Balanced Advisor Podcast with Dr. Travis Parry

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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 here: https://www.travisparry.com/about-dr-parry Find Travis' newest book, Achieving Balance: The Make Time Method For Advisors To Reach Business And Personal Goals In An Overworked World, here: https://www.travisparry.com/book Website: https://www.travisparry.com/ Email: travis@travisparry.com

Dr. Travis Parry


    • May 12, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 29m AVG DURATION
    • 216 EPISODES


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    Latest episodes from Balanced Advisor Podcast with Dr. Travis Parry

    Scaling with Systems with Shawn Johnson

    Play Episode Listen Later May 12, 2025 40:51


    Don't just have a business, create a business that runs on systems! Shawn Johnson was a property manager who successfully grew his business and retired at 39. He uses his expertise to help other business owners grow and scale their businesses through systems and people. Join our conversation to discuss Shawn's frameworks and insights!

    From Affair to Marriage Coaching with Don Power

    Play Episode Listen Later May 5, 2025 34:54


    Don Power and his wife, Angie, founded Marriage and Family Works, a non-profit organization, after overcoming significant marital challenges, including infidelity. In this episode, Don shared his background of growing up in an abusive household and Angie's traumatic childhood. They developed a framework called "The Point of Impact" to help couples address emotional hijacks early and improve communication through skills like repeating, affirming, and validating (RAVE). They emphasize the importance of quality time, daily appreciations, and understanding individual needs. Don and Angie offer free resources and coaching, aiming to help couples restore and maintain healthy marriages.

    From Operator to Owner with Pete Mohr

    Play Episode Listen Later Apr 28, 2025 40:23


    Pete Mohr discussed his journey from business owner to coach, focusing on helping business owners transition from operators to owners. Pete emphasized the importance of the "six Ps" framework: Promise, Product, Process, People, Promotion, and Profit. He highlighted the need for business owners to plan for their eventual exit, addressing financial readiness, business exit readiness, and personal mindset. We discussed the significance of communication and alignment within businesses, especially family-owned ones. 

    Micronutrients & Mental Health with Dr. Cliffton Brady

    Play Episode Listen Later Apr 21, 2025 44:52


    Dr. Clifton Brady, a chiropractic doctor and health coach, discusses his journey from a contractor to helping people with mental health issues. He attributes his interest in health to his grandmother's nutritional studies and his own practice experiences. Dr. Brady emphasizes the importance of addressing inflammation and nutritional deficiencies in the brain to treat conditions like anxiety and depression. He shares success stories of clients overcoming severe mental health issues through his protocols. Cliffton also highlights the need for healthcare professionals to break free from traditional systems and the potential of micronutrients in improving brain function and overall well-being.

    Inspired Stewardship with Scott Maderer

    Play Episode Listen Later Apr 7, 2025 42:54


    Scott Maderer, co-founder of Inspired Stewardship, discusses his journey from aspiring medical researcher to school teacher, corporate leader, and stewardship coach. He emphasizes the importance of aligning time, talent, and treasure to live an authentic life. Scott highlights the critical role of self-investment, serving others, and developing influence. He addresses male suicide rates, particularly among business owners, linking them to financial and time management issues. Scott's framework for personal growth includes investing in oneself, others, and developing influence, leading to broader impact. He advocates for a growth mindset, gratitude practices, and creating time for reflection to foster long-term success.

    inspired stewardship
    Balancing Family and Business with SEO Expert Damon Burton

    Play Episode Listen Later Mar 31, 2025 36:17


    Travis Parry and Damon Burton discuss balancing business growth with family life. Damon's company, with 40 employees and $2-3 million in annual revenue, operates without paid ads, demonstrating the effectiveness of SEO. Damon shares his journey from outranking major companies in SEO to building a successful SEO company. He emphasizes the importance of setting boundaries, working early mornings, and prioritizing family time. Damon also highlights the benefits of SEO over paid ads, noting its exponential potential. Damon and Travis discuss the challenges of parenting children of different ages and the importance of maintaining a strong marriage. 

