Travis Parry
Work Life Balance by Derek Notman
Is being a financial advisor one of the best work life balance jobs, or a burnout waiting to happen? Work life balance is not a myth, but...
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Travis Parry
Nov 17, 20221 min read
Ep 69: How Advisors Can Scale with Maribeth Kuzmeski, PhD
Audio: Video: Subscribe: More About This Episode: Maribeth Kuzmeski, PhD, is President of the consulting firm, Red Zone Marketing....
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Travis Parry
Nov 15, 20221 min read
Ep 68: Putting Your Values First in Business with Melanie D. Milam CPA, CKA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Melanie D. Milam, CPA, CKA® who specializes in helping individuals in...
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Travis Parry
Nov 10, 20221 min read
Ep 67: Finding the Courage to Scale with Julie Littlechild
Audio: Video: Subscribe: More About This Episode: Julie Littlechild, Founder and CEO at Absolute Engagement, which provides technology,...
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Travis Parry
Nov 8, 20221 min read
Ep 66: Setting Boundaries with Kyle Moore, CFP®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Kyle Moore, CFP®, Founder of Quarry Hill Advisors in Saint Paul, MN....
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Travis Parry
Nov 3, 20221 min read
Ep 65: Growing Slower for More Freedom with Scott R. Frank
Audio: Video: Subscribe: More About This Episode: Today’s guest is Scott R. Frank CFA, CFP®, founder of Stone Steps Financial, a firm...
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Travis Parry
Oct 31, 20225 min read
News - Achieving Balance: The Make Time Method to Reach Goals in an Overworked World Gift Bundle
Timely gift package for financial professionals helps unearth purpose, increase productivity, and realize work/life goals
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Travis Parry
Oct 27, 20221 min read
Ep 63: Uncovering Your Core Values with Tim Bickmore
Audio: Video: Subscribe: More About This Episode: Our values are the motivators behind the decisions we make in life. Uncovering your...
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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 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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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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