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 115: Growth From The Inside Out: Finding Balance Through Inner Values with Jim Stackpool

Apr 27, 2023

We are excited to have Jim Stackpool, founder of Certainty Advice Group, on the show today. Jim has been in the industry for over 30 years, coaching and consulting advisory firms across Australia and New Zealand. His consulting firm coaches, trains, and builds advisory firms seeking to fast-track their growth in the...

Ep 114: Better, Not Bitter- A Message Of Hope And Healing With Jeffrey Johnston

Apr 25, 2023

We are honored to have Jeffrey Johnston, ChFC, as our guest today. Jeffrey is the founder of Premier Investments of Iowa Inc. and co-host of the Premier Financial Hour radio show on WMT 600AM. He is an oSj Branch Manager with over 33 years of experience and author of the book This One’s For You.

After tragically...

Ep 113: Streamlining Success with Dave Zoller

Apr 20, 2023

Today we are delighted to speak with Dave Zoller, CFP®, owner of Streamline Financial Planning, an advisory firm in Chicago that manages over 270 million AUM. In 2019, Dave began testing various marketing methods to achieve business growth and started sharing his findings with other advisors on his website. A few...

Ep 112: Seeking Rest And Delight with Zac Larson

Apr 18, 2023

Today we are joined by Zac Larson, CFP®, ChFC®, FIC, founding partner and wealth advisor of IntentGen Financial Partners. Zac is a man of purpose who helps empower people to make intentional financial decisions and live a fulfilling life. Zac and his wife Kristen have been married since 2003 and have four sons....

Ep 111: More Than Money Management: Building Meaningful Client Relationships with Chris Stallings

Apr 13, 2023

Today we are joined by Chris Stallings, the CEO, and founder of Abundance LLC. Chris has pioneered a whole-person, whole-family approach to wealth management that goes far beyond traditional financial planning. Drawing on his own family's experience with an advisor who failed to address their legacy concerns, Chris...