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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

Jan 6, 2022

Our mission is to help advisors spend time with their families, focus on their health, and achieve balance. On today’s episode of the Balanced Advisor Podcast, we are sharing a bonus track from Achieving Balance which includes an interview with Dr. Travis Parry and Derek Notman. Why did Dr. Parry write this book? How can Achieving Balance help you be a better advisor, spouse, and parent?
 
Once an advisor himself, Dr. Parry felt the pull between being an advisor and running a business and he knew others were struggling with this balance as well. He hasn’t been afraid to confront the mistakes the industry is making when it comes to work-life balance.
 
After writing the first draft of his book, Dr. Parry saw that he needed to change his approach and rewrote Achieving Balance as an inspirational workbook for advisors. This way, he could give real and tactical advice to others.
 
A lot of his book focuses on building strong relationships. Which is super important when striving towards a balanced life. Whether it’s with friendships, partnerships, or family, relationships can be our anchor. Life isn’t always about productivity.
 
Dr.Parry includes additional resources for advisors in Achieving Balance. The book includes free courses, downloadable resources, and more to help advisors achieve their goals. He recommends an hour a week to prioritize working through the book and setting your boundaries. In this new year, we hope you take whichever actions you need to achieve balance and prioritize yourself!
 

TIMESTAMPS

1:21 – Why did Travis choose to write this book?

3:20 – Who was the book designed for?

5:41 – How should advisors use the book?

8:07 – Additional material with Achieving Balance

12:21 – Focusing on strong relationships

18:27 – The writing process and maintaining balance

25:50 – Creating connections and closing thoughts

 

RESOURCES

Email: travis@travisparry.com

Get Travis' newest book!