose and passion is vital for future generations.
Family banks can help children save for significant life events.
Generational wealth can be managed through structured systems.
Instilling hard work in children is key to their development.

Couples Who Work Together In Faith With Kingdom Doers Founders Estus and Melissa Taylor

Dr. Travis Parry — Mon, 21 Oct 2024 17:03:00 GMT

Do you work with your spouse and are you aligned with your faith and your money?

Join me as I interview Pastor Taylor and his incredible wife who co-founded Kingdom Doers. They work together with faith in Christ to keep their balance while helping others achieve their purpose.

We talk about faith, business, and money all in 1 powerful episode! Listen in today and you will get a great example of a couple who understands balance as they fulfill their ministry.

Family Bank: A Path to Independence with John Nebeker

Dr. Travis Parry — Mon, 03 Nov 2025 22:17:00 GMT

Travis Parry interviews John Nebeker, a financial advisor and founder of TFB Strategies LLC, about the Family Bank system. John discusses his journey from working with his father to founding TFB Strategies and writing "The Family Bank: The Key to Generational Wealth." He explains how the Family Bank uses trusts, life insurance, and real estate to manage and grow wealth across generations, emphasizing the importance of financial education and accountability. John contrasts successful families like the Rockefellers with the Vanderbilts, highlighting the benefits of structured financial planning. He also shares personal anecdotes on teaching financial responsibility to his children.

Important Disclosure John Nebeker is a financial advisor with Eagle Strategies LLC, a registered investment advisor. John's comments today are for information purposes only. He and Eagle Strategies LLC and its affiliates do not provide tax, legal, or accounting advice. Listeners to this podcast should consult their own professional advisor before making any planning related decisions

Showing Up Authentically with Billy Anderson

Dr. Travis Parry — Thu, 07 Dec 2023 10:00:00 GMT

Billy Anderson is an international speaker, executive coach, and author of the book Your Comfort Zone Is Killing You. Previously, he was an advertising manager in Europe and Canada, a fundraising director for UNICEF, an apple picker in New Zealand and a sugar cane farmer in Costa Rica. From running with bulls in Spain to swimming with sharks in South America, he has some extraordinary tales to tell.

Billy joins us today to reflect on how the concept of balance has evolved throughout his life. We talk about the importance of authenticity in building a business, overcoming inner fears and limiting beliefs, and ongoing puresuit of self-discovery.

Here's some of what we discuss in this episode:

1:54 – Billy's adventurous pursuits, decision to start a family and changed sense of balance
7:22 – The importance of authenticity in building a business and personal brand
14:19 – Overcoming limiting beliefs and battling your inner voice to stay true to yourself
21:31 – The misconception that being constantly busy is necessary for success
23:30 – Continually checking in with your values in and out of the workplace

Learn more about Billy:

The Courage Crusade:

Billy's Values Assessment:

https://couragecrusade.com/values-assessment/

Follow Billy on social media:

https://www.linkedin.com/in/billyanderson416/?originalSubdomain=ca

RESOURCES

Learn more about :

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Chapter 11: Shared Financial Goals

Dr. Travis Parry — Tue, 25 Feb 2025 21:03:00 GMT

The most important part of getting on the same page financially is setting shared financial goals.

This is the step-by-step process to set up your goals together as a couple. Once you have this set up you are on the fastrack to achieving your financial goals together.

Ep 1: Introducing the Balanced Advisor Podcast with Dr. Travis Parry

Dr. Travis Parry — Tue, 05 Oct 2021 23:31:17 GMT

We are very excited to introduce the Balanced Advisor Podcast. A podcast designed specifically for financial advisors, aiding them in finding balance in their life and career. Our host, Dr. Travis Parry started his career as a financial advisor in the early 2000s. He saw the struggles that many of us go through in this field and decided to move into the personal development space as a way to help others.

In 2019, Travis started the Make Time podcast, which had a much broader audience. The show focused on the struggles many different kinds of entrepreneur's face. As he wrote his #1 international bestseller, "Achieving Balance" he interviewed hundreds of advisors. In these interviews, he saw the need for a space where advisors could express themselves and learn from one another. So, he started to develop the foundation for the Balanced Advisor Podcast.

This podcast is part of a larger more comprehensive movement in the financial advising field. In the past two years, many of us came to understand the importance of work-life balance, stress management, time management, and other parts of our personal development. Finding balance makes us better advisors, partners, parents, and friends. As he did live events, motivational speeches, and other projects Travis truly saw the need for this podcast.

We will be speaking with advisors in the field. Learning from both those that have struggled and those that have succeeded when it came to finding balance in their own lives. There is much to learn from both sides. We are very excited that you are here to join this movement to find balance in the lives of financial advisors.

TIMESTAMPS

0:39 – Welcome from Dr. Travis

0:52 – Why he started a new podcast

1:42 – A podcast specifically for financial advisors

2:35 – A part of the balanced advisor movement

4:09 – The goal of this podcast

RESOURCES

Ep 88: Balance Begins With the Choices You Make

Dr. Travis Parry — Tue, 24 Jan 2023 10:00:00 GMT

Today's guest is Tanya Nichols, CFP® and Founder of Align Financial, who has spent over 20 years in the business and now serves women primarily with her company today. As a mom and business owner, she often found herself missing things that were most important because she was diligent about getting her work done.

Living that way opened her eyes to how she wanted to be spending her time. To do that, she started defining balance by the choices she made each day. As she explains on the show, the work will never end and it can become a mindless routine. That's why you have to be intentional with the choices you make each day.

Join us today to learn about these things:

Why the choices you make define the balance you have in your life. (4:00)
What's her key to scaling the business and maintaining balance. (6:26)
Identifying someone that can be your right hand and allow you to delegate. (8:51)
Having so many inputs is her biggest struggle to balanced growth. (14:01)
The fear of expanding because you have to let go of certain things. (16:16)
Why you need to embrace space and time to think. (20:16)

RESOURCES

Learn more: https://www.align.financial/tanya-nichols/

Get Travis' newest book!

Ep 40: Making Change through Freedom and Flexibility with Greg Kurinec

Dr. Travis Parry — Thu, 16 Jun 2022 09:00:28 GMT

On today's episode, Greg Kurinec, an advisor with Bentron Financial Group, joins us to explore his background in the industry and how he's found balance as an advisor. Greg enjoys serving others and has found his passion through his work.

Work-life balance for Greg is freedom. Freedom to pursue his opportunities and goals in life. As an advisor, taking care of his clients is often his number one priority. But when he's balanced, he has the freedom to take time off, enjoy a vacation, or pursue another passion.

Being able to leave the office and knowing his staff can take care of his business has given Greg the freedom to pursue his own non-profit, Jeanne's Journey For Hope. Having a sense of flexibility and work-life balance has allowed Greg the chance to be involved in a mission outside of work, one close to his community and family.

We will also discuss:

How Greg got started in his own non-profit
Struggles with letting go of control in and outside of work
How Greg works with his team for optimized balance

TIMESTAMPS

1:58 – What is your definition of work-life balance?

3:17 – How did you get started with your nonprofit?

5:57 – Flexibility and balance allows for this

8:12 – What are the biggest challenges of work-life balance?

10:17 – What has worked for you?

13:03 – How does your advisor group and staffing work?

16:00 – What are other important issues advisors face?

19:04 – What would your advice to other advisors be?

22:14 – How do you get in touch with Greg?

RESOURCES:

More About Greg:

https://bentron.com/

Get Travis' newest book!

The Role of Spousal Support in Balanced Growth

Dr. Travis Parry — Tue, 06 Jun 2023 09:00:00 GMT

Maintaining balance while growing a business is crucial, and the support of a spouse plays a vital role in this process. In this episode, Travis talks about how support can come in different forms, whether it's actively participating in the business or being a supportive presence at home. Discover how sharing goals, values, and challenges with his spouse helped foster a more transparent and intimate relationship as Travis embarked on his business growth journey.

Join us today as we discuss these things:

0:59 – The impact of a supportive spouse
7:39 – Transparency between you and your spouse
12:12 – The importance of family support in achieving balance
13:55 – Going through goals and values with your spouse
16:57 – Talking through goals and schedules as a family

RESOURCES

https://www.theherohusbandproject.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 46: Building Relationship Balance with Lesli Doares

Dr. Travis Parry — Thu, 28 Jul 2022 09:00:16 GMT

Lesli Doares, a marriage and family therapist joins us on today's episode of the Balanced Advisor Podcast. With experience helping couples and families for over twenty years, Lesli has a passion for assisting people to build authentic and passionate partnerships.

Her focus is on equipping men with the skills they need in order to have a strong relationships. The role family plays in achieving balance is an important one, they are our support system.

For many of us, particularly men, it can be challenging to express our emotions. Especially in a calculated and fact-based field like financial advising. Lesli is helping men become comfortable with their feelings and relationships.

Join us today as we discuss:

Her career as a family therapist and how she helps couples
The issues men in particular face when achieving balance
Communicating and setting priorities within our relationships

TIMESTAMPS

1:05 – How did you become a therapist?

3:51 – What is the meaning of balance?

6:13 – What issues do men face when trying to reach balance?

11:36 – What have you struggled with personally?

16:16 – What is your advice to those trying to find balance in their relationships?

21:19 – How fear plays a role in balance

23:33 – Do men turn to work to avoid relationship problems?

28:04 – When we create a wall against our partner

29:45 – Learning to navigate marriage

34:08 – How can people get ahold of you?

RESOURCES:

More About Lesli:

Get Travis' newest book!

Chapter 9 Shared Values: "Marry and Grow Rich" Audiobook

Dr. Travis Parry — Tue, 21 Jan 2025 18:10:00 GMT

The key to making Couple Development work is having shared values.

Shared values are at the root of couples thoughts and ideas about their marriage and their money.

Before you set shared goals about money it's vital to know what your spouse thinks and feels about it.

This chapter dives deep into how couples can discover their shared values so they can begin to take action toward achieving their goals together!

Leveraging AI with Nathan Newberry

Dr. Travis Parry — Thu, 22 May 2025 21:28:00 GMT

Dr. Travis Parry hosts Nathan Newberry, a business scaling strategist and creator of the AI Freedom Method, on the Balanced Growth Show.

Nathan discusses his journey from pastoring to founding a marketing agency, emphasizing the importance of systems over endless hustle.

He highlights four key skills for business growth: marketing, sales, product quality, and systems/leadership.

Nathan stresses the need for a clear offer, consistent personal branding, and leveraging AI and teams to free up time.

Join the conversation and get all the details on how to leverage time with AI.

Ep 70: Living Purposefully with Santiago Burridge

Dr. Travis Parry — Tue, 22 Nov 2022 10:00:00 GMT

Today's guest is Santiago Burridge, Co-Founder and Executive Chairman at Lumiant. Lumiant is a behavioral finance and client experience platform built to support financial professionals with the tools they need to deliver scalable, client-centric advice.

There are many well-meaning businesses in this industry, but some are not serving their clients as well as they could be. Santiago shares the difference between approaching clients with products to sell and understanding clients with the goal of customizing services/products to their individual needs. Listen to find out how Lumiant can help anchor your business in experience, instead of sales, while helping you scale and grow.

Join us today to learn about these things:

• Here we discuss the realization that became a turning point for Santiago in his career. (1:01)
• How purpose aligns with balance. (7:14)
• Seasons of imbalance and how to avoid making them a long-term lifestyle. (14:49)

RESOURCES

Learn more about our guest:

https://www.lumiant.io/

https://www.thoughtleadershipstudio.com/

Get Travis' newest book!

Reframing Your Marketing Mindset with Chris McNeil

Dr. Travis Parry — Thu, 21 Dec 2023 10:00:00 GMT

In today's episode, we're excited to feature Chris McNeil, the host of the Thought Leadership Studio podcast. Chris wears many hats – he's a master of NLP, an award-winning entrepreneur in innovation, and a seasoned strategy thought leadership coach and consultant.

He joins us to talk about what it means to take your business marketing from predictable and reactive to creative and proactive. Stay tuned for a great conversation on breaking away from traditional marketing approaches, fostering creativity, and building a thought leadership foundation that will resonate with customers.

Here's some of what we discuss in this episode:

1:31 – Transitioning out of the fitness industry for better balance + the power of thought leadership in marketing
6:32 – Creating mental gaps in your routine to allow room for creativity and innovative solutions
9:22 – Adopting a thought leadership approach + customer-centric principles
17:13 – Interrupting habitual patterns and dedicating time to work on your business
22:35 – Taking a solution-oriented approach + reverse engineering for effective business operations
27:13 – Tips for understanding the hidden needs of your target audience

Learn more about Chris:

Thought Leadership Studio

Marketer's Guide to Strategic Thought Leadership

https://thaut.io/f/Free-Marketers-Guide-to-Strategic-Thought-Leadership

Follow Chris on social media

https://www.linkedin.com/in/chris-mcneil-chs/

RESOURCES

Learn more about :

https://www.youtube.com/@seetheforestthroughthetrees

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 110: Putting Yourself Out There with Colin Exelby

Dr. Travis Parry — Tue, 11 Apr 2023 09:00:00 GMT

Today we are joined by Colin Exelby, CFP®, a certified financial planner professional with over twenty years of experience providing financial planning for business owners and their families. He is the founder of Celestial Wealth Management and runs the YouTube Channel See the Forest Through the Trees, providing virtual advice to clients all over the country.

In this episode, Colin discusses how going virtual in his advisement career has changed his business and created more balance in his life. He reflects on what he has learned in the virtual realm, from hosting client meetings to creating financial advising content for YouTube, and how narrowing down his focus has created more room for balance. Join us for an insightful conversation with Colin about finding an efficient workflow and finding confidence in putting yourself out there.

Join us today as we discuss these things:

1:06 – Colin shares how he got into the financial industry and how hosting virtual client meetings changed the game for his business.
6:27 – How having a child helped Colin come to terms with what balance meant for him.
8:00 – What Colin has learned about hiring virtual help and how it has helped him have more balance in his life.
15:32 – Colin shares how narrowing down his focus has helped him to grow his business and prioritize balance.
23:35 – Some of the struggles Colin has faced with growing his business and putting himself out there on social media.
34:04 – Colin's advice for advisors looking to put themselves out there.

RESOURCES

Learn more about our guest:

https://celestialwm.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 106: Embracing Imbalance to Stay Balanced with Tom Shepard

Dr. Travis Parry — Tue, 28 Mar 2023 09:00:00 GMT

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 inventor of the Evolutionary Method and founder of the Currency Institute and Currency Camp, which is a financial boot camp built on the Evolutionary Method.

In this episode, Tom reflects on the challenges he's faced while transitioning from an advisor to a business owner. He emphasizes the importance of prioritizing your values while growing your business and shares how embracing imbalance can ultimately lead to a more balanced life.

Join us today as we discuss these things:

The journey that led Tom to work in the finance industry. (1:18)
How Tom has managed to bring balance into his life while growing his business by having a clear picture of his goals. (4:37)
"I will perspire and work hard when I'm inspired." Tom shares that he sometimes struggles with discipline from a business management perspective and talks about the intentional systems he's put in place to help accomplish his goals. (10:59)
Tom reflects on the growing pains of becoming a business owner. (13:26)
The advice Tom would give to advisors trying to grow their business while striving to stay balanced. (16:29)

RESOURCES

Learn more about our Tom's Currency Camp: https://www.currencycamp.com/

https://www.linkedin.com/in/randy-crabtree-1945a67/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Daddy Dates

Dr. Travis Parry — Tue, 15 Oct 2024 18:11:00 GMT

As business owners we are in business for ourselves to have the time we want to spend with our loved ones but often times we neglect the people that we are working so hard for.

To keep a strong connection and bond with your children as they grow and develop it is essential to make time for Daddy Dates.

Today's episode have tips and ideas for creating and executing on Daddy dates with your children to keep those bonds with them throughout their entire life!

Ep 118: Leaving Work At Work with Randy Crabtree

Dr. Travis Parry — Tue, 09 May 2023 09:00:00 GMT

We are excited to be joined by Randy Crabtree, CPA, on the show today. As the co-founder and partner of Tri-Merit Specialty Tax Professionals, Randy is a widely followed author, lecturer, and podcast host within the accounting profession. He is also an advocate for mental health awareness when building and scaling a business.

In today's episode, Randy shares his personal struggles with work-life balance, having once worked over 80 hours a week as a CPA. He speaks candidly about the importance of establishing healthy work boundaries and prioritizing self-care. Randy also reflects on the benefits of finding his niche, delegating responsibilities, and fostering genuine client relationships, all of which have contributed to balanced growth at Tri-Merit.

Tune in as Randy discusses burnout in the accounting industry, curating positive company culture, and learning to leave work at work.

Join us today as we discuss these things:

1:00 – Randy shares his backstory
2:23 – Randy reflects on burnout in the accounting industry and what he has learned from experiencing it personally
8:59 – How Randy has scaled his business through client relationships and delegation
15:16 – Randy talks about trying to curate company culture remotely
21:00 – The importance of mental and physical health awareness while scaling a business
25:32 – Learning to shut down at the end of the day

RESOURCES

Learn more about Randy:

https://tri-merit.com/

https://absoluteengagement.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 67: Finding the Courage to Scale with Julie Littlechild

Dr. Travis Parry — Thu, 10 Nov 2022 09:00:00 GMT

Julie Littlechild, Founder and CEO at Absolute Engagement, which provides technology, tools, and guidance to help advisory firms use client input to drive engagement and growth. Julie sat on the National Board of the Financial Planning Association® and was twice identified as one of the 25 most influential people in financial planning.

