Travis Parry
Breaking Free From The ‘Hero’ Trap with Bryon Morrison and Logan Speights
Ever wished you could clone yourself? Meet Bryon Morrison and Logan Speights, CEPA, innovative entrepreneurs of Proxxy who've achieved the s
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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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Travis Parry
May 25, 20231 min read
Ep 122: The Power of Priorities and Planning with Mike Kendra
Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors.
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Travis Parry
Apr 4, 20232 min read
Ep 108: Challenging the Status Quo with Chris Manske
Today we are joined by Chris Manske, CFP®, president of Manske Wealth Management. Chris has been praised, published, and quoted in the Wall
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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...
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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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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...
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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
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Travis Parry
Oct 18, 20221 min read
Ep 60: Financial Planning and Psychology with Rick Kahler
Today’s guest is Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®, CCIM, and the president of Kahler Financial Group. Rick is a pioneer in integrating
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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
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Travis Parry
Dec 9, 20212 min read
Ep 14: Finding Your Niche with Reese Harper
Have you found your market niche? Do you know who you want to serve in today’s market? Having a niche and developing your business to those
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