Welcome to the Balanced Advisor Podcast with Dr. Travis Parry. We want to help financial advisors achieve balance in their lives. If you're an advisor who has struggled to make time for the important things in your life both in and out of the office, then this show is for you.
Join Travis for new episodes each week that will feature interviews with advisors from across the country. They'll share their personal stories of struggles and successes when it comes to striking that proper work/life balance. Travis will also interview other financial industry peers to connect advisors with other valuable resources that can hep them live a balanced life.
Dr. Travis Parry began his career as a financial advisor in 2002. Over the next decade he developed an interest in helping individuals and couples manage and plan for their lives in more ways than just their finances. The shift turned into a new business, new goals, and a few books along the way. Eventually, Travis founded the Make Time Institute with the specific goal of helping financial professionals and business owners achieve work/life balance.
Read more about Travis' background here: https://www.travisparry.com/about-dr-parry
Find Travis' newest book, Achieving Balance: The Make Time Method For Advisors To Reach Business And Personal Goals In An Overworked World, here: https://www.travisparry.com/book
Website: https://www.travisparry.com/
Email: travis@travisparry.com
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FP Transitions and Integrated Partners
Paul Kingsman
Carson Group
Mark Laing
David Scranton
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Pete Bush
Adam Holt and Derek Notman
Chip Munn
M&O Marketing
White Glove
Christy Eduarte
financialadvisorsupport.com
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Unified Trust
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Impact Communications, Inc.
Matt Ackermann
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Daniel Sheehan
Jose Cortes
Joseph Lukacs
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Seven Group
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Reese Harper, CFP®
Craig West
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Matthew Eilers
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kyra & tay
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Cole Hanson
Marina sanchez layos
Mike Garrison
eMoney & Benzinga
The Pinnacle Group
FiComm Partners
Anne Le
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Jessica Shea
Brad Swineheart
Evan J Mayer
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Shannon Spotswood
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John H. Curry and Steve Gordon
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Ross Marino
Whitney Shindelar and Brianna Glenn
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Jason Brotsky
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Bentley University Study Abroad
Sean Kernan: CFP, Independent Financial Advisor and Blogger
David DeCelle
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Jeremy Houser
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SmartPro Financial
WealthVest
401(k) Specialist Magazine
Brad Johnson
Mara Elizabeth Grigg
Susan Bradley
WealthManagement.Com
Treamell Lawrence
John Anderson and Heather Wilson
Jonathan Kuttin
Elite Consulting Partners
Nico W Kleynhans
Mark Mersman
Caprice Gibson
Gregory Douglass
Matt Halloran, CRO at ProudMouth
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Truelytics