    Planning for Senior Parents with Carol Chiarito

    Play Episode Listen Later Mar 25, 2025 33:28


    Carol Chiarito, a financial advisor, transitioned from pension planning to senior planning after her mother moved in with her. She emphasized the importance of early planning for senior care, noting that 87% of seniors need long-term care. Carol discussed various financial tools like long-term care group policies, annuities with long-term care riders, and life insurance with long-term care riders. She highlighted the need for family discussions and planning, especially for business owners, to avoid disruptions. Join us as we discuss how helping your senior parents in one of the missing pieces of your financial plan!  

    Winning at Home 1st with Cory Carlson

    Play Episode Listen Later Mar 18, 2025 35:42


    Cory Carlson is a Coach, Speaker, and Author. His first book released in June 2019 titled, Win at Home First, and is an inspirational guide for work-life balance. His book was Amazon's #1 New Release in 3 Categories and listed in FORBES as ‘7 Books Everyone On Your Team Should Read'. Cory just released his second book, Rise and Go. This book is a resource to help leaders get back up quicker after getting knocked down from the challenges of leadership and life. ​He hosts the leadership podcast, Win at Home First, a Top 1.5% global podcast per ListenNotes. Cory Carlson and Travis Parry discuss their similar business models and personal experiences. Cory shares his transition from corporate to entrepreneurship, emphasizing the importance of balance and family. He highlights his books "Winning at Home First" and "Rise and Go," focusing on identity, marriage, parenting, and work. Cory and Travis discuss the significance of involving spouses in business and financial decisions, using prayer and open communication to align their goals. They also touch on the benefits of ClickFunnels for business operations and the challenges of maintaining community engagement. Both stress the importance of taking small, actionable steps towards achieving balance and success.

    Chapter 12: Conclusion "Marry and Grow Rich" Audiobook

    Play Episode Listen Later Mar 3, 2025 2:36


    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!  

    Chapter 11: Shared Financial Goals

    Play Episode Listen Later Feb 25, 2025 15:12


    The most important part of getting on the same page financially is setting shared financial goals.  This is the step-by-step process to set up your goals together as a couple. Once you have this set up you are on the fastrack to achieving your financial goals together.  

    Chapter 10: SMART Values-based Goals "Marry and Grow Rich" Audiobook

    Play Episode Listen Later Feb 3, 2025 4:53


    Most couples don't set goals: if they do they set them incorrectly! Couples need to connect their individual and shared values to create SMART and shared goals. This chapter will focus on how to turn your shared values into SMART values-based goals for your relationship and your money that you both agree on.      

    Chapter 9 Shared Values: "Marry and Grow Rich" Audiobook

    Play Episode Listen Later Jan 21, 2025 7:00


    The key to making Couple Development work is having shared values. Shared values are at the root of couples thoughts and ideas about their marriage and their money. Before you set shared goals about money it's vital to know what your spouse thinks and feels about it. This chapter dives deep into how couples can discover their shared values so they can begin to take action toward achieving their goals together!

    Chapter 8: Your Teams At Work And At Home "Marry and Grow Rich" Audiobook

    Play Episode Listen Later Jan 14, 2025 22:09


    This chapter focuses on the vital concept of teamwork for both at work and with your spouse. I explain the concept of "Getting off the field" and how becoming a Thought Leader will catapult your business growth. I also detail the concept of Dedication to your marriage and how this concept is the key to growing while keeping your balance!

    The Psychological and Relational Aspects of Money

    Play Episode Listen Later Jan 8, 2025 24:21


    Steps 2 and 3 of the Balanced Growth Method are centered on the psychological and relational aspects of money. To get on the same page financially couples must understand their own relationship with money and how their spouse views money before they ever begin to work together on this most complex topic. Most disagreements about money happen because each individual in a marriage is coming from a different background with money. When money decisions and goals aren't successful it is likely because of these differences. This chapter will help navigate this crucial part of growing rich together!

    Chapter 6: Couple Development "Marry and Grow Rich" Audiobook

    Play Episode Listen Later Dec 30, 2024 10:58


    Couple Development is the #1 key to building a business while keeping your balance.  Couple Development is working with your spouse on all areas of life including finances to reach your goals together. This chapter is focused on how to create couple development in your marriage and the key concepts include: Couple Development Time Shared Goals Couple Council This is the most important chapter in the book to completely understand and live the Balanced Growth Method.

