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Travis Parry
May 4, 20231 min read
Ep 117: The Business Growth Balancing Act with Michael Lecours
We are delighted to have Michael Lecours, CFP®, on our show today. Michael is a co-founder of fpPathfinder, an organizational service that e
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Travis Parry
May 2, 20231 min read
Ep 116: Building Team Unity With John Bucsek
In today’s episode, we have the pleasure of interviewing John Bucsek, CFP®. John has over 30 years of experience in the financial services
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Travis Parry
Apr 27, 20231 min read
Ep 115: Growth From The Inside Out: Finding Balance Through Inner Values with Jim Stackpool
We are excited to have Jim Stackpool, founder of Certainty Advice Group, on the show today. Jim has been in the industry for over 30 years,
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Travis Parry
Mar 30, 20231 min read
Ep 107: The Power of Organization and Delegation with Tom Watts
Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stoc
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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
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...
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Travis Parry
Sep 15, 20221 min read
Ep 53: Burnout Recovery and Team Building with Jeff Dobyns
Most people experience burnout at some point in their lives. Today we are going to discuss how burnout affects your mental, spiritual,...
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