Preview Mode Links will not work in preview mode

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


Aug 10, 2023

Today we are joined by Lance Drucker, ChFC®, CLU®, AIF®, author, speaker, and the CEO of Drucker Wealth. Lance is proficient at Brazilian jujitsu, holding a purple belt, and his company, Drucker Wealth, is one of the premier planning first firms in the country.

Join us as we discuss how to find your expertise, the power of investing in knowledge, building a proficient team, refining processes for optimal efficiency, and much more. Lance brings valuable insights in this episode on aligning your passions, values, and professional pursuits to create a life that's truly rewarding.


Join us today as we discuss these things:

  • 1:07 – What led Lance to the financial industry + his decision to pursue balance to be present for his family and his personal well-being
  • 13:40 – Finding the right business coach for you, investing in knowledge, and building a strong team
  • 23:12 – Identifying a niche and becoming an expert in that area to attract clientele + The benefits of collaboration and playing the long game in your business
  • 29:11 – Lance’s advice for advisors struggling with balance: “Are you happy?”




Learn more about Lance:





Get Travis' newest book!