The Travis Parry Show

We are excited to have Jim Stackpool, founder of Certainty Advice Group, on the show today. Jim has been in the industry for over 30 years, coaching and consulting advisory firms across Australia and New Zealand. His consulting firm coaches, trains, and builds advisory firms seeking to fast-track their growth in the new era of financial advice built on client values. 

In this episode, Jim reflects on the crucial role that inner values play in an advisor's growth and success. According to Jim, the best advisors are those who live by their values and deliver upon them, creating a sense of strong values that clients can feel. Our conversation with Jim is truly inspiring, as we explore important topics such as setting boundaries, community-based accountability, and overcoming workaholism.

Join us today as we discuss these things:

• 2:04 – Jim shares how his career shifted over time and how he started the consulting firm that he owns today.  
• 5:47 – Jim explains why values are so important to advisors.
• 11:56 – The critical connection between values and growth. 
• 14:32 – Jim reflects on the power of making changes within yourself to find better balance and combat workaholism. 
• 22:01: The importance of accountability when seeking a more balanced life.

RESOURCES

Learn more about Jim: https://certaintyadvicegroup.com/our-team/ 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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We are honored to have Jeffrey Johnston, ChFC, as our guest today. Jeffrey is the founder of Premier Investments of Iowa Inc. and co-host of the Premier Financial Hour radio show on WMT 600AM. He is an oSj Branch Manager with over 33 years of experience and author of the book This One's For You.  

After tragically losing his oldest son, Seth, to fentanyl poisoning at the age of 23, and his wife of 21 years, Prudence, to alcoholism, Jeffrey chose to become an advocate for change in the mental health space. Jeffrey founded the Living Undeterred Project to inspire individuals to live intentionally in the face of adversity.

In today's episode, Jeffrey shares his story with us and opens up about his personal experience with addiction and grief. He joins us to discuss important topics, such as coping with stress, empathy, sympathy, and becoming "better, not bitter."

Join us today as we discuss these things:

3:58 – Jeffrey reflects on the tragic loss of his son, wife, and mother, and discusses his transition from the financial industry to the mental health space.

14:49 – Jeffrey shares the steps he is taking to overcome addiction and move forward toward a healthier life.

23:49 – The mental health planning service that Jeffrey and his team are working on.  

28:32 – Why Jeffrey believes that poor delegation is one of the biggest issues people struggle with in the financial industry.

Where to find Jeffrey: 

[email protected]

https://www.linkedin.com/in/jeffrey-a-johnston/

https://www.livingundeterred.com/

Brightn Your Life App:

https://www.brightnyourlife.com/

Jeffrey's Book:

 https://www.amazon.com/This-Ones-You-Inspirational-Addiction/dp/1735680001

RESOURCES

Learn more about our guest: 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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Today we are delighted to speak with Dave Zoller, CFP®, owner of Streamline Financial Planning, an advisory firm in Chicago that manages over 270 million AUM. In 2019, Dave began testing various marketing methods to achieve business growth and started sharing his findings with other advisors on his website. A few years later, Streamline was getting 40 to 60 prospects every month and has continued to grow ever since.  

In this episode, Dave shares his valuable insights on delegation, marketing, and setting boundaries while scaling a business. He reflects on the important lessons he has learned along the way, such as prioritizing his values, focusing on his skills, and shifting his mindset to focus on progress. Tune in to this episode and get ready to be inspired by Dave's story. 

Join us today as we discuss these things:

• 1:39 – Dave shares how he got into the advising business and started Streamline My Practice.
• 5:30 – Dave shares why balance is important to him.
• 7:51 – How growing a team has helped Dave scale his business while keeping balance.
• 10:40 – Dave shares the struggle of setting boundaries while growing at a rapid speed. 
• 13:02 – The power of the "do not do" list.
• 17:40 – "Put yourself in a place where people can find you." The advice Dave would give to entrepreneurs looking to streamline their practice. 

RESOURCES

Check out Streamline My Practice: 

https://www.streamlinemypractice.com/    

https://www.youtube.com/@davezoller

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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Today we are joined by Zac Larson, CFP®, ChFC®, FIC, founding partner and wealth advisor of IntentGen Financial Partners. Zac is a man of purpose who helps empower people to make intentional financial decisions and live a fulfilling life. Zac and his wife Kristen have been married since 2003 and have four sons. Outside of work, he enjoys coaching his sons' basketball teams, various outdoor hobbies, and serving at his local church. 

