Balanced Advisor Podcast with Dr. Travis Parry

Struggling to get from 6 to 7 figures? Sam shows us why his secret weapon was a successful plan to work together with his wife and how that allowed him to 10X his growth while keeping his balance. Travis Parry interviews Sam Gembel, founder of Atlas Outdoor, a successful landscape company in Flint, Michigan.  Sam shares his journey from cutting grass in 2001 to growing Atlas to over $5 million in annual sales in five years. He emphasizes the importance of personal growth, leadership, and eliminating distractions. Sam highlights the significance of taking action over making decisions and the impact of a supportive spouse. He advises on creating a morning routine, setting clear goals, and prioritizing health and wellness. and much more!  

Do you struggle to stay fit while building your business? It's probably because it's a drag for most to "work-out". Check out my latest podcast about how to make fitness fun and how it can affect your health and productivity! I'll cover: the importance of integrating enjoyable physical activities into one's routine to achieve health goals. finding a sport or hobby that aligns with personal interests, such as mountain biking, rock climbing, or running, to maintain fitness and vitality. the benefits of consistent effort and progress over time and much more

Have you ever had a major Dad-fail moment? Jim did and this is how it changed his life! Jim Sabellico, host of the No Half Cakes podcast and founder of Hardcore Growth, shared his journey from starting a business at age eight to realizing the importance of balancing success with personal relationships.  He recounted a pivotal moment in 2019 when he missed his son's birthday, leading him to reevaluate his priorities. Jim emphasized the importance of authenticity, core values, and support from loved ones in achieving balanced growth. He highlighted the need for business owners to align their personal and professional lives, stressing the significance of integrity and self-awareness. Jim also discussed the parallels between parenting and leadership, advocating for a supportive and honorable approach in both roles.

Do you struggle to lead your field as a thought leader but have a specialty to share? Recently, I hosted Ken Pitts on the Balanced Growth Show to discuss his new book, "Kinetic Wealth: How to Use Home Equity to Cross the Retirement Goal Line."  Ken, with over 35 years in lending, addresses the misconceptions and benefits of reverse mortgages, particularly for retirees facing financial shortfalls. He explains how reverse mortgages can help plug financial gaps and also discusses the importance of educating both retirees and financial planners about the product's potential. In addition, we discuss how writing his book has helped to clarify these issues about reverse mortgages... AND better position himself as The Thought Leader in his industry and how it's helping his business grow!  

Do you struggle to consistently achieve your goals?  In this solo-episode, Dr. Travis Parry discusses the challenges of maintaining consistency in achieving goals and explains how Values Vision Boards can fix it! He highlights a common mistake of setting goals without considering values, leading to lack of internal motivation. Parry introduces the concept of a "Values Vision Board," where goals are prioritized and visualized, enhancing motivation and focus. Dr. Parry explains how to create a Values Vision Board and stresses the importance of daily visualization and journaling to reinforce goals and maintain psychological well-being. This is a must-listen episode for anyone who needs help being more consistent.

Ever failed in business only to rebound and 10X your life? Eric and Emily Orton did just that! Join us as we discuss their journey from failure on Manhattan's Broadway to their year at seas with their family to their Awesome Factory Global Travel business.  Eric, an Award-winning writer, and Emily, an educator, bootstrapped their life for a year aboard a sailboat in the Caribbean with their 5 children, inspiring their memoir "Seven at Sea."  They emphasize overcoming fear, setting clear goals, and taking small, incremental steps. Their life design framework includes "Choose Your Own Island," "Chart Your Course," "Cast Off," "Navigate Out of the Harbor," "Set Your Autopilot," "Trust Your Compass," and "Drop Anchor."  They now run the Awesome Factory, offering sailing adventures worldwide, promoting personal growth and community. This is a must listen story that will inspire anyone!!

Michael Zwick joins us on the Balanced Growth Show to talk about lost money. He is an attorney turned private investigator with Assets International. He focuses on finding missing heirs and inheritance assets.  He highlights the common issue of people misplacing their inheritance and the varying state laws on unclaimed property, which collectively total $100 billion. Michael shares his process of locating heirs, including using death and birth certificates, genealogy searches, and potential future use of DNA.  He emphasizes the importance of clear estate planning, including specific bequests and asset inventories, to avoid family disputes and ensure smooth transitions. Join us for this incredible conversation.

Dr. Travis Parry hosts Nathan Newberry, a business scaling strategist and creator of the AI Freedom Method, on the Balanced Growth Show. Nathan discusses his journey from pastoring to founding a marketing agency, emphasizing the importance of systems over endless hustle. He highlights four key skills for business growth: marketing, sales, product quality, and systems/leadership. Nathan stresses the need for a clear offer, consistent personal branding, and leveraging AI and teams to free up time.  Join the conversation and get all the details on how to leverage time with AI.

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!

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.

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. 

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.

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.

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. 

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!  

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.

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!  

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.  

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.      

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!

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!

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!

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.

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.

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.  

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!

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.

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!

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 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!

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.

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!

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!

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.

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!  

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.

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!

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.

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.

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!

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.

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.

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!  

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.   

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 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.  

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.

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!

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!

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.

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!