Travis Parry
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 26, 20231 min read
Ep 89: Why Balanced Growth is Always Evolving
Devin Carroll is the founder of Carroll Advisory Group and joins the show to share his experience finding balance. As you’ll hear in our con
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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 20, 20221 min read
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,...
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Travis Parry
Dec 1, 20221 min read
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...
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Travis Parry
Nov 29, 20221 min read
Ep 72: Finding Your Niche with Kristen Luke
Audio: Video: Subscribe: More About This Episode: Today’s guest is Kristen Luke, President of Kaleido Creative Studio. Kaleido Creative...
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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
Feb 24, 20222 min read
Ep 24: Staying Focused in Business and Life with Taylor Schulte
Taylor Schulte, the founder of Define Financial and co-founder of The AGC™ joins us on today’s show to discuss the importance of staying foc
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Travis Parry
Jan 13, 20222 min read
Ep 18: Making Good Advisors into Great CEOs with Cory Swain
What makes a good advisor a great CEO? On today’s episode, Cory Swain joins us to discuss balance, marketing, and delegation.
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Travis Parry
Oct 7, 20212 min read
Ep 3: The Benefits and Balance of a Virtual Business with Derek Notman
We all know that the financial advising field is becoming more digital. But what does that really mean for our business models and work-life
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