Preview Mode Links will not work in preview mode

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

May 30, 2023

Today, we are joined by Gary Cardone, an accomplished American entrepreneur and CEO. He co-founded Chargebacks911, a payment processing risk mitigation firm that specializes in preventing and managing credit card chargebacks for businesses. With over 20 years of experience in the financial industry, Gary is widely...


May 25, 2023

Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors. He owns this company alongside his wife, Heather Kendra, CFP®, CRPC™. Mike is a former U.S. Army officer, who joined his wife in the financial industry full-time in 2015....


May 23, 2023

Workaholism is an addiction that can cause serious harm in our lives, such as neglected relationships, compromised mental and physical health, and engaging in self-medication. In honor of Mental Health Awareness Month, Dr. Parry spends this episode reflecting on the holistic connection between mental and...


May 16, 2023

Today we are excited to chat with Todd Brand, chief executive officer and president of Brand Asset Management Group, Inc. Todd is a second-generation leader of a 20-person team, helping 250+ affluent families succeed over generations within their life, business, family, and wealth.

In this episode, Todd reflects on...


May 11, 2023

Today we are joined by Roy Snarr, CFF®, CLTC®, NSSA®, LACP™. Roy is an asset protection and long-term care specialist based out of Austin, Texas. He's the author of several books, including Medicare Doesn't Care and Social Security 101, which is part of the Snarr Academy book program. Roy educates both consumers...