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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

Email: travis@travisparry.com

Dec 30, 2021

On this episode of the Balanced Advisor Podcast, we are excited to be joined by Brad Wales, the founder of Transition to RIA, a consulting firm uniquely focused on helping advisors transition their practice to an RIA model.

In the last couple of years, the importance of work-life balance became evident to Brad as his...


Dec 16, 2021

There are so many things in life that deplete our energy. Being able to say no to certain things means being able to say yes to yourself. On today's episode, we talk about the power of saying no with CFP and founder of Innovating Advice, Kate Holmes. Growing up in Seattle and attaining her photography degree from the...


Dec 9, 2021

Many of us joined the financial advising industry as a way to have an impact on the lives of others. But as we grow our business tasks can add up, leaving us overworked and uninspired. So, what can we do to change this? How do we provide excellent service and grow our business while also prioritizing our relationships...


Dec 2, 2021

Often times the catalyst for change for many advisors is the moment they become too overwhelmed. There is a moment of awareness when they realize that they need to delegate or continue on without balance. Maybe you've missed too many family dinners. Or you are starting to feel the burnout on a job you once loved. On...