client relationships | Dr Parry

Travis Parry

Oct 26, 20231 min read

Turning Clients Into Your Biggest Advocates

How can you distinguish yourself from the competition? What can you do to ensure your clients become your most passionate advocates? It all

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

Travis Parry

Mar 30, 20231 min read

Ep 107: The Power of Organization and Delegation with Tom Watts

Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stoc