Travis Parry
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 9, 20231 min read
Ep 93: Creating a Work-Optional Culture with Jason Glisczynski
It’s easy to talk about work-life balance but it’s much more difficult to back that up with action. Today’s guest is someone who has priorit
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Travis Parry
Feb 2, 20231 min read
Ep 91: Making Balance a Daily Checklist with Devin Johnson
Today’s guest, Devin Johnson, would fall into the latter category. Devin is a serial entrepreneur and the current CEO of Kennected, a busine
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Travis Parry
Jan 12, 20231 min read
Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen
Before you can truly build your business like you want, you have to first lay the foundation of knowing who you are. Once you can identify y
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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
Dec 15, 20221 min read
Ep 77: Balanced Growth with Dr. Rodney Mogen
Audio: Video: Subscribe: More About This Episode: Today’s guest is Dr. Rodney Mogen, who has an impressive two Doctorates and five...
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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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Travis Parry
Aug 11, 20221 min read
Ep 48: Building Structure and Balance with Christopher Mitchell
Unfortunately, most advisors are spending little of their time actually advising. They are playing too many roles in their business to do so
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Travis Parry
Jul 21, 20222 min read
Ep 45: Collaborating with Your Spouse with Benjamin Brandt
Benjamin Brandt is the founder of president of Capital City Wealth, podcast host, and father of six. How does he manage balance while also g
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Travis Parry
Jul 14, 20222 min read
Ep 44: Developing New Habits and New Ways of Thinking with Bill Cates
Bill Cates has worked with advisors for many years, helping them scale their business through communication and relationships.
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Travis Parry
Apr 21, 20222 min read
Ep 32: Managing Your Energy and Battle Fatigue with Marie Swift
Managing your energy and time is essential when working within the financial industry. How can we do better to manage the battle fatigue we
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Travis Parry
Apr 14, 20222 min read
Ep 31: Establishing A Strong Marketing Foundation with Alex Cavalieri
Building a robust marketing plan can help with various parts of your business and life, especially on your journey to find balance. On today
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Travis Parry
Mar 17, 20222 min read
Ep 27: Reprogramming How We Think About Sales with Nancy Bleeke
Today, Nancy Bleeke, the founder of Sales Pro Insider and the author of Conversations that Sell, joins us to discuss the struggles advisors
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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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