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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

Nov 30, 2023

We are excited to be joined by Brad Barrett, CFP®, on the Balanced Growth Show today. Brad is Managing Director and Partner at One Capital Management LLC, a private wealth advisory firm with nearly 5.3 billion in assets. Passionate about finding new ways to educate investors, Brad share his knowledge and experience...


Nov 21, 2023

What if a one-hour ritual could make you more productive and laser-focused every single day? Can you imagine spending 80% of your workday on the things that truly matter, rather than falling into the multitasking trap? In this episode, we’re taking a deep dive into a game-changing productivity strategy called...


Nov 16, 2023

Today we have a special guest with us: Shawn Rhodes. Shawn is the Chief Sales Sergeant of Bulletproof Selling, an international keynote speaker, author of four books and a nationally syndicated business columnist. 

Throughout this conversation, Shawn focuses on the importance of defining success holistically, focusing...


Nov 9, 2023

We’re delighted to be joined by Dan Beck in this episode, a serial entrepreneur who has built and sold a number of businesses. Today, he is the CEO and co-founder of 401GO, a company dedicated to helping small businesses navigate the complex world of 401k planning. With a wealth of experience in the world of business,...


Nov 2, 2023

Today we are joined by Brody Vinson, a business owner and podcast host with a passion for helping others prepare for successful exits from their companies. Having grown up with his father as a role model in the business world, Brody has always had a passion for entrepreneurship. However, a tragic event in 2021 changed...