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 90: Leaving Travel Behind for Balance with John Middleton

Jan 31, 2023

Today we’re happy to welcome John Middleton, CFA, CFP®, CAIA, AIF® onto the show to discuss his journey in the financial industry and how he’s found balance at his company, Brighton Financial. Join us as we discuss his growth in the industry, his struggles with technology, and the advice he’d share with other...

Ep 89: Why Balanced Growth is Always Evolving

Jan 26, 2023

The challenge with finding balance in life and work is that it’s an ongoing process. Not only do your priorities change, but the ways in which you can achieve that balance shift as well.

Today’s guest understands that and embraces that evolution as part of his method for finding balanced growth. Devin Carroll is the...

Ep 88: Balance Begins With the Choices You Make

Jan 24, 2023

Today’s guest is Tanya Nichols, CFP® and Founder of Align Financial, who has spent over 20 years in the business and now serves women primarily with her company today. As a mom and business owner, she often found herself missing things that were most important because she was diligent about getting her work...

Ep 87: Finding Your Niche to Provide Better Service to Fewer Clients

Jan 19, 2023

Our guest today is a tremendous marketer who carved out a niche during the pandemic to help grow his brand and help him find more balance at home. Jake Rushton, a managing director at Strategic Retirement Partners, is known as 401JA(k)E because of the specialty he’s carved out for himself.

He joins us today to talk...

Ep 86: Making Intentional Choices to Find Balance

Jan 17, 2023

Sometimes finding balance requires you to shift your goals to prioritize what’s most important, and today’s guest did just that. Chad Hufford of Veritas Wealth Management in Alaska has a great story about choosing finance because of the balance it offered compared to his original career goals.

Join us today to...