Scaling your business is a huge task. Many of us approach it the wrong way and enable our workaholic tendencies, instead of building a team and/or utilizing technology to support new growth. In this episode, we talk about mental blocks surrounding scaling a business and steps you can take to overcome them

Join us today to learn about these things:

Julie explains how balance doesn't look perfectly symmetrical. (6:58)
Listen here to learn how priority management and time management work together to scale a business. (11:55)
When your values affect your ability to achieve balance. (18:54)

RESOURCES

Learn more about our guest:

Get Travis' newest book!

Overcoming Fears and Limiting Beliefs

Dr. Travis Parry — Tue, 11 Jul 2023 09:00:00 GMT

We're excited to share a YouTube Live episode with you today. We'll explore how our own limiting beliefs, thought patterns, and fears can prevent us from achieving balanced growth in our lives. We'll then discuss how utilizing strategies like the ABCDE method and serenity prayer can help us overcome these fears and rewire our brains to create a fresh reality.

Join us today as we discuss these things:

0:30 – The story of a woman who had a panic attack on a plane + Breaking free from limiting beliefs
4:43 – Why we need to accept the things that we cannot change + What are limiting blocks and beliefs that are not serving you?
9:53 – What is the ABCDE method?
16:53 – You can create new realities for yourself and get past your limiting blocks

RESOURCES

Watch the YouTube Live: https://www.youtube.com/live/myJj4h6RdyQ?feature=share

https://www.priebewealth.com/team/jason-priebe

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 14: Finding Your Niche with Reese Harper

Dr. Travis Parry — Thu, 09 Dec 2021 10:00:47 GMT

Many of us joined the financial advising industry as a way to have an impact on the lives of others. But as we grow our business tasks can add up, leaving us overworked and uninspired. So, what can we do to change this? How do we provide excellent service and grow our business while also prioritizing our relationships and personal goals?

On today's episode, Reese Harper, the founder of Dentist Advisors and Elements, Financial Planning Software. As a 20-year veteran in the industry, Reese has seen advisors struggle to maintain balance and tackle the sheer complexity and size of the financial market. We will be discussing his journey, how you can find your niche, client experience, and more.

Unfortunately, you can't provide every service to everyone. You have to find your niche, the people you want to work for. Someone's occupation has a lot to do with their view of money, temperament, and emotional decision-making. Picking the right niche is hard, but once you find it you can structure your business and life in a more efficient manner.

Reese has seen advisors struggle with their relationships. They can be hard to maintain when you are working long, stressful hours. There is a lot of pressure on the individual in this industry and that weighs on us. Inside of their businesses, advisors struggle to find their role. Do they want to be just an advisor? An operator? A marketer? All these roles have different tasks and requirements. You can't fill them all. You want to find the things you love doing, the things you are good at and stick to them.

In response to what he has seen in the industry, Reese created Elements, an interactive planning software. Elements follow the "vital signs" of your client's financial health while measuring important metrics like risk, debt-to-income ratio, and more. Join us as we take a deep dive into his program and how it can help advisors like you!

What we discuss on today's episode:

Reese's journey as an advisor
Finding a niche in the market
Finding balance through exercise and relationships
Developing your role within your business
How Elements works and how it helps advisors provide excellent services

TIMESTAMPS

1:06 - Welcome Reese Harper

7:10 – How did he scale his business?

15:53 – Capitalizing on a certain market

20:00 – Connecting with your niche

21:34 – What does balance mean to him?

33:14 – What has he seen advisors struggle with?

39:48 – What is he doing with Elements?

55:25 – Getting started with Elements

RESOURCES

Ep 75: The Team Approach to Serving Clients with Jason Priebe, CFP®, J.D.

Dr. Travis Parry — Thu, 08 Dec 2022 10:00:00 GMT

In this episode, we have Jason Priebe, CFP®, J.D., husband, and father. Jason is a Partner at Priebe Wealth in Minnesota.

He joined us to discuss how he has been working on shifting from client relationships with a single advisor to a team approach.

Listen to learn ways you can show your clients the benefits of having access to a team of professionals vs. access to an individual.

Join us today to learn about these things:

How he got his J.D. and became a lawyer before getting into the financial industry. (1:07)
Balance as a father and husband in the financial industry. (5:32)
Ways scaling can be difficult in the financial industry. (10:50)

RESOURCES

Learn more about our guest:

https://www.linkedin.com/in/jasonmpriebe/

https://www.linkedin.com/in/bryonmorrison/

Get Travis' newest book!

Breaking Free From The 'Hero' Trap with Bryon Morrison and Logan Speights

Dr. Travis Parry — Tue, 15 Aug 2023 09:00:00 GMT

Ever wished you could clone yourself? Meet Bryon Morrison and Logan Speights, CEPA, innovative entrepreneurs of Proxxy who've achieved the seemingly impossible. As "executive multipliers," the team at Proxxy has created a game-changing system designed to automate routine tasks, provide strategic guidance, and scale businesses by freeing up a minimum of eight hours per week for business owners.

In our conversation, we'll break down some common challenges that business owners face when striving for balance and growth, the importance of aligning your core values with your business goals, and how a well-defined process can be a game-changer in your business growth journey.

Join us today as we discuss these things:

1:17 – The origin and purpose of Logan and Bryon's company, which provides executive-level support called "proxxy clones"
5:48 – Overcoming bottlenecks and burnout in business growth by categorizing tasks into three buckets: eliminate, delegate, or automate
14:18 – How Bryon and Logan have scaled their business while maintaining balance
16:30 – The importance of aligning your personal values with business goals, managing overwhelming ideas, and avoiding the "shiny object syndrome"
21:46 – Battling "hero syndrome," the struggle to transition from practitioner to CEO and managing at a higher level

RESOURCES

Learn more about our guests:

https://proxxy.com/

https://www.linkedin.com/in/loganspeights/

https://www.solveurpuzzles.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 77: Balanced Growth with Dr. Rodney Mogen

Dr. Travis Parry — Thu, 15 Dec 2022 10:00:00 GMT

Today's guest is Dr. Rodney Mogen, who has an impressive two Doctorates and five Masters. Rodney has been in the industry since 1999. He built a financial planning practice that accumulated 400 clients in the first year, which he then grew to 2,000 clients, before selling. In 2012 he opened a business dedicated to helping small business owners and financial advisors with their desire to achieve more balance.

In this episode, we discuss Rodney's business and how he achieved success so quickly. He shares how beneficial time blocking is for someone hoping to achieve balance, and what advisors seem to be struggling with the most when trying to scale.

Join us today to learn about these things:

How Rodney was able to be so successful right out of the gate. (1:24)
The problem with multitasking and how you can scale while maintaining balance. (11:51)
Here is what Rodney has noticed advisors struggle with as they scale. (17:15)

RESOURCES

Learn more about our guest:

https://www.findabundance.com/

Get Travis' newest book!

Chapter 6: Couple Development "Marry and Grow Rich" Audiobook

Dr. Travis Parry — Mon, 30 Dec 2024 19:20:00 GMT

Couple Development is the #1 key to building a business while keeping your balance.

Couple Development is working with your spouse on all areas of life including finances to reach your goals together.

This chapter is focused on how to create couple development in your marriage and the key concepts include:

Couple Development Time
Shared Goals
Couple Council

This is the most important chapter in the book to completely understand and live the Balanced Growth Method.

Ep 111: More Than Money Management: Building Meaningful Client Relationships with Chris Stallings

Dr. Travis Parry — Thu, 13 Apr 2023 09:00:00 GMT

Today we are joined by Chris Stallings, the CEO, and founder of Abundance LLC. Chris has pioneered a whole-person, whole-family approach to wealth management that goes far beyond traditional financial planning. Drawing on his own family's experience with an advisor who failed to address their legacy concerns, Chris is passionate about helping his clients plan for longevity, navigate unexpected crises, and make major life decisions that extend far beyond their finances.

In this episode, Chris shares his insights on the power of setting boundaries and honoring your schedule to stay present both at work and at home. He also discusses the importance of making clients feel seen, valued, and heard, and how this philosophy has helped him build lasting relationships that extend far beyond the world of finance.

Join us today as we discuss these things:

1:25 – How Chris' childhood inspired the business Abundance.
2:53 – How Chris has scaled his business while keeping a sense of balance.
4:24 – What Chris has done to keep himself present at work and at home.
6:33 – "There's a way of honoring your past but also embracing the future of where you want to go." Chris reflects on growing your business in a meaningful way.
8:27 – How an advisory board and refining systems have made a huge impact at Abundance.
10:31 – The importance of creating an environment that focuses on client relationships.
13:09 – How fear-based motivation can get in the way of balanced growth.
17:29 – Chris' advice for other entrepreneurs struggling with growth and balance.

RESOURCES

Learn more about our guest:

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Chapter 3: Your Biggest Hurdles "Marry and Grow Rich" Audiobook

Dr. Travis Parry — Mon, 02 Dec 2024 18:53:00 GMT

The 3 biggest hurdles to 10Xing your business with your spouse are:

staying stuck in financial blocks,
your spouse won't improve with you,
and you aren't on the same page financially

In this chapter, I discuss how to overcome the psychologically limiting beliefs that are keeping you stuck financially, how to work together with your spouse, and how to get on the same page.

You will know where you stand and how to overcome these hurdles to help you 10X your business and keep your marriage thriving!

Ep 49: The Health & Wellbeing of Advisors with Diana Britton

Dr. Travis Parry — Thu, 18 Aug 2022 09:00:42 GMT

Advisors face many of the same challenges others feel when it comes to work-life balance, but the pressure and stress of trying to grow the business can quickly lead to an unhealthy lifestyle.

To give us a little different perspective on this discussion, we've asked Diana Britton to join the show. She's the managing editor at WealthManagement.com, which is a trade publication for retail financial advisors, and she also hosts The Healthy Advisor podcast, a great show focused on advisor health and wellbeing.

Having been on the other side of the table, she possesses a unique perspective on advisors and the struggle with burnout. Through her many conversations and interviews, she's picked up quite a bit that we'll try and share on this episode.

Join us today to learn about these things:

The path that led her to cover finance and financial advisors. (1:12)
How the shift to working from home has actually improved her ability to separate from her job when she needs to. (5:34)
What changed for her with work when she had children and how she became more productive. (10:31)
What she sees as the biggest challenge for advisors when it comes to work and achieving balance. (13:10)
How she's using her podcast to help advisors with stress. (19:56)

Check out her podcast: https://podcasts.apple.com/us/podcast/healthy-advisor/id1486636079

RESOURCES

Learn more about Diana: https://www.wealthmanagement.com/author/Diana-Britton

https://signaturewealth.com/chip-munn/

Get Travis' newest book!

Scale with Jos Willard's Profit Flow System

Dr. Travis Parry — Thu, 07 Aug 2025 21:32:00 GMT

Are you struggling to scale because you aren't as profitable in your business as you would like to be?

In this episode, I interview Jos Willard, an international business coach and founder of the Business Liberation Collective, about his journey and the Profit Flow System.

Jos shares his background in counseling, financial services, and business coaching, highlighting his success in transforming struggling businesses.

He emphasizes the importance of proactive decision-making, aligning business goals with personal values, and balancing time and financial management.

Jos's system integrates financial principles like Profit First with time management and personal development to help business owners achieve sustainable success and a balanced life.

Ep 47: Getting Back on Course with Chip Munn

Dr. Travis Parry — Thu, 04 Aug 2022 09:00:32 GMT

Experiencing growth as a business owner can be simultaneously exciting and overwhelming. On today's episode, we're talking with someone who knows this transition well, Chip Munn, the CEO of Signature Wealth Strategies.

Chip and his team have gone through various stages of growth but he is able to maintain a personable relationship with his clients while also being an author and podcast host. Managing all of his professional duties along with his personal life has all been about maintaining balance.

To Chip balance means being present where he is. When he's out of balance, he finds himself thinking about home while at work and while he's at home he's worried about work. Being present is a constant battle for many advisors, but being in tune with our attention and energy can help us get back on course.

Join us today as we break down the following with Chip:

If everything is a priority, nothing is a priority. How to come back to the present and find balance. (6:46)
Being intentional and defining what balance looks like professionally and personally. (8:49)
The struggle of scaling your business without losing balance. (14:29)
How we can become still and intentional. How can we protect ourselves from burnout? (21:52)

RESOURCES:

More About Chip:

Get Travis' newest book!

Living a Five-Star Life with Tim Croak

Dr. Travis Parry — Wed, 17 Dec 2025 23:00:00 GMT

In this episode of the Travis Parry Show, I interview Tim Croak, CEO of Croak Capital, who shares his journey from humble beginnings to building a successful financial advisory firm. Tim emphasizes the importance of a holistic approach to financial planning, focusing on relationships, community, and living a 'five-star life.' He discusses the psychological aspects of money management, the significance of overcoming fear and ego, and the role of discipline in achieving financial freedom. The conversation also delves into legacy planning, the power of positive psychology, and the importance of surrounding oneself with high-energy individuals to foster growth and impact.

Defining Success Holistically with Shawn Rhodes

Dr. Travis Parry — Thu, 16 Nov 2023 10:00:00 GMT

Today we have a special guest with us: Shawn Rhodes. Shawn is the Chief Sales Sergeant of Bulletproof Selling, an international keynote speaker, author of four books and a nationally syndicated business columnist.

Throughout this conversation, Shawn focuses on the importance of defining success holistically, focusing on actions and outcomes that are within your influence. He shares valuable insights on conquering common sales challenges, fostering presence and proactivity, and building resilient systems for your business. This conversation will leave you with a fresh perspective on the art of sales and equipt you with practical tools and wisdom to approach your professional and personal life with confidence and purpose.

Here's some of what we discuss in this episode:

1:26 – Shawn's journey from the military to becoming a business owner
4:59 – The fleeting nature of external success + redefining wins within your control
9:34 – How implementing an ideal calendar has transformed Shawn's approach to time management
13:46 – Focusing on key activities that align with your passion and proficiency + delegating/outsourcing other tasks
21:03 – Doing more of what you love in your business to attract clients and increase happiness + reframing limiting beliefs during times of transition
28:44 – Identifying threats to your business and developing systems to mitigate them
33:48 – Shawn's advice for making your sales more bulletproof

Learn more about Shawn: Bulletproof Selling: https://bulletproofselling.us/ Follow Shawn on social media: https://www.linkedin.com/in/shawnrhodes

RESOURCES

Learn more about :

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 63: Uncovering Your Core Values with Tim Bickmore

Dr. Travis Parry — Thu, 27 Oct 2022 09:00:00 GMT

Our values are the motivators behind the decisions we make in life. Uncovering your values matters, because deep down, they are the life-long goals driving you to become the best version of yourself.

In this episode, our guest is Tim Bickmore, CFP®, CPWA®, Director of Financial Planning and Co-Founder at LBW Wealth Management. Tim shares the process that led him to discover what his core values are. We discuss the way our youth, interests, and hobbies shape our pursuits, even if they seem unrelated at first glance.

Join us today to learn about these things:

.Learn how Tim 'stumbled' into the financial industry from art school. (1:04)
How discovering your values can enable you to consciously pursue them. (10:00)
Learn the shocking statistic about the rate of workaholics in advisors. (21:42)

RESOURCES

Learn more about our guest:

https://lbw-wealth.com/

https://www.linkedin.com/in/ajrounds/

Get Travis' newest book!

Revolutionizing Heat Stress Recovery with Mineral Hydration with Jennifer Martinez

Dr. Travis Parry — Mon, 31 Aug 2026 12:00:00 GMT

In this episode, Jennifer Martinez, founder of JMAR Solutions, shares innovative insights into heat stress restoration and mineral hydration. Discover how rapid mineral-based solutions can prevent heat-related injuries and improve overall health for workers and individuals alike.

Building a Legacy: Faith, Family, and Business with Tim Metzner

Dr. Travis Parry — Mon, 09 Mar 2026 13:00:00 GMT

In this episode, Tim Metzner shares his journey as a serial entrepreneur, investor, and family man, emphasizing the importance of faith, balance, and legacy in business. Discover practical systems, mindset shifts, and the role of a supportive spouse in building sustainable success.

From Dad fail to Balanced Growth with Jim Sabellico

Dr. Travis Parry — Mon, 30 Jun 2025 21:41:00 GMT

Have you ever had a major Dad-fail moment? Jim did and this is how it changed his life!

Jim Sabellico, host of the No Half Cakes podcast and founder of Hardcore Growth, shared his journey from starting a business at age eight to realizing the importance of balancing success with personal relationships.

He recounted a pivotal moment in 2019 when he missed his son's birthday, leading him to reevaluate his priorities.

Jim emphasized the importance of authenticity, core values, and support from loved ones in achieving balanced growth.

He highlighted the need for business owners to align their personal and professional lives, stressing the significance of integrity and self-awareness.

Jim also discussed the parallels between parenting and leadership, advocating for a supportive and honorable approach in both roles.

From Operator to Owner with Pete Mohr

Dr. Travis Parry — Mon, 28 Apr 2025 20:25:00 GMT

Pete Mohr discussed his journey from business owner to coach, focusing on helping business owners transition from operators to owners.

Pete emphasized the importance of the "six Ps" framework: Promise, Product, Process, People, Promotion, and Profit. He highlighted the need for business owners to plan for their eventual exit, addressing financial readiness, business exit readiness, and personal mindset.

We discussed the significance of communication and alignment within businesses, especially family-owned ones.

