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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

Dec 29, 2022

Today’s guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder of Savant Wealth Management. Savant is a Midwest-based, fee-only management firm, that manages nearly 14 million dollars and has over 8k clients and 260 employees.

In this episode, Brent shares how he is intentional about stepping...


Dec 27, 2022

On today’s show, we have Jesse W. Hurst, CFP®, AIF®, President and CEO of Impel Wealth Management.  Jess began his career in the financial industry in 1987. In this episode, he shares the trajectory of his career path, helpful scheduling tips, and much more.

Join us today to learn about these things:

  • Jesse shares...


Dec 22, 2022

Our guest on today’s show is Bill Bloom. Bill is a family-first, sailboat-racing, book-reading, founder of two financial companies: Bloom Financial and Diane Money. He is also the host of the podcast, “Retire As You Desire”.

Bill believes in finding the right clients versus taking as many as you can get. He...


Dec 20, 2022

Today’s guest is Jamie Bosse, CFP®, RFC, CCFC. Jamie is a Financial Planner, Author, and mother of four. She wrote, “Money Boss Mom” and the “Milton the Money Savvy Pup” series.

Jamie and I discuss how she has managed to achieve organic growth online. She shares the importance of setting up a personal system...


Dec 15, 2022

Today’s guest is Dr. Rodney Mogen, who has an impressive two Doctorates and five Masters. Rodney has been in the industry since 1999. He built a financial planning practice that accumulated 400 clients in the first year, which he then grew to 2,000 clients, before selling. In 2012 he opened a business dedicated to...