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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

Apr 28, 2022

On today's episode, Byron Morrison, the author, speaker, and coach for CEOs joins us to break down his journey with self-discovery, the shadow side of success, and more. For most of his life, Byron struggled with his weight and self-image. A few years ago, after his father’s cancer treatment, he started his journey to...


Apr 21, 2022

On today's episode, Marie Swift, PR pro and marketing guru joins us to discuss balancing your energy, relationships, and business. As the founder of Impact Communications, she has advised countless advisors on their journey of growth in business and beyond. Coming from hospitality, Marie found her passion for helping...


Apr 14, 2022

On today's episode, Alex Cavalieri, the co-founder of Seven Group, joins us to discuss his journey in the financial industry, marketing in the digital age, and how having a strong marketing presence can help us achieve balance in our day-to-day lives.

As an advisor to advisors, Alex has seen many people struggle with...


Apr 7, 2022

On today's episode, Ross Marino, the founder of Transitus Wealth Partners and Advisor2x joins us. Ross found his passion for financial services in ninth grade after reading a copy of Money Magazine. We’ll explore Ross’ experience finding balance, how we can be resilient in the face of change, and more on today's...