business growth | Dr Parry

The Pursuit of Happiness with Lance Drucker

Travis Parry

Aug 10, 20231 min read

The Pursuit of Happiness with Lance Drucker

Today we are joined by Lance Drucker, ChFC®, CLU®, AIF®, author, speaker, and the CEO of Drucker Wealth. Lance is proficient at Brazilian ju

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Leading by Example with John Bernatovicz

Travis Parry

Jul 27, 20232 min read

Leading by Example with John Bernatovicz

Today we are joined by John Bernatovicz, father, husband, and founder of Willory. He is also a keynote speaker, podcast host and soon-to-be

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Ep 113: Streamlining Success with Dave Zoller

Travis Parry

Apr 20, 20232 min read

Ep 113: Streamlining Success with Dave Zoller

Today we are delighted to speak with Dave Zoller, CFP®, owner of Streamline Financial Planning, an advisory firm in Chicago that manages ove

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Ep 112: Seeking Rest And Delight with Zac Larson

Travis Parry

Apr 18, 20232 min read

Ep 112: Seeking Rest And Delight with Zac Larson

Today we are joined by Zac Larson, CFP®, ChFC®, FIC, founding partner and wealth advisor of IntentGen Financial Partners. Zac is a man of pu

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Ep 111: More Than Money Management: Building Meaningful Client Relationships with Chris Stallings

Travis Parry

Apr 13, 20232 min read

Ep 111: More Than Money Management: Building Meaningful Client Relationships with Chris Stallings

Today we are joined by Chris Stallings, the CEO, and founder of Abundance LLC. Chris has pioneered a whole-person, whole-family approach to

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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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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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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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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 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...

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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....

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Ep 50: Growing a Balanced Business with Doug Gjerde

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...

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Ep 25: Overcoming Burnout with Patrick Brewer

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

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Ep 13: Personal Growth and the Importance of Delegation with Adam Holt

Travis Parry

Dec 2, 20212 min read

Ep 13: Personal Growth and the Importance of Delegation with Adam Holt

Delegation is a must when it comes to finding balance. What things do you enjoy doing in your business? How can you maximize your days with

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Ep 2: Managing Business Challenges, Growth, and Life with Michael Kitces

Travis Parry

Oct 6, 20213 min read

Ep 2: Managing Business Challenges, Growth, and Life with Michael Kitces

Are you a financial advisor feeling stressed out about your business growth and work-life balance? If so, you are not alone. Today, we are s

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