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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 122: The Power of Priorities and Planning with Mike Kendra

Ep 122: The Power of Priorities and Planning with Mike Kendra

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. Together, they now have a team of 30 people and work with around 200 advisors across the country.

Having a diverse set of interests and goals, balance has always been important to Mike. In this episode, he shares how a hybrid-remote workflow, strong systems and processes, and investing in the hiring process have been an essential part of FP Solutions’ growth and success.

 

Join us today as we discuss these things:

  • 1:15 – How Mike ended up in the financial industry alongside his wife, Heather
  • 5:19 – How a remote-hybrid schedule has created a balanced culture at FP Solutions RI
  • 8:53 – How excellent internal processes and systems have created balanced growth at FP Solutions RI
  • 15:23 – How priorities and planning have helped Mike focus and scale his business
  • 20:47 – How FP Solutions RI helps advisors with time management
 

RESOURCES

Get in touch with Mike:

http://fpsolutionsri.com/Contact/

Email: travis@travisparry.com

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

Get Travis' newest book!