Travis Parry
Defining Success Holistically with Shawn Rhodes
Today we have a special guest with us: Shawn Rhodes. Shawn is the Chief Sales Sergeant of Bulletproof Selling
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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
Dec 29, 20221 min read
Ep 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder...
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Travis Parry
Dec 22, 20221 min read
Ep 79: Choosing the Right Clients with Bill Bloom
Audio: Video: Subscribe: More About This Episode: Our guest on today’s show is Bill Bloom. Bill is a family-first, sailboat-racing,...
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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
Mar 31, 20222 min read
Ep 29: The Power of Self Improvement with Jason Cass
Jason Cass, the inspiring owner, speak, and entrepreneur of The Insurance Alliance joins us to discuss self-empowerment.
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Travis Parry
Mar 10, 20222 min read
Ep 26: Accomplishing Professional Balance with Broc Buckles
How often do you immediately wake up and check your email? It happens to all of us, but by doing this are we missing out on starting our day
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Travis Parry
Jan 27, 20222 min read
Ep 20: Estate Planning and Client Relationships with Andres Mazabel
Estate planning is an important service many advisors want to offer or be a part of. On today’s show, Andres Mazabel with Trust & Will joins
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Travis Parry
Nov 11, 20212 min read
Ep 10: Financial Wellness and Literacy with George Grombacher
Do you spend a lot of time educating your clients about different financial matters? On today’s show, George Grombacher, an instructor...
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Travis Parry
Oct 6, 20213 min read
Ep 2: Managing Business Challenges, Growth, and Life with Michael Kitces
Are you a financial advisor feeling stressed out about your business growth and work-life balance? If so, you are not alone. Today, we are s
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