47 episodes

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

Balanced Advisor Podcast with Dr. Travis Parry Dr. Travis Parry

    • Business
    • 5.0 • 5 Ratings

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

    Ep 48: Building Structure and Balance with Christopher Mitchell

    Ep 48: Building Structure and Balance with Christopher Mitchell

    On today’s episode, certified financial planner and Managing Partner at IAG, Christopher Mitchell joins us to discuss his mission of helping families reach financial independence while navigating his own journey to find balance.
    Chris knew early on that he wanted to be involved in finances and business. Early in his career, he saw advisors struggling with large workloads and burnout. He realized he would need to learn the skills of advising in a slow and steady manner that allowed him to succeed but also avoid the burnout trap.
    Learning from the mistakes we see in the industry can help us elevate work-life balance in a new way. For Chris, the key to balance was learning from others and avoiding the mistakes he saw throughout the industry. With every new generation of advisors, Chris hopes balance becomes more common. 
    Join us today as we break down the following with Christopher:
    Why do advisors burn out and overwork early on in their careers? (3:18) Balance is tied to the structure of a company. (8:38) Integration and growing a business while keeping balance. (13:55) Advisors are spending little of their time actually being an advisor. (18:34) Avoid being a productive workaholic. (25:11)  
    RESOURCES:
    More About Chris: 
    https://iagwealthpartners.com/
    Website: https://www.travisparry.com/
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 31 min
    Ep 47: Getting Back on Course with Chip Munn

    Ep 47: Getting Back on Course with Chip Munn

    Experiencing growth as a business owner can be simultaneously exciting and overwhelming. On today’s episode, we’re talking with someone who knows this transition well, Chip Munn, the CEO of Signature Wealth Strategies.  
    Chip and his team have gone through various stages of growth but he is able to maintain a personable relationship with his clients while also being an author and podcast host.  Managing all of his professional duties along with his personal life has all been about maintaining balance.
    To Chip balance means being present where he is. When he’s out of balance, he finds himself thinking about home while at work and while he’s at home he’s worried about work. Being present is a constant battle for many advisors, but being in tune with our attention and energy can help us get back on course.
    Join us today as we break down the following with Chip:
    If everything is a priority, nothing is a priority. How to come back to the present and find balance. (6:46) Being intentional and defining what balance looks like professionally and personally. (8:49) The struggle of scaling your business without losing balance. (14:29) How we can become still and intentional. How can we protect ourselves from burnout? (21:52)  
    RESOURCES:
    More About Chip:
    https://signaturewealth.com/chip-munn/
    Website: https://www.travisparry.com/
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 29 min
    Ep 46: Building Relationship Balance with Lesli Doares

    Ep 46: Building Relationship Balance with Lesli Doares

    Lesli Doares, a marriage and family therapist joins us on today’s episode of the Balanced Advisor Podcast. With experience helping couples and families for over twenty years, Lesli has a passion for assisting people to build authentic and passionate partnerships.
    Her focus is on equipping men with the skills they need in order to have a strong relationships. The role family plays in achieving balance is an important one, they are our support system.
    For many of us, particularly men, it can be challenging to express our emotions. Especially in a calculated and fact-based field like financial advising. Lesli is helping men become comfortable with their feelings and relationships.
    Join us today as we discuss:
    Her career as a family therapist and how she helps couples The issues men in particular face when achieving balance Communicating and setting priorities within our relationships  
    TIMESTAMPS
    1:05 – How did you become a therapist?
    3:51 – What is the meaning of balance?
    6:13 – What issues do men face when trying to reach balance?
    11:36 – What have you struggled with personally?
    16:16 – What is your advice to those trying to find balance in their relationships?
    21:19 – How fear plays a role in balance
    23:33 – Do men turn to work to avoid relationship problems?
    28:04 – When we create a wall against our partner
    29:45 – Learning to navigate marriage
    34:08 – How can people get ahold of you?
     
    RESOURCES:
    More About Lesli:
    https://www.theherohusbandproject.com/
    Website: https://www.travisparry.com/
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 35 min
    Ep 45: Collaborating with Your Spouse with Benjamin Brandt

    Ep 45: Collaborating with Your Spouse with Benjamin Brandt

    On today’s episode, the founder and president of Capital City Wealth Management, podcast host, and father of six, Benjamin Brandt joins. His interest in finances started early with his grandfather. When his grandfather passed away, he saw the struggles his grandmother faced when it came to finances and wanted to help people in similar situations.
    Balance for Benjamin means having abundance when it comes to the things that are important to him. He wants to be at home in abundance and grow his business in abundance. It is possible to be intentional on how much time we spend at home and at work.
    Being conscious of your family and your spouse's needs and goals is essential when building a business. You don’t want to be paddling against one another. A big part of balance and building a business involves collaboration with your spouse.
    Join us today as we discuss:
    Re-investment in balance and in life Accountability with families and spouses Understanding value expansion  
    TIMESTAMPS
    0:53 – How did you get into the industry?
    2:59 – What’s your definition of balance?
    5:11 – How did you work through this process?
    7:33 – How much is your family involved?
    9:44 – What do you see in the industry?
    14:00 – Why do advisors kick against this idea?
    16:31 – What have you discovered since starting the podcast?
    17:44 – Matching the skill set with listeners
    19:03 – Do you have to convince people?
    19:58 – Why do some advisors not podcast?
    21:05 – Zoom allowing business growth
    22:10 – How are you helping advisors?
    25:04 – Where can you learn more?
     
