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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. Finding Your Genius with Gary Cardone

Finding Your Genius with Gary Cardone

May 30, 2023

Today, we are joined by Gary Cardone, an accomplished American entrepreneur and CEO. He co-founded Chargebacks911, a payment processing risk mitigation firm that specializes in preventing and managing credit card chargebacks for businesses. With over 20 years of experience in the financial industry, Gary is widely respected as a thought leader in chargeback mitigation and fraud prevention. His expertise has been acknowledged by reputable publications like Forbes, Business Insider, and Entrepreneur.

In this episode, Gary emphasizes the importance of self-awareness in avoiding mistakes and highlights the significance of focusing on one's strengths when approaching a business. He also discusses the value of providing exceptional experiences to customers and shares valuable advice for aspiring entrepreneurs in the digital age.

 

Join us today as we discuss these things:

  • 1:23 – Gary shares the journey that led him to the financial industry
  • 10:48 – Why Gary left his successful career behind to study religion and history for several years
  • 17:04 – The role Gary plays in his businesses
  • 20:28 – Gary reflects on his “sweet spot”
  • 29:08 – The advice Gary would give to entrepreneurs that are not in their sweet spot

 

 

RESOURCES

Learn more about our Gary:

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

Email: travis@travisparry.com

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

Get Travis' newest book!