top of page
Search
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
Travis Parry
Aug 10, 20231 min read
23 views
0 comments
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
Travis Parry
Jul 27, 20232 min read
26 views
0 comments
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
Travis Parry
Apr 20, 20232 min read
23 views
0 comments
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
Travis Parry
Apr 18, 20232 min read
35 views
0 comments
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
Travis Parry
Apr 13, 20232 min read
66 views
0 comments
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...
Travis Parry
Jan 11, 20231 min read
16 views
0 comments
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,...
Travis Parry
Dec 22, 20221 min read
6 views
0 comments
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,...
Travis Parry
Dec 20, 20221 min read
25 views
0 comments
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.
Travis Parry
Dec 8, 20221 min read
18 views
0 comments
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...
Travis Parry
Dec 1, 20221 min read
15 views
0 comments
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...
Walter Storholt
Nov 24, 20221 min read
15 views
0 comments
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....
Travis Parry
Nov 17, 20221 min read
10 views
0 comments
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...
Travis Parry
Aug 25, 20221 min read
38 views
0 comments
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
Travis Parry
Mar 3, 20222 min read
43 views
0 comments
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
Travis Parry
Dec 2, 20212 min read
23 views
0 comments
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
Travis Parry
Oct 6, 20213 min read
341 views
0 comments
bottom of page