Podcast 9/10

Ep 31: Establishing A Strong Marketing Foundation with Alex Cavalieri

Travis Parry

Apr 14, 20222 min read

Ep 31: Establishing A Strong Marketing Foundation with Alex Cavalieri

Building a robust marketing plan can help with various parts of your business and life, especially on your journey to find balance. On today

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Ep 30: Contingency Planning and Change with Ross Marino

Travis Parry

Apr 7, 20222 min read

Ep 30: Contingency Planning and Change with Ross Marino

When life happens, it can be really hard to make decisions, but those decisions move the needle. Today, Ross Marino, the financial advisor,

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Ep 29: The Power of Self Improvement with Jason Cass

Travis Parry

Mar 31, 20222 min read

Ep 29: The Power of Self Improvement with Jason Cass

Jason Cass, the inspiring owner, speak, and entrepreneur of The Insurance Alliance joins us to discuss self-empowerment.

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Ep 28: Freedom from Distraction with Brent Kelly

Travis Parry

Mar 24, 20222 min read

Ep 28: Freedom from Distraction with Brent Kelly

The President of Sitkins Group and motivational speaker, Brent Kelly joins us on today’s episode to discuss overcoming distraction and achie

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Ep 27: Reprogramming How We Think About Sales with Nancy Bleeke

Travis Parry

Mar 17, 20222 min read

Ep 27: Reprogramming How We Think About Sales with Nancy Bleeke

Today, Nancy Bleeke, the founder of Sales Pro Insider and the author of Conversations that Sell, joins us to discuss the struggles advisors

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Ep 26: Accomplishing Professional Balance with Broc Buckles

Travis Parry

Mar 10, 20222 min read

Ep 26: Accomplishing Professional Balance with Broc Buckles

How often do you immediately wake up and check your email? It happens to all of us, but by doing this are we missing out on starting our day

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Ep 25: Overcoming Burnout with Patrick Brewer

Travis Parry

Mar 3, 20222 min read

Ep 25: Overcoming Burnout with Patrick Brewer

Most of us have faced burnout in this industry. So how do we better manage stress and find balance by doing the things we are skilled at and

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Ep 24: Staying Focused in Business and Life with Taylor Schulte

Travis Parry

Feb 24, 20222 min read

Ep 24: Staying Focused in Business and Life with Taylor Schulte

Taylor Schulte, the founder of Define Financial and co-founder of The AGC™ joins us on today’s show to discuss the importance of staying foc

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Ep 23: Finding Balance with an Adaptable Business with Charles Freeman

Travis Parry

Feb 17, 20222 min read

Ep 23: Finding Balance with an Adaptable Business with Charles Freeman

How many different hats do you wear as an advisor? Between meeting potential clients, serving your existing client base, and growing your bu

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Ep 22: Achieving Your Definition of Success with Jeff Concepcion

Travis Parry

Feb 10, 20222 min read

Ep 22: Achieving Your Definition of Success with Jeff Concepcion

What does success mean to you? Spending time with your family? Growing your business?

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Ep 21: Adding Value and Balance to Your Practice with Keena Pettijohn

Travis Parry

Feb 3, 20222 min read

Ep 21: Adding Value and Balance to Your Practice with Keena Pettijohn

Do you feel overwhelmed by all the technological choices in the financial industry? Keena Pettijohn is helping advisors focus on their targe

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Ep 20: Estate Planning and Client Relationships with Andres Mazabel

Travis Parry

Jan 27, 20222 min read

Ep 20: Estate Planning and Client Relationships with Andres Mazabel

Estate planning is an important service many advisors want to offer or be a part of. On today’s show, Andres Mazabel with Trust & Will joins

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Ep 19: Personalized Financial Services with Russ Thornton

Travis Parry

Jan 20, 20222 min read

Ep 19: Personalized Financial Services with Russ Thornton

What unique challenges do women face when working with a financial advisor or when developing their portfolio? On today’s episode, we sit do

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Ep 18: Making Good Advisors into Great CEOs with Cory Swain

Travis Parry

Jan 13, 20222 min read

Ep 18: Making Good Advisors into Great CEOs with Cory Swain

What makes a good advisor a great CEO? On today’s episode, Cory Swain joins us to discuss balance, marketing, and delegation.

29 views

Ep 17: Achieving Balance - A Bonus Interview with Dr. Parry and Derek Notman

Travis Parry

Jan 6, 20222 min read

Ep 17: Achieving Balance - A Bonus Interview with Dr. Parry and Derek Notman

Why did Dr. Parry write Achieving Balance? On both a professional and personal level he saw that advisors needed help...

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Ep 16: Scaling Your Business with Brad Wales

Travis Parry

Dec 30, 20212 min read

Ep 16: Scaling Your Business with Brad Wales

Is transitioning to an RIA model right for you? How could this model help you achieve balance in the long run?

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Ep 15: The Power of Saying No with Kate Holmes

Travis Parry

Dec 16, 20212 min read

Ep 15: The Power of Saying No with Kate Holmes

How often do you say no to new pursuits? The financial industry is a giving profession and it can be hard to say no. However, by learning to

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Ep 14: Finding Your Niche with Reese Harper

Travis Parry

Dec 9, 20212 min read

Ep 14: Finding Your Niche with Reese Harper

Have you found your market niche? Do you know who you want to serve in today’s market? Having a niche and developing your business to those

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Ep 13: Personal Growth and the Importance of Delegation with Adam Holt

Travis Parry

Dec 2, 20212 min read

Ep 13: Personal Growth and the Importance of Delegation with Adam Holt

Delegation is a must when it comes to finding balance. What things do you enjoy doing in your business? How can you maximize your days with

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Ep 12: Systems, Balance, and Success with Justin Bassell

Travis Parry

Nov 23, 20212 min read

Ep 12: Systems, Balance, and Success with Justin Bassell

How much time do you think you’d save in the day if you had organized and automated systems? On today’s podcast, we speak with the founder o

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