Balancing Family and Business with SEO Expert Damon Burton

Dr. Travis Parry — Mon, 31 Mar 2025 22:03:07 GMT

Travis Parry and Damon Burton discuss balancing business growth with family life. Damon's company, with 40 employees and $2-3 million in annual revenue, operates without paid ads, demonstrating the effectiveness of SEO.

Damon shares his journey from outranking major companies in SEO to building a successful SEO company.

He emphasizes the importance of setting boundaries, working early mornings, and prioritizing family time. Damon also highlights the benefits of SEO over paid ads, noting its exponential potential.

Damon and Travis discuss the challenges of parenting children of different ages and the importance of maintaining a strong marriage.

Stress Management with Holly Konrady

Dr. Travis Parry — Mon, 12 Aug 2024 17:28:00 GMT

Dr. Travis Parry and Holly Konrady discussed their approaches to personal growth and self-care, emphasizing the importance of taking risks, prioritizing self-care, and finding purpose.

They also discussed the interconnectedness of mind, body, and heart, and the impact of stress on business owners.

Later, they shared their experiences with writer's block and self-sabotage, and their approaches to helping clients overcome these obstacles and achieve goals.

Couple Support with John Major

Dr. Travis Parry — Thu, 22 Aug 2024 16:53:00 GMT

How important is your spouse when it comes to supporting you and helping you keep your balance?

Successful and balanced business owner John Major and I discuss on today's show:

The importance of couple support
Why managing your money with your spouse is vital to great balance
How to grow a great business without losing your balance
And much more!

They Need You To Clock Out Today!

Dr. Travis Parry — Mon, 07 Oct 2024 20:17:00 GMT

Most entrepreneurs aren't really ever able to turn the business off and a client of mine asked how we can do it.

Regardless of what others might tell you, studies make it crystal clear that doing so will give you greater clarity, balance, and energy when returning to work.

Also, not clocking out makes you less present in the lives of your family members and they notice and become irritated and distant!

I will explain how to clock out emotionally and physically so you can be more present in the lives of those you love the most and are working so hard to provide for!

"Achieving Balance" Audiobook Chapter 8: Organization

Dr. Travis Parry — Mon, 17 Jun 2024 19:51:00 GMT

The main reason why business owners are inconsistent with living their Ideal Calendar and being incredibly productive is because they are not organized!

Most struggle because they have on average 30 collection points where information is stored and needs to be processed. Think of how many emails, task lists, to-dos, text messages, and social media messages you are checking every day. This constant switch-tasking back and forth is what is causing the majority of time wasted.

Having your technology organized to cut through the daily switch-tasking routine is crucial to the success of your Ideal Calendar. This chapter will show you how to set it up for success!

Relationship-Focused Entrepreneurship with A.J. Rounds

Dr. Travis Parry — Thu, 25 Jan 2024 10:00:00 GMT

In this episode, we sit down with A.J. Rounds, a seasoned professional in sales, marketing, PR, and HR. Inspired by his father's teachings on entrepreneurship, A.J. co-founded RevRoad, a venture services firm that now manages 61 companies.

Stay tuned as he discusses the founding principles of RevRoad and the critical role of a strong founding team and a people-centric focus in a company's success. We'll chat about the challenges and rewards of building a startup, the importance of finding the right people for your team, and A.J.'s approach to balancing professional and family life.

Here's some of what we discuss in this episode:

4:14 – A.J.'s entrepreneurial journey across various industries that led him to co-found RevRoad
16:02 – Prioritizing family time, integrating children into your business ventures, and creating opportunities for quality moments
23:12 – The role that relationship-building, community involvement, and providing value have played in RevRoad's growth
32:32 – Finding and training the right people, building processes, and creating systems to deliver quality services as your business scales
35:56 – Focusing on your founding team's qualities and values + why humility in leadership is so crucial

Learn more about A.J.

RevRoad

https://www.revroad.com/

Follow A.J. on social media

RESOURCES

Learn more about :

https://highliftfinancial.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Embracing an Abundance Mentality with Matt Di Francesco

Dr. Travis Parry — Thu, 19 Oct 2023 09:00:00 GMT

Today's guest is Matt Di Francesco, CExP, CAA, the founder of High Lift Financial. High Lift provides succession planning, financial planning, investment advisory and retirement planning to Automotive Collision shop owners around the country. Matt is specialized in helping business owners make a successful exit from their businesses, maintain family unity, and build multi-generational wealth.

Throughout our conversation, Matt highlights the significant advantages of having a niche in your business. He also talks about having a well-defined vision for both your business and personal life, breaking free from fear, and learning how to nurture your own abundance mentality. Tune in for a great conversation with Matt and take your first steps toward creating a more balanced future!

Here's some of what we discuss in this episode:

1:37 – The journey that led Matt to High Life Financial
4:27 – Adopting a daily game plan to avoid getting lost in the grind culture
9:19 – The power of having a niche + narrowing your business focus
13:48 – Gaining referrals through a niche network + fostering an abundance mentality
21:04 – Battling the fear of failure + the fear of success as a business owner
29:14 – Having a clear vision for your life and business

RESOURCES

Learn more about Matt:

https://www.linkedin.com/in/matthew-difrancesco/

Get your 30-minute free call with Matt: matt@highliftfin.com

https://www.strongerleadersstrongerprofits.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

From Management to True Leadership with Sean Patton

Dr. Travis Parry — Thu, 13 Jul 2023 09:00:00 GMT

In this episode, we delve into the world of leadership with Sean Patton, a former US Army Ranger and Special Forces Green Beret Commander, who has transitioned his military expertise into the corporate world. Now the founder of Stronger Leaders, Stronger Profits, he shares his journey from his time at West Point to combat in Afghanistan and sheds light on how his experiences have shaped his leadership abilities and problem-solving skills.

Join us as Sean discusses the lessons he learned from his early business endeavors and emphasizes the crucial role of having the right people in the right positions and leading yourself before leading others.

Join us today as we discuss these things:

1:11 – Sean shares his background as a US Army Ranger and Special Forces Green Beret Commander and how he transitioned into executive coaching
5:43 – The importance of having a clear vision, curating a mission and culture, and having strong processes in place when scaling a business
9:40 – How growing his jujitsu business has translated into Sean helping business owners with leadership
16:19 – Sean talks through his book The Warrior's Mindset: The Six Keys To Greatness + The importance of self-leadership before leading others
21:00 – Finding balance as an entrepreneur through mindset changes, meditation, and gratitude

RESOURCES

Learn more about our Sean:

Read The Warrior's Mindset:

https://www.amazon.com/Warriors-Mindset-Keys-Greatness/dp/B09HG54YS4

https://www.amazon.com/Warriors-Mindset-Keys-Greatness/dp/B0BRNX9N8X/ref=tmm_aud_swatch_0?_encoding=UTF8&qid=&sr=

Linkedin:

https://www.linkedin.com/in/seanpattonpresents/

Facebook:

https://www.facebook.com/strongerleadersstrongerprofits/

https://firstchoicemortgageadvisors.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Trusting the Process and Embracing Change with Ken Pitts

Dr. Travis Parry — Tue, 01 Aug 2023 09:00:00 GMT

Today we had the pleasure of interviewing Ken Pitts, the co-owner of First Choice Mortgage Advisors LLC. Ken shares his journey in the ever-changing mortgage industry and the impact that balance has had on his life and business. His story is a testament to the power of trusting the process and building a strong team to achieve personal and professional success.

In this episode, Ken shares valuable insights on avoiding mental fatigue and delegating tasks to a team. By doing so, he not only improved his ability to serve his clients but also fostered the efficient growth of his business with more time for family.

Join us today as we discuss these things:

1:10 – Ken's journey to starting a successful mortgage business + how coaching groups helped him find balance in a demanding industry
6:56 – Ken reflects on burnout and the overwhelming workload of his past. He talks through his coaching experience, which taught him to trust others, delegate tasks and achieve better balance
13:56 – How Ken has pivoted his mortgage business towards reverse mortgages as a way to adapt to market changes while maintaining balance
20:46 – How mental clutter can hinder balance and productivity + How Ken lessened his mental fatigue by hiring help

RESOURCES

Learn more about Ken:

610-637-7325

https://www.linkedin.com/in/ken-pitts-719105b3/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Achieving Balance While Building Influence with Kobus Kleyn

Dr. Travis Parry — Wed, 05 Jul 2023 15:52:00 GMT

Today we are joined by Kobus Kleyn, CFP®, a financial expert who has built a strong personal brand and established himself as a thought leader in various fields. With a substantial LinkedIn following, Kobus has gained recognition by fully embracing the digital realm. He operates a virtual practice that is 99% remote, with an emphasis on work-from-anywhere arrangements, all while prioritizing a balanced lifestyle.

Join us for a thought-provoking conversation as Kobus shares the key factors that have enabled him to successfully scale his business while prioritizing the ones he loves most. We discuss investing in a well-trained staff, building your personal brand, leveraging technology, fostering meaningful connections with clients, avoiding workaholism, and much more. Kobus will also talk about his newest book project, Accelerate Your Brand.

Join us today as we discuss these things:

3:42 – Kobus' transition from the corporate world to embracing virtual work while traveling and exploring Africa
10:26 – How training and empowering staff, utilizing technology and automation effectively and prioritizing existing clients has helped Kobus maintain balanced growth
16:07 – Establishing your personal brand on social media + the power of writing and publishing books for your business
21:09 – Kobus discusses his new book, Accelerate Your Brand
26:35 – Kobus' words of advice for our listeners: "If I did not live my balanced lifestyle, if I did not work on it, my life would have been disappointing"

RESOURCES

Learn more about Kobus + Get your FREE copy of Accelerate Your Brand:

https://kobuskleyn.com/

https://letsgowin.com/books/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Intentionality and Balance in Business and Life with JM Ryerson

Dr. Travis Parry — Tue, 27 Jun 2023 14:00:00 GMT

Today we are joined by JM Ryerson, who is dedicated to assisting entrepreneurs and executive teams in maximizing their capabilities. As a best-selling author and performance and mindset coach, JM motivates individuals to reflect on their current state of fulfillment, goals, and accomplishments, urging them to live their best lives. His podcast, Let's Go Win, and coaching services empower the upcoming generation of business leaders to achieve peak performance in both their personal and professional lives.

In today's show, JM shares his entrepreneurial journey, his personal struggle with balance in the early stages of his career, and the transformative power of balance in his story. We will also talk about aligning values, creating a positive culture to attract and retain great employees, and much more.

Join us today as we discuss these things:

2:53 – How JM discovered his passion for helping people live their best life
8:12 – Being intentional with your personal relationships, health, and happiness when growing a business
15:10 – How spousal support, podcasting and social media have impacted JM's business growth
24:53 – JM reflects on serving and bringing value to others

RESOURCES

Learn more about JM:

https://letsgowin.com/

JM's Books:

http://www.secondcity-re.com/agent/brie/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Energy and Priority Management with Brie Schmidt

Dr. Travis Parry — Thu, 08 Jun 2023 09:00:00 GMT

Welcome back to the Balanced Growth Show! Today we are excited to be joined by Brie Schmidt. Brie is the managing broker of Second City Real Estate, a full-service brokerage working with investors in the Chicago market. She is also the owner of BBS Apartments and the co-founder of the MidWest Real Estate Networking Summit, a weekend education summit for real estate investors.

In this episode, Brie talks us through the journey that led her to find more flexibility in her career through time and energy management. She discusses outsourcing, learning to optimize your time, setting healthy boundaries in your industry, and much more. Don't miss out on this impactful conversation packed with practical advice, as Brie empowers your to take control of your future!

Join us today as we discuss these things:

1:29 – What led Brie to real estate investing
6:46 – Brie's struggle with balance and her decision to make changes
8:50 – How Brie learned how to outsource and optimize her time
12:58 – The importance of energy management
18:57 – The impact of the word "no" + finding your ideal client
24:37 – Brie's advice for other entrepreneurs

RESOURCES

Learn more about our Brie:

http://fpsolutionsri.com/Contact/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 122: The Power of Priorities and Planning with Mike Kendra

Dr. Travis Parry — Thu, 25 May 2023 09:00:00 GMT

Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors. He owns this company alongside his wife, Heather Kendra, CFP®, CRPC™. Mike is a former U.S. Army officer, who joined his wife in the financial industry full-time in 2015. Together, they now have a team of 30 people and work with around 200 advisors across the country.

Having a diverse set of interests and goals, balance has always been important to Mike. In this episode, he shares how a hybrid-remote workflow, strong systems and processes, and investing in the hiring process have been an essential part of FP Solutions' growth and success.

Join us today as we discuss these things:

1:15 – How Mike ended up in the financial industry alongside his wife, Heather
5:19 – How a remote-hybrid schedule has created a balanced culture at FP Solutions RI
8:53 – How excellent internal processes and systems have created balanced growth at FP Solutions RI
15:23 – How priorities and planning have helped Mike focus and scale his business
20:47 – How FP Solutions RI helps advisors with time management

RESOURCES

Get in touch with Mike:

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 112: Seeking Rest And Delight with Zac Larson

Dr. Travis Parry — Tue, 18 Apr 2023 09:00:00 GMT

Today we are joined by Zac Larson, CFP®, ChFC®, FIC, founding partner and wealth advisor of IntentGen Financial Partners. Zac is a man of purpose who helps empower people to make intentional financial decisions and live a fulfilling life. Zac and his wife Kristen have been married since 2003 and have four sons. Outside of work, he enjoys coaching his sons' basketball teams, various outdoor hobbies, and serving at his local church.

In this episode, we follow Zac's journey to finding balance in this life. He opens up about the challenges of scaling his business, juggling family time, and finding time for himself. Ultimately, Zac shares how his extended sabbatical was a game-changer for his personal life and career. Join us as we explore how taking time away from work can be transformative not just for your mind and faith, but for your team as well.

Join us today as we discuss these things:

1:22 – Zac shares how he became one of the founding partners of his firm and how IntentGen earned its name.
3:13 – Zac shares why balance is so important to him.
9:47 – Zac's biggest struggle in scaling his business without losing balance.
13:28 – Why Zac decided to take a two-month sabbatical.
24:51 – How this sabbatical empowered Zac's team while he was away and what this extended rest period taught him.
34:58 – "I am not challenging people to take more time off, I am challenging people to take time away and empower others to run the business." Zac's challenge to business owners.

RESOURCES

Learn more about our guest: https://www.intentgen.com/team/zac-larson

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 101: Growth Through Delegation & Acquisition with Michael Shanahan

Dr. Travis Parry — Thu, 09 Mar 2023 10:02:00 GMT

We hear all the time that balanced growth is often achieved when you're able to start bringing on new team members and delegating the tasks effectively. The problem, however, is that it's so much easier said than done.

Today's guest is Michael Shanahan, CFP®, AIF®, co-founder and managing partner of Overland & Shanahan Wealth Advisors. He's won numerous industry awards while enjoying his time away from the office with golf, food and wine. More importantly, Michael has grown the company through hiring and acquisitions.

Join us today as we discuss these things:

Why he credits his success and scaling to delegation and acquisitions. (3:58)
Some of the pitfalls he found when trying to acquire other businesses. (5:58)
The processes did he found to be most beneficial when scaling. (8:30)
How does he define balance? (11:01)
Does the financial industry carry any of the blame for the lack of balance? (15:47)
Ideas and creative ways to build your team most effectively. (18:45)
When and where does he typically work on the business? (25:44)

RESOURCES

Learn more: https://overlandshanahan.com/michael-d-shanahan/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 95: Why You Should Take The Legacy Letter Challenge

Dr. Travis Parry — Thu, 16 Feb 2023 10:02:00 GMT

How will your children remember you when you're gone? That's a question every parent asks themselves and it's often what motivates us to work as hard as we do to be successful.

Our legacy can be achieved in any number of ways, but our guest today has built a platform and a process to help every parent create a meaningful and lasting legacy with their children. Blake Brewer is the creator of the Legacy Letter Challenge which is on a mission to help one million moms and dads write a least one well-written and purposeful letter to their children.

Join us today as we discuss these things:

· The moment he shared with his father that changed his life and mission. (1:05)

· Where he struggles most with balance. (9:34)

· Are you living your life for your business or something bigger than that? (13:21)

· What advice would he give others to have the content to write the letter? (16:53)

· Details on his mission to help one million parents write a legacy letter. (22:16)

RESOURCES

Learn more: https://www.legacyletterchallenge.com/balancedadvisor

https://www.montereyprivatewealth.com/team/cristofer-a-cabanillas

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 92: Roundtable Discussion with Cris Cabanillas and Will Brown

Dr. Travis Parry — Tue, 07 Feb 2023 10:00:00 GMT

Today we're excited to be joined by two guests who have exemplified what is to be balanced growth leaders in their own businesses. This is a conversation we had originally on YouTube Live but want to share it again here because there is a lot of value for business owners.

Join us today to learn about these things:

Background on Cris and his career journey. (1:57)
Background on Will and his company. (4:13)
What has helped them scale the business? (6:53)
Where do they find their biggest struggles for balanced growth? (10:53)
Marketing struggles and what they've found here. (20:23)
How do you find your ideal client? (27:11)
Growing followings in an organic way (32:50)
Tips for business owners struggling with balance and growth (39:23)

Watch the YouTube video: https://youtube.com/live/hpvXnR0sPLU

RESOURCES

Learn more:

https://www.thebenefits.group/about

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 91: Making Balance a Daily Checklist with Devin Johnson

Dr. Travis Parry — Thu, 02 Feb 2023 10:00:00 GMT

We all define balance a little bit differently. Some look at it from a high level while others attack it daily.