    Chapter 5: The Problem with Developing Together

    Play Episode Listen Later Dec 17, 2024 8:25


    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.

    Chapter 4 The Missing Key of Teamwork "Marry and Grow Rich" Audiobook

    Play Episode Listen Later Dec 9, 2024 8:51


    Teamwork is the key for couples who want to be aligned financially and grow the business! It is vital to keep one's balance individually and a psychological unlocking process that allows the business owner to scale the business to new heights. Why Teamwork? As couples develop shared values and goals, they are able to create a sense of teamwork that allows them to move forward together, and this is how it's done.  

    Chapter 3: Your Biggest Hurdles "Marry and Grow Rich" Audiobook

    Play Episode Listen Later Dec 2, 2024 31:50


    The 3 biggest hurdles to 10Xing your business with your spouse are: staying stuck in financial blocks, your spouse won't improve with you, and you aren't on the same page financially In this chapter, I discuss how to overcome the psychologically limiting beliefs that are keeping you stuck financially, how to work together with your spouse, and how to get on the same page. You will know where you stand and how to overcome these hurdles to help you 10X your business and keep your marriage thriving!

    Chapter 2: Balanced Achievers Only "Marry and Grow Rich" Audibook

    Play Episode Listen Later Nov 25, 2024 16:56


    Are you a Balanced Achiever or a Personal Developer? 97% of Business Owners are stuck in the Workaholic Trap as Do-It-Alls, Productive Workaholics, or Personal Developers. But in order to have Balanced Growth, married business owners must become Balanced Achievers! It took losing my dad when I was 26 and he was only 49 for me to understand that I could grow my business while keeping my balance and that my wife was the key! Chapter 2 explains where you are and how to join the 3% of Business Owners by becoming a Balanced Achiever.

    Marry and Grow Rich Audiobook Chapter 1: The Workaholic Trap

    Play Episode Listen Later Nov 11, 2024 14:38


    Are you stuck in the Workaholic Trap? Some reports show that business owners work an average of 75 hours per week.  That's the equivalent of two full-time jobs, and that's just the average! I have worked with couples who boast of working 120 hours/week. How does one even sleep when there are only 168 hours in a week? What is the point of owning a business when you can't own your destiny? This chapter of the Marry and Grow Rich Book will outline what the Workaholic Trap is, where you might be in this trap, and how to get out of it while growing your business!

    Marry and Grow Rich Introduction Chapter

    Play Episode Listen Later Nov 4, 2024 9:55


    The Introduction Chapter to the Audiobook Marry and Grow Rich. If you are a business owner who struggles to 10X your business while keeping your balance, then this book is for you! This chapter explains why this book is for you and how the Balanced Growth Method can help you turn it around! To download the eBook, the workbook, and the full audiobook go to www.marryandgrowrichbook.com 

    From Burnout to Balanced Entrepreneur Couple with Stephen Orefice and Yajaira Rodriguez

    Play Episode Listen Later Oct 28, 2024 42:55


    From a burned out business owner to a successful balanced entrepreneur couple. Join me as I interview Stephen and his wife Yajaira about what makes their marriage and blended family work as they balance business ownership. We discuss: Boundaries and the importance they are for keeping the marriage solid Finances and being on the same page together Dating each other to keep courtship alive Disagreements and how to solve them peacefully The Power of Mindset and much more!

    Couples Who Work Together In Faith With Kingdom Doers Founders Estus and Melissa Taylor

    Play Episode Listen Later Oct 21, 2024 53:04


    Do you work with your spouse and are you aligned with your faith and your money? Join me as I interview Pastor Taylor and his incredible wife who co-founded Kingdom Doers. They work together with faith in Christ to keep their balance while helping others achieve their purpose. We talk about faith, business, and money all in 1 powerful episode! Listen in today and you will get a great example of a couple who understands balance as they fulfill their ministry.

