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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

Aug 25, 2022

A common challenge facing all advisors when it comes to balance is how do you continue to grow the business and scale like you would like without over-working yourself? Doug Gjerde, MBA®, CFP®, CEPA, joins the show today to talk to us today about how to overcome that hurdle while still maintaining balance.


Aug 18, 2022

Advisors face many of the same challenges others feel when it comes to work-life balance, but the pressure and stress of trying to grow the business can quickly lead to an unhealthy lifestyle.

To give us a little different perspective on this discussion, we’ve asked Diana Britton to join the show. She’s the...


Aug 11, 2022

On today’s episode, certified financial planner and Managing Partner at IAG, Christopher Mitchell joins us to discuss his mission of helping families reach financial independence while navigating his own journey to find balance.

Chris knew early on that he wanted to be involved in finances and business. Early in his...


Aug 4, 2022

Experiencing growth as a business owner can be simultaneously exciting and overwhelming. On today’s episode, we’re talking with someone who knows this transition well, Chip Munn, the CEO of Signature Wealth Strategies.  

Chip and his team have gone through various stages of growth but he is able to maintain a...