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Travis Parry
Apr 6, 20232 min read
Ep 109: Growing Your Business with Purpose and Passion with Alan Moore
Today we are joined by Alan Moore, MS, CFP®, co-founder of the XY Planning Network and the CEO of AdvicePay. He is passionate about helping
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Travis Parry
Mar 14, 20231 min read
Ep 102: Prioritizing Your Well-Being Alongside Your Business with Michael Garry, CFP®
You don’t find too many people that move between the financial and legal professions, but today’s guest did just that. Michael Garry, CFP® a
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Travis Parry
Mar 9, 20231 min read
Ep 101: Growth Through Delegation & Acquisition with Michael Shanahan
Today’s guest is Michael Shanahan, CFP®, AIF®, co-founder and managing partner of Overland & Shanahan Wealth Advisors. He’s won numerous ind
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Travis Parry
Mar 7, 20231 min read
Ep 100: Leveraging Technology for More Fulfilling Work with Matt Reiner
As technology continues to move at a rapid pace, every professional is trying to keep up and find ways to utilize that tech to improve the w
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Travis Parry
Feb 23, 20231 min read
Ep 97: Using Balance to Reach Our True Potential with Mark Willis, CFP®
Today we’re spending some time with Mark Willis, CFP®, who has made it his mission to help people think differently about their money and th
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Travis Parry
Feb 16, 20231 min read
Ep 95: Why You Should Take The Legacy Letter Challenge
Our legacy can be achieved in any number of ways, but our guest today has built a platform and a process to help every parent create a meani
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Travis Parry
Nov 1, 20221 min read
Ep 64: Discovering the Path to Balance with Sten Morgan
Audio: Video: Subscribe: More About This Episode: Today’s Guest is Sten Morgan, CFP®, ChFC®. Sten founded Legacy Investment Planning by...
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Travis Parry
Oct 13, 20221 min read
Ep 59: Life-Centered Financial Advisors with Mitch Anthony
Audio: Video: Subscribe: More About This Episode: Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and...
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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...
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