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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

Oct 27, 2022

Our values are the motivators behind the decisions we make in life. Uncovering your values matters, because deep down, they are the life-long goals driving you to become the best version of yourself.

In this episode, our guest is Tim Bickmore, CFP®, CPWA®, Director of Financial Planning and Co-Founder at LBW...


Oct 25, 2022

Today’s guest is Shauna Mace, CHPC™️, Head of Practice Management, and Managing Director at SEI. She and the team focus on helping advisors grow their businesses so they can spend more time serving their clients. She has been featured in publications and is a frequent speaker in the financial industry.

With over...


Oct 20, 2022

Today’s guest is Stacey McKinnon. Stacey is the Chief Operating Officer and Chief Marketing Officer at Morton Wealth, an RIA with over 2 billion of assets in her management. She has dedicated her professional career to spreading the message of positive leadership inside Morton Wealth and throughout the financial...


Oct 18, 2022

Today’s guest is Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®, CCIM, and the president of Kahler Financial Group. Rick is a pioneer in integrating financial planning and psychology, is one of the founders of financial therapy, and is recognized internationally for his pioneering work in that field.

In this episode,...


Oct 13, 2022

Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and an impactful keynote speaker. In this episode, we got together to talk about a few flaws in the industry and the missing elements that might be holding some advisors (and their clients) back.

‘Purpose’ is central to today’s...