    RESOURCES:
    More About Benjamin:
    https://retirementstartstoday.com/
    Website: https://www.travisparry.com/
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 28 min
    Ep 43: The Discipline to Find Health and Happiness with Bart Zandbergen

    Ep 43: The Discipline to Find Health and Happiness with Bart Zandbergen

    On today’s episode, the founder of Zandbergen Group, Bart Zandbergen joins us to discuss his 3 decades of experience in the financial industry and the tips and tricks he has learned throughout the years to maintain balance. He’s devoted his career to helping clients find financial freedom through personalized planning.
    After college, Bart got into technical sales and he did so well that he started working with a financial advisor. One day, around 30, he realized he wanted to change lives and he spoke with his advisor about getting into this industry. Months later, Bart decided the financial industry was the path he wanted to take in order to help people.
    Becoming a certified divorce financial specialist was not always in his plan, but Bart realized how much people suffered financially during a divorce and wanted to find a way to help them. Many non-financially savvy spouses find themselves completely at a loss once a divorce is finalized as they hadn’t handled the finances before.
    Bart, like many advisors who value balance, has learned to become adaptable. For Bart, balance truly means finding what’s important in life. With a focus on family, health, and happiness Bart has been able to build his profession and business around those values.
    Join us today as we also discuss:
    Giving “enough of yourself” to family and clients Being able to take a step back in order to grow your business Increasing trust in your team to handle the tasks you delegate to them  
    TIMESTAMPS
    1:06 – Why did you become a CFP?
    4:06 – Becoming a certified divorce financial specialist
    5:39 – Being adaptable in the industry
    6:33 – Balancing health, family, and business
    9:35 – What are some of the issues you struggle with?
    13:11 – What has been one of the keys to scaling?
    16:11 – What do you struggle with today?
    17:21 – What increases your trust in your team?
    19:15 – The mentality you use through business
    21:24 – Struggles other advisors face
     
    RESOURCES:
    More About Bart: 
    https://www.zandbergengroup.com/
    Website: https://www.travisparry.com/
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 27 min
    Ep 42: Having a Centered Day with Amy Castoro

    Ep 42: Having a Centered Day with Amy Castoro

    On today’s episode, Amy Castoro joins us to explore her definition of balance and how it’s shaped her journey in generational wealth planning. She has many years of experience helping families transition high net-worth wealth, keeping families unified and in control of their assets. As an author, keynote speaker, and consultant Amy has had to balance various parts of her life and her profession.
    Amy became a coach for families after working at both Disney University and at Grant Thornton, where she learned the value of culture and building strong relationships. She found her passion for working with individuals and helping families stay compatible and cohesive.
    For Amy, balance means having a centered day. She knows she’s off-balanced when she’s not present. Balance means she’s able to make good decisions and respond in healthy ways to unpredictable situations. While it’s not always easy, Amy ensures she always has time for her family.
    Join us today as we also discuss:
    How imposter syndrome can lead to becoming unbalanced Maintaining balance while scaling growth in business How Zoom has changed things and meeting clients where they are Engaging the next generation and building legacies  
    TIMESTAMPS
    1:27 – How did you get here?
    3:44 – When do you feel balanced?
    6:19 – What throws you off balance?
    9:19 – How do you combat imposter syndrome?
    13:59 – How do you scale without losing balance?
    15:37 – Did Zoom kill creativity?
    17:15 – How have you helped people adjust?
    19:12 – Engaging the next generation
    20:38 – What are the skills you need?
    23:26 – Getting the first sentence right
    27:37 – What’s the best way to get involved?
     
    RESOURCES:
    More About Amy: 
    https://www.thewilliamsgroup.org/amy-castoro
    Website: https://www.travisparry.com/
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 30 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

maddie@podcastingyou ,

Awesome podcast!

This podcast is a great resource for financial professionals! Dr. Travis is a sincere and engaging host and each episode is super insightful.

the girl named Stevyn ,

Amazing Guests!

You’ve compiled gems of wisdom from some of the best in the industry. Thanks for putting together such sage advise to make #advisorlife more balanced.

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