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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

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  2. Ep 106: Embracing Imbalance to Stay Balanced with Tom Shepard

Ep 106: Embracing Imbalance to Stay Balanced with Tom Shepard

Mar 28, 2023

Today we are joined by Tom Shepard, CEO of Shepard Financial and author of the book Money Isn’t Everything, Everything Is Money.  He is the inventor of the Evolutionary Method and founder of the Currency Institute and Currency Camp, which is a financial boot camp built on the Evolutionary Method.

In this episode, Tom reflects on the challenges he’s faced while transitioning from an advisor to a business owner. He emphasizes the importance of prioritizing your values while growing your business and shares how embracing imbalance can ultimately lead to a more balanced life.

 

Join us today as we discuss these things:

  • The journey that led Tom to work in the finance industry. (1:18)
  • How Tom has managed to bring balance into his life while growing his business by having a clear picture of his goals. (4:37)
  • “I will perspire and work hard when I’m inspired.” Tom shares that he sometimes struggles with discipline from a business management perspective and talks about the intentional systems he’s put in place to help accomplish his goals. (10:59)
  • Tom reflects on the growing pains of becoming a business owner. (13:26)
  • The advice Tom would give to advisors trying to grow their business while striving to stay balanced. (16:29)

 

RESOURCES

Learn more about our Tom's Currency Camp: https://www.currencycamp.com/ 

Email: travis@travisparry.com

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

Get Travis' newest book!