Vlog | Dr Parry | Make Time

Ep 87: Finding Your Niche to Provide Better Service to Fewer Clients

Travis Parry

Jan 19, 20231 min read

Ep 87: Finding Your Niche to Provide Better Service to Fewer Clients

Our guest today is a tremendous marketer who carved out a niche during the pandemic to help grow his brand and help him find more balance at

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Travis Parry

Jan 17, 20230 min read

What Does True Freedom Look Like?

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Ep 86: Making Intentional Choices to Find Balance

Travis Parry

Jan 17, 20231 min read

Ep 86: Making Intentional Choices to Find Balance

Audio: Video: Subscribe: More About This Episode: Sometimes finding balance requires you to shift your goals to prioritize what’s most...

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Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen

Travis Parry

Jan 12, 20231 min read

Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen

Before you can truly build your business like you want, you have to first lay the foundation of knowing who you are. Once you can identify y

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Ep 84: Succession Planning with Mark Drouillard, CFP®

Travis Parry

Jan 11, 20231 min read

Ep 84: Succession Planning with Mark Drouillard, CFP®

Audio: Video: Subscribe: More About This Episode: Our guest for today is Mark Drouillard, CFP®, and Managing Partner at Wealth Management...

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Balanced Moment #6: Are You Doing $7/Hour Activities?

Travis Parry

Jan 5, 20230 min read

Balanced Moment #6: Are You Doing $7/Hour Activities?

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Ep 83: Balancing Your Business with Jessica Smith, CFP®, CAP®, CLU®, CPWA®

Travis Parry

Jan 5, 20231 min read

Ep 83: Balancing Your Business with Jessica Smith, CFP®, CAP®, CLU®, CPWA®

Audio: Video: Subscribe: More About This Episode: Today’s guest is Jessica Smith, CFP®, CAP®, CLU®, CPWA®. Jessica is the president of...

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Ep 82: Setting Realistic Expectations with Kristin Shea, RICP®

Travis Parry

Jan 3, 20231 min read

Ep 82: Setting Realistic Expectations with Kristin Shea, RICP®

Audio: Video: Subscribe: More About This Episode: Joining us today, is Kristin Shea, RICP®. Kristin is an award-winning and highly...

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Ep 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®

Travis Parry

Dec 29, 20221 min read

Ep 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®

Audio: Video: Subscribe: More About This Episode: Today’s guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder...

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Ep 80: Achieving a Balanced Schedule with Jesse W. Hurst, CFP®, AIF®

Travis Parry

Dec 27, 20221 min read

Ep 80: Achieving a Balanced Schedule with Jesse W. Hurst, CFP®, AIF®

Audio: Video: Subscribe: More About This Episode: On today’s show, we have Jesse W. Hurst, CFP®, AIF®, President and CEO of Impel Wealth...

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Ep 79: Choosing the Right Clients with Bill Bloom

Travis Parry

Dec 22, 20221 min read

Ep 79: Choosing the Right Clients with Bill Bloom

Audio: Video: Subscribe: More About This Episode: Our guest on today’s show is Bill Bloom. Bill is a family-first, sailboat-racing,...

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Ep 78: Organic Growth with Jamie Bosse, CFP®

Travis Parry

Dec 20, 20221 min read

Ep 78: Organic Growth with Jamie Bosse, CFP®

Audio: Video: Subscribe: More About This Episode: Today’s guest is Jamie Bosse, CFP®, RFC, CCFC. Jamie is a Financial Planner, Author,...

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Balanced Moment #4: What're you exchanging your time for?

Travis Parry

Dec 15, 20220 min read

Balanced Moment #4: What're you exchanging your time for?

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Ep 77: Balanced Growth with Dr. Rodney Mogen

Travis Parry

Dec 15, 20221 min read

Ep 77: Balanced Growth with Dr. Rodney Mogen

Audio: Video: Subscribe: More About This Episode: Today’s guest is Dr. Rodney Mogen, who has an impressive two Doctorates and five...

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Ep 76: The Importance of Saying No with Morgen Rochard, CFA, CFP®, RLP®

Walter Storholt

Dec 13, 20221 min read

Ep 76: The Importance of Saying No with Morgen Rochard, CFA, CFP®, RLP®

Audio: Video: Subscribe: More About This Episode: Our guest on today’s show is Morgen Rochard, CFA, CFP®, RLP®. Morgen is the owner of...

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Ep 75: The Team Approach to Serving Clients with Jason Priebe, CFP®, J.D.

Travis Parry

Dec 8, 20221 min read

Ep 75: The Team Approach to Serving Clients with Jason Priebe, CFP®, J.D.

In this episode, we have Jason Priebe, CFP®, J.D., husband, and father. Jason is a Partner at Priebe Wealth in Minnesota.

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Balanced Moment #5 Why are you distracted?

Travis Parry

Dec 6, 20220 min read

Balanced Moment #5 Why are you distracted?

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Ep 74: Team Building with Chad Olivier CFP®, CEPA

Travis Parry

Dec 6, 20221 min read

Ep 74: Team Building with Chad Olivier CFP®, CEPA

Audio: Video: Subscribe: More About This Episode: On today’s show, we have Chad Olivier, CFP®, CEPA, and CEO of Olivier Group. Chad has...

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Ep 73: Scaling Your Business Through Marketing with Kristin Harad, CFP®

Travis Parry

Dec 1, 20221 min read

Ep 73: Scaling Your Business Through Marketing with Kristin Harad, CFP®

Audio: Video: Subscribe: More About This Episode: Our guest on today's show is Kristin Harad, CFP®. Kristin is a CFP® who founded and...

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Ep 72: Finding Your Niche with Kristen Luke

Travis Parry

Nov 29, 20221 min read

Ep 72: Finding Your Niche with Kristen Luke

Audio: Video: Subscribe: More About This Episode: Today’s guest is Kristen Luke, President of Kaleido Creative Studio. Kaleido Creative...

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