In this episode, we follow Zac's journey to finding balance in this life. He opens up about the challenges of scaling his business, juggling family time, and finding time for himself. Ultimately, Zac shares how his extended sabbatical was a game-changer for his personal life and career. Join us as we explore how taking time away from work can be transformative not just for your mind and faith, but for your team as well. 

Join us today as we discuss these things:

• 1:22 – Zac shares how he became one of the founding partners of his firm and how IntentGen earned its name.
• 3:13 – Zac shares why balance is so important to him.
• 9:47 – Zac's biggest struggle in scaling his business without losing balance.
• 13:28 – Why Zac decided to take a two-month sabbatical.
• 24:51 – How this sabbatical empowered Zac's team while he was away and what this extended rest period taught him.
• 34:58 – "I am not challenging people to take more time off, I am challenging people to take time away and empower others to run the business." Zac's challenge to business owners.

RESOURCES

Learn more about our guest: https://www.intentgen.com/team/zac-larson 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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Today we are joined by Chris Stallings, the CEO, and founder of Abundance LLC. Chris has pioneered a whole-person, whole-family approach to wealth management that goes far beyond traditional financial planning. Drawing on his own family's experience with an advisor who failed to address their legacy concerns, Chris is passionate about helping his clients plan for longevity, navigate unexpected crises, and make major life decisions that extend far beyond their finances.

In this episode, Chris shares his insights on the power of setting boundaries and honoring your schedule to stay present both at work and at home. He also discusses the importance of making clients feel seen, valued, and heard, and how this philosophy has helped him build lasting relationships that extend far beyond the world of finance.

Join us today as we discuss these things:

• 1:25 – How Chris' childhood inspired the business Abundance.
• 2:53 – How Chris has scaled his business while keeping a sense of balance.
• 4:24 – What Chris has done to keep himself present at work and at home.
• 6:33 – "There's a way of honoring your past but also embracing the future of where you want to go." Chris reflects on growing your business in a meaningful way.
• 8:27 – How an advisory board and refining systems have made a huge impact at Abundance.
• 10:31 – The importance of creating an environment that focuses on client relationships.
• 13:09 – How fear-based motivation can get in the way of balanced growth.
• 17:29 – Chris' advice for other entrepreneurs struggling with growth and balance.

RESOURCES

Learn more about our guest: 

https://www.findabundance.com/ 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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Today we are joined by Colin Exelby, CFP®, a certified financial planner professional with over twenty years of experience providing financial planning for business owners and their families. He is the founder of Celestial Wealth Management and runs the YouTube Channel See the Forest Through the Trees, providing virtual advice to clients all over the country.

In this episode, Colin discusses how going virtual in his advisement career has changed his business and created more balance in his life. He reflects on what he has learned in the virtual realm, from hosting client meetings to creating financial advising content for YouTube, and how narrowing down his focus has created more room for balance. Join us for an insightful conversation with Colin about finding an efficient workflow and finding confidence in putting yourself out there. 

 Join us today as we discuss these things:

• 1:06 – Colin shares how he got into the financial industry and how hosting virtual client meetings changed the game for his business.  
• 6:27 – How having a child helped Colin come to terms with what balance meant for him.
• 8:00 – What Colin has learned about hiring virtual help and how it has helped him have more balance in his life.
• 15:32 – Colin shares how narrowing down his focus has helped him to grow his business and prioritize balance.
• 23:35 – Some of the struggles Colin has faced with growing his business and putting himself out there on social media.
• 34:04 – Colin's advice for advisors looking to put themselves out there.

RESOURCES

Learn more about our guest: 

https://celestialwm.com/

https://www.youtube.com/@seetheforestthroughthetrees

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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Today we are joined by Alan Moore, MS, CFP®, co-founder of the XY Planning Network and the CEO of AdvicePay. He is passionate about helping financial planners start and grow their firms to serve Gen X and Gen Y clients, who are largely ignored by traditional firms.

