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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

Feb 24, 2022

On today’s episode, Taylor Schulte, the founder of Define Financial, joins us to discuss both his role as an advisor who has struggled with balance and as a marketing advisor to financial professionals. Define Financial is optimizing retirement planning for individuals over 50. Taylor has been able to re-establish...


Feb 17, 2022

On today’s episode, Charles Freeman, the President of AdaptFirst Investments, joins us to discuss building and scaling your business while maintaining balance. He’s been an investment manager for 23 years and is currently an aspiring tennis player, chess player, and bass player in a cover band! Charles is a life...


Feb 10, 2022

Jeff Concepcion, the founder, and CEO of Stratos Wealth Partners joins us on today's show to discuss personal and professional success. He started his practice in 2008, a practice that focuses on serving sophisticated advisors and their clients. Stratos Wealth does this through infrastructure, resources, and support...


Feb 3, 2022

On today’s episode, we are joined by Keena Pettijohn, the founder of the Lifelogixs consultant firm, a program helping people achieve health, wealth, and happiness through technological solutions. With more than three decades in the industry, she has seen advisors struggle on every level. She’s highlighting the...