Today's guest, Devin Johnson, would fall into the latter category. Devin is a serial entrepreneur and the current CEO of Kennected, a business with over 100 employees and over $30 million in gross sales. The company was recently recognized by Inc. 5000 for its 800%+ growth in 2021.

We'll explore this professional and personal journey and learn more about how he's achieved great success early in the company's history.

Join us today to learn about these things:

How a difficult childhood pushed him into entrepreneurship. (1:45)
Why he feels hitting all major priorities in one day defines balance for him. (8:14)
The relationship with his wife and how they've worked together to achieve goals. (11:18)
Why his biggest struggle has been faster leadership development. (15:30)
Why he feels ego is the biggest enemy. (19:20)
The systems he uses to achieve balance. (20:48)

RESOURCES

Learn more: https://kennected.org/

https://www.zekedigital.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 87: Finding Your Niche to Provide Better Service to Fewer Clients

Dr. Travis Parry — Thu, 19 Jan 2023 10:00:00 GMT

Our guest today is a tremendous marketer who carved out a niche during the pandemic to help grow his brand and help him find more balance at home. Jake Rushton, a managing director at Strategic Retirement Partners, is known as 401JA(k)E because of the specialty he's carved out for himself.

He joins us today to talk about why he narrowed his focus to these retirement accounts and the steps he's taken to leverage social media for career growth.

Join us today to learn about these things:

How Jake found a niche with 401(k) accounts. (1:05)
How he prioritizes life to create the balance he wants. (3:29)
Balancing the need to be on social media while not scrolling aimlessly. (8:38)
What does he struggle with most when trying to scale the business. (15:00)
How the idea of retirement is changing for the better. (17:44)
What is the 401Klub and how does it help advisors with balance? (26:24)

RESOURCES

Learn more:

https://www.srpretire.com/

https://www.impelwealth.com/

Get Travis' newest book!

Ep 80: Achieving a Balanced Schedule with Jesse W. Hurst, CFP®, AIF®

Dr. Travis Parry — Tue, 27 Dec 2022 14:18:00 GMT

On today's show, we have Jesse W. Hurst, CFP®, AIF®, President and CEO of Impel Wealth Management. Jess began his career in the financial industry in 1987. In this episode, he shares the trajectory of his career path, helpful scheduling tips, and much more.

Join us today to learn about these things:

Jesse shares what balance looks like to him and how he manages his schedule. (6:09)
How he scales his business while maintaining balance and why his goal is to achieve fewer clients. (18:21)
Jesse's advice to advisors struggling with scaling. (33:05)

RESOURCES

Learn more about our guest:

https://www.linkedin.com/in/jessehurst/

Get Travis' newest book!

https://kristinharad.com/

Get Travis' newest book!

Ep 73: Scaling Your Business Through Marketing with Kristin Harad, CFP®

Dr. Travis Parry — Thu, 01 Dec 2022 10:00:00 GMT

Our guest on today's show is Kristin Harad, CFP®. Kristin is a CFP® who founded and grew an independent fee-only RIA before transitioning to training advisors. She uses this first-hand knowledge, along with 14 years of corporate marketing, to help RIAs attract more of the right people.

Kristin currently serves as an outsourced fractional CMO for independent RIAs, as well as a marketing coach for solo advisors. In this episode, Kristin and I discuss the difficulties advisors tend to have with marketing and the fear that scaling a business could mean sacrificing balance.

Here is some of what you can look forward to on today's show:

Do you have the freedom to focus on what you need to while being fully present? (5:29)
How the guilt and shame cycle can trick people into overworking. (14:17)
Here is what Kristin has seen advisors struggle with while trying to grow their business. (20:00)

RESOURCES

Learn more about our guest:

https://henschenassoc.com/

Get Travis' newest book!

Ep 71: The Different Seasons of Balance with Jon Henschen

Dr. Travis Parry — Thu, 24 Nov 2022 10:00:00 GMT

Let's give a warm welcome to our guest, Jon Henschen. Jon is the Founder of the recruiting firm, Henschen & Associates. Henschen & Associates contracts with over 90 independent Broker-Dealers, with the goal of helping representatives find the broker-dealer that best meets their profile and needs.

In this episode, Jon and I will discuss the different seasons in life that shift your perspective on balance. We will also touch on how balance can look different from person to person and ways you can make changes to create more in your life/career.

Join us today to learn about these things:

Learn how Jon got into recruiting and the financial industry. (0:19)
Jon shares how he defines balance in his life after more than three decades in the industry. (4:05)
How balance can look significantly different from person to person. (14:50)

RESOURCES

Learn more about our guest:

Get Travis' newest book!

Ep 20: Estate Planning and Client Relationships with Andres Mazabel

Dr. Travis Parry — Thu, 27 Jan 2022 10:00:26 GMT

On today's episode, we are joined by Andres Mazabel with Trust & Will. He is helping advisors offer proactive estate planning for their clients. After spending 13 years in private banking, he wanted to help families reach their goals when it comes to generational wealth. Historically, estate planning has been a missing link for advisors, a link that can add value and deepen their relationships with clients.

To Andres, balance is about setting up your life in a way that prioritizes what matters most to you. Putting yourself first throughout the day is important. The first three to five years of starting your business can be overwhelming. You are doing a lot of it on your own. Your desire to find balance has to be intentional.

As your business grows, you may find yourself directing a team. We'll discuss how you can maintain balance in a management role. How can you help your team find balance? Developed as a service for clients, Trust & Will is now helping advisors grow their services and maintain balance through education, content creation, time management, and more.

Join us today as we further discuss:

Why estate planning is important for your clients
Barriers that can be overcome when it comes to estate planning
How you can prioritize what matters to you and stay productive
How Andres trains his team and helps them with balance
Trust & Will's mission and how they can help you find balance

TIMESTAMPS

0:57 – Andres' background story

3:41 – Barriers with estate planning

6:10 – His definition to balance

7:49 – Issues advisors face

11:26 – Priorities and productivity

14:37 – Helping his team

19:21 – Working from home

23:13 – How he helps advisors

29:26 – Contacting Andres

33:44 – Last thoughts

RESOURCES

Learn more: Trust & Will

Get Travis' newest book!

Ep 22: Achieving Your Definition of Success with Jeff Concepcion

Dr. Travis Parry — Thu, 10 Feb 2022 10:00:16 GMT

Jeff Concepcion, the founder, and CEO of Stratos Wealth Partners joins us on today's show to discuss personal and professional success. He started his practice in 2008, a practice that focuses on serving sophisticated advisors and their clients. Stratos Wealth does this through infrastructure, resources, and support that enables advisors to focus on serving their clients with high-quality services.

Although the definition of balance is subjective for everyone, to Jeff it means having multiple silos of success: career, family, health, and more. While some people find themselves wildly successful in some parts of their life, they could be lacking fulfillment in others.

The financial industry allows us a lot of flexibility and freedom when it comes to building our lifestyle and business, but we have to put in the work. Success can mean spending more time with your family, prioritizing your health, or growing your business. You can define success based on your own values and goals. So, what does success mean to you?

Join us today as we further discuss:

· Finding success in various parts of life

· Why do advisors think they have to "earn" balance?

· Finding balance as an advisor with a "driver personality"

· Trends coming in with the new generation of advisors

· How Stratos is helping advisors achieve balance and success

TIMESTAMPS

1:23 – Jeff's background into the industry

3:10 – Evolving Advisor podcast

3:46 – Jeff's definition of balance

5:25 – Where to focus success

7:02 – Allocating time to important things

9:56 - Health, family, and business

11:35 – Issues other advisors face

13:52 – A new generation of advisors

16:08 – Generational divide around balance

19:42 – Advice for the next generation

23:58 – Lessons and principles for success

28:37 – How Stratos helps advisors

30:33 – How to contact Jeff

RESOURCES

Learn more: https://www.stratoswealthpartners.com/

Get Travis' newest book!

Ep 9: Time Management with Vito Grammatico

Dr. Travis Parry — Thu, 04 Nov 2021 09:00:07 GMT

Watch our Youtube episode!

Time management is often one of the biggest struggles advisors face when trying to reach balance. How do you maximize productivity during working hours, but still have time for family? On today's episode, we are discussing the importance of time with Vito Grammatico. He is the founder of Time Lyft, a time management software developed for advisors, keeping them aligned with their goals and service model.

To him, balance is organizing your energy correctly. Do you wake up feeling exhausted? That may be a sign you need to prioritize your days differently. Vito works closely with advisors, seeing them struggle to build boundaries with clients. He has gone through this as well. In the digital age, when everyone has access to email, it's even easier for clients to get in contact with you. Which can be great, but can also lead to endless questions that take up a lot more of your time than you anticipate or are charging. Advisors really care about their clients. Sometimes they leave the doorway too open though. By finding a niche and developing a strong client service model you can develop these boundaries while simultaneously growing your business.

Time Lyft, is helping advisors meet their time and client management goals. Do you know exactly how much time goes into each client? Each email response? Each meeting? Time Lyft keeps track of all of this and tells advisors whether their hourly rate is matching their value. You are probably doing a lot more work than you realize! Join us on today's show as we discuss time management, client management, and the necessary boundaries we must build.

Listen to the episode to learn more about:

Time management
Client management
Balance and energy
How Time Lyft is helping advisors

TIMESTAMPS

1:02 – Introducing Vito and Time Lyft

3:12 – His definition of balance

4:59 – Issues he sees with balance

7:13 – What does he think is helpful?

13:51 – Vito achieving balance

15:48 – What is helpful

21:47 – Time Lyft software

26:55 – Integration process

30:07 – Estimator tool

32:05 – How to get involved

RESOURCES

Ep 10: Financial Wellness and Literacy with George Grombacher

Dr. Travis Parry — Thu, 11 Nov 2021 10:00:51 GMT

Most Americans are bad at saving money and most of us won't meet with a financial advisor in our lifetimes. Financial literacy is a crucial issue we must address in society, we must educate others so they can achieve financial wellness. Today, George Grombacher joins us to speak on financial wellness and literacy and how education can help advisors find balance. His platform, Money Alignment Academy is an education-based program that teaches clients and employees about financial literacy. They are helping people find financial security through knowledge. A career in the financial services industry is rewarding and challenging. For many, the first few years in the industry are long and tiring. To George, it's all about finding a rhythm. There will be periods in our life when we are spending long hours working on our business, but it's part of building a flexible future for our families. Without setting boundaries you will struggle. With time management and boundaries, you will become a more efficient professional. George discusses the importance of knowing your core values about money and life and how it plays a role in our business development.

Money Alignment Academy is helping advisors get their time back. Their service elevates client-advisor relationships by "plugging into" an advisor's existing system. Their program will be able to educate your clients while you manage their finances. This will save you time while continuing to give your clients specialized care. If we hope to change the financial industry and make work-life balance a priority, education will be a must.

Listen to the episode to learn more about:

Finding the rhythm of balance
Setting boundaries and time management
Addressing our core values and beliefs
Why we need to educate our clients
How education promotes a work-life balance

TIMESTAMPS

1:00 – Introducing George Grombacher

7:31 – His definition of balance

12:17 – Biggest issues for advisors

16:03 – Big agencies and new advisors

21:30 – His struggles with balance

27:16 – Addressing our beliefs

32:53 – Money Alignment Academy

37:02 – Partnerships with advisors

40:38 – Connecting with George

RESOURCES

Read more about George & Money Alignment Academy

Get Travis' newest book!

Ep 7: Preparing Advisors to be Effective Leaders with Blain Wease

Dr. Travis Parry — Thu, 21 Oct 2021 09:00:42 GMT

Watch our Youtube episode!

Most financial advisors don't have a strong background in leadership or business management. Your experience is in finance and building client relationships. As independent advisors, it can be difficult for us to effectively lead our team through proper communication. This may lead to a lack of business growth and personal burnout as we struggle to delegate simple tasks. To speak on leadership and sustainable growth, we've invited Blain Wease on the show. He is the Founder & President of Provincial Development Group. His company collaborates with advisors to give them skills in leadership, business strategy, and team development that they will need to reach their personal and professional goals.

To Blain, balance is something we are always striving to achieve. We will always experience times of unbalance. Maybe we are growing our business and working 90-hour weeks, but this cannot be every week. If you end up working long hours, it's important to find balance by taking an extra vacation or spending more time off around the holidays. Blain is helping advisors reach this state of balance by addressing the fear of losing control many of us deal with. As the founder of your advising firm, you shouldn't be doing tedious admin work when you have the capability to pass that on to your team. We have to be honest with ourselves and our employees if we want to reach sustainable growth in business and our personal life.

On today's show, we are going to focus on leadership development. We should be working on our business rather than in our business. This can lead to a better work-life balance. It's hard to walk the line between clarity with your team and micromanagement. Blain and Provincial Development Group help you become the best leader you are capable of being. To be clear is to be kind and this applies to yourself and your team.

Listen to the episode to learn more about:

Advisors struggling as leaders
What advisors can do to be better leaders
How we can let go of control and address our fears
Being honest and transparent in our business and lives
How proper delegation can help with work-life balance

TIMESTAMPS

0:53 – Introducing Blain Wease

2:25 – Work-life balance to Blain

6:42 – Biggest issues for financial advisors

12:03 – What advisors need to consider

15:32 – Giving up control, addressing fear

19:29 – Honesty and transparency

23:19 – The art of delegation

29:38 – Delegation like manufacturing

31:25 – Working with Blain

RESOURCES

Read more about Provincial Development and Blain Wease

info@provincialdevelopment.com

(615)-591-3960

Ep 6: How Hiring Can Help You Find Balance with Stephanie Roberts

Dr. Travis Parry — Thu, 14 Oct 2021 09:00:53 GMT

Watch our Youtube episode!

Hiring a team can cause a lot of growing pains for small independent advisors. However, a capable team and work culture can give us more time to achieve balance in our lives. As the entrepreneurs, founders, and CEOs of our financial advising companies, letting go of controlling every aspect of our business can be difficult. But your time is valuable. You can hire someone to schedule your appointments and do admin work. By hiring you are giving yourself the time and opportunity to grow your business and find personal balance.

To discuss the importance of the hiring process and why you should think about outsourcing the process we've invited Stephanie Roberts on the show. She is the founder of Humans Being Resources, a hiring firm dedicated to helping advisors find strong candidates for any position in their firm. Whether you are hiring your first or the fifteenth employee the hiring process can cost a lot of time, money, and stress. That is why Stephanie started this business with advisors in mind. Advisors should be able to focus on client relationships and services, not recruiting and hiring.

Today we are going to be discussing the struggles she's seen many advisors go through. We highlight the importance of company culture and prioritizing work-life balance throughout your company. Once you have a team, you get back a lot of time for yourself. Humans Being Resources has a streamlined process that saves you money and stress. You can't achieve a balanced life by working in every position in your firm. You'll need a specialized team to help you get there.

Listen to the episode to learn more about:

Personality and company culture
Struggles advisors have while hiring
How to let go of control
Finding balance with a team

TIMESTAMPS

0:37 – Welcome Stephanie Roberts

1:25 – What does balance mean to her?

2:33 – How she got into the industry

5:09 – Struggles she has seen

6:42 – Letting go of control

9:07 – Personality tests for hiring

12:03 – How her firm works

16:23 – Her struggles with balance

19:59 – What works best for her?

22:30 – Changing the culture

25:03 – Advisors are not trained to hire

29:05 – How you can connect with Stephanie

RESOURCES

Read more about Stephanie and Humans Being Resources

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

Dr. Travis Parry — Thu, 07 Oct 2021 17:55:12 GMT

Watch our Youtube episode!

The world is becoming increasingly more digital, including the financial industry. The days of cold calling and driving around town for meetings are less and less common. To discuss this shift to virtual work and how that affects our balance in life, we've interviewed Derek Notman, the founder of Conneqtor, a virtual advising system for financial advisors.

Derek started his journey as a financial advisor in 2006. By 2013 he knew he needed to change his business model to accommodate for more family time. So, as a way to give back to the advisor community, he started to develop Conneqtor allowing advisors to build a business model that was virtual or semi-virtual with a digital marketing platform. Not only was this revolutionary for what Derek calls "life-work" balance, but it was also an important innovation in an evolving digital world.

As we see younger generations enter the financial industry, they bring with them digital fluency. These new advisors also value work-life balance a lot more. This is something, Derek says, the older generations of advisors should take note of. We could truly have a successful and enjoyable career that is mainly virtual with live events or meetings sprinkled in. This is just going to be part of evolving with the market.

However, as we start to shift to work that can be done from home, or really anywhere, we must build healthy boundaries. It can be easy to work 12-to-15-hour days if you are working in a home office. Derek suggests finding your niche. Who are you as an advisor and who do you want to serve? Have an abundance mindset. It doesn't always have to be about the sale when you start valuing balance and boundaries in your career.

You can learn more about Derek and the innovative work he is a part of by visiting Conneqtor. However, you can start re-evaluating your businesses and your life right now by sitting back, doing a self-assessment, and envisioning what you want your future to look like.

TIMESTAMPS

0:44 – Introducing Derek Notman

1:22 – Journey as an advisor

3:57 – What is work-life balance for Derek?

7:01 – His observations of the industry

10:32 – Where is the industry going?

14:35 – Keeping balance with digital work

17:20 – Advisors evolving with the times

20:03 – Working with clients

23:56 – Making the transition to a niche

25:30 – Where can you learn more?

RESOURCES

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

Dr. Travis Parry — Thu, 07 Oct 2021 17:54:43 GMT

Watch our Youtube episode!

Prioritization and balance are key to becoming a successful financial advisor. Whether you have just started your career or you have been in the field for decades, financial advisors are notoriously busy and stressed-out individuals. A big reason we started this podcast was to help those in this situation. Today, we have invited Michael Kitces to the show to speak on his experience with business growth, work-life balance, employee hiring, and more.