    Daddy Dates

    Play Episode Listen Later Oct 15, 2024 22:22


    As business owners we are in business for ourselves to have the time we want to spend with our loved ones but often times we neglect the people that we are working so hard for. To keep a strong connection and bond with your children as they grow and develop it is essential to make time for Daddy Dates. Today's episode have tips and ideas for creating and executing on Daddy dates with your children to keep those bonds with them throughout their entire life!

    They Need You To Clock Out Today!

    Play Episode Listen Later Oct 7, 2024 22:40


    Most entrepreneurs aren't really ever able to turn the business off and a client of mine asked how we can do it. Regardless of what others might tell you, studies make it crystal clear that doing so will give you greater clarity, balance, and energy when returning to work. Also, not clocking out makes you less present in the lives of your family members and they notice and become irritated and distant! I will explain how to clock out emotionally and physically so you can be more present in the lives of those you love the most and are working so hard to provide for!

    Balanced Business Growth with CFO Karl Baker

    Play Episode Listen Later Sep 4, 2024 37:48


    Building a business is difficult enough without all the hassle of managing the financial aspects of the company. Most business owners struggle with the financial activities of running the company because that is not their role or background of expertise, yet it is vital to the profitability of a company. Many struggle to spend their time in their sweet spot of higher activities because they are balancing the bank accounts, filing taxes, running payroll, etc. What if you didn't have to and were able to focus on where you shine at work? What if you had more time to work in your sweet spot? Join CFO Karl Baker and me as we delve into how this reality could be possible for you.

    Couple Support with John Major

    Play Episode Listen Later Aug 22, 2024 35:44


    How important is your spouse when it comes to supporting you and helping you keep your balance? Successful and balanced business owner John Major and I discuss on today's show: The importance of couple support Why managing your money with your spouse is vital to great balance How to grow a great business without losing your balance And much more!  

    Stress Management with Holly Konrady

    Play Episode Listen Later Aug 12, 2024 45:33


    Dr. Travis Parry and Holly Konrady discussed their approaches to personal growth and self-care, emphasizing the importance of taking risks, prioritizing self-care, and finding purpose.  They also discussed the interconnectedness of mind, body, and heart, and the impact of stress on business owners. Later, they shared their experiences with writer's block and self-sabotage, and their approaches to helping clients overcome these obstacles and achieve goals.

    Achieving Balance Audiobook-Chapter 14 Overcoming Fears

    Play Episode Listen Later Aug 5, 2024 7:07


    You now know the entire Make Time Method but most will struggle to implement it because of this one hurdle: fear. Overcoming your fears is the key to achieving all your goals in life in a balanced way!

    "Achieving Balance" Audiobook: Chapter 13 Personal Goal Accountability

    Play Episode Listen Later Jul 30, 2024 7:03


    The most important part of making any change is accountability. The most important person that can help you keep the balance that you have carved out using the Make Time Method, is your spouse. This chapter is dedicated to how you and your spouse can work together to help each other achieve goals.

    "Achieving Balance" Audiobook Chapter 12: Personal Ideal Calendar

    Play Episode Listen Later Jul 15, 2024 3:44


    The Personal Ideal Calendar is the final step in creating the Make Time system. It will help you to achieve your goals and keep your new Business Ideal Calendar in check.  Most people only hope and dream about achieving their personal goals but with the Make Time system complete with your Personal Ideal Calendar you will have a visual accountability for making time for your highest priorities.

    "Achieving Balance" Audiobook Chapter 11: Personal Time Management

    Play Episode Listen Later Jul 8, 2024 6:58


    The Make Time Method is heavy on productivity at work, but to achieve balance in your life you must make time for the most important priorities in your life. After saving loads of time in your business life you can reinvest your saved time into your health and relationships and accomplish goals that you've been meaning to for years. This chapter shows you have to do just that!

    "Achieving Balance" Audiobook Chapter 10: Accountability Partner

    Play Episode Listen Later Jun 27, 2024 7:53


    Going it all alone is the myth of personal development. Having a strong accountability partner like your spouse can make all the difference in making it out of the Workaholic Trap and not relapsing back into being a workaholic. This chapter goes into the details of how to make this a reality in your marriage and family. No one in the world wants you to succeed more than your loving and devoted spouse. But it will take the two of you to make this work.

