retirement planning | Dr Parry

Travis Parry

Jan 19, 20231 min read

Ep 87: Finding Your Niche to Provide Better Service to Fewer Clients

Our guest today is a tremendous marketer who carved out a niche during the pandemic to help grow his brand and help him find more balance at

Walter Storholt

Nov 22, 20221 min read

Ep 70: Living Purposefully with Santiago Burridge

Audio: Video: Subscribe: More About This Episode: Today’s guest is Santiago Burridge, Co-Founder and Executive Chairman at Lumiant....

Travis Parry

Oct 6, 20221 min read

Ep 57: Scaling a Purpose-Driven Business with Matthew Blocki

Audio: Video: Subscribe: More About This Episode: In today’s episode, we chat with Matthew Blocki, CFP®, RICP®, and CHFC®. Matthew...

Travis Parry

Sep 22, 20221 min read

Ep 54: Intentionality in Your Business with Jeremy Keil

Control plays a big part in the role of many advisors’ careers. It can be difficult to let go of the reigns and delegate tasks when you...