Michael is a financial advisor, speaker, writer, and entrepreneur. His passion to help clients and advisors has grown into multiple business ventures including the very successful Nerd's Eye View blog. Although he kind of stumbled into financial planning, a few years in he realized it was something he was deeply passionate about. In 2008 he started to explore projects outside of just financial advising.

He now has a business empire. With such success, Michael has faced a lot of frustrations and challenges when. However, having a financial foundation helped him and his family separate business stress and financial stress. Having a plan before you start a new business or try a new venture is of utmost importance.

Michael also goes into building boundaries. With more of us working from home these days, it is important we highlight boundaries between work time and family time, and that we keep those commitments.

Feeling growing pains when it comes to hiring and training? The hiring curve can really detract from a healthy work-life balance if you are not proactive. Think about hiring employees before you actually need them. Remember, if you don't hire early on everything comes back to you at the end of the day as the business owner. Without an adequate team and support system, building those work-life boundaries can often seem impossible.

Lastly, Michael touches on the importance of prioritization. You only have a set amount of time in a day, a month, a year. How will you manage who and what gets priority of that time? This is something important to teach your new employees as well. Michael suggests the rock, pebble, and sand metaphor to truly help you think about time. What are your most important dedications? Your urgent tasks? Instead of saying "I don't have time" say "It is not a priority" your views on what is important in life will change quickly.

Michael knows what it is like to work overtime, miss family, and struggle with balance. He wants to help other advisors learn from his experiences and know they are not alone. Listen to the full podcast to learn more about Michael, his business growth, and how he makes time for it all.

TIMESTAMPS

0:48 – Welcome Michael Kitces

5:26 – What Michael does now

14:30 – A foundation for the future

24:11 – Managing work-life balance

31:30 – Challenges with business growth

35:57 – Hire and train as soon as you can

39:04 – How many employees does Michael have?

41:48 – Issues with training

47:40 – Envisioning a jar of time

52:15 - Team communication & productivity

54:27 – Final piece of advice for advisors

RESOURCES

Ep 4: Health Management for Advisors with Stevyn Guinnip

Dr. Travis Parry — Thu, 14 Oct 2021 08:30:00 GMT

Watch our Youtube episode!

Many advisors struggle with their health and stress management. Finding the time to eat nutritious meals and exercise is hard when you are working long hours. On today's episode, we speak with Stevyn Guinnip a wellness coach that helps financial advisors regain their well-being and balance in life. She is the founder of Grow Wellthy, where investors invest in their own health. As the daughter of a financial advisor, she saw the toll this industry takes on its members. Long hours of being sedentary and stressed-out can lead to serious issues down the road. To have a truly successful business and work-life balance you have to prioritize your own fitness and stress management.

Many advisors have spent decades in the industry, building up bad health habits. They have sacrificed for their work. Stevyn is going to discuss how prioritizing your health will help you be a better boss, employee, parent, or spouse. When you feel good, you are more creative, compassionate, and driven. Having a diet and exercise routine can help you maintain better control over your schedule and time. Many of us change our habits, but only after we've been faced with a health scare or crisis. Stevyn knows this, having gone through a near-death experience herself. She wants to help her clients find healthy habits before they reach that point.

To enjoy your success in the financial advising field, you'll have to be healthy enough to get there. You cannot punish yourself into being healthy, it is all about balance and stress management. Taking care of a client's money is a lot like taking care of your own body. You are evaluating your physical risk and protecting your body as you would protect a client's assets. Join us today to learn more about maintaining a balanced lifestyle as an advisor, plus the three biggest things you can start doing now to improve your well-being.

Listen to the episode to learn more about:

Exercise, physiology, and eating well
Bad habits that affect our business and family
Relieving stress and valuing your health
Ways to improve your overall lifestyle

TIMESTAMPS

0:31 – Introducing Stevyn Guinnip

1:46 – Her definition of work-life balance

3:15 – What has she seen?

8:04 – How do advisors change?

12:54 – Redefining who you are

14:41 – Why do advisors struggle?

21:30 – Stevyn's backstory

27:03 – Things you should be doing right now

31:20 – Where can you get help?

RESOURCES

Seven at Sea with Erik & Emily Orton

Dr. Travis Parry — Mon, 09 Jun 2025 22:25:00 GMT

Ever failed in business only to rebound and 10X your life?

Eric and Emily Orton did just that!

Join us as we discuss their journey from failure on Manhattan's Broadway to their year at seas with their family to their Awesome Factory Global Travel business.

Eric, an Award-winning writer, and Emily, an educator, bootstrapped their life for a year aboard a sailboat in the Caribbean with their 5 children, inspiring their memoir "Seven at Sea."

They emphasize overcoming fear, setting clear goals, and taking small, incremental steps.

Their life design framework includes "Choose Your Own Island," "Chart Your Course," "Cast Off," "Navigate Out of the Harbor," "Set Your Autopilot," "Trust Your Compass," and "Drop Anchor."

They now run the Awesome Factory, offering sailing adventures worldwide, promoting personal growth and community.

This is a must listen story that will inspire anyone!!

Marry and Grow Rich Introduction Chapter

Dr. Travis Parry — Mon, 04 Nov 2024 16:33:00 GMT

The Introduction Chapter to the Audiobook Marry and Grow Rich.

If you are a business owner who struggles to 10X your business while keeping your balance, then this book is for you!

This chapter explains why this book is for you and how the Balanced Growth Method can help you turn it around!

To download the eBook, the workbook, and the full audiobook go to www.marryandgrowrichbook.com

The Power of Journaling

Dr. Travis Parry — Thu, 14 Dec 2023 10:00:00 GMT

Today we're going to talk about a practice that can make an incredible impact in your business, your relationships, and your stress levels: journaling! Whether you're a seasoned writer or a total beginner, the benefits of journaling are proven. Stay tuned as I talk about how I've implemented this practice into my life- using the old-fashioned pen and paper method to give my frustrations, my fears, and creative ideas a safe space to exist.

Here's some of what we discuss in this episode:

1:13 – Travis' experiences with journaling

2:32 – Our brain is not a collection point

4:00 – Being in tune with feelings

5:50 – Health benefits

7:08 – A place for creative ideas

9:05 – The right method for you

RESOURCES

Learn more about :

https://www.linkedin.com/in/katiyaxiong/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 39: Aligning Our Priorities with Katiya Xiong

Dr. Travis Parry — Thu, 09 Jun 2022 09:00:57 GMT

On today's episode, Katiya Xiong, a business coach, and entrepreneur joins us to break down her passion for helping advisors. She believes in connecting with people on the human level with a high-tech approach. While she got into financial services by accident, she found that advisors need strategic solutions to meet the needs of their clients.

To find balance, Katiya truly believes in finding what you love and aligning your life with that mission - whether it's at work or at home. Balance for her is about staying in tune with her vision. Achieving balance is about aligning her priorities with her mission in and outside of business.

A big problem that many of us face is hiring help. From hiring the right people to being able to delegate properly we have all faced this hurdle at some point. Advisors need to have a clear vision of "who they want to be" and build from there. Having that vision helps team identity, marketing content, your company's mission, and your overall journey to find balance.

We'll further breakdown:

The value of parents and balancing family
How Katiya works with and listens to advisors
Why advisors struggle with hiring help and finding their vision
How Katiya is helping advisors find balance through her own work

TIMESTAMPS

1:05 – Why financial services?

4:48 – What is your definition of balance?

8:37 – The biggest struggles as a working mom

11:59 – Top issues other advisors struggle with

19:33 – Why do you think advisors struggle with hiring?

29:15 – How are you helping advisors?

33:39 – Do you broker disability?

35:49 – How to get a hold of Katiya

RESOURCES:

More About Katiya:

https://www.katiyaxiong.com/

Get Travis' newest book!

Chapter 10: SMART Values-based Goals "Marry and Grow Rich" Audiobook

Dr. Travis Parry — Mon, 03 Feb 2025 17:50:00 GMT

Most couples don't set goals: if they do they set them incorrectly!

Couples need to connect their individual and shared values to create SMART and shared goals.

This chapter will focus on how to turn your shared values into SMART values-based goals for your relationship and your money that you both agree on.

The Psychological and Relational Aspects of Money

Dr. Travis Parry — Wed, 08 Jan 2025 00:14:00 GMT

Steps 2 and 3 of the Balanced Growth Method are centered on the psychological and relational aspects of money.

To get on the same page financially couples must understand their own relationship with money and how their spouse views money before they ever begin to work together on this most complex topic.

Most disagreements about money happen because each individual in a marriage is coming from a different background with money.

When money decisions and goals aren't successful it is likely because of these differences.

This chapter will help navigate this crucial part of growing rich together!

Is Personal Development The Key To Balance?

Dr. Travis Parry — Tue, 25 Jul 2023 09:00:00 GMT

Is personal development really the key to achieving balanced growth and helping those struggling with workaholism? It turns out that the popular Hierarchy of Needs by Abraham Maslow might not be as accurate as once believed. Today, we'll be discussing a revised version of this study that puts parenting and relationships at the pinnacle of motivation.

Don't miss out on this eye-opening episode that will challenge your perception of personal development and show you why it is NOT the end all, be all...it's just the beginning.

Join us today as we discuss these things:

2:41 – The Revised Maslow's Hierarchy of Needs study that puts parenting and marriage as the highest motivators in life instead of self-actualization
6:07 – Having support systems and family goals in place to break free from the workaholic trap
8:58 – Supporting your spouse + being on the same page about goals and values

RESOURCES

https://frontlightbuildingco.com/matt-green/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Lessons in Delegation, Culture, and Leadership with Matt Green

Dr. Travis Parry — Thu, 04 Jan 2024 10:00:00 GMT

Today, we're thrilled to sit down with Matt Green, President and CEO of Frontlight Building Company in South Carolina. He talks about the pivotal role delegation has played in his journey as a successful business owner. He also shares insights on building a strong organizational culture centered around values like integrity, trust, and honesty.

Stay tuned as we discuss some of the challenges of maintaining balance as a visionary leader, the importance of investing in the culture of an organization, and much more!

Here's some of what we discuss in this episode:

1:13 – What led Matt to the building and construction industry + finding balance alongside his wife

7:23 – How effective delegation helped Matt achieve personal and professional growth

13:14 – The challenges and rewards of building a strong organizational culture

23:15 – Matt's passion for innovating and bringing change to the construction and development industry

Learn more about Matt

Frontlight Building Company

https://frontlightbuildingco.com/who-we-are/

Matt on LinkedIn

https://www.linkedin.com/in/matt-green-44b4b9a/

RESOURCES

Learn more about :

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 60: Financial Planning and Psychology with Rick Kahler

Dr. Travis Parry — Tue, 18 Oct 2022 09:00:00 GMT

Today's guest is Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®, CCIM, and the president of Kahler Financial Group. Rick is a pioneer in integrating financial planning and psychology, is one of the founders of financial therapy, and is recognized internationally for his pioneering work in that field.

In this episode, Rick Kahler shares the ups and downs that led to his passion for financial planning and psychology. We will dive deep into self-reflection, seeking balance, and the traps many advisors fall into.

Join us today to learn about these things:

Here is how Rick got started on his journey to integrating finance and psychology. (2:23)
Rick struggled with workaholism, and here is the process that led him to recovery. (6:57)
Is it a hobby, or is it work? (11:02)
Here is what Rick has seen that many advisors struggle with. (7:33)

RESOURCES

Learn more about our guest: https://kahlerfinancial.com/

https://www.linkedin.com/company/sr-engineering-consulting-llc/

Get Travis' newest book!

Mindset Matters: Embracing Sustainable Success with Sol Rosenbaum

Dr. Travis Parry — Thu, 22 Feb 2024 10:00:00 GMT

Sol Rosenbaum, PE, CEM, has over 20 years of experience in the energy engineering space. As the owner and managing engineer of SR Engineering and Consulting, he leads a dynamic team that provides engineering support in the commercial real estate financing arena while focusing on green loan programs and property assessments. Outside of this, Sol founded The Engineering Mentor, a community dedicated to guiding aspiring engineers toward successful careers.

We'll spend some time learning more about Sol's career journey and the important role that networking, and relationship-building have played in his business growth. Then, we'll dive into the challenges he faced while scaling his busi-ness and the mindset shifts he's embraced to prioritize sustainable growth.

Here's some of what we discuss in this episode:

1:24 – Sol's journey in the energy engineering and consulting space + offering services that have set his business apart

5:39 – The value of networking for long-term connections rather than transactional interactions

10:43 – Some of Sol's struggles with balance in the early years of his career + learning to say "no" to prevent burnout

16:25 – Connecting with your loved ones even during busy and stressful times in business

20:33 – The importance of strategic niche development + clear branding when scaling your business

25:05 – The work Sol is doing as an engineering mentor

Learn more about Sol:

The Engineering Mentor:

https://www.theengineeringmentor.com/

RESOURCES

Learn more about :

https://savantwealth.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®

Dr. Travis Parry — Thu, 29 Dec 2022 10:00:00 GMT

Today's guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder of Savant Wealth Management. Savant is a Midwest-based, fee-only management firm, that manages nearly 14 million dollars and has over 8k clients and 260 employees.

In this episode, Brent shares how he is intentional about stepping away from work to maintain a healthy life balance. He touches on the problem with scaling without excellence and practicing excellence without scaling.

Join us today to learn about these things:

Brent's journey to the financial industry. (1:04)
How Brent chooses to be deliberate with his time as a person that loves to work. (6:38)
When losing balance starts to affect your health and how scaling can counteract that. (15:00)

RESOURCES

Learn more about our guest:

Get Travis' newest book!

Get Travis' newest book!

Ep 103: Human Development is Key to Success with Paul Hatch

Dr. Travis Parry — Thu, 16 Mar 2023 09:02:00 GMT

In this episode of the Balanced Growth Show, we're spending time with Paul Hatch, a man with nearly 40 years of financial advising experience with some top companies.

Now he focuses his time with Vestria Capital to help empower other advisors by providing capital solutions to optimize growth. And he does this at age 65 while being a father of a 7-year-old so balance can be tricky at times.

We're excited to share this discussion today, where Paul shares his struggles and successes over a long career.

Join us today as we discuss these things:

How he went from the Navy to a long career in finance. (1:08)
Through all the mistakes he made early on, he finally realized that becoming a better person meant more to success and balance than anything else. (4:54)
His top struggle has always been doing too much at the detriment of his health and relationships. (10:58)
What are the biggest issues he's seen advisors have? (16:12)
How his company now helps advisors with balance and growth? (21:25)

RESOURCES

Learn more: https://www.vestriacapital.com/team

https://www.youtube.com/watch?v=qjzIIcjZMrA

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 121: Mental Health, Physical Health, and Spiritual Health

Dr. Travis Parry — Tue, 23 May 2023 09:00:00 GMT

Workaholism is an addiction that can cause serious harm in our lives, such as neglected relationships, compromised mental and physical health, and engaging in self-medication. In honor of Mental Health Awareness Month, Dr. Parry spends this episode reflecting on the holistic connection between mental and physical health. Join us as we discuss the critical importance of nurturing your mind, body, and spirit in this episode.

We'll dive into the power of physical activity, healthy nutrition, and spiritual connection and how these elements can help you break free of the workaholic trap and achieve more balance in your life. We'll also look at some studies that prove the effectiveness of exercise in helping depression and anxiety. Stay tuned as we discuss the significance of finding outlets outside of work and the transformative impact of disconnecting and setting healthy boundaries.

Join us today as we discuss these things:

0:36 – Workaholism is an addiction
1:37 – Workaholics work more when stressed
3:26 – Mental and physical health are connected
5:00 – The role of exercise, nutrition, and spirituality in mental health
7:39 – Finding outlets outside of work

Watch the live-stream version of this episode:

RESOURCES

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 104: Living Life by Design with Ross Lawrence

Dr. Travis Parry — Tue, 21 Mar 2023 09:00:00 GMT

On today's episode we are joined by Ross Lawrence, an awarding winning advisor and owner of White Ember Financial Planning. When he is not in the office, Lawrence enjoys gardening, traveling, and competing in Ironman triathlons. His motto is to live life by design, not by default.

Join us today as we discuss these things:

What started Lawrence's journey in financial planning. (1:10)
Lawrence's definition of balance and how he's been able to maintain it throughout his business' growth. (6:11)
How accountability has helped Lawrence stay on track. (13:52)
How letting go and outsourcing has helped Lawrence build a more balanced life. (18:29)
Lawrence's advice for advisors who want to grow and struggle with balance. (23:09)

RESOURCES

Learn more about our guest: https://whiteember.com

https://yardleywealth.net/michael-j-garry-founder-and-ceo/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

The Arc of Life: How Posture Shapes Your Health with Dr Spencer Wade

Dr. Travis Parry — Thu, 16 Jul 2026 01:30:00 GMT

In this episode, Dr. Spencer Wade shares his personal journey into chiropractic care, emphasizing the importance of posture, proactive health habits, and practical steps to improve spinal health. Discover how everyday habits impact your posture and what you can do today to enhance your well-being.

Ep 102: Prioritizing Your Well-Being Alongside Your Business with Michael Garry, CFP®

Dr. Travis Parry — Tue, 14 Mar 2023 09:02:00 GMT

You don't find too many people that move between the financial and legal professions, but today's guest did just that. Michael Garry, CFP® and founder of Yardley Wealth Management, began his career as a lawyer in Philadelphia before realizing his skills and education could also serve him well in the financial advisor industry, which also meant less time in the office.