    "Achieving Balance" Audiobook Chapter 9: Myth 3: Personal Development Is The End All Be All.

    Play Episode Listen Later Jun 24, 2024 11:09


    Personal Development is the go-to for business owners for decades who have wanted to grow and scale their businesses, however, it can be the reason why they are still stuck in the Workaholic Trap. This chapter explores the role that personal development has in keeping your balance and how the support of your family and team will make up all the difference.

    "Achieving Balance" Audiobook Chapter 8: Organization

    Play Episode Listen Later Jun 17, 2024 18:23


    The main reason why business owners are inconsistent with living their Ideal Calendar and being incredibly productive is because they are not organized! Most struggle because they have on average 30 collection points where information is stored and needs to be processed. Think of how many emails, task lists, to-dos, text messages, and social media messages you are checking every day. This constant switch-tasking back and forth is what is causing the majority of time wasted. Having your technology organized to cut through the daily switch-tasking routine is crucial to the success of your Ideal Calendar. This chapter will show you how to set it up for success!  

    "Achieving Balance" Audiobook Chapter 7: Ideal Calendar

    Play Episode Listen Later Jun 12, 2024 7:14


    The best way to automate your business goals is by creating and living an Ideal Calendar for work.  This chapter focuses on the step-by-step of creating this visual that will give you the template for working 80-90% of your time in your Sweet Spot.   

    "Achieving Balance" Audiobook Chapter 6: Business Time Management

    Play Episode Listen Later Jun 10, 2024 14:00


    Most business owners are working in their most productive and satisfying activities called the Sweet Spot for only 25% of the working day.  But why? It's because most business owners don't have a Time Management System that enables them to work in their Sweet Spot 80-90% of the time! They know tips and tricks but they don't have a system that is repeatable and automatic. This is why they struggle to achieve their business AND personal goals. Each day they do something different depending on where they get their productivity advice and they spend more time doing less. Having an actual time management system that is based in doing repeatable activities that keep them working in their Sweet Spot is the key. This chapter shows you how to do just that.   

    Myth Two: Productivity Is The Magic Pill

    Play Episode Listen Later Jun 5, 2024 3:51


    Myth 2: Productivity is not the magic pill! We all need to be productive but not without the boundaries that will keep us balanced.  After learning about time management and productivity from the likes of Michael Gerber, David Allen, Dave Crenshaw, Bryan Tracy, and Tim Ferris I noticed a major pitfall. There is a tendency for business owners to reinvest the time saved from being more productive back into their businesses instead of their personal goals. This produces more "Productive Workaholics" than you can imagine and with the pull for business time having boundaries is the solution.  

    Achieving Balance Audiobook Chapter 4: Priorities

    Play Episode Listen Later Jun 3, 2024 8:57


    Balance is not doing everything at the same time it's making time for your highest priorities. Following the Make Time Method outlined in this book is very helpful to understanding how to make goals based on your values.  But if do not prioritize these 10 areas of life you may get overwhelmed from trying to be all things to all people...all the time. Thus a need to prioritize! This chapter outlines the step-by-step process of prioritizing your areas of life that will serve you in managing your time.

    Achieving Balance Audiobook Chapter 3: Goals

    Play Episode Listen Later May 23, 2024 7:24


    Chapter 3 is focused on how to successfully set Values-based Goals that are also S.M.A.R.T. I dive into why most people struggle to set goals and why they give up on their resolutions. More importantly, I illustrate the step-by-step process to becoming your values which are your life-long goals for all 10 areas of your life.  If you ever have struggled with the goal-setting process this chapter is for you!

    "Achieving Balance" AudioBook Chapter 2: Values

    Play Episode Listen Later May 20, 2024 10:37


    Values are the most crucial aspect in developing into the person you want to become. This chapter focuses on the internal motivation toward achieving your personal and business goals by discovering your values. Once you have this foundation you will be ready to get to work!

    Chapter 1 Myth One: Balance is Doing-It-All at the Same Time

    Play Episode Listen Later May 13, 2024 8:24


    In Chapter 1, I dive deep into the 1st Myth of Balance, the idea that "doing-it-all" is somehow living a balanced life. For the Do-It-All out there this is the most important chapter to understand and the science behind the Workaholic Trap. You will hear the science of multi-tasking and the big picture of what balance is in life.

