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Travis Parry
Mar 7, 20231 min read
Ep 100: Leveraging Technology for More Fulfilling Work with Matt Reiner
As technology continues to move at a rapid pace, every professional is trying to keep up and find ways to utilize that tech to improve the w
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Travis Parry
Feb 14, 20231 min read
Ep 94: Letting Family Needs Determine the Right Balance with John Black
Most of the struggle with finding balance while growing your business comes at home. Trying to carve out enough time with your family while
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Travis Parry
Nov 18, 20223 min read
Work Life Balance by Derek Notman
Is being a financial advisor one of the best work life balance jobs, or a burnout waiting to happen? Work life balance is not a myth, but...
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Travis Parry
Oct 31, 20225 min read
News - Achieving Balance: The Make Time Method to Reach Goals in an Overworked World Gift Bundle
Timely gift package for financial professionals helps unearth purpose, increase productivity, and realize work/life goals
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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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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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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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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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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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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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