top of page
Search
Travis Parry
Sep 29, 20221 min read
Ep 55: Podcasting Made Simple with Walter Storholt
Marketing may be daunting for many financial advisors, but it can be an invaluable tool. Establishing a brand and building your...
21 views0 comments
Travis Parry
Sep 15, 20221 min read
Ep 53: Burnout Recovery and Team Building with Jeff Dobyns
Most people experience burnout at some point in their lives. Today we are going to discuss how burnout affects your mental, spiritual,...
76 views0 comments
Travis Parry
Sep 8, 20221 min read
Ep 52: Mastering Mindfulness with George Kinder
Financial planning goes hand in hand with being a financial advisor, but what about life planning? George Kinder, author, international...
83 views0 comments
Travis Parry
Aug 25, 20221 min read
Ep 50: Growing a Balanced Business with Doug Gjerde
A common challenge facing all advisors when it comes to balance is how do you continue to grow the business and scale like you would like...
38 views0 comments
Travis Parry
Jul 28, 20221 min read
Ep 46: Building Relationship Balance with Lesli Doares
With over twenty years of experience as a marriage and family therapist, Lesli is helping men embrace their emotions.
23 views0 comments
Travis Parry
Jul 21, 20222 min read
Ep 45: Collaborating with Your Spouse with Benjamin Brandt
Benjamin Brandt is the founder of president of Capital City Wealth, podcast host, and father of six. How does he manage balance while also g
19 views0 comments
Travis Parry
Jul 7, 20222 min read
Ep 43: The Discipline to Find Health and Happiness with Bart Zandbergen
With over three decades of experience, Bart Zandbergen has seen various parts of the industry and how advisors are impacted by long work...
27 views0 comments
Travis Parry
Jun 16, 20222 min read
Ep 40: Making Change through Freedom and Flexibility with Greg Kurinec
With flexibility and freedom, we are able to do much more in and outside of business. Whether you want to spend more time with your family,
33 views0 comments
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,
21 views0 comments
Travis Parry
May 19, 20222 min read
Ep 36: Balancing Your Priorities with Matt Hudgins
How do we learn to balance our priorities? To accept the importance of delegation and overcome imposter syndrome?
22 views0 comments
Travis Parry
May 12, 20222 min read
Ep 35: Being Intentional with Your Time with Jeff Maas
How often can you turn your business mindset off and enjoy your free time? On today’s episode, Jeff Maas, the co-founder, and CEO of Retirem
38 views0 comments
Travis Parry
May 5, 20222 min read
Ep 34: The Fear of Losing Control with Allen Myles Darby
Learning to let go of control is never easy, especially for advisors. On today’s show, the CEO of Alaris Acquisitions joins us to share the
20 views0 comments
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
41 views0 comments
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
64 views0 comments
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
43 views0 comments
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
37 views0 comments
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
32 views0 comments
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?
18 views0 comments
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
25 views0 comments
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
23 views0 comments
bottom of page