    Achieving Balance AudioBook Introduction Chapter

    Play Episode Listen Later May 10, 2024 17:34


    Today's episode in an introduction to the Audiobook, "Achieving Balance: The Make Time Method To Help Advisors Reach Business AND Personal Goals In An Overworked World" read for you by the author Dr. Travis Parry. For the several podcast episodes I am going back to the origins of this podcast; the focus on Achieving Personal AND Business Goals. My book "Achieving Balance" kicked this entire thing off and I want to deliver the whole book to you on this podcast. Enjoy and share with financial professionals and business owners who want to have it all without doing it all!

    Balancing Business and Parenthood with Adam La Barr

    Play Episode Listen Later Mar 14, 2024 30:29


    Adam La Barr is an Air Force veteran, father of three, coach, real estate investor, and business owner.  He is the founder and CEO of RAL Capital Group and host of the BizDad Podcast. He is also the co-owner of Active Duty Passive Income, which helps coach and mentor military members, veterans, and their families on how to invest in real estate around the globe. After serving in the military for years, Adam faced a pivotal moment when he realized that the demands of his career were taking a toll on his family life. He opens up about his transition from the military to entrepreneurship and the lessons he learned about balance along the way.   Here's some of what we discuss in this episode: 2:02 – Adam's journey from the Air Force to becoming a successful entrepreneur and real estate investor 5:21 – How Adam is working to help military members with real estate investment and dad entrepreneurs find balance 11:20 – Adam's journey with work-life balance + the strategies he's implementing to find more balance in life 15:36 – Keeping up with your calendar + staying present and productive at work 20: 31 – Focusing on what you can control and responding thoughtfully in entrepreneurship, parenting, and life 24:46 – Talking with your children about your business   Get in touch with Adam: Adam@activedutypassiveincome.com Adam@RALCapitalGroup.com RAL Capital Group: https://ralcapitalgroup.com/ Active Duty Passive Income: https://www.activedutypassiveincome.com/ The BizDad Podcast: https://www.youtube.com/channel/UCARPVFWlMNnJNRsjedXdp0Q Adam on LinkedIn: https://www.linkedin.com/in/adam-la-barr/ Adam on Instagram: https://www.instagram.com/adamlabarr/?hl=en   RESOURCES Learn more about :  Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA  Get Travis' newest book!  

    Work Hard, Play Hard with Chris Heller

    Play Episode Listen Later Mar 7, 2024 32:57


    We're excited to welcome Chris Heller to the show. Chris is the president of OJO, an Austin-based real estate technology company focused on improving homeownership. Earning his real estate license at age 20, Chris was named the Rookie of the Year in 1989 before becoming the top producing agent in San Diego County and the number one Keller Williams Associate in North America. Throughout his career, he has held influential industry positions, including CEO at Mellohome and Keller Williams Realty International. As a seasoned leader, he joins us to reflect on his professional journey and share the wisdom he's gained throughout his remarkable career.   Here's some of what we discuss in this episode:  1:22 – Chris' journey into real estate + the philosophy that paved the way for his roles as CEO 6:27 – Focusing on what makes you happy, leveraging your time + working hard and playing hard 10:04 – Bringing the right people onto your team + fostering a culture of hard work while respecting personal time 14:05 – How OJO operates a successful hybrid business model + works to prevent burnout 20:35 – Chris' Achilles heel when it comes to balance + his highest priorities 25:03 – The struggles with balance many entrepreneurs face + focusing on customers, teams and self-care as a leader   Learn more about Chris https://chrisheller.co/ https://ojo.com/ Check out Chris's book Dominant Thoughts https://www.amazon.com/Dominant-Thoughts-Things-Where-Minds/dp/1956503714 Chris on LinkedIn https://www.linkedin.com/in/chiefrealestateofficerojolabs/ Chris on Instagram https://www.instagram.com/hellersells/?hl=en Chris on Facebook https://www.facebook.com/hellersells   RESOURCES Learn more about :  Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA  Get Travis' newest book!    

