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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

Dec 30, 2024

Couple Development is the #1 key to building a business while keeping your balance. 

Couple Development is working with your spouse on all areas of life including finances to reach your goals together.

This chapter is focused on how to create couple development in your marriage and the key concepts include:

  • Couple...


Dec 17, 2024

Money is one of the top predictors of divorce but most professionals are unable to help married couples with money problems. 

Financial advisors, therapists, and coaches all fall short of combining financial advice with relationship and psychological help.

In this chapter, I break down why professionals have failed...


Dec 9, 2024

Teamwork is the key for couples who want to be aligned financially and grow the business!

It is vital to keep one's balance individually and a psychological unlocking process that allows the business owner to scale the business to new heights.

Why Teamwork?

As couples develop shared values and goals, they are able to...


Dec 2, 2024

The 3 biggest hurdles to 10Xing your business with your spouse are:

  • staying stuck in financial blocks,
  • your spouse won't improve with you,
  • and you aren't on the same page financially

In this chapter, I discuss how to overcome the psychologically limiting beliefs that are keeping you stuck financially, how to work...


Nov 25, 2024

Are you a Balanced Achiever or a Personal Developer?

97% of Business Owners are stuck in the Workaholic Trap as Do-It-Alls, Productive Workaholics, or Personal Developers.

But in order to have Balanced Growth, married business owners must become Balanced Achievers!

It took losing my dad when I was 26 and he was only 49...