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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 79: Choosing the Right Clients with Bill Bloom

Ep 79: Choosing the Right Clients with Bill Bloom

Dec 22, 2022

Our guest on today’s show is Bill Bloom. Bill is a family-first, sailboat-racing, book-reading, founder of two financial companies: Bloom Financial and Diane Money. He is also the host of the podcast, “Retire As You Desire”.

Bill believes in finding the right clients versus taking as many as you can get. He explains how that has impacted his business growth and how it has enabled him to have more balance in his life. In this episode, you will be able to learn the habits and mindset shifts that allow Bill to prioritize his family and the things that are most important to him.

Join us today to learn about these things:

  • His key to maintaining the balance he has achieved. (7:58)
  • The biggest struggle when it comes to scaling a business. (11:27)
  • Do you understand when your minimum check should be? (17:27)

RESOURCES

Learn more about our guest:

https://www.bloomfinancialco.com/?r_done=1

https://www.linkedin.com/in/bloomfinancial/

Email: travis@travisparry.com

Get Travis' newest book!

Email: travis@travisparry.com

Get Travis' newest book!