    Growing Every Day with Keith Richardson

    Play Episode Listen Later Feb 29, 2024 36:50


    Keith Richardson is the chief integration officer and co-owner of More in Common, a company dedicated to fostering collaboration and inclusivity in workplaces through workshops and personalized coaching. With a background in psychology and over 15 years in the tech industry, Keith and his business partner recently transitioned into full-time entrepreneurship. We're excited to have him on the show today to share his journey and talk about the delicate balance of being an entrepreneur, a family man, and a catalyst for positive change through this new venture.   Here's some of what we discuss in this episode: 0:38 – Keith's background in psychology and tech + what led him to co-host a podcast and start More in Common 7:03 – The deathbed test + avoiding regrets by managing priorities 13:44 – Relationship-driven, organic business growth + not skipping steps in your entrepreneurial journey 21:07 – Balancing business growth while maintaining focus on core operations + the different roles in business ownership 32:47 – Managing your priorities like a dimmer switch + getting in touch with Keith     Learn more about Keith: More in Common https://www.moreincommonent.com/   Keith on LinkedIn https://www.linkedin.com/company/moreincommonent/ https://www.linkedin.com/in/keith-richardson-8950bb4/   RESOURCES Learn more about :  Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA  Get Travis' newest book!  

    Mindset Matters: Embracing Sustainable Success with Sol Rosenbaum

    Play Episode Listen Later Feb 22, 2024 28:58


    Sol Rosenbaum, PE, CEM, has over 20 years of experience in the energy engineering space. As the owner and managing engineer of SR Engineering and Consulting, he leads a dynamic team that provides engineering support in the commercial real estate financing arena while focusing on green loan programs and property assessments. Outside of this, Sol founded The Engineering Mentor, a community dedicated to guiding aspiring engineers toward successful careers. We'll spend some time learning more about Sol's career journey and the important role that networking, and relationship-building have played in his business growth. Then, we'll dive into the challenges he faced while scaling his busi-ness and the mindset shifts he's embraced to prioritize sustainable growth.   Here's some of what we discuss in this episode: 1:24 – Sol's journey in the energy engineering and consulting space + offering services that have set his business apart 5:39 – The value of networking for long-term connections rather than transactional interactions 10:43 – Some of Sol's struggles with balance in the early years of his career + learning to say “no” to prevent burnout 16:25 – Connecting with your loved ones even during busy and stressful times in business 20:33 – The importance of strategic niche development + clear branding when scaling your business 25:05 – The work Sol is doing as an engineering mentor   Learn more about Sol: https://www.linkedin.com/company/sr-engineering-consulting-llc/   The Engineering Mentor: https://www.theengineeringmentor.com/     RESOURCES Learn more about :  Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA  Get Travis' newest book!  

    The Neuroscience of Work-Life Balance with Nina Nesdoly

    Play Episode Listen Later Feb 15, 2024 25:49


    Nina Nesdoly is a speaker, researcher, and consultant specializing in work stress and burnout prevention. With a background in neuroscience and management, she offers insightful workshops and training on building better work-life balance. She is currently pursuing her Ph.D. with a focus on work-related stress and has been featured on impressive platforms like TEDx, where her talk on relieving stress was selected as an editor's pick. Join us as we dive into some fascinating research on work-related stress and discuss the importance of prioritizing your well-being to find greater joy, meaning, and success in life.   Here's some of what we discuss in this episode: 1:32 – Nina's background in neuroscience and management + her personal experience with overextension and burnout 5:45 – The power of prioritizing your well-being + the prevailing hustle culture that prioritizes overworking and productivity 11:07 – The struggle of leaders, particularly middle management, when it comes to work-life balance+ the impact that a leader's behavior has on their employees 18:39 – Modeling and encouraging healthy behaviors as a leader + the power of forced vacation days and a 4 day work week   Learn more bout Nina: https://workplaceclarity.com/ Nina's TEDx Talk https://www.youtube.com/watch?v=9G1zyFoAaMc Instagram https://www.instagram.com/ninanesdoly/ Tik Tok https://www.tiktok.com/@workplaceclarity LinkedIn https://www.linkedin.com/in/nina-nesdoly/?originalSubdomain=ca   RESOURCES Learn more about :  Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA  Get Travis' newest book!  

