Travis Parry
Ep 107: The Power of Organization and Delegation with Tom Watts
Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stoc
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Travis Parry
Mar 28, 20232 min read
Ep 106: Embracing Imbalance to Stay Balanced with Tom Shepard
Today we are joined by Tom Shepard, CEO of Shepard Financial and author of the book Money Isn’t Everything, Everything Is Money. He is the i
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Travis Parry
Mar 22, 20232 min read
Ep 105: Building a Business with Values with Joshua Wilson
On today’s episode we are joined by Joshua Wilson, the founder and president of United Ethos Wealth Partners, a new tech-driven RIA that wor
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Travis Parry
Mar 16, 20231 min read
Ep 103: Human Development is Key to Success with Paul Hatch
In this episode of the Balanced Growth Show, we’re spending time with Paul Hatch, a man with nearly 40 years of financial advising experienc
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Travis Parry
Mar 2, 20231 min read
Ep 99: The Science Behind Better Communication with Mary Schmid
There’s actually a science to this as well and today’s guest will tell us all about it. Mary Schmid, who is an author, speaker and mentor to
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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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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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Travis Parry
Jul 26, 20213 min read
Couple Development Time
Are you struggling to achieve your long-term goals? Most advisors are great at setting and achieving their business goals, but fall short...
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Travis Parry
May 12, 20202 min read
Couple-preneurs are healthier, wealthier, and happier!
Does your spouse help you indirectly or directly with the business? If so, you are couple-preneuers and you are likely more successful in...
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Travis Parry
Feb 26, 20201 min read
Brainstorming to Achieve Couple Goals
Not achieving your couple goals? Try this simple step of Brainstorming. Brainstorming can help couples who are struggling with the same...
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