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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 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®

Ep 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®

Dec 29, 2022

Today’s guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder of Savant Wealth Management. Savant is a Midwest-based, fee-only management firm, that manages nearly 14 million dollars and has over 8k clients and 260 employees.

In this episode, Brent shares how he is intentional about stepping away from work to maintain a healthy life balance. He touches on the problem with scaling without excellence and practicing excellence without scaling.

Join us today to learn about these things:

  • Brent’s journey to the financial industry. (1:04)
  • How Brent chooses to be deliberate with his time as a person that loves to work. (6:38)
  • When losing balance starts to affect your health and how scaling can counteract that. (15:00)

RESOURCES

Learn more about our guest:

https://savantwealth.com/

Email: travis@travisparry.com

Get Travis' newest book!

Email: travis@travisparry.com

Get Travis' newest book!