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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

Sep 1, 2022

Maintaining balance can be tricky when you mix business and family. Eric Roberge, CFP® and Founder of Beyond Your Hammock joined us on our latest episode to discuss what balance looks like in his personal and professional life.

In today’s episode, we learn ways Eric was able to lay the foundation for a well-balanced family business and how he aligns his value system with the goals he sets for himself professionally.

Eric works closely with his wife to create content and drive prospective clients to the business. Listen to discover how his mindset helps him set goals and boundaries that create balance within his life.

Join us today to learn about these things:

  • The types of content he uses to grow his business. (4:14)
  • His unique take on balance and how he applies it to his life. (6:36)
  • The various times and seasons in an advisor’s life. (10:17)
  • A resource that taught him to connect his values to his goals. (15:35)
  • His advice to advisors struggling with balance. (19:58)

RESOURCES

Learn more: https://beyondyourhammock.com/

Email: travis@travisparry.com

Get Travis' newest book!