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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

  1. All Episodes
  2. Ep 52: Mastering Mindfulness with George Kinder

Ep 52: Mastering Mindfulness with George Kinder

Sep 8, 2022

Financial planning goes hand in hand with being a financial advisor, but what about life planning? George Kinder, author, international thought leader, and life planning pioneer dives deep into the ways mindfulness, spirituality, and life planning can change you as an advisor and overall person.

George has been at the forefront of financial services for more than 35 yrs. His journey to becoming a financial planner began reluctantly, ironically enough, considering the impact he has made in the industry today. His passion for spirituality and mindfulness led him to equip people with the tools and knowledge needed to live a balanced life within themselves and their businesses.

In today’s episode, George shares exactly what he feels makes a great advisor and shares insight as to how you can get started practicing mindfulness and existing in the present.

Join us today to learn about these things:

  • How George became a financial planner, despite wanting to pursue his creativity. (1:37)
  • Why mindfulness matters in your journey to achieving balance. (8:57)
  • The biggest struggle many advisors have with remaining in the present. (16:05)
  • The importance of life planning in addition to financial planning. (20:39)
  • Why listening matters in the role of a financial advisor. (26:06)

RESOURCES

Learn more: https://www.kinderinstitute.com/ https://www.georgekinder.com/

Email: travis@travisparry.com

Get Travis' newest book!