Balanced Growth Show with Dr. Travis Parry

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.

Ep 72: Finding Your Niche with Kristen Luke

Nov 29, 2022

Today’s guest is Kristen Luke, President of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps build a marketing system for financial advisors who want to attract clients based on their expertise with a niche, not marketing gimmicks or sales skills.

For more than 15 years,...

Ep 71: The Different Seasons of Balance with Jon Henschen

Nov 24, 2022

Let’s give a warm welcome to our guest, Jon Henschen. Jon is the Founder of the recruiting firm, Henschen & Associates. Henschen & Associates contracts with over 90 independent Broker-Dealers, with the goal of helping representatives find the broker-dealer that best meets their profile and needs.

In this episode,...

Ep 70: Living Purposefully with Santiago Burridge

Nov 22, 2022

Today’s guest is Santiago Burridge, Co-Founder and Executive Chairman at Lumiant. Lumiant is a behavioral finance and client experience platform built to support financial professionals with the tools they need to deliver scalable, client-centric advice.

There are many well-meaning businesses in this industry,...

Ep 69: How Advisors Can Scale with Maribeth Kuzmeski, PhD

Nov 17, 2022

Maribeth Kuzmeski, PhD, is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets.

Maribeth got her start as the 5th client in her firm happened to be a...

Ep 68: Putting Your Values First in Business with Melanie D. Milam CPA, CKA®

Nov 15, 2022

Today’s guest is Melanie D. Milam, CPA, CKA® who specializes in helping individuals in the Oil & Gas Industry realize their retirement dream. Melanie joins us today to share her perspective on prioritizing family over growing your business too quickly.