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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

Sep 29, 2022

Marketing may be daunting for many financial advisors, but it’s a necessary tool. Currently, establishing a brand and having social proof that you are good at what you do is what can make or break your career as an advisor.

In today’s episode, we have a special guest, Walter Storholt. Walter is the Co-Owner of...


Sep 22, 2022

Control plays a big part in the role of many advisors’ careers. It can be difficult to let go of the reigns and delegate tasks when you want to do it all. Or maybe you are good at delegating, but don’t ‘inspect what you expect”.

In today’s episode, we have Jeremy Keil, CFP®, CFA®, a retirement-focused...


Sep 15, 2022

Most people experience burnout at some point in their lives. Today we are going to discuss how burnout affects your mental, spiritual, and physical health.

In this episode, we have Jeff Dobyns joining us. Jeff has had an extraordinarily successful business in comprehensive financial planning and owns a top wealth...


Sep 8, 2022

Financial planning goes hand in hand with being a financial advisor, but what about life planning? George Kinder, author, international thought leader, and life planning pioneer dives deep into the ways mindfulness, spirituality, and life planning can change you as an advisor and overall person.

George has been at the...


Sep 1, 2022

Maintaining balance can be tricky when you mix business and family. Eric Roberge, CFP® and Founder of Beyond Your Hammock joined us on our latest episode to discuss what balance looks like in his personal and professional life.

In today’s episode, we learn ways Eric was able to lay the foundation for...