balance | Dr Parry | Make Time 2/4

Ep 90: Leaving Travel Behind for Balance with John Middleton

Travis Parry

Jan 31, 20231 min read

Ep 90: Leaving Travel Behind for Balance with John Middleton

Today we’re happy to welcome John Middleton, CFA, CFP®, CAIA, AIF® onto the show to discuss his journey in the financial industry and how he

11 views0 comments

Ep 89: Why Balanced Growth is Always Evolving

Travis Parry

Jan 26, 20231 min read

Ep 89: Why Balanced Growth is Always Evolving

Devin Carroll is the founder of Carroll Advisory Group and joins the show to share his experience finding balance. As you’ll hear in our con

19 views0 comments

Ep 88: Balance Begins With the Choices You Make

Travis Parry

Jan 24, 20231 min read

Ep 88: Balance Begins With the Choices You Make

Today’s guest is Tanya Nichols, CFP® and Founder of Align Financial, who has spent over 20 years in the business and now serves women primar

14 views0 comments

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

16 views0 comments

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

65 views0 comments

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...

17 views0 comments

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,...

25 views0 comments

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...

12 views0 comments

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...

12 views0 comments

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...

24 views0 comments

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...

19 views0 comments

Ep 71: The Different Seasons of Balance with Jon Henschen

Walter Storholt

Nov 24, 20221 min read

Ep 71: The Different Seasons of Balance with Jon Henschen

Audio: Video: Subscribe: More About This Episode: Let’s give a warm welcome to our guest, Jon Henschen. Jon is the Founder of the...

15 views0 comments

Ep 70: Living Purposefully with Santiago Burridge

Walter Storholt

Nov 22, 20221 min read

Ep 70: Living Purposefully with Santiago Burridge

Audio: Video: Subscribe: More About This Episode: Today’s guest is Santiago Burridge, Co-Founder and Executive Chairman at Lumiant....

13 views0 comments

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...

39 views0 comments

Ep 69: How Advisors Can Scale with Maribeth Kuzmeski, PhD

Travis Parry

Nov 17, 20221 min read

Ep 69: How Advisors Can Scale with Maribeth Kuzmeski, PhD

Audio: Video: Subscribe: More About This Episode: Maribeth Kuzmeski, PhD, is President of the consulting firm, Red Zone Marketing....

10 views0 comments

Ep 68: Putting Your Values First in Business with Melanie D. Milam CPA, CKA®

Travis Parry

Nov 15, 20221 min read

Ep 68: Putting Your Values First in Business with Melanie D. Milam CPA, CKA®

Audio: Video: Subscribe: More About This Episode: Today’s guest is Melanie D. Milam, CPA, CKA® who specializes in helping individuals in...

6 views0 comments

Ep 67: Finding the Courage to Scale with Julie Littlechild

Travis Parry

Nov 10, 20221 min read

Ep 67: Finding the Courage to Scale with Julie Littlechild

Audio: Video: Subscribe: More About This Episode: Julie Littlechild, Founder and CEO at Absolute Engagement, which provides technology,...

31 views0 comments

Ep 66: Setting Boundaries with Kyle Moore, CFP®

Travis Parry

Nov 8, 20221 min read

Ep 66: Setting Boundaries with Kyle Moore, CFP®

Audio: Video: Subscribe: More About This Episode: Today’s guest is Kyle Moore, CFP®, Founder of Quarry Hill Advisors in Saint Paul, MN....

20 views0 comments

News - Achieving Balance: The Make Time Method to Reach Goals in an Overworked World Gift Bundle

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

18 views0 comments

Ep 63: Uncovering Your Core Values with Tim Bickmore

Travis Parry

Oct 27, 20221 min read

Ep 63: Uncovering Your Core Values with Tim Bickmore

Audio: Video: Subscribe: More About This Episode: Our values are the motivators behind the decisions we make in life. Uncovering your...

13 views0 comments