In this episode, Alan talks about finding balance throughout his career, being intentional with your time, and the power of surrounding yourself with like-minded entrepreneurs. He stresses the importance of building a business that works for your life and being in tune with what you enjoy doing. Join us as we dive deeper into these topics and learn more about Alan's inspiring story.

Join us today as we discuss these things:

• 0:00 – Intro
• 1:43 – Alan shares his story and how he got into the financial industry.  
• 5:00 – Alan shares what balance means in his life: "being intentional with where I spend my time and energy."
• 8:19 – The importance of building the right business for you and the life stage you're in.
• 16:32 – Are you growing your business because you want to? Or are you growing your business because you feel pressured to?
• 22:45 – Alan shares some planning systems that help him keep focused and on task.
• 32:20 – Surrounding yourself with like-minded people that will support you and the journey you want to be on.

RESOURCES

Learn more about our guest: https://www.xyplanningnetwork.com/

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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Today we are joined by Chris Manske, CFP®, president of Manske Wealth Management. Chris has been praised, published, and quoted in the Wall Street Journal, Readers Digest, Forbes, and many more. He's a frequent guest on national podcasts and tv shows and is author of the book The Prepared Advisor: How to Prevent the Next Crisis from Affecting Your Financial Independence.

In this episode, Chris discusses how balance has looked different throughout his life and how shifting priorities have taught him to look at balance in a variety of ways. He shares insight into finding balance in the financial sector and emphasizes how teamwork, diversification, and thankfulness can greatly impact work culture. 

Join us today as we discuss these things:

• 1:39 – Chris shares his story and what led him to financial advisement.
• 6:35 – Chris talks about whether it's possible to have a healthy balance in the financial sector.  
• 9:58 – What Chris has found to be a good balance for him as a business owner.
• 19:26 – How having a balanced team approach has allowed his firm to grow.
• 24:44 – Chris talks about the difficulties of juggling growth with balance.
• 33:01 – "There is a lot that the financial sector does that should change." Chris' advice for advisors trying to run their company with balance.

RESOURCES

Learn more about our guest: https://manskewealth.com/

https://www.amazon.com/Prepared-Investor-Crisis-Financial-Independence/dp/0990439666 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stock analyst. In 2009, Tom founded Watts Capital Partners LLC, a wealth management firm in New York, which has since merged with WealthEdge, where he is now the director of investments.

In this episode, Tom talks about what having a balanced life means to him. He shares how organization and delegation have played a large part in finding a healthier work-life balance while allowing him to cultivate deeper relationships inside and outside of work. Stay tuned for insightful tips on how to implement structure and balance in your own business.

Join us today as we discuss these things:

• 1:22 – Why Tom started his career on Wall Street and how this led him to start his own firm.
• 3:55 – What having a balanced life means to Tom.
• 6:22 – How organization and delegation have played a role in promoting balance at Watts Capitol.
• 14:40 – The impact scheduling and time-blocking have made in Tom's daily routine.
• 23:17 – How optimizing operations allows you to focus on cultivating meaningful relationships with your clients.  

RESOURCES

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

Get Travis' newest book!

Today we are joined by Tom Shepard, CEO of Shepard Financial and author of the book Money Isn't Everything, Everything Is Money.  He is the inventor of the Evolutionary Method and founder of the Currency Institute and Currency Camp, which is a financial boot camp built on the Evolutionary Method.

In this episode, Tom reflects on the challenges he's faced while transitioning from an advisor to a business owner. He emphasizes the importance of prioritizing your values while growing your business and shares how embracing imbalance can ultimately lead to a more balanced life.

Join us today as we discuss these things:

• The journey that led Tom to work in the finance industry. (1:18)
• How Tom has managed to bring balance into his life while growing his business by having a clear picture of his goals. (4:37)
• "I will perspire and work hard when I'm inspired." Tom shares that he sometimes struggles with discipline from a business management perspective and talks about the intentional systems he's put in place to help accomplish his goals. (10:59)
• Tom reflects on the growing pains of becoming a business owner. (13:26)
• The advice Tom would give to advisors trying to grow their business while striving to stay balanced. (16:29)

RESOURCES

Learn more about our Tom's Currency Camp: https://www.currencycamp.com/ 

Email: [email protected]

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

Get Travis' newest book!