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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

Dec 15, 2022

Today’s guest is Dr. Rodney Mogen, who has an impressive two Doctorates and five Masters. Rodney has been in the industry since 1999. He built a financial planning practice that accumulated 400 clients in the first year, which he then grew to 2,000 clients, before selling. In 2012 he opened a business dedicated to helping small business owners and financial advisors with their desire to achieve more balance.

In this episode, we discuss Rodney’s business and how he achieved success so quickly. He shares how beneficial time blocking is for someone hoping to achieve balance, and what advisors seem to be struggling with the most when trying to scale.

Join us today to learn about these things:

  • How Rodney was able to be so successful right out of the gate. (1:24)
  • The problem with multitasking and how you can scale while maintaining balance. (11:51)
  • Here is what Rodney has noticed advisors struggle with as they scale. (17:15)

RESOURCES

Learn more about our guest:

https://www.solveurpuzzles.com/

Email: travis@travisparry.com

Get Travis' newest book!