Podcast 8/10

Ep 51: Connecting Your Values and Goals in a Family Business with Eric Roberge

Travis Parry

Sep 1, 20221 min read

Ep 51: Connecting Your Values and Goals in a Family Business with Eric Roberge

Maintaining balance can be tricky when you mix business and family. Eric Roberge, CFP® and Founder of Beyond Your Hammock joined us on...

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Ep 50: Growing a Balanced Business with Doug Gjerde

Travis Parry

Aug 25, 20221 min read

Ep 50: Growing a Balanced Business with Doug Gjerde

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...

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Ep 49: The Health & Wellbeing of Advisors with Diana Britton

Travis Parry

Aug 18, 20222 min read

Ep 49: The Health & Wellbeing of Advisors with Diana Britton

Today we’re bringing an outside perspective to the show to provide us a different look at the health and wellbeing of advisors. Dianna Britt

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Ep 48: Building Structure and Balance with Christopher Mitchell

Travis Parry

Aug 11, 20221 min read

Ep 48: Building Structure and Balance with Christopher Mitchell

Unfortunately, most advisors are spending little of their time actually advising. They are playing too many roles in their business to do so

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Ep 47: Getting Back on Course with Chip Munn

Travis Parry

Aug 4, 20221 min read

Ep 47: Getting Back on Course with Chip Munn

Many advisors are trying to scale their business without losing balance.

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Ep 46: Building Relationship Balance with Lesli Doares

Travis Parry

Jul 28, 20221 min read

Ep 46: Building Relationship Balance with Lesli Doares

With over twenty years of experience as a marriage and family therapist, Lesli is helping men embrace their emotions.

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Ep 45: Collaborating with Your Spouse with Benjamin Brandt

Travis Parry

Jul 21, 20222 min read

Ep 45: Collaborating with Your Spouse with Benjamin Brandt

Benjamin Brandt is the founder of president of Capital City Wealth, podcast host, and father of six. How does he manage balance while also g

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Ep 44: Developing New Habits and New Ways of Thinking with Bill Cates

Travis Parry

Jul 14, 20222 min read

Ep 44: Developing New Habits and New Ways of Thinking with Bill Cates

Bill Cates has worked with advisors for many years, helping them scale their business through communication and relationships.

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

Travis Parry

Jul 7, 20222 min read

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

With over three decades of experience, Bart Zandbergen has seen various parts of the industry and how advisors are impacted by long work...

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Ep 42: Having a Centered Day with Amy Castoro

Travis Parry

Jun 30, 20222 min read

Ep 42: Having a Centered Day with Amy Castoro

Being centered can help balance our days and our minds. On today’s episode, Amy Castoro joins us to explore her journey with balance.

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Ep 41: Developing Strong Support Systems with Gabriel Shahin

Travis Parry

Jun 23, 20222 min read

Ep 41: Developing Strong Support Systems with Gabriel Shahin

Building strong support systems in and outside of business allows us to grow and find balance professionally and personally.

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

Travis Parry

Jun 16, 20222 min read

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

With flexibility and freedom, we are able to do much more in and outside of business. Whether you want to spend more time with your family,

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Ep 39: Aligning Our Priorities with Katiya Xiong

Travis Parry

Jun 9, 20222 min read

Ep 39: Aligning Our Priorities with Katiya Xiong

Do you have a mission, a vision for your business and your personal life? On today’s episode, we discuss the importance of aligning our prio

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Ep 38: The Importance of Downtime with Dennis Williams

Travis Parry

Jun 2, 20222 min read

Ep 38: The Importance of Downtime with Dennis Williams

Dennis Williams is helping advisors and clients alike better understand their financial spending habits through his innovation, Cash Map. Jo

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Ep 37: The Three Bucket Approach to Balance: Business, Family, & Giving with Lee Baker

Travis Parry

May 26, 20222 min read

Ep 37: The Three Bucket Approach to Balance: Business, Family, & Giving with Lee Baker

When you go on vacation are you really relaxed? Are you present with your family? Are you able to turn off your business mindset? Lee Baker,

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Ep 36: Balancing Your Priorities with Matt Hudgins

Travis Parry

May 19, 20222 min read

Ep 36: Balancing Your Priorities with Matt Hudgins

How do we learn to balance our priorities? To accept the importance of delegation and overcome imposter syndrome?

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Ep 35: Being Intentional with Your Time with Jeff Maas

Travis Parry

May 12, 20222 min read

Ep 35: Being Intentional with Your Time with Jeff Maas

How often can you turn your business mindset off and enjoy your free time? On today’s episode, Jeff Maas, the co-founder, and CEO of Retirem

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Ep 34: The Fear of Losing Control with Allen Myles Darby

Travis Parry

May 5, 20222 min read

Ep 34: The Fear of Losing Control with Allen Myles Darby

Learning to let go of control is never easy, especially for advisors. On today’s show, the CEO of Alaris Acquisitions joins us to share the

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Ep 33: Self Discovery and Change with Byron Morrison

Travis Parry

Apr 28, 20222 min read

Ep 33: Self Discovery and Change with Byron Morrison

CEOs, advisors, and business owners often struggle with healthy outlets. When it comes to a healthy and balanced diet and lifestyle what und

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

Travis Parry

Apr 21, 20222 min read

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

Managing your energy and time is essential when working within the financial industry. How can we do better to manage the battle fatigue we

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