Preview Mode Links will not work in preview mode

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

Jul 28, 2022

Lesli Doares, a marriage and family therapist joins us on today’s episode of the Balanced Advisor Podcast. With experience helping couples and families for over twenty years, Lesli has a passion for assisting people to build authentic and passionate partnerships.

Her focus is on equipping men with the skills they need...


Jul 21, 2022

On today’s episode, the founder and president of Capital City Wealth Management, podcast host, and father of six, Benjamin Brandt joins. His interest in finances started early with his grandfather. When his grandfather passed away, he saw the struggles his grandmother faced when it came to finances and wanted to...


Ep 44: Developing New Habits and New Ways of Thinking with Bill Cates

Jul 14, 2022

On today’s episode, we’re joined by the founder of the Cates Academy and author of Radical Relevance, Referrals Now!, Beyond Referrals, and Don’t Keep Me a Secret, Bill Cates. As a coach to advisors, author, and podcast host Bill has both seen and struggled with balance himself. Now, he’s helping financial...


Jul 7, 2022

On today’s episode, the founder of Zandbergen Group, Bart Zandbergen joins us to discuss his 3 decades of experience in the financial industry and the tips and tricks he has learned throughout the years to maintain balance. He’s devoted his career to helping clients find financial freedom through...