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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 29, 2022

Marketing may be daunting for many financial advisors, but it’s a necessary tool. Currently, establishing a brand and having social proof that you are good at what you do is what can make or break your career as an advisor.

In today’s episode, we have a special guest, Walter Storholt. Walter is the Co-Owner of Third Wheel Media and a former play-by-play sportscaster. Third Wheel Media is a podcast production and marketing company that specializes in the financial industry.

They help advisors achieve more balance while growing their business by offering turnkey solutions to content planning, creation, and publishing. Listen to learn more about how they can help you scale your business through podcast marketing.

Join us today to learn about these things:

  • How he made health first priority and lost over 100lbs in the last half of 2021. (0:55)
  • Walter’s transition from a sportscaster to co-owning Third Wheel Media. (5:20)
  • How Third Wheel Media serves financial advisors, estate planners, and realtors by producing podcasts and more. (10:50)
  • What balance means to him as a business owner and husband. (16:30)
  • What Walter feels advisors struggle with from a marketing perspective. (24:15)

RESOURCES

Learn more: howadvisorspodcast.com

Email: travis@travisparry.com

Get Travis' newest book!