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
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...
46 views0 comments

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...
38 views0 comments

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
30 views0 comments

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
94 views0 comments

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.
15 views0 comments

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.
23 views0 comments

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
19 views0 comments

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.
25 views0 comments

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...
27 views0 comments

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.
164 views0 comments

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.
117 views0 comments

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,
33 views0 comments

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
16 views0 comments

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
30 views0 comments

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,
21 views0 comments

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?
22 views0 comments

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
38 views0 comments

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
20 views0 comments

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
13 views0 comments

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
39 views0 comments
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