Join us today as we discuss these things:

How he went from being a lawyer in Philadelphia to becoming a financial advisor. (1:53)
What part of the career change helped provide him with better balance? (3:48)
Where are his biggest struggles with maintaining balance. (11:54)
Taking the time to help new employees understand the workflow and their role in the business. (13:38)
The importance of figuring out your strengths and weaknesses and building your business around that. (17:58)

RESOURCES

Learn more:

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 18: Making Good Advisors into Great CEOs with Cory Swain

Dr. Travis Parry — Thu, 13 Jan 2022 10:00:45 GMT

Today, Cory Swain, the Vice President of Advisor Development at Advisors Excel, joins us. He's helping advisors improve their marketing tactics while scaling their business. Cory and his wife have been married for over ten years and have three children. In his free time, he enjoys surfing and traveling. Cory finds balance and synergy by involving his spouse in his career journey. Family life and work-life don't have to be separate for Cory. He finds the more his family understands his work, the more time they spend together. A lot of us struggle with delegation when our businesses start to grow. But the next thing you know, you are spreading yourself too thin. Cory is helping good advisors become great CEOs through marketing, delegation, and balance.

What we further discuss in today's episode:

Having a bigger purpose when we set goals
Why advisors struggle with delegation, hiring, and running a business
Finding the things you love to do and learning to let go of the rest
How marketing has changed since 2020 and what the future holds
What factors make an advisor successful in virtual work
How Cory's business takes good advisors and makes them great CEOs

TIMESTAMPS

1:12 – Living in Kansas, but loving to surf

3:52 – Cory's definition of balance

5:51 – Understanding why we are here

7:58 – Struggles advisors face

10:40 – Having a hard time letting go

14:40 – Learning to let go

16:28 – Marketing changes after 2020

19:30 – Balance when working from home

25:53 – Cory's marketing approach

27:17 – Things you can do differently

30:00 – Contacting Cory and The Proven Way

RESOURCES

Learn more: Cory Swain and The Proven Way

Get Travis' newest book!

Ep 84: Succession Planning with Mark Drouillard, CFP®

Dr. Travis Parry — Tue, 10 Jan 2023 10:00:00 GMT

Our guest for today is Mark Drouillard, CFP®, and Managing Partner at Wealth Management Plus. Wealth Management Plus is a boutique financial advisory firm in Michigan. Mark oversees all operations at the firm and spends his time on business development initiatives.

He has executed several acquisitions of aging advisors during the last 10 years. Succession planning for aging financial advisors is a topic we all need to be aware of. In this episode, we discuss Mark's experience with succession planning as well as the ups and downs he experienced while trying to achieve balance.

Join us today to learn about these things:

How Mark's career journey led him to become a Managing Partner. (1:14)
How his balance has changed as his career grew. (7:59)
How he has maintained his balance while scaling his business. (16:13)

RESOURCES

Learn more about our guest:

https://longviewfa.com/

Get Travis' newest book!

https://adamcliffordhill.com/

Get Travis' newest book!

Leading With Balance with Adam Hill

Dr. Travis Parry — Thu, 28 Dec 2023 10:00:00 GMT

Adam Hill is an international keynote speaker, best-selling author, CEO, and host of the podcast, "Flow Over Fear." In our conversation today, he shares his powerful journey from battling a decade of alcoholism to pursuing an Ironman Triathlon, and how these experiences have led him to pursue balance in his personal and professional life.

Here's some of what we discuss in this episode:

1:12 – Adam's experience with anxiety and alcoholism + overcoming addiction and facing his fears

12:57 – How Adam became inspired to participate in ironman races + how these led to mental and spiritual growth

22:02 – How systems have been a game-changer for Adam in finding balance as a business owner

28:58 – Maintaining core values, encouraging healthy work habits, and setting boundaries as a business leader

Learn more about Adam

Adam's Website

Adam's Book, "Shifting Gears"

https://www.amazon.com/Shifting-Gears-Addiction-Triathlon-Championship/dp/1544525850

Flow Over Fear podcast

https://podcasts.apple.com/us/podcast/flow-over-fear/id1654008950

Adam on LinkedIn

https://www.linkedin.com/in/adamchill

RESOURCES

Learn more about :

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 16: Scaling Your Business with Brad Wales

Dr. Travis Parry — Thu, 30 Dec 2021 10:00:43 GMT

On this episode of the Balanced Advisor Podcast, we are excited to be joined by Brad Wales, the founder of Transition to RIA, a consulting firm uniquely focused on helping advisors transition their practice to an RIA model.

In the last couple of years, the importance of work-life balance became evident to Brad as his child grew up. Working long hours and missing important family events opened his eyes to the importance of achieving balance.

With Transition to RIA, Brad is helping advisors achieve flexibility with the RIA model. As your own business owner, you have the flexibility to build a business that works for you. There are all kinds of motivators for becoming an RIA but it's not for everyone.

For those that will fit well in this model, the transition can be intimidating but rewarding once you are on the other side. Join us today as we discuss the RIA model and how it may help your career and your journey to achieve balance.

What we discuss today:

The importance of helping other advisors
Getting out of the workaholic trap
The RIA business model and how it can help advisors
How transitioning to an RIA works

TIMESTAMPS

1:15 – Brad's background story

2:08 – Why he wanted to help advisors

4:08 – What's Brad's definition of balance?

8:48 – Making time for our families

10:27 – What struggles does Brad face?

13:22 – What are the signs you need to step back?

15:28 – How has he created boundaries?

17:25 – What has he seen advisors struggle with?

19:46 – Getting out of the workaholic trap

25:31 – How does Brad help advisors?

30:00 – How does the RIA transition work?

33:20 – The experience of transitioning to RIA

38:19 – Working with independent advisors

40:00 – Relationships with other broker-dealers

44:30 – How to connect with Brad

RESOURCES

Read more about Brad Wales and Transition to RIA

https://pennyzenker360.com/

Get Travis' newest book!

Resetting for Success: Finding Balance in the Chaos with Penny Zenker

Dr. Travis Parry — Thu, 12 Oct 2023 09:00:00 GMT

Today, we are joined by a remarkable guest who is nothing short of inspiring. Penny Zenker, also known as "The Focusologist," is an international speaker, strategy coach, and best-selling author, with credentials that speak volumes. Her book, The Productivity Zone, soared to Amazon Best Seller status, and her TEDx talk, "The Energy of Thought," has captivated over 1 million viewers globally. She's also been featured on NBC News, Forbes, Inc, ESPN, and Wharton Business Radio, among other platforms.

In this episode, Penny delves into the importance of finding balance in the whirlwind of entrepreneurship and shares the strategies she's employed to help maintain equilibrium throughout her speaking career.

Here's some of what we discuss in this episode:

1:56 – Penny reflects on her career background and what led her to become a "Focusologist"
6:49 – How balance allows for better performance, reduces stress and improves relationships
9:32 – Penny's decision to pursue her own entrepreneurial path + finding unique ways to differentiate herself in the market
15:50- Having a clear marketing strategy and sticking to it + focusing on what works best for your business
21:43 - Making thoughtful decisions and setting boundaries in the face of distractions and opportunities
27:06 – Implementing frequent "reset moments" in your routine to maintain focus and productivity

RESOURCES

Learn more about Penny:

https://www.grandpabecksgames.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Values Vision Boards with Dr. Parry

Dr. Travis Parry — Tue, 17 Jun 2025 12:00:00 GMT

Do you struggle to consistently achieve your goals?

In this solo-episode, Dr. Travis Parry discusses the challenges of maintaining consistency in achieving goals and explains how Values Vision Boards can fix it!

He highlights a common mistake of setting goals without considering values, leading to lack of internal motivation. Parry introduces the concept of a "Values Vision Board," where goals are prioritized and visualized, enhancing motivation and focus.

Dr. Parry explains how to create a Values Vision Board and stresses the importance of daily visualization and journaling to reinforce goals and maintain psychological well-being.

This is a must-listen episode for anyone who needs help being more consistent.

You're Not Going To Win Every Time with Brent 'Grandpa' Beck

Dr. Travis Parry — Thu, 21 Sep 2023 09:00:00 GMT

Today we have the privilege of interviewing Brent Beck, a retired airplane pilot turned entrepreneur. He and his wife, Tauni, have 5 children and 19 grandchildren. Together, they created Grandpa Beck's Games. What started as a self-funded startup is now a global phenomenon that has brought millions of families together.

Brent shares his journey from the early days of game development to the challenges and triumphs of entrepreneurship, offering valuable insights for aspiring business owners. Join us as we explore the value of learning to lose gracefully, the positive impact of games on relationships, and the family support that kept Brent pushing forward, even during tough times.

Join us today as we discuss these things:

1:26 – Brent's career as a pilot + decision to pursue the gaming industry
8:09 – Why balance is important to Brent + the persistence and hard work it took to achieve success in the competitive gaming market
12:39 – The importance of family support in pursuing a business venture + How Brent's family has been actively involved in their board game business
17:03 – How Grandpa Beck's Games have brought families closer, improved relationships, and taught valuable lessons, like learning to lose gracefully
25:02 – Success comes from persistence and not giving up + trusting your vision and staying committed to your goals even during difficult times

RESOURCES

Learn more about Brent:

https://www.amazon.com/Makers-Slender-Knowledge-Sani-Abdul-Jabbar/dp/B0CMQZ7JWC

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

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Do You Want To Go Fast Or Far? Featuring Sani Abdul-Jabbar

Dr. Travis Parry — Thu, 01 Feb 2024 10:00:00 GMT

As CEO of VezTek USA, Sani Abdul-Jabbar is an expert in technologies like AI and blockchain. He actively collaborates with industry giants such as Toyota and IBM and is a contributor to Forbes magazine. Beyond corporate collaborations, he has been invited to share his knowledge at esteemed institutions like Caltech and is the host of the Blockchain Brief Podcast.

As a leader in the ever-evolving and demanding technology field, Sani is here to shed light on how cultivating a culture of balance within his company has enhanced his team's well-being and contributed to increased productivity and creativity. Join us for a great conversation on the importance of downtime, defining personal and professional goals, and aligning with your priorities.

Here's some of what we discuss in this episode:

1:18 – Sani's journey to the U.S. in 1998 and the evolution of his tech company, VezTek

9:02 – Introducing a hub and spoke model to address the challenges of frequent pivoting in an emerging tech company

14:32 – How a balanced workforce leads to increased productivity and success

21:22 – The misconception that loving work eliminates the need for balance + the practical benefits of taking time off

27:15 – The importance of defining clear values as a business owner + Sani's book, Makers

Learn more about Sani:

VezTek

https://veztekusa.com/

Sani's book Makers: A Slender Knowledge

Sani on Linkedin

https://www.linkedin.com/in/sani/

RESOURCES

Learn more about :

https://dannygoldbergspeaks.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

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Intentional Living in Entrepreneurship with Danny Goldberg

Dr. Travis Parry — Thu, 07 Sep 2023 09:00:00 GMT

Today we are joined by the remarkable Danny Goldberg, professional speaker, serial entrepreneur, and host of the podcast Bits of Gold. Danny shares his inspiring journey of loss and transformation after losing both of his parents to rare cancers at the age of 25. He discusses how these events led him to redefine his priorities and shift his focus from purely pursuing business success to living a life of greater fulfillment and happiness.

Listen in as Danny discusses the importance of balance in an entrepreneur's life and how personal values and intentions play a significant role in achieving it. Whether you're an entrepreneur seeking balance or someone navigating personal challenges, Danny's journey will inspire you to reflect on your own journey and honor the limited time we all have.

Join us today as we discuss these things:

1:41 – Danny's decision to transition from being a successful business owner to pursuing a career as a keynote speaker after the loss of his parents
6:41 – "There is more to life than just business" – Danny's journey to intentional living + making choices that aligned with his personal values
11:25 – Remaining intentional about how and where you spend your time, even when focusing intensely on a new adventure
14:19 – What does success mean in your life holistically? + Setting intentional boundaries and incorporating non-negotiable practices to maintain balance
25:17 – How would your priorities change if you had limited time to live?

RESOURCES

Learn more about Danny:

https://www.linkedin.com/in/dannygoldberg/

https://podcasts.apple.com/us/podcast/bits-of-gold/id1503222422

https://heroicpublicspeaking.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Building A Business With Intention with Michael Port

Dr. Travis Parry — Mon, 28 Aug 2023 09:45:00 GMT

Today we are joined by Michael Port, American entrepreneur, author of 9 best-selling books, and angel investor. After spending a decade delivering thousands of paid speeches on the world's biggest stages, Michael sold his first company, Book Yourself Solid® Worldwide. Alongside his wife Amy Port, he founded Heroic Public Speaking, dedicated to nurturing the next wave of thought leaders, CEOs, founders, bestselling authors, and business owners.

Join us for an incredible conversation with Michael, as he discusses the dynamics of working as a couple in business and the conscious choices he and Amy have made to ensure their work-life harmony remains intact. He also encourages entrepreneurs to prioritize building something that genuinely aligns with their own desires and values and shares valuable advice for cultivating growth while staying true to your priorities.

Join us today as we discuss these things:

1:30 – Michael's decision to step away from speaking early in the development of Heroic Public Speaking
5:33 – Focusing on your highest priorities in order to find balance in life
14:40 – How Michael and his wife have leveraged their business partnership together by setting healthy boundaries and making intentional choices
22:51 – How Heroic Public Speaking prioritizes transformation and aims to change the way students think about their craft, leading to growth and success
41:27 – Michael's advice to entrepreneurs: "Don't build something that you think you should build, build something that you want to build."

RESOURCES

Learn more about Michael:

https://www.michaelport.com/

https://www.linkedin.com/in/michaelport/

https://www.linkedin.com/in/danielgbeck/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

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Lessons in Leadership and Team Building with Daniel Beck

Dr. Travis Parry — Thu, 09 Nov 2023 10:00:00 GMT

We're delighted to be joined by Dan Beck in this episode, a serial entrepreneur who has built and sold a number of businesses. Today, he is the CEO and co-founder of 401GO, a company dedicated to helping small businesses navigate the complex world of 401k planning. With a wealth of experience in the world of business, Dan is here to share his insights on navigating the entrepreneurial journey and finding balance as a business leader.

Here's some of what we discuss in this episode:

1:18 – Daniel's career background + what led to the creation of 401GO
5:48 – Finding the right motivation and priorities in achieving balanced growth
10:50 – The importance of having a strong and trustworthy team in scaling a business successfully
14:21 – Embracing different viewpoints + the value of diverse perspectives in creating a well-rounded team
23:00 – Finding time for self-care, mindfulness and physical activities to avoid becoming overwhelmed by work
27:54 – Dan's passion for helping small businesses with their financial wellness and retirement planning

Learn more about Dan:

https://401go.com/

RESOURCES

Learn more about :

https://www.retirementsecuritycenters.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Missing Inheritances with Michael Zwick

Dr. Travis Parry — Mon, 26 May 2025 09:00:00 GMT

Michael Zwick joins us on the Balanced Growth Show to talk about lost money.

He is an attorney turned private investigator with Assets International. He focuses on finding missing heirs and inheritance assets.

He highlights the common issue of people misplacing their inheritance and the varying state laws on unclaimed property, which collectively total $100 billion.

Michael shares his process of locating heirs, including using death and birth certificates, genealogy searches, and potential future use of DNA.

He emphasizes the importance of clear estate planning, including specific bequests and asset inventories, to avoid family disputes and ensure smooth transitions.

Join us for this incredible conversation.

From Affair to Marriage Coaching with Don Power

Dr. Travis Parry — Mon, 05 May 2025 22:12:00 GMT

Don Power and his wife, Angie, founded Marriage and Family Works, a non-profit organization, after overcoming significant marital challenges, including infidelity.

In this episode, Don shared his background of growing up in an abusive household and Angie's traumatic childhood. They developed a framework called "The Point of Impact" to help couples address emotional hijacks early and improve communication through skills like repeating, affirming, and validating (RAVE). They emphasize the importance of quality time, daily appreciations, and understanding individual needs.

Don and Angie offer free resources and coaching, aiming to help couples restore and maintain healthy marriages.

Ep 35: Being Intentional with Your Time with Jeff Maas

Dr. Travis Parry — Thu, 12 May 2022 09:00:59 GMT

On today's episode, Jeff Maas, the co-founder, and CEO of Retirement Security Centers joins us to discuss having a growth mindset and thriving off of challenges. Having an entrepreneur's soul from a young age, Jeff has gone from intern to CEO over the last 18 years.

Choosing to allocate where his time and energy goes is a big part of finding work-life balance for Jeff. Being purposeful today means you won't look back with regret later in life. As you enter a leadership role in your business it can be difficult to turn off the business mindset. But this is a skill we all need to practice.

To avoid the workaholic trap, Jeff sets up his calendar in a focused manner. Often keeping Mondays and Fridays as buffer days. On a quarterly basis, he's intentional about setting up his calendar to focus his time. Join us today as we explore these topics and more on delegation, scaling, and balance.

Join us today as we discuss

How Jeff practices turning off the business mindset
Setting up your calendar in 1/3 increments
The struggles advisors face scaling and growing their business

TIMESTAMPS

0:58 – Welcome Jeff Maas

2:48 – What is his definition of balance?

5:17 – Work-life balance throughout his career

8:12 – How can you "turn it off"?

11:17 - What personal systems does Jeff have?

14:51 – Challenges with boundaries

19:22 – What struggles do advisors face?

22:16 – How should you delegate?

26:44 – How can you reach out to Jeff?

