Podcast 5/10

Ep 111: More Than Money Management: Building Meaningful Client Relationships with Chris Stallings

Travis Parry

Apr 13, 20232 min read

Ep 111: More Than Money Management: Building Meaningful Client Relationships with Chris Stallings

Today we are joined by Chris Stallings, the CEO, and founder of Abundance LLC. Chris has pioneered a whole-person, whole-family approach to

66 views0 comments

Ep 110: Putting Yourself Out There with Colin Exelby

Travis Parry

Apr 11, 20232 min read

Ep 110: Putting Yourself Out There with Colin Exelby

Today we are joined by Colin Exelby, CFP®, a certified financial planner professional with over twenty years of experience providing financi

46 views0 comments

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

Travis Parry

Apr 6, 20232 min read

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

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

44 views0 comments

Ep 108: Challenging the Status Quo with Chris Manske

Travis Parry

Apr 4, 20232 min read

Ep 108: Challenging the Status Quo with Chris Manske

Today we are joined by Chris Manske, CFP®, president of Manske Wealth Management. Chris has been praised, published, and quoted in the Wall

21 views0 comments

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

Travis Parry

Mar 30, 20231 min read

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

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 stoc

26 views0 comments

Ep 106: Embracing Imbalance to Stay Balanced with Tom Shepard

Travis Parry

Mar 28, 20232 min read

Ep 106: Embracing Imbalance to Stay Balanced with Tom Shepard

Today we are joined by Tom Shepard, CEO of Shepard Financial and author of the book Money Isn’t Everything, Everything Is Money. He is the i

17 views0 comments

Ep 105: Building a Business with Values with Joshua Wilson

Travis Parry

Mar 22, 20232 min read

Ep 105: Building a Business with Values with Joshua Wilson

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 wor

26 views0 comments

Ep 104: Living Life by Design with Ross Lawrence

Travis Parry

Mar 21, 20231 min read

Ep 104: Living Life by Design with Ross Lawrence

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 i

18 views0 comments

Ep 103: Human Development is Key to Success with Paul Hatch

Travis Parry

Mar 16, 20231 min read

Ep 103: Human Development is Key to Success with Paul Hatch

In this episode of the Balanced Growth Show, we’re spending time with Paul Hatch, a man with nearly 40 years of financial advising experienc

13 views0 comments

Ep 102: Prioritizing Your Well-Being Alongside Your Business with Michael Garry, CFP®

Travis Parry

Mar 14, 20231 min read

Ep 102: Prioritizing Your Well-Being Alongside Your Business with Michael Garry, CFP®

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® a

14 views0 comments

Ep 101: Growth Through Delegation & Acquisition with Michael Shanahan

Travis Parry

Mar 9, 20231 min read

Ep 101: Growth Through Delegation & Acquisition with Michael Shanahan

Today’s guest is Michael Shanahan, CFP®, AIF®, co-founder and managing partner of Overland & Shanahan Wealth Advisors. He’s won numerous ind

30 views0 comments

Ep 100: Leveraging Technology for More Fulfilling Work with Matt Reiner

Travis Parry

Mar 7, 20231 min read

Ep 100: Leveraging Technology for More Fulfilling Work with Matt Reiner

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 w

41 views0 comments

Ep 99: The Science Behind Better Communication with Mary Schmid

Travis Parry

Mar 2, 20231 min read

Ep 99: The Science Behind Better Communication with Mary Schmid

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

61 views0 comments

Ep 98: Balancing Family, Business, and Service with Gabe Lapito

Travis Parry

Feb 28, 20231 min read

Ep 98: Balancing Family, Business, and Service with Gabe Lapito

Today we’re joined by Gabe Lapito, MBA, CPA/PFS, CFP®, AIF® of Strategic Retirement Plans to talk about his successes and challenges in find

32 views0 comments

Ep 97: Using Balance to Reach Our True Potential with Mark Willis, CFP®

Travis Parry

Feb 23, 20231 min read

Ep 97: Using Balance to Reach Our True Potential with Mark Willis, CFP®

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 th

33 views0 comments

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

Travis Parry

Feb 21, 20231 min read

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

The common spot business owners always point to when asked about challenges is letting go and learning to delegate. It’s extremely difficult

42 views0 comments

Ep 95: Why You Should Take The Legacy Letter Challenge

Travis Parry

Feb 16, 20231 min read

Ep 95: Why You Should Take The Legacy Letter Challenge

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 meani

33 views0 comments

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

Travis Parry

Feb 14, 20231 min read

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

Most of the struggle with finding balance while growing your business comes at home. Trying to carve out enough time with your family while

15 views0 comments

Ep 93: Creating a Work-Optional Culture with Jason Glisczynski

Travis Parry

Feb 9, 20231 min read

Ep 93: Creating a Work-Optional Culture with Jason Glisczynski

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 priorit

22 views0 comments

Ep 92: Roundtable Discussion with Cris Cabanillas and Will Brown

Travis Parry

Feb 7, 20231 min read

Ep 92: Roundtable Discussion with Cris Cabanillas and Will Brown

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

94 views0 comments