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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

Jan 25, 2024

In this episode, we sit down with A.J. Rounds, a seasoned professional in sales, marketing, PR, and HR. Inspired by his father's teachings on entrepreneurship, A.J. co-founded RevRoad, a venture services firm that now manages 61 companies.

Stay tuned as he discusses the founding principles of RevRoad and the critical...


Jan 11, 2024

When it comes to achieving balanced growth, it’s crucial to understand what kind of fear is holding you back and work on reframing your mindset. But what’s just as important is having the courage to take bold, measurable actions in faith that move the needle.

 

Here’s some of what we discuss in this episode:

0:35...


Jan 4, 2024

Today, we're thrilled to sit down with Matt Green, President and CEO of Frontlight Building Company in South Carolina.  He talks about the pivotal role delegation has played in his journey as a successful business owner. He also shares insights on building a strong organizational culture centered around values like...