RESOURCES

More about Jeff:

Adam@activedutypassiveincome.com

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Thought Leadership with a Book with Ken Pitts

Dr. Travis Parry — Tue, 17 Jun 2025 20:15:00 GMT

Do you struggle to lead your field as a thought leader but have a specialty to share?

Recently, I hosted Ken Pitts on the Balanced Growth Show to discuss his new book, "Kinetic Wealth: How to Use Home Equity to Cross the Retirement Goal Line."

Ken, with over 35 years in lending, addresses the misconceptions and benefits of reverse mortgages, particularly for retirees facing financial shortfalls.

He explains how reverse mortgages can help plug financial gaps and also discusses the importance of educating both retirees and financial planners about the product's potential.

In addition, we discuss how writing his book has helped to clarify these issues about reverse mortgages...

AND better position himself as The Thought Leader in his industry and how it's helping his business grow!

3 Big Announcements About Freedom

Dr. Travis Parry — Mon, 06 Oct 2025 22:58:00 GMT

Dr. Travis Parry shares his personal journey from financial advisor to thought leader, author, and speaker.

He discusses the importance of achieving balance in life, particularly in the context of family and business.

Dr. Parry emphasizes the need for family support, the challenges of writing and publishing books, and the evolution of his podcast.

He reflects on the themes of freedom and legacy, announcing new projects aimed at helping others achieve financial freedom and balance in their lives.

Balancing Business and Parenthood with Adam La Barr

Dr. Travis Parry — Thu, 14 Mar 2024 09:00:00 GMT

Adam La Barr is an Air Force veteran, father of three, coach, real estate investor, and business owner. He is the founder and CEO of RAL Capital Group and host of the BizDad Podcast. He is also the co-owner of Active Duty Passive Income, which helps coach and mentor military members, veterans, and their families on how to invest in real estate around the globe.

After serving in the military for years, Adam faced a pivotal moment when he realized that the demands of his career were taking a toll on his family life. He opens up about his transition from the military to entrepreneurship and the lessons he learned about balance along the way.

Here's some of what we discuss in this episode:

2:02 – Adam's journey from the Air Force to becoming a successful entrepreneur and real estate investor

5:21 – How Adam is working to help military members with real estate investment and dad entrepreneurs find balance

11:20 – Adam's journey with work-life balance + the strategies he's implementing to find more balance in life

15:36 – Keeping up with your calendar + staying present and productive at work

20: 31 – Focusing on what you can control and responding thoughtfully in entrepreneurship, parenting, and life

24:46 – Talking with your children about your business

Get in touch with Adam:

Adam@RALCapitalGroup.com

RAL Capital Group:

https://ralcapitalgroup.com/

Active Duty Passive Income:

https://www.activedutypassiveincome.com/

The BizDad Podcast:

https://www.youtube.com/channel/UCARPVFWlMNnJNRsjedXdp0Q

Adam on LinkedIn:

https://www.linkedin.com/in/adam-la-barr/

Adam on Instagram:

https://www.instagram.com/adamlabarr/?hl=en

RESOURCES

Learn more about :

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 97: Using Balance to Reach Our True Potential with Mark Willis, CFP®

Dr. Travis Parry — Thu, 23 Feb 2023 10:00:00 GMT

Today we're spending some time with Mark Willis, CFP®, who has made it his mission to help people think differently about their money and their future.

In this episode, we'll find out how he's been able to find balance in the middle of a busy career and why he says balance is key to reaching our potential.

Join us today as we discuss these things:

How he eventually found his way to becoming a financial advisor and building his platform. (1:16)
Why he views balance as the fighting against equilibrium and a means to an end. (4:37)
How is he growing quickly while keeping that balance? (9:14)
The biggest issue he faces with balance is letting go and hiring help. (18:10)
Where does he see most advisors struggling day-to-day? (23:47)
Here's the advice Mark would give other advisors to help with balanced growth. (30:45)

RESOURCES

Learn more: https://kickstartwithmark.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 98: Balancing Family, Business, and Service with Gabe Lapito

Dr. Travis Parry — Tue, 28 Feb 2023 10:02:00 GMT

Today we're joined by Gabe Lapito, MBA, CPA/PFS, CFP®, AIF® of Strategic Retirement Plans to talk about his successes and challenges in finding balance at work and at home.

Lapito's journey from the College World Series to a successful financial advisor in Montana is one we'll discuss on the show today. We'll also learn more about how he's managed that growth while prioritizing his wife and three kids. Plus, we'll talk about how faith plays a role in this balance as well.

Join us today as we discuss these things:

His journey from college baseball to financial planning and how he's maintained balance. (1:16)
The role his faith plays in how he views his priorities. (3:14)
How he's been able to grow his business and keep balance. (4:06)
What are the issues that other advisors struggle with? (12:36)
What advice would he give to other professionals struggling with balance? (16:02)

RESOURCES

Learn more: https://srpretirement.com/about-us/team/

https://triadpartners.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 82: Setting Realistic Expectations with Kristin Shea, RICP®

Dr. Travis Parry — Tue, 03 Jan 2023 17:57:00 GMT

Joining us today, is Kristin Shea, RICP®. Kristin is an award-winning and highly sought-after consultant and speaker, on a mission to serve and change the independent financial advisor space. Kristin has dedicated her career to delivering the art of digital marketing, media, and attraction, to forward-thinking financial advisors.

In this episode, Kristin and I will discuss flaws in the industry that lead to unrealistic expectations and workloads for financial advisors. We dive into how to combat this and achieve balanced growth.

Join us today to learn about these things:

How Kristin came into the financial industry, unexpectedly. (1:32)
Explaining one of the three myths of balance. (8:20)
How expectations in the industry have gone in an unrealistic direction. (18:17)
Do you have "fake balance"? (22:25)

RESOURCES

Learn more about our guest:

https://www.linkedin.com/in/workwithkristin/

Get Travis' newest book!

Get Travis' newest book!

Ep 53: Burnout Recovery and Team Building with Jeff Dobyns

Dr. Travis Parry — Thu, 15 Sep 2022 09:00:16 GMT

Most people experience burnout at some point in their lives. Today we are going to discuss how burnout affects your mental, spiritual, and physical health.

In this episode, we have Jeff Dobyns joining us. Jeff has had an extraordinarily successful business in comprehensive financial planning and owns a top wealth management practice. He has over 170 team members and is an expert in mentorship and team building.

Jeff shares his experience navigating balance throughout his career and sheds light on ways he is setting himself up for a more balanced future.

Join us today to learn about these things:

His experience with burnout and how he was able to achieve balance. (4:01)
How his mental health was affected by not managing stress. (6:25)
How he utilizes his team to provide excellent customer service. (12:17)
What it looks like to serve customers well. (18:50)

RESOURCES

Learn more: https://www.swinvestmentgroup.com/advisors/dobyns-wealth-team/

Get Travis' newest book!

Ep 100: Leveraging Technology for More Fulfilling Work with Matt Reiner

Dr. Travis Parry — Tue, 07 Mar 2023 10:02:00 GMT

As technology continues to move at a rapid pace, every professional is trying to keep up and find ways to utilize that tech to improve the way they serve their customers. Today's guest has helped financial advisors do this in a way that helps them find fulfillment through the work they do.

Join us today as we discuss these things:

How has his business been able to help advisors on the technical side. (4:07)
What are some of the easiest/best ways to scale? (7:08)
The biggest obstacles he faces when growing the business. (12:54)
The value of journaling for personal growth. (16:49)
How is balanced prioritized in his business? (23:20)
The advice he would give other advisors. (27:30)

RESOURCES

Learn more: https://www.mattreiner.com/

https://www.bloomfinancialco.com/?r_done=1

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 79: Choosing the Right Clients with Bill Bloom

Dr. Travis Parry — Thu, 22 Dec 2022 10:00:00 GMT

Our guest on today's show is Bill Bloom. Bill is a family-first, sailboat-racing, book-reading, founder of two financial companies: Bloom Financial and Diane Money. He is also the host of the podcast, "Retire As You Desire".

Bill believes in finding the right clients versus taking as many as you can get. He explains how that has impacted his business growth and how it has enabled him to have more balance in his life. In this episode, you will be able to learn the habits and mindset shifts that allow Bill to prioritize his family and the things that are most important to him.

Join us today to learn about these things:

His key to maintaining the balance he has achieved. (7:58)
The biggest struggle when it comes to scaling a business. (11:27)
Do you understand when your minimum check should be? (17:27)

RESOURCES

Learn more about our guest:

https://www.linkedin.com/in/bloomfinancial/

Get Travis' newest book!

Get Travis' newest book!

Ep 93: Creating a Work-Optional Culture with Jason Glisczynski

Dr. Travis Parry — Thu, 09 Feb 2023 10:02:00 GMT

It's easy to talk about work-life balance but it's much more difficult to back that up with action. Today's guest is someone who has prioritized that balance through the use of work optional days built into the calendar.

In this episode, we're spending some time with Jason Glisczynski, CFP®, CAS®, who has been in the financial services industry for nearly 20 years. He realized early in his career that he didn't want his work to be transactional but rather relationship-based.

Join us today as we discuss these things:

How he got into the industry and eventually to Silvertree. (1:19)
Installing this work-optional culture to his business. (3:34)
His methods for successful growth. (9:01)
How does he find and attract strong employees? (11:43)
Why his cell phone is his biggest enemy. (13:13)
The biggest issues he sees for people in the industry (25:01)

RESOURCES

Learn more: https://silvertreeplan.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 115: Growth From The Inside Out: Finding Balance Through Inner Values with Jim Stackpool

Dr. Travis Parry — Thu, 27 Apr 2023 09:00:00 GMT

We are excited to have Jim Stackpool, founder of Certainty Advice Group, on the show today. Jim has been in the industry for over 30 years, coaching and consulting advisory firms across Australia and New Zealand. His consulting firm coaches, trains, and builds advisory firms seeking to fast-track their growth in the new era of financial advice built on client values.

In this episode, Jim reflects on the crucial role that inner values play in an advisor's growth and success. According to Jim, the best advisors are those who live by their values and deliver upon them, creating a sense of strong values that clients can feel. Our conversation with Jim is truly inspiring, as we explore important topics such as setting boundaries, community-based accountability, and overcoming workaholism.

Join us today as we discuss these things:

2:04 – Jim shares how his career shifted over time and how he started the consulting firm that he owns today.
5:47 – Jim explains why values are so important to advisors.
11:56 – The critical connection between values and growth.
14:32 – Jim reflects on the power of making changes within yourself to find better balance and combat workaholism.
22:01: The importance of accountability when seeking a more balanced life.

RESOURCES

Learn more about Jim: https://certaintyadvicegroup.com/our-team/

https://www.stonestepsfinancial.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

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

Dr. Travis Parry — Thu, 03 Nov 2022 09:00:00 GMT

Today's guest is Scott R. Frank CFA, CFP®, founder of Stone Steps Financial, a firm created to help professionals and families understand their financial lives and position themselves to reach their fullest potential.

Are you in a workaholic trap because you are scaling too fast? Scott shares how he has made changes to achieve balance after a busy season for his business. In this episode, you will learn how Scott learned to grow slower in order to have a more balanced life, as well as his strategy to do just that.

Join us today to learn about these things:

Learn how Scott joined the financial industry. (2:13)
Scott's exact plan for balance this year and the difficulties he has had implementing them. (5:30)
How Scott navigated being overscheduled with new hires to train. (11:57)

RESOURCES

Learn more about our guest:

Get Travis' newest book!

Ep 51: Connecting Your Values and Goals in a Family Business with Eric Roberge

Dr. Travis Parry — Thu, 01 Sep 2022 09:00:00 GMT

Maintaining balance can be tricky when you mix business and family. Eric Roberge, CFP® and Founder of Beyond Your Hammock joined us on our latest episode to discuss what balance looks like in his personal and professional life.

In today's episode, we learn ways Eric was able to lay the foundation for a well-balanced family business and how he aligns his value system with the goals he sets for himself professionally.

Eric works closely with his wife to create content and drive prospective clients to the business. Listen to discover how his mindset helps him set goals and boundaries that create balance within his life.

Join us today to learn about these things:

The types of content he uses to grow his business. (4:14)
His unique take on balance and how he applies it to his life. (6:36)
The various times and seasons in an advisor's life. (10:17)
A resource that taught him to connect his values to his goals. (15:35)
His advice to advisors struggling with balance. (19:58)

RESOURCES

Learn more: https://beyondyourhammock.com/

Get Travis' newest book!

Ep 50: Growing a Balanced Business with Doug Gjerde

Dr. Travis Parry — Thu, 25 Aug 2022 21:02:51 GMT

A common challenge facing all advisors when it comes to balance is how do you continue to grow the business and scale like you would like without over-working yourself? Doug Gjerde, MBA®, CFP®, CEPA, joins the show today to talk to us today about how to overcome that hurdle while still maintaining balance.

Join us today to learn about these things:

His definition of balance and how it's changed over the years. (3:56)
The biggest challenges he faces when it comes to balance. (6:45)
The strategies he uses for employee retention. (10:17)
What areas are other advisors struggling with balance and where are they struggling with scaling their business? (12:57)
What advice would he give other advisors to improve balance. (19:48)

RESOURCES

Learn more: https://www.heritagefinancialllc.com/team-members/doug-gjerde-2/

https://www.thewilliamsgroup.org/amy-castoro

Get Travis' newest book!

Ep 42: Having a Centered Day with Amy Castoro

Dr. Travis Parry — Thu, 30 Jun 2022 09:00:34 GMT

On today's episode, Amy Castoro joins us to explore her definition of balance and how it's shaped her journey in generational wealth planning. She has many years of experience helping families transition high net-worth wealth, keeping families unified and in control of their assets. As an author, keynote speaker, and consultant Amy has had to balance various parts of her life and her profession.

Amy became a coach for families after working at both Disney University and at Grant Thornton, where she learned the value of culture and building strong relationships. She found her passion for working with individuals and helping families stay compatible and cohesive.

For Amy, balance means having a centered day. She knows she's off-balanced when she's not present. Balance means she's able to make good decisions and respond in healthy ways to unpredictable situations. While it's not always easy, Amy ensures she always has time for her family.

Join us today as we also discuss:

How imposter syndrome can lead to becoming unbalanced
Maintaining balance while scaling growth in business
How Zoom has changed things and meeting clients where they are
Engaging the next generation and building legacies

TIMESTAMPS

1:27 – How did you get here?

3:44 – When do you feel balanced?

6:19 – What throws you off balance?

9:19 – How do you combat imposter syndrome?

13:59 – How do you scale without losing balance?

15:37 – Did Zoom kill creativity?

17:15 – How have you helped people adjust?

19:12 – Engaging the next generation

20:38 – What are the skills you need?

23:26 – Getting the first sentence right

27:37 – What's the best way to get involved?

RESOURCES:

More About Amy:

https://www.redzonemarketing.com/

Get Travis' newest book!

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

Dr. Travis Parry — Thu, 17 Nov 2022 10:00:00 GMT

Maribeth Kuzmeski, PhD, is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation's top financial professionals managing from $300 million to over $1 billion in client assets.

Maribeth got her start as the 5th client in her firm happened to be a financial advisor. Today, Red Zone Marketing is fully focused on the financial services industry. Listen as Maribeth shares her knowledge about hiring, delegating, and creating balance in your career.

Join us today to learn about these things:

How Maribeth met a financial advisor and agreed to work for him on a commission basis and ended up growing his management portfolio from 10 million to 200 million in under 5 years. (1:13)
Is email getting you down? Here's what you can do to help. (9:01)
Her process for delegating to her assistant that saves her time. (14:40)

RESOURCES

Learn more about our guest:

Get Travis' newest book!

Ep 37: The Three Bucket Approach to Balance: Business, Family, & Giving with Lee Baker

Dr. Travis Parry — Thu, 26 May 2022 09:00:03 GMT

On today's episode, Lee Baker, the founder, and president of Apex Financial Services joins us to break down his journey to find balance inside the financial industry. Lee got into financial planning after helping his future wife balance family and her finances. Motivated by his goal to help improve the lives of others, Lee has been serving his clients for the past 20 years and has been listed on Investopedia!

Work-life balance for Lee is multifaceted, divided into three buckets: business, family, and giving. Being successful in each of these areas has been an important focus in Lee's journey.

Advisors and business owners alike struggle even when they are supposed to be on vacation. Lee knows the importance of being able to give yourself and your brain a break in order to prevent burnout. A lot of us are "always on." Perhaps this is because many of us stem our worth from the success we see in business. Through the years, Lee has learned to address this issue and find ways to balance his family, life, and business, finding success and joy in various areas of life.

Join us today as we discuss:

Being present when you are with your family
Turning your business off during vacation
Having too much reliance on production

TIMESTAMPS

1:06 – Was it a goal to be on Investopedia?

2:01 – How did you find financial planning?

4:45 – What is your definition of work-life balance?

9:01 – Being present in the moment

11:29 – Being truly on vacation

12:46 – How do you struggle with balance?

17:19 – What is the biggest issues advisors face?

22:03 – Being addicted to production and success

25:41 – One thing that has helped you stay focused?

29:19 – Thank you for joining us Lee!

RESOURCES:

More About Lee: https://www.apexfinancial.com/

https://www.taylorschulte.com/

Get Travis' newest book!

Ep 24: Staying Focused in Business and Life with Taylor Schulte

Dr. Travis Parry — Thu, 24 Feb 2022 10:00:33 GMT

On today's episode, Taylor Schulte, the founder of Define Financial, joins us to discuss both his role as an advisor who has struggled with balance and as a marketing advisor to financial professionals. Define Financial is optimizing retirement planning for individuals over 50. Taylor has been able to re-establish his work-life balance with systems and processes that have enabled him to focus on the things he loves doing.

