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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

Mar 31, 2022

On today's episode, Jason Cass the business owner, speaker, and entrepreneur joins us to discuss self-improvement, delegation, leadership, networking, and balance. Growing his business, The Insurance Alliance to three locations across southern Illinois, being the Chairman of the National Young Agents for the Big I,...


Mar 24, 2022

On today’s episode, Brent Kelly the President of Sitkins Group Inc joins us to discuss freedom, distractions, and the struggles advisors face. First and foremost, he’s a husband and father of five children. In business though, Brent is helping advisors and insurance agencies maximize their performance and...


Mar 17, 2022

A lot of advisors struggle with sales. Some fear being too aggressive Others are worried they’ll become too busy. But is this stemming from a deeper fear of success? 

On today’s episode, we are joined by the founder of Sales Pro Insider, author, and speaker, Nancy Bleeke. Originally starting her journey in financial...


Mar 10, 2022

On today’s episode, Broc Buckles, the co-founder of BC brokerage, joins us to discuss his journey through the insurance industry and how he has come to define balance in his own life. 

Like many of us, early on in his career, Broc didn’t have a definition of balance. It was about working, networking, and excelling...


Mar 3, 2022

On today’s episode, Patrick Brewer, the President of Wealth Source and Founder of Model FA joins us to discuss burnout. In his free time, he loves boating, traveling, and staying active! Initially, his definition of balance was about working hard and enjoying life later. But that look has changed over time, as...