Balanced Growth Show with Dr. Travis Parry

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.

Ep 8: Financial Planning for Advisors with Brooklyn Brock

Oct 28, 2021

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Financial advisors spend so much time working on their client’s financial futures that their own retirement plans can become neglected. Advisors need to acknowledge the importance of their own finances and retirement strategy. On today's episode, Brooklyn Brock, founder of Ellevate Advisors...

Ep 7: Preparing Advisors to be Effective Leaders with Blain Wease

Oct 21, 2021

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Most financial advisors don't have a strong background in leadership or business management. Your experience is in finance and building client relationships. As independent advisors, it can be difficult for us to effectively lead our team through proper communication. This may lead to a lack...

Ep 6: How Hiring Can Help You Find Balance with Stephanie Roberts

Oct 14, 2021

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Hiring a team can cause a lot of growing pains for small independent advisors. However, a capable team and work culture can give us more time to achieve balance in our lives. As the entrepreneurs, founders, and CEOs of our financial advising companies, letting go of controlling every aspect of...

Ep 5: Balanced Adventures with Marketing Executive Charlie Van Derven

Oct 14, 2021

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Many of us are no longer in brick-and-mortar buildings, meaning we had to learn how to recreate boundaries and balance in our home office. Today's guest, Charlie Van Derven, knows this very well. A year ago, he bought a trailer with his family and started to travel the country while...

Ep 4: Health Management for Advisors with Stevyn Guinnip

Oct 14, 2021

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Many advisors struggle with their health and stress management. Finding the time to eat nutritious meals and exercise is hard when you are working long hours. On today's episode, we speak with Stevyn Guinnip a wellness coach that helps financial advisors regain their well-being and balance in...