Spending the last 14 years on an exploration through life and business, Taylor has been developing his own personal definition of balance through it all. Focusing on what he enjoys doing and really what he wants to spend his time on every day has shaped his journey.

Along with growing his business and family, Taylor has helped develop an online community of professional and personal support for advisors at The AGC™.

As you grow in business, you need to stay clear and focused on the work that matters to you. You may want to start a podcast, blog, social media calendar, etc. But how is this serving you? We'll explore the importance of staying focused in today's business world.

Join us today as we further discuss:

Why we don't want to bring stress home
The importance of systems and processes
The unique struggles young advisors face
Advisors getting "shiny object syndrome"
#1 marketing mistake advisors make

TIMESTAMPS

0:00 – Introducing Taylor Schulte

0:57 – What's his definition of balance?

3:44 – The transition from work life to home life

7:30 – What are his biggest issues with achieving balance?

11:53 – The issues he sees advisors face

16:22 - #1 marketing mistake advisors do

19:11 – Taylor's advice for advisors

25:00 – Where to find Taylor?

RESOURCES

Learn more:

https://advisorgc.com/

https://www.definefinancial.com/

Get Travis' newest book!

Ep 52: Mastering Mindfulness with George Kinder

Dr. Travis Parry — Thu, 08 Sep 2022 09:00:57 GMT

Financial planning goes hand in hand with being a financial advisor, but what about life planning? George Kinder, author, international thought leader, and life planning pioneer dives deep into the ways mindfulness, spirituality, and life planning can change you as an advisor and overall person.

George has been at the forefront of financial services for more than 35 yrs. His journey to becoming a financial planner began reluctantly, ironically enough, considering the impact he has made in the industry today. His passion for spirituality and mindfulness led him to equip people with the tools and knowledge needed to live a balanced life within themselves and their businesses.

In today's episode, George shares exactly what he feels makes a great advisor and shares insight as to how you can get started practicing mindfulness and existing in the present.

Join us today to learn about these things:

How George became a financial planner, despite wanting to pursue his creativity. (1:37)
Why mindfulness matters in your journey to achieving balance. (8:57)
The biggest struggle many advisors have with remaining in the present. (16:05)
The importance of life planning in addition to financial planning. (20:39)
Why listening matters in the role of a financial advisor. (26:06)

RESOURCES

Learn more: https://www.kinderinstitute.com/ https://www.georgekinder.com/

https://www.johnstokesfinancial.com/

Get Travis' newest book!

Transitioning with Confidence with John Stokes

Dr. Travis Parry — Tue, 13 Jun 2023 09:00:00 GMT

Today we are sitting down with John Stokes, the CEO and President of John Stokes Financial. John and his team specialize in helping professionals navigate career transitions and achieve financial success. They organize numerous workshops for various entities such as Fortune 500 companies, outplacement firms, and federal and state agencies. These workshops cover various topics including unemployment, investment and rollover options, federal and state benefits, and retirement and financial planning.

In this episode, John shares his personal career journey and how he found his niche in assisting individuals who have been laid off or going through career changes. Join us as we discuss creating a supportive company culture, the role that appreciation and respect play in employee retention and satisfaction, and share some impactful advice for those going through career transition.

Join us today as we discuss these things:

1:15 – How John's personal career change led to helping others through career change
5:08 – Why balance is important to John
10:20 – What John has learned about building a strong team
14:51 – John's advice for employee retention
19:42 – "Stop and self-reflect." John's advice for financial professionals in transition

RESOURCES

Learn more about John:

https://alarisacquisitions.com/about/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Transforming Company Culture with Mark Marrott

Dr. Travis Parry — Thu, 18 Sep 2025 21:39:00 GMT

In this episode of the Balance Growth Show, I interview Mark Marrott, a seasoned business leader and CEO of Veo Hill.

We discussed Mark's unique journey from a wildland firefighter to a business executive, exploring the challenges leaders face in scaling their businesses.

Mark emphasizes the importance of communication, mentorship, and creating a culture of empowerment within organizations.

He introduces the 'Poop Initiative' as a metaphor for proactive problem-solving and highlights the significance of servant leadership.

The conversation also delves into the necessity of delegation, acknowledging team contributions, and fostering a collaborative environment to drive growth and success in business.

Ep 34: The Fear of Losing Control with Allen Myles Darby

Dr. Travis Parry — Thu, 05 May 2022 09:00:49 GMT

On today's episode, Allen Myles Darby, the CEO of Alaris Acquisitions joins us to share lessons he's learned about balance as a wealth manager for over 3 decades. Starting off in insurance and eventually finding his way into financial management, Allen has had the opportunity to grow his experiences with mentors and peers in the industry.

For Allen, balance is about having his actions match his values in life. Similarly, he's helping clients find their balance in business and beyond, aiding people in building businesses that support a good quality of life. As an advisor to advisors, he's seen many advisors struggle with business operations. They may take great care of their clients, but they may not have the skills that elevate a business forward.

Advisors that run an effective business remove any dependency their business has on one person, even themselves. It's frightening to give up this amount of control, but having an institutionalized business allows you, your staff, and your business to become greater than ever before.

Join us today as we discuss

Pathway to institutionalize your business
Struggles advisors face with control and solutions to this problem
How Allen and Alaris Acquisitions is helping advisors find balance

TIMESTAMPS

1:11 – How did Allen get into the industry?

5:08 – Alaris Acquisitions

5:48 – What is balance to Allen?

7:41 – What issues do advisors face?

10:59 – What is the solution?

16:41 – Losing control of your business

18:48 – Why do advisors struggle with control?

21:34 – Facing fear around control

23:05 – What does Allen struggle with?

25:47 – Tech and distractions

27:09 – What helps Allen keep balance?

29:12 – Does your phone distract you?

30:34 – Turn your notifications off

32:04 – How Allen helps advisors with balance

36:48 – How to reach out to Allen

RESOURCES

More about Allen:

Get Travis' newest book!

Winning at Home 1st with Cory Carlson

Dr. Travis Parry — Tue, 18 Mar 2025 20:53:33 GMT

Cory Carlson is a Coach, Speaker, and Author. His first book released in June 2019 titled, Win at Home First, and is an inspirational guide for work-life balance. His book was Amazon's #1 New Release in 3 Categories and listed in FORBES as '7 Books Everyone On Your Team Should Read'.

Cory just released his second book, Rise and Go. This book is a resource to help leaders get back up quicker after getting knocked down from the challenges of leadership and life. He hosts the leadership podcast, Win at Home First, a Top 1.5% global podcast per ListenNotes.

Cory Carlson and Travis Parry discuss their similar business models and personal experiences. Cory shares his transition from corporate to entrepreneurship, emphasizing the importance of balance and family. He highlights his books "Winning at Home First" and "Rise and Go," focusing on identity, marriage, parenting, and work.

Cory and Travis discuss the significance of involving spouses in business and financial decisions, using prayer and open communication to align their goals. They also touch on the benefits of ClickFunnels for business operations and the challenges of maintaining community engagement. Both stress the importance of taking small, actionable steps towards achieving balance and success.

Redefining Masculinity: A Journey with George Hayworth

Dr. Travis Parry — Tue, 09 Sep 2025 11:00:00 GMT

In this episode, Dr. Travis Parry interviews George Hayworth, a combat veteran and founder of Elite Sentinel Coaching.

They discuss George's journey from military service to coaching fathers, emphasizing the importance of emotional regulation, leadership, and the crisis of masculinity in modern society.

George introduces the Four Pillars of Authentic Masculinity and highlights the significance of brotherhood among men. The conversation concludes with insights on the transformative outcomes of coaching and the importance of legacy in a man's life.

The Heart Framework with Tom Jackobs

Dr. Travis Parry — Mon, 16 Feb 2026 13:00:00 GMT

In this conversation, Tom Jackobs shares his journey from a career in oil and gas to becoming a heart-led sales strategist in the health and wellness industry. He discusses the importance of emotional connections in sales, the integration of AI to enhance personal touch, and his unique Heart Framework that emphasizes questioning and understanding the prospect's needs. Tom highlights common pitfalls in sales, such as coaching during the sales process, and stresses the significance of follow-up and building tension in conversations to drive successful outcomes.

Balanced Business Growth with CFO Karl Baker

Dr. Travis Parry — Wed, 04 Sep 2024 00:03:00 GMT

Building a business is difficult enough without all the hassle of managing the financial aspects of the company.

Most business owners struggle with the financial activities of running the company because that is not their role or background of expertise, yet it is vital to the profitability of a company.

Many struggle to spend their time in their sweet spot of higher activities because they are balancing the bank accounts, filing taxes, running payroll, etc.

What if you didn't have to and were able to focus on where you shine at work?

What if you had more time to work in your sweet spot?

Join CFO Karl Baker and me as we delve into how this reality could be possible for you.

Time is Your Most Valuable Asset

Dr. Travis Parry — Mon, 02 Feb 2026 12:00:00 GMT

In this conversation, Travis Parry emphasizes the importance of time as the most valuable asset for business owners and individuals alike. He discusses how to maximize productivity through effective time management systems, the concept of business stacking to compound time, and the significance of building a legacy through meaningful family connections. Parry shares insights on prioritizing relationships and making time for loved ones to create lasting memories and a true legacy beyond financial success.

Ep 28: Freedom from Distraction with Brent Kelly

Dr. Travis Parry — Thu, 24 Mar 2022 09:00:42 GMT

On today's episode, Brent Kelly the President of Sitkins Group Inc joins us to discuss freedom, distractions, and the struggles advisors face. First and foremost, he's a husband and father of five children. In business though, Brent is helping advisors and insurance agencies maximize their performance and find balance.

For Brent that means freedom. Freedom when it comes to your business, your relationships, your time. Are you living your purpose? Are you doing things that matter to you? There has to be a mission for the reason you do things in business and life.

As a motivational coach himself Brent knows the importance of practicing what he preaches. When you tell people what they should do they may listen to you. But when you show them your own vulnerabilities and struggles people will lean into you. Brent has found balance through intentionality and prioritization. To him, that's a focus on faith, family, finances, fitness, and fun.

Busy is not a badge of honor. Brent notices advisors struggle to spend their time productively. Brent recommends planning your week in advance, being intentional, and acting purposefully.

Join us to today as we explore:

The importance of time and prioritization
How email, social media, and research impact advisors
Watching our habits and keeping distance from temptation
How his business is helping agencies and individuals

TIMESTAMPS

1:36 – Brent's background story

3:27 – Having a large family

4:42 – His definition of balance

8:54 – Brent's struggles

13:30 – Pressure as a coach

15:56 – Keeping balance

19:29 – Email, social media, research

24:33 - Watching your habits

29:12 – Struggles others face

33:29 – Tips for the green zone

36:57 – How he helps others

RESOURCES

More About Brent: https://www.sitkins.com/

https://www.amazon.com/Lifeonaire-Steve-Cook/dp/0986322806

Get Travis' newest book!

Building a Business and Life You Love with Jason Wojo

Dr. Travis Parry — Thu, 05 Oct 2023 09:00:00 GMT

Today we are joined by Jason Wojo, the CEO of Lifeonaire, a company on a mission to help people create a vision for their ideal life and build a business that supports that vision. Jason's story is a powerful journey from the corporate grind to discovering the true meaning of work-life balance. Under the mentorship of Steve Cook, Jason learned the power of a "life first" approach to business, and today, Jason and Steve are on a mission to spread this message to others who feel trapped by their work and want to regain control over their lives.

Listen in as Jason proves that it's possible to create a business that complements your life, rather than one that competes with it.

Join us today as we discuss these things:

1:55 – Jason reflects on his past struggles with work-life balance, and the "life first" approach to business that completely transformed his life
10:56 – The importance of understanding the purpose behind wanting to scale your business + finding ways to scale that do not compromise your quality of life
16:09 – The three things that have contributed to scaling Lifeonaire successfully: finding a target audience, utilizing automation effectively, and learning to delegate the right way
27:04 – The importance of having a vision and a well-defined plan to achieve both business success and a fulfilling life.
33:58 – Learning from others who have achieved balanced success

RESOURCES

Learn more about Jason:

https://lifeonaire.com/

Lifeonaire book

Lifeonaire Facebook group

https://www.facebook.com/groups/lifeonaire/

https://jasonhewlett.com/

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Living Your Promise with Jason Hewlett

Dr. Travis Parry — Thu, 29 Jun 2023 09:00:00 GMT

Our special guest today is Mr. Jason Hewlett, a leadership expert, author, and speaker Hall of Famer. He has an extensive resume, having delivered thousands of presentations worldwide and performed at every major casino in Las Vegas. He is also the author of the book, The Promise to the One. In our discussion, he will discuss embracing the promises we make to those we serve, our colleagues, and ourselves.

Join us as Jason talks about his fascinating career journey and his personal experiences and insights on finding consistency and inspiration while juggling professional and family commitments. We explore the importance of aligning priorities, making time for loved ones, and pursuing meaningful projects that leave a lasting legacy.

Join us today as we discuss these things:

2:11 – Jason's journey from missionary work to becoming a performer, impersonator, and eventually a keynote speaker
6:35 – Being congruent with your character + the impact of family support when growing a business
14:47 – How Jason has scaled his business while remaining balanced through "living the promise," staying consistent and working with coaches
21:45 – How Jason manages the balance of being away from his family while speaking through meaningful one-on-one time
27:51 – Jason's "Promised Legacy Project" which advocates for living a life that leaves a significant impact
34:47 – What are your sacred goals and promises?

RESOURCES

Learn more about Jason:

https://www.linkedin.com/in/jasonhewlett

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA

Get Travis' newest book!

Ep 58: Business-Minded Advisors with Justin Goodbread

Dr. Travis Parry — Tue, 11 Oct 2022 09:00:00 GMT

Some people are born business-minded, and that can be said for Justin Goodbread, CFP®, CEPA, CVGA, and entrepreneur. We have Justin as a guest on today's episode and you won't want to miss the insight he shares, having the experience of creating and selling multiple businesses.

Justin divulges his method for finding the right people to delegate to, which will enable you to fill any gaps in your business operations. You'll be able to glean from his perspective on standard operating procedures and how advisors might be missing an opportunity to scale by going back to the basics.

Join us today to learn about these things:

Learn how Justin started his first business at 15 and became an advisor after a dare. (1:26)
How can you achieve balance as a business owner when you are pulled in a million different directions? (12:07)
If you want to truly delegate, you need to try this. (15:52)
What is your mission? Are you attracting the right clientele? (23:27)

RESOURCES

Learn more about our guest: https://financiallysimple.com/

Get Travis' newest book!

Ep 23: Finding Balance with an Adaptable Business with Charles Freeman

Dr. Travis Parry — Thu, 17 Feb 2022 10:00:38 GMT

On today's episode, Charles Freeman, the President of AdaptFirst Investments, joins us to discuss building and scaling your business while maintaining balance. He's been an investment manager for 23 years and is currently an aspiring tennis player, chess player, and bass player in a cover band! Charles is a life learner and enjoys learning new things.

He sees balance as finding the middle ground in life. Balance can translate to so many different parts of your life, extremes aren't maintainable. As an advisor, you have to wear many different hats to be successful. Marketing to find leads, serving your clients, leading a team, all of these roles require different skill sets. You can be pulled in many different directions, finding yourself overwhelmed and out of balance.

Many of us struggle with the ability to "turn off" work. Especially in today's world as we are continually connected via technology. Finding a way to unplug and be present is important for our health and success.

AdaptFirst customizes investment solutions for your practice with various CIO services. On today's show, we'll explore how Advisor Cooperative provides advisors a platform to grow their business through cooperative idea generation, encouraging flexibility and balance.

Join us today as we further discuss:

Why it's difficult to connect with people and clients in today's world
Building and scaling your business as a new advisor
Organizing and prioritizing your time for health and happiness
How Advisor Cooperative is helping advisors achieve balance

TIMESTAMPS

1:10 – Why his hobbies are important

2:23 – Charles' definition of balance

4:40 – Issues advisors face in the industry

7:09 – What contributes to these issues

10:41 – Charles' personal struggles

16:30 – Advisor Cooperative and CIO Services

23:43 – How to connect with Charles

RESOURCES

Learn more: https://www.adaptfirst.com/

https://druckerwealth.com/

Get Travis' newest book!

The Pursuit of Happiness with Lance Drucker

Dr. Travis Parry — Thu, 10 Aug 2023 09:00:00 GMT

Today we are joined by Lance Drucker, ChFC®, CLU®, AIF®, author, speaker, and the CEO of Drucker Wealth. Lance is proficient at Brazilian jujitsu, holding a purple belt, and his company, Drucker Wealth, is one of the premier planning first firms in the country.

Join us as we discuss how to find your expertise, the power of investing in knowledge, building a proficient team, refining processes for optimal efficiency, and much more. Lance brings valuable insights in this episode on aligning your passions, values, and professional pursuits to create a life that's truly rewarding.

Join us today as we discuss these things:

1:07 – What led Lance to the financial industry + his decision to pursue balance to be present for his family and his personal well-being
13:40 – Finding the right business coach for you, investing in knowledge, and building a strong team
23:12 – Identifying a niche and becoming an expert in that area to attract clientele + The benefits of collaboration and playing the long game in your business
29:11 – Lance's advice for advisors struggling with balance: "Are you happy?"

RESOURCES

Learn more about Lance:

https://www.linkedin.com/in/lancedrucker/