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Welcome to the Travis Parry Show hosted by Dr. Travis Parry. This show focuses on the intersection between family and business. Each episode is packed with content from me and other experts to help you have greater psychological balance, grow your business without turning your marriage and family, and achieve family financial freedom. You can reach the host for guest appearances and speaking appearances at travis@travisparry.com Dr. Parry's book include: "Achieving Balance: The Make Time Method For Advisors To Reach Business And Personal Goals In An Overworked World" which you can find here: https://www.achievingbalancebook.com "Marry and Grow Rich: How to 10X Your Business AND Achieve Your Money Goals Together, Without Falling Into the Workaholic Trap" is found here https://www.marryandgrowrichbook.com/ For podcast inquiries email Dr. Parry: travis@travisparry.com
In this episode, Annalise Vance shares her expertise on how family-owned businesses can leverage Google Ads and digital marketing strategies to grow sustainably while maintaining work-life balance. Discover her proven framework, common pitfalls, and actionable steps to enhance your marketing efforts.
On today's episode, Charles Freeman, the President of AdaptFirst Investments , joins us to discuss building and scaling your business while maintaining balance. He's been an investment manager for 23 years and is currently an aspiring tennis player, chess player, and bass player in a cover band! Charles is a life learner and enjoys learning new things. He sees balance as finding the middle ground in life. Balance can translate to so many different parts of your life, extremes aren't maintainable. As an advisor, you have to wear many different hats to be successful. Marketing to find leads, serving your clients, leading a team, all of these roles require different skill sets. You can be pulled in many different directions, finding yourself overwhelmed and out of balance. Many of us struggle with the ability to "turn off" work. Especially in today's world as we are continually connected via technology. Finding a way to unplug and be present is important for our health and success. AdaptFirst customizes investment solutions for your practice with various CIO services. On today's show, we'll explore how Advisor Cooperative provides advisors a platform to grow their business through cooperative idea generation, encouraging flexibility and balance. Join us today as we further discuss: Why it's difficult to connect with people and clients in today's world Building and scaling your business as a new advisor Organizing and prioritizing your time for health and happiness How Advisor Cooperative is helping advisors achieve balance TIMESTAMPS 1:10 – Why his hobbies are important 2:23 – Charles' definition of balance 4:40 – Issues advisors face in the industry 7:09 – What contributes to these issues 10:41 – Charles' personal struggles 16:30 – Advisor Cooperative and CIO Services 23:43 – How to connect with Charles RESOURCES Learn more: https://www.adaptfirst.com/ Website: https://www.travisparry.com/ Email: travis@travisparry.com Get Travis' newest book!
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?" RESOURCES Learn more about Lance: https://druckerwealth.com/ https://www.linkedin.com/in/lancedrucker/ Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA Get Travis' newest book!
Money is one of the top predictors of divorce but most professionals are unable to help married couples with money problems. Financial advisors, therapists, and coaches all fall short of combining financial advice with relationship and psychological help. In this chapter, I break down why professionals have failed to help couples with money problems and how the Balanced Growth Method solves this problem.
In this conversation, Dr. Travis Parry interviews Dan Metcalfe, a performance coach and author, who shares his incredible journey from being a professional athlete to a performer and ultimately a coach. Dan discusses the pivotal moments in his life, including overcoming paralysis and brain injury, and how these experiences shaped his understanding of resilience and the brain's potential. He emphasizes the importance of addressing limiting beliefs, making decisive choices, and creating a supportive environment for personal growth. Dan provides actionable steps for listeners to transform their lives and tap into their full potential.
The Conclusion Chapter to "Marry and Grow Rich" Audiobook. In this chapter I summarize the entire book, including the Balanced Growth Method and the steps to 10X your business while keeping your balance!
Today we are joined by Roy Snarr, CFF®, CLTC®, NSSA®, LACP™. Roy is an asset protection and long-term care specialist based out of Austin, Texas. He's the author of several books, including Medicare Doesn't Car e and Social Security 101 , which is part of the Snarr Academy book program. Roy educates both consumers and financial professionals on the intricacies and critical importance of having a well-rounded retirement approach and has a wealth of knowledge to share with us. In this episode, Roy talks about setting boundaries, prioritizing your time, and setting goals. He also talks about hiring and retaining great employees, budgeting, and the importance of self-assessment and investment. Join us today as we discuss these things: 1:24 – Roy shares his backstory and the personal experiences that led him to his career 3:11 – The boundaries that Roy has put in place for his family 5:59 – How Roy has been able to scale his business while remaining balance 10:23 – Roy's secret for hiring and retaining the right people 13:00 – How self-assessment and self-improvement lead to success 19:36 – How Snarr Academy helps advisors become better in their industry RESOURCES Learn more about Roy: https://snarracademy.com/ https://www.roysnarr.com/ Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA Get Travis' newest book!
