73 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 • 9 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 74: Team Building with Chad Olivier CFP®, CEPA

    Ep 74: Team Building with Chad Olivier CFP®, CEPA

    On today’s show, we have Chad Olivier, CFP®, CEPA, and CEO of Olivier Group. Chad has been in the business since 1996. He is an author, host of “Money Talks” on local Fox Thursday 9pm news, and his team of 9 manages 360 million in assets. He has been married to his wife Rose for 23 years and has 4 boys ages 9-17.
    In this episode, we discuss the importance of a life outside of work and how it is possible to scale a business and still “have a life”. Chad shares how he hires his team members and how training is critical when building a team. Listen to learn what balance looks like in this sought-after teacher and successful business owner’s life.
     
    Join us today to learn about these things:


    Chad’s grandmother shared his how grandfather took care of her after his passing and set him on the path to getting into finance. (1:21) His secret to keeping balance as a sought-after teacher and successful business owner. (2:39) How caring about hobbies or passions other than work can help you to set boundaries. (4:55) Learn how delegation and training go hand in hand. (15:56) RESOURCES
    Learn more about our guest:
    https://www.oliviergroup.com/
    https://www.linkedin.com/in/chad-olivier-70b29621
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 22 min
    Ep 73: Scaling Your Business Through Marketing with Kristin Harad, CFP®

    Ep 73: Scaling Your Business Through Marketing with Kristin Harad, CFP®

    Our guest on today's show is Kristin Harad, CFP®. Kristin is a CFP® who founded and grew an independent fee-only RIA before transitioning to training advisors. She uses this first-hand knowledge, along with 14 years of corporate marketing, to help RIAs attract more of the right people.
    Kristin currently serves as an outsourced fractional CMO for independent RIAs, as well as a marketing coach for solo advisors. In this episode, Kristin and I discuss the difficulties advisors tend to have with marketing and the fear that scaling a business could mean sacrificing balance.
     
    Here is some of what you can look forward to on today's show:
    Do you have the freedom to focus on what you need to while being fully present? (5:29) How the guilt and shame cycle can trick people into overworking. (14:17) Here is what Kristin has seen advisors struggle with while trying to grow their business. (20:00) RESOURCES


    Learn more about our guest:
    https://kristinharad.com/
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 36 min
    Ep 72: Finding Your Niche with Kristen Luke

    Ep 72: Finding Your Niche with Kristen Luke

    Today’s guest is Kristen Luke, President of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps build a marketing system for financial advisors who want to attract clients based on their expertise with a niche, not marketing gimmicks or sales skills.   For more than 15 years, Kristen has consulted with hundreds of financial advisory firms and shared her marketing expertise via industry conferences, podcasts, and publications nationwide. In this episode, we discuss how you find your niche, and how you can use that to scale your business and achieve balanced growth.  
    Join us today to learn about these things:


    Why we don’t love the phrase ‘work-life balance’. (5:08) How she manages to stay consistent with her time blocking. (7:05) How you can achieve balanced growth. (19:13) RESOURCES
    Learn more about our guest:
    https://www.kaleidocreative.com/
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 37 min
    Ep 71: The Different Seasons of Balance with Jon Henschen

    Ep 71: The Different Seasons of Balance with Jon Henschen

    Let’s give a warm welcome to our guest, Jon Henschen. Jon is the Founder of the recruiting firm, Henschen & Associates. Henschen & Associates contracts with over 90 independent Broker-Dealers, with the goal of helping representatives find the broker-dealer that best meets their profile and needs.

    In this episode, Jon and I will discuss the different seasons in life that shift your perspective on balance. We will also touch on how balance can look different from person to person and ways you can make changes to create more in your life/career.
    Join us today to learn about these things:


    Learn how Jon got into recruiting and the financial industry. (0:19) Jon shares how he defines balance in his life after more than three decades in the industry. (4:05) How balance can look significantly different from person to person. (14:50) RESOURCES
    Learn more about our guest:
    https://henschenassoc.com/
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 30 min
    Ep 70: Living Purposefully with Santiago Burridge

    Ep 70: Living Purposefully with Santiago Burridge

    Today’s guest is Santiago Burridge, Co-Founder and Executive Chairman at Lumiant. Lumiant is a behavioral finance and client experience platform built to support financial professionals with the tools they need to deliver scalable, client-centric advice.

    There are many well-meaning businesses in this industry, but some are not serving their clients as well as they could be. Santiago shares the difference between approaching clients with products to sell and understanding clients with the goal of customizing services/products to their individual needs. Listen to find out how Lumiant can help anchor your business in experience, instead of sales, while helping you scale and grow.
    Join us today to learn about these things:


    • Here we discuss the realization that became a turning point for Santiago in his career. (1:01)
    • How purpose aligns with balance. (7:14)
    • Seasons of imbalance and how to avoid making them a long-term lifestyle. (14:49)
    RESOURCES
    Learn more about our guest:
    https://www.lumiant.io/
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 45 min
    Ep 69: How Advisors Can Scale with Maribeth Kuzmeski, PhD

    Ep 69: How Advisors Can Scale with Maribeth Kuzmeski, PhD

    Maribeth Kuzmeski, PhD, is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets.
    Maribeth got her start as the 5th client in her firm happened to be a financial advisor. Today, Red Zone Marketing is fully focused on the financial services industry. Listen as Maribeth shares her knowledge about hiring, delegating, and creating balance in your career.
    Join us today to learn about these things:


    How Maribeth met a financial advisor and agreed to work for him on a commission basis and ended up growing his management portfolio from 10 million to 200 million in under 5 years. (1:13) Is email getting you down? Here’s what you can do to help. (9:01) Her process for delegating to her assistant that saves her time. (14:40) RESOURCES
    Learn more about our guest:
    https://www.redzonemarketing.com/
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 30 min

Customer Reviews

5.0 out of 5
9 Ratings

9 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.

Top Podcasts In Business

NPR
Ramsey Network
iHeartPodcasts
Jocko DEFCOR Network
Guy Raz | Wondery
Andy Frisella #100to0

You Might Also Like

Matthew Jarvis & Micah Shilanski, Finance Rockstars
Reese Harper, CFP®
Brendan Frazier
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Steven Jarvis
Libby Greiwe