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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

Oct 26, 2023

How can you distinguish yourself from the competition? What can you do to ensure your clients become your most passionate advocates? It all begins with offering something truly transformational- something worth sharing.

While marketing is undeniably influential, it can't stand alone. If you don’t have a system in...


Oct 19, 2023

Today’s guest is Matt Di Francesco, CExP, CAA, the founder of High Lift Financial. High Lift provides succession planning, financial planning, investment advisory and retirement planning to Automotive Collision shop owners around the country. Matt is specialized in helping business owners make a successful exit from...


Oct 12, 2023

Today, we are joined by a remarkable guest who is nothing short of inspiring. Penny Zenker, also known as “The Focusologist,” is an international speaker, strategy coach, and best-selling author, with credentials that speak volumes. Her book,  The Productivity Zone, soared to Amazon Best Seller status, and her TEDx...


Oct 5, 2023

Today we are joined by Jason Wojo, the CEO of Lifeonaire, a company on a mission to help people create a vision for their ideal life and build a business that supports that vision. Jason's story is a powerful journey from the corporate grind to discovering the true meaning of work-life balance. Under the mentorship of...