Travis Parry
Ep 91: Making Balance a Daily Checklist with Devin Johnson
Today’s guest, Devin Johnson, would fall into the latter category. Devin is a serial entrepreneur and the current CEO of Kennected, a busine
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Travis Parry
Jan 31, 20231 min read
Ep 90: Leaving Travel Behind for Balance with John Middleton
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
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Travis Parry
Jan 26, 20231 min read
Ep 89: Why Balanced Growth is Always Evolving
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 con
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Travis Parry
Jan 24, 20231 min read
Ep 88: Balance Begins With the Choices You Make
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 primar
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Travis Parry
Jan 19, 20231 min read
Ep 87: Finding Your Niche to Provide Better Service to Fewer Clients
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
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Travis Parry
Jan 17, 20231 min read
Ep 86: Making Intentional Choices to Find Balance
Audio: Video: Subscribe: More About This Episode: Sometimes finding balance requires you to shift your goals to prioritize what’s most...
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Travis Parry
Jan 12, 20231 min read
Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen
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 y
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Travis Parry
Jan 11, 20231 min read
Ep 84: Succession Planning with Mark Drouillard, CFP®
Audio: Video: Subscribe: More About This Episode: Our guest for today is Mark Drouillard, CFP®, and Managing Partner at Wealth Management...
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Travis Parry
Jan 5, 20231 min read
Ep 83: Balancing Your Business with Jessica Smith, CFP®, CAP®, CLU®, CPWA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Jessica Smith, CFP®, CAP®, CLU®, CPWA®. Jessica is the president of...
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Travis Parry
Jan 3, 20231 min read
Ep 82: Setting Realistic Expectations with Kristin Shea, RICP®
Audio: Video: Subscribe: More About This Episode: Joining us today, is Kristin Shea, RICP®. Kristin is an award-winning and highly...
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Travis Parry
Dec 29, 20221 min read
Ep 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder...
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Travis Parry
Dec 27, 20221 min read
Ep 80: Achieving a Balanced Schedule with Jesse W. Hurst, CFP®, AIF®
Audio: Video: Subscribe: More About This Episode: On today’s show, we have Jesse W. Hurst, CFP®, AIF®, President and CEO of Impel Wealth...
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Travis Parry
Dec 22, 20221 min read
Ep 79: Choosing the Right Clients with Bill Bloom
Audio: Video: Subscribe: More About This Episode: Our guest on today’s show is Bill Bloom. Bill is a family-first, sailboat-racing,...
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Travis Parry
Dec 20, 20221 min read
Ep 78: Organic Growth with Jamie Bosse, CFP®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Jamie Bosse, CFP®, RFC, CCFC. Jamie is a Financial Planner, Author,...
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Travis Parry
Dec 15, 20221 min read
Ep 77: Balanced Growth with Dr. Rodney Mogen
Audio: Video: Subscribe: More About This Episode: Today’s guest is Dr. Rodney Mogen, who has an impressive two Doctorates and five...
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Walter Storholt
Dec 13, 20221 min read
Ep 76: The Importance of Saying No with Morgen Rochard, CFA, CFP®, RLP®
Audio: Video: Subscribe: More About This Episode: Our guest on today’s show is Morgen Rochard, CFA, CFP®, RLP®. Morgen is the owner of...
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Travis Parry
Dec 8, 20221 min read
Ep 75: The Team Approach to Serving Clients with Jason Priebe, CFP®, J.D.
In this episode, we have Jason Priebe, CFP®, J.D., husband, and father. Jason is a Partner at Priebe Wealth in Minnesota.
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Travis Parry
Dec 6, 20221 min read
Ep 74: Team Building with Chad Olivier CFP®, CEPA
Audio: Video: Subscribe: More About This Episode: On today’s show, we have Chad Olivier, CFP®, CEPA, and CEO of Olivier Group. Chad has...
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Travis Parry
Dec 1, 20221 min read
Ep 73: Scaling Your Business Through Marketing with Kristin Harad, CFP®
Audio: Video: Subscribe: More About This Episode: Our guest on today's show is Kristin Harad, CFP®. Kristin is a CFP® who founded and...
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Travis Parry
Nov 29, 20221 min read
Ep 72: Finding Your Niche with Kristen Luke
Audio: Video: Subscribe: More About This Episode: Today’s guest is Kristen Luke, President of Kaleido Creative Studio. Kaleido Creative...
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