    Learning In Leadership with Chris May

    Play Episode Listen Later Feb 8, 2024 34:05


    We're happy to have Chris May, the founder of LTN Insurance Services, LLC, join us for this episode. He entered the insurance industry in 2017 and took the plunge into entrepreneurship in 2019, starting his own business. Throughout this conversation, Chris reflects on the experiences that shaped his growth as an entrepreneur. We'll discuss the role of faith, patience, and spousal alignment in navigating the unpredictable journey of business ownership, and the importance of self-awareness, goal-setting, and continual learning for effective leadership in both business and life.   Here's some of what we discuss in this episode: 1:45 – Chris' unexpected career journey + the importance of spousal support in entrepreneurship 8:59 – Learning when to say no to the wrong opportunities + slowing down and seeking guidance through prayer and counsel 14:41 – Learning and growing as a leader + the potential limitations of a referral-centric model 23:00 – The difference between leading and managing + learning from your losses and failures 30:55 – Creating a 5-year goal for your business and your personal life   Learn more about Chris:   LTN Insurance   https://ltnins.com/   Chris on Social Media https://www.linkedin.com/in/chris-may-010972117/ https://www.instagram.com/ltninsurance/?hl=en https://twitter.com/cmayfive5?lang=en   Email Chris@LTNinsurance.com   RESOURCES Learn more about :  Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA  Get Travis' newest book!  

    Do You Want To Go Fast Or Far? Featuring Sani Abdul-Jabbar

    Play Episode Listen Later Feb 1, 2024 32:09


    As CEO of VezTek USA, Sani Abdul-Jabbar is an expert in technologies like AI and blockchain. He actively collaborates with industry giants such as Toyota and IBM and is a contributor to Forbes magazine. Beyond corporate collaborations, he has been invited to share his knowledge at esteemed institutions like Caltech and is the host of the Blockchain Brief Podcast. As a leader in the ever-evolving and demanding technology field, Sani is here to shed light on how cultivating a culture of balance within his company has enhanced his team's well-being and contributed to increased productivity and creativity. Join us for a great conversation on the importance of downtime, defining personal and professional goals, and aligning with your priorities.   Here's some of what we discuss in this episode: 1:18 – Sani's journey to the U.S. in 1998 and the evolution of his tech company, VezTek 9:02 – Introducing a hub and spoke model to address the challenges of frequent pivoting in an emerging tech company 14:32 – How a balanced workforce leads to increased productivity and success 21:22 – The misconception that loving work eliminates the need for balance + the practical benefits of taking time off 27:15 – The importance of defining clear values as a business owner + Sani's book, Makers   Learn more about Sani: VezTek https://veztekusa.com/ Sani's book Makers: A Slender Knowledge https://www.amazon.com/Makers-Slender-Knowledge-Sani-Abdul-Jabbar/dp/B0CMQZ7JWC Sani on Linkedin https://www.linkedin.com/in/sani/   RESOURCES Learn more about :  Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA  Get Travis' newest book!  

    Relationship-Focused Entrepreneurship with A.J. Rounds

    Play Episode Listen Later Jan 25, 2024 43:18


    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 role of a strong founding team and a people-centric focus in a company's success. We'll chat about the challenges and rewards of building a startup, the importance of finding the right people for your team, and A.J.'s approach to balancing professional and family life.   Here's some of what we discuss in this episode: 4:14 – A.J.'s entrepreneurial journey across various industries that led him to co-found RevRoad 16:02 – Prioritizing family time, integrating children into your business ventures, and creating opportunities for quality moments 23:12 – The role that relationship-building, community involvement, and providing value have played in RevRoad's growth 32:32 – Finding and training the right people, building processes, and creating systems to deliver quality services as your business scales 35:56 –  Focusing on your founding team's qualities and values + why humility in leadership is so crucial   Learn more about A.J. RevRoad https://www.revroad.com/ Follow A.J. on social media https://www.linkedin.com/in/ajrounds/   RESOURCES Learn more about :  Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA  Get Travis' newest book!    

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