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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

Aug 31, 2023

This week we are joined by Jaime Nacach, an entrepreneur, marketer, and self-taught expert. Originally from Mexico City and now rooted in San Diego, California, Jaime is the founder and CEO of Virtual Latinos. Jaime, just like his family, has been an entrepreneur most of his life and loves the ability to turn...


Aug 28, 2023

Today we are joined by Michael Port, American entrepreneur, author of 9 best-selling books, and angel investor. After spending a decade delivering thousands of paid speeches on the world's biggest stages, Michael sold his first company, Book Yourself Solid® Worldwide. Alongside his wife Amy Port, he founded Heroic...


Aug 15, 2023

Ever wished you could clone yourself? Meet Bryon Morrison and Logan Speights, CEPA, innovative entrepreneurs of Proxxy who've achieved the seemingly impossible. As "executive multipliers," the team at Proxxy has created a game-changing system designed to automate routine tasks, provide strategic guidance, and scale...


Aug 10, 2023

Today we are joined by Lance Drucker, ChFC®, CLU®, AIF®, author, speaker, and the CEO of Drucker Wealth. Lance is proficient at Brazilian jujitsu, holding a purple belt, and his company, Drucker Wealth, is one of the premier planning first firms in the country.

Join us as we discuss how to find your expertise, the...


Aug 8, 2023

Are financial disagreements putting a strain on your relationship? In today’s episode, we’ll share how your upbringing and money management approach might be playing a role in this tension. We'll talk about the profound impact of your early experiences on your current financial perspectives while discussing ways to...