88 episodes

Welcome to the Balanced Growth Show with Dr. Travis Parry. We want to help financial advisors and other entrepreneurs across multiple industries achieve balance in their lives. If you're a business owner 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 and entrepreneurs 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 expert peers to connect business owners with 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 Growth Show with Dr. Travis Parry Dr. Travis Parry

    • Business
    • 5.0 • 10 Ratings

Welcome to the Balanced Growth Show with Dr. Travis Parry. We want to help financial advisors and other entrepreneurs across multiple industries achieve balance in their lives. If you're a business owner 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 and entrepreneurs 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 expert peers to connect business owners with 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 89: Why Balanced Growth is Always Evolving

    Ep 89: Why Balanced Growth is Always Evolving

    The challenge with finding balance in life and work is that it’s an ongoing process. Not only do your priorities change, but the ways in which you can achieve that balance shift as well.
    Today’s guest understands that and embraces that evolution as part of his method for finding balanced growth. Devin Carroll is the founder of Carroll Advisory Group and joins the show to share his experience finding balance. As you’ll hear in our conversation, Devin is someone is constantly evolving as he tries to grow personally and professionally.
    Join us today to learn about these things:
    How he went from a sales job to financial planning. (0:55) Why the definition of balance is evolving. (4:15) How has he managed to scale his business while keeping that balance in life? (7:41) As an entrepreneur, maintaining his focus is the biggest struggle he faces. (13:40) Why he feels like hiring is a key area that most advisors struggle with. (16:07) What advice would he give other advisors? (20:16)  
     

    RESOURCES
    Learn more: https://www.carrolladvisory.com/ 
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 26 min
    Ep 88: Balance Begins With the Choices You Make

    Ep 88: Balance Begins With the Choices You Make

    Today’s guest is Tanya Nichols, CFP® and Founder of Align Financial, who has spent over 20 years in the business and now serves women primarily with her company today. As a mom and business owner, she often found herself missing things that were most important because she was diligent about getting her work done.
    Living that way opened her eyes to how she wanted to be spending her time. To do that, she started defining balance by the choices she made each day. As she explains on the show, the work will never end and it can become a mindless routine. That’s why you have to be intentional with the choices you make each day.
     
    Join us today to learn about these things:
    Why the choices you make define the balance you have in your life. (4:00) What’s her key to scaling the business and maintaining balance. (6:26) Identifying someone that can be your right hand and allow you to delegate. (8:51) Having so many inputs is her biggest struggle to balanced growth. (14:01) The fear of expanding because you have to let go of certain things. (16:16) Why you need to embrace space and time to think. (20:16)  
     

    RESOURCES
    Learn more: https://www.align.financial/tanya-nichols/ 
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 24 min
    Ep 87: Finding Your Niche to Provide Better Service to Fewer Clients

    Ep 87: Finding Your Niche to Provide Better Service to Fewer Clients

    Our guest today is a tremendous marketer who carved out a niche during the pandemic to help grow his brand and help him find more balance at home. Jake Rushton, a managing director at Strategic Retirement Partners, is known as 401JA(k)E because of the specialty he’s carved out for himself.
    He joins us today to talk about why he narrowed his focus to these retirement accounts and the steps he’s taken to leverage social media for career growth.
     
    Join us today to learn about these things:
    How Jake found a niche with 401(k) accounts. (1:05) How he prioritizes life to create the balance he wants. (3:29) Balancing the need to be on social media while not scrolling aimlessly. (8:38) What does he struggle with most when trying to scale the business.  (15:00) How the idea of retirement is changing for the better. (17:44) What is the 401Klub and how does it help advisors with balance? (26:24)  
     

     
    RESOURCES
    Learn more:
    https://www.zekedigital.com/ 
    https://www.srpretire.com/ 
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 32 min
    Ep 86: Making Intentional Choices to Find Balance

    Ep 86: Making Intentional Choices to Find Balance

    Sometimes finding balance requires you to shift your goals to prioritize what’s most important, and today’s guest did just that. Chad Hufford of Veritas Wealth Management in Alaska has a great story about choosing finance because of the balance it offered compared to his original career goals. 
     
    Join us today to learn about these things:
    How he went from becoming a surgeon to financial planning. (1:18) How Chad defines balance and how he’s applied that to his business. (3:16) The biggest challenge he finds is finding meaningful time alone with his wife and leveraging technology in his business. (10:06) Why he feels like advisors spend too much time on things that don’t need to be done. (17:32) What advice would he give other advisors to help them achieve balanced growth. (22:05)  
     

    RESOURCES
    Learn more: https://www.planmember.com/homepage.cfm?bk=CHufford 
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 27 min
    Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen

    Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen

    Before you can truly build your business like you want, you have to first lay the foundation of knowing who you are. Once you can identify your strengths and pair that with your goals, you can begin scaling in an efficient manner.
    Today’s guest has found success by following this process. Bill Keen, Founder and CEO of Keen Wealth Advisors, has grown his business to serve over 800 client families and put a high priority on financial and retirement literacy.
     
    Join us today to learn about these things:
    His incredible journey to running his success firm and what areas he wanted to focus on. (1:42) Knowing who and what you are is the key to scaling the business successfully. (10:06) How he uses content to narrow his niche and make his reach wider. (17:12) What he feels is his biggest struggle for growing the business while maintaining balance. (25:14) Best ways to get in touch with Bill. (36:08)  
     

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

    • 37 min
    Ep 84: Succession Planning with Mark Drouillard, CFP®

    Ep 84: Succession Planning with Mark Drouillard, CFP®

    Our guest for today is Mark Drouillard, CFP®, and Managing Partner at Wealth Management Plus. Wealth Management Plus is a boutique financial advisory firm in Michigan. Mark oversees all operations at the firm and spends his time on business development initiatives.
    He has executed several acquisitions of aging advisors during the last 10 years. Succession planning for aging financial advisors is a topic we all need to be aware of. In this episode, we discuss Mark’s experience with succession planning as well as the ups and downs he experienced while trying to achieve balance.
    Join us today to learn about these things:
    How Mark’s career journey led him to become a Managing Partner. (1:14) How his balance has changed as his career grew. (7:59) How he has maintained his balance while scaling his business. (16:13) RESOURCES
    Learn more about our guest:
    https://longviewfa.com/
    Email: travis@travisparry.com
    Get Travis' newest book!
    Email: travis@travisparry.com
    Get Travis' newest book!

    • 31 min

Customer Reviews

5.0 out of 5
10 Ratings

10 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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