On today's episode, the founder and president of Capital City Wealth Management, podcast host, and father of six, Benjamin Brandt joins. His interest in finances started early with his grandfather. When his grandfather passed away, he saw the struggles his grandmother faced when it came to finances and wanted to help people in similar situations. Balance for Benjamin means having abundance when it comes to the things that are important to him. He wants to be at home in abundance and grow his business in abundance. It is possible to be intentional on how much time we spend at home and at work. Being conscious of your family and your spouse's needs and goals is essential when building a business. You don't want to be paddling against one another. A big part of balance and building a business involves collaboration with your spouse. Join us today as we discuss: Re-investment in balance and in life Accountability with families and spouses Understanding value expansion TIMESTAMPS 0:53 – How did you get into the industry? 2:59 – What's your definition of balance? 5:11 – How did you work through this process? 7:33 – How much is your family involved? 9:44 – What do you see in the industry? 14:00 – Why do advisors kick against this idea? 16:31 – What have you discovered since starting the podcast? 17:44 – Matching the skill set with listeners 19:03 – Do you have to convince people? 19:58 – Why do some advisors not podcast? 21:05 – Zoom allowing business growth 22:10 – How are you helping advisors? 25:04 – Where can you learn more? RESOURCES: More About Benjamin: https://retirementstartstoday.com/ Website: https://www.travisparry.com/ Email: travis@travisparry.com Get Travis' newest book!
In this conversation, Dr. Travis Parry interviews Leo Young, founder of Cornell Communities, who shares his journey from burnout in a corporate job to becoming a successful real estate investor. Leo discusses the importance of passive income, the challenges investors face, and the educational resources he provides to help others navigate the world of private equity and real estate investing. He emphasizes the need for a solid understanding of investment strategies, the significance of networking, and the importance of setting realistic expectations for returns. The conversation also touches on the emotional aspects of investing and finding fulfillment beyond financial success.
On today's episode, Jason Cass the business owner, speaker, and entrepreneur joins us to discuss self-improvement, delegation, leadership, networking, and balance. Growing his business, The Insurance Alliance to three locations across southern Illinois, being the Chairman of the National Young Agents for the Big I, hosting his own podcast, and writing his best-selling novel, Customer Service is Just Foreplay: The Modern Customer Experience Will Separate You From Your Competition, Jason is a busy professional and he couldn't have accomplished these goals without balance and delegation. To Jason, finding balance is the path to true enlightenment. If you want to be happy in life you have to find balance or harmony. For many of us, self-improvement is a way to get there. From acknowledging our faults to expanding our viewpoints through empathy and reading, a commitment to self-improvement is vital for many advisors. There comes a point where we need to realize where we need help and how we can manage our time better to achieve that goal. Instead of a mid-life crisis, Jason promotes a mid-life audit. Asking yourself, "What has been good in my life up until now? What has not been working and how can I add and improve on those aspects of my life?" The best version of yourself is the balanced version. To find the success you have to learn to let go, to delegate, and to trust the team you have surrounded yourself with. We've all heard the saying "Work on your business, not in your business." But what does that really mean? Everyone should have a role, including yourself as the owner. As the owner, it's your responsibility to provide your team with the tools and resources they need to take care of clients. Most team members want to be part of a productive crew and learning to delegate can help them and yourself find balance. Join us today as we further discuss: Becoming a thought leader The key to delegation and letting go Building a team with a good attitude Reading and great book recommendations TIMESTAMPS 0:48 – Jason's journey into the industry 4:02 – What is balance to Jason? 5:54 – Biggest issues Jason has faced 8:35 – Realizing where you need help 14:22 – It changes who you are 16:20 – Which books to read 19:48 – Suggestions for books 23:27 – 21 Irrefutable Laws of Leadership 24:44 - Being a thought leader 30:39 – Struggles advisors face 34:08 – Key to delegation and letting go 38:01 – Working on the business 38:53 – Letting go allows you freedom 40:59 – Building a team with a good attitude 43:09 – How can we have greater balance? RESOURCES Jason's Podcast: https://theinsurancepodcastnetwork.com/ Agents Influence Episode with Dr. Travis Parry: https://theinsurancepodcastnetwork.com/we-focus-on-perfection-when-we-should-focus-on-becoming-perfected/ Website: https://www.travisparry.com/ Email: travis@travisparry.com Get Travis' newest book!
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