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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.

Get Travis' newest book, Achieving Balance: The Make Time Method For Advisors To Reach Business And Personal Goals In An Overworked World.

Make Time Institute Website


Feb 22, 2024

Sol Rosenbaum, PE, CEM, has over 20 years of experience in the energy engineering space. As the owner and managing engineer of SR Engineering and Consulting, he leads a dynamic team that provides engineering support in the commercial real estate financing arena while focusing on green loan programs and property...

Feb 15, 2024

Nina Nesdoly is a speaker, researcher, and consultant specializing in work stress and burnout prevention. With a background in neuroscience and management, she offers insightful workshops and training on building better work-life balance. She is currently pursuing her Ph.D. with a focus on work-related stress and has...

Feb 8, 2024

We’re happy to have Chris May, the founder of LTN Insurance Services, LLC, join us for this episode. He entered the insurance industry in 2017 and took the plunge into entrepreneurship in 2019, starting his own business.

Throughout this conversation, Chris reflects on the experiences that shaped his growth as an...

Feb 1, 2024

As CEO of VezTek USA, Sani Abdul-Jabbar is an expert in technologies like AI and blockchain. He actively collaborates with industry giants such as Toyota and IBM and is a contributor to Forbes magazine. Beyond corporate collaborations, he has been invited to share his knowledge at esteemed institutions like Caltech and...

Jan 25, 2024

In this episode, we sit down with A.J. Rounds, a seasoned professional in sales, marketing, PR, and HR. Inspired by his father's teachings on entrepreneurship, A.J. co-founded RevRoad, a venture services firm that now manages 61 companies.

Stay tuned as he discusses the founding principles of RevRoad and the critical...