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Walter Storholt
Nov 24, 20221 min read
Ep 71: The Different Seasons of Balance with Jon Henschen
Audio: Video: Subscribe: More About This Episode: Let’s give a warm welcome to our guest, Jon Henschen. Jon is the Founder of the...
15 views0 comments
Walter Storholt
Nov 22, 20221 min read
Ep 70: Living Purposefully with Santiago Burridge
Audio: Video: Subscribe: More About This Episode: Today’s guest is Santiago Burridge, Co-Founder and Executive Chairman at Lumiant....
13 views0 comments
Travis Parry
Nov 17, 20221 min read
Ep 69: How Advisors Can Scale with Maribeth Kuzmeski, PhD
Audio: Video: Subscribe: More About This Episode: Maribeth Kuzmeski, PhD, is President of the consulting firm, Red Zone Marketing....
10 views0 comments
Travis Parry
Nov 15, 20221 min read
Ep 68: Putting Your Values First in Business with Melanie D. Milam CPA, CKA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Melanie D. Milam, CPA, CKA® who specializes in helping individuals in...
6 views0 comments
Travis Parry
Nov 10, 20221 min read
Ep 67: Finding the Courage to Scale with Julie Littlechild
Audio: Video: Subscribe: More About This Episode: Julie Littlechild, Founder and CEO at Absolute Engagement, which provides technology,...
31 views0 comments
Travis Parry
Nov 8, 20221 min read
Ep 66: Setting Boundaries with Kyle Moore, CFP®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Kyle Moore, CFP®, Founder of Quarry Hill Advisors in Saint Paul, MN....
20 views0 comments
Travis Parry
Nov 3, 20221 min read
Ep 65: Growing Slower for More Freedom with Scott R. Frank
Audio: Video: Subscribe: More About This Episode: Today’s guest is Scott R. Frank CFA, CFP®, founder of Stone Steps Financial, a firm...
14 views0 comments
Travis Parry
Nov 1, 20221 min read
Ep 64: Discovering the Path to Balance with Sten Morgan
Audio: Video: Subscribe: More About This Episode: Today’s Guest is Sten Morgan, CFP®, ChFC®. Sten founded Legacy Investment Planning by...
9 views0 comments
Travis Parry
Oct 27, 20221 min read
Ep 63: Uncovering Your Core Values with Tim Bickmore
Audio: Video: Subscribe: More About This Episode: Our values are the motivators behind the decisions we make in life. Uncovering your...
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Travis Parry
Oct 25, 20221 min read
Ep 62: Striving for Harmony with Shauna Mace
Audio: Video: Subscribe: More About This Episode: Today’s guest is Shauna Mace, CHPC™️, Head of Practice Management, and Managing...
11 views0 comments
Travis Parry
Oct 20, 20221 min read
Ep 61: Balance for You and Your Staff with Stacey McKinnon
Audio: Video: Subscribe: More About This Episode: Today’s guest is Stacey McKinnon. Stacey is the Chief Operating Officer and Chief...
20 views0 comments
Travis Parry
Oct 18, 20221 min read
Ep 60: Financial Planning and Psychology with Rick Kahler
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
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Travis Parry
Oct 13, 20221 min read
Ep 59: Life-Centered Financial Advisors with Mitch Anthony
Audio: Video: Subscribe: More About This Episode: Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and...
21 views0 comments
Travis Parry
Oct 11, 20221 min read
Ep 58: Business-Minded Advisors with Justin Goodbread
Audio: Video: Subscribe: More About This Episode: Some people are born business-minded, and that can be said for Justin Goodbread, CFP®,...
17 views0 comments
Travis Parry
Oct 6, 20221 min read
Ep 57: Scaling a Purpose-Driven Business with Matthew Blocki
Audio: Video: Subscribe: More About This Episode: In today’s episode, we chat with Matthew Blocki, CFP®, RICP®, and CHFC®. Matthew...
38 views0 comments
Travis Parry
Oct 4, 20221 min read
Ep 56: The Tax Planning Software Making Advising Simpler with Roger Pine
Audio: Video: Subscribe: More About This Episode: Advisors won’t want to miss today’s episode featuring our guest, Roger Pine, CFA, CFP®,...
38 views0 comments
Travis Parry
Sep 29, 20221 min read
Ep 55: Podcasting Made Simple with Walter Storholt
Marketing may be daunting for many financial advisors, but it can be an invaluable tool. Establishing a brand and building your...
21 views0 comments
Travis Parry
Sep 22, 20221 min read
Ep 54: Intentionality in Your Business with Jeremy Keil
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...
18 views0 comments
Travis Parry
Sep 15, 20221 min read
Ep 53: Burnout Recovery and Team Building with Jeff Dobyns
Most people experience burnout at some point in their lives. Today we are going to discuss how burnout affects your mental, spiritual,...
76 views0 comments
Travis Parry
Sep 8, 20221 min read
Ep 52: Mastering Mindfulness with George Kinder
Financial planning goes hand in hand with being a financial advisor, but what about life planning? George Kinder, author, international...
83 views0 comments
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