The Travis Parry Show

On today's episode, we are joined by Joshua Wilson, the founder, and president of United Ethos Wealth Partners, a new tech-driven RIA that works to support independent-minded advisors. Joshua is a Ph.D. candidate, an adjunct professor at Baylor University, and has been recognized by Forbes as one of the top wealth advisors in America. This episode originally aired live on YouTube, but we are excited to share Joshua's story with you today.

 Growing up on a farm in one of the poorest counties in rural Alabama, Joshua was instilled with the value of hard work as a young man. His impressive grades in school landed him a spot at Brown University, where he fell in love with public speaking. After college, he discovered his interest in business and started training programs to understand the RIA world.

During our conversation today Joshua shares how his upbringing has shaped the way he thinks about working with teams and families. He also reflects on the power of working hard and explains how focusing on faith and family values has contributed to his achievements in his career.

Join us today as we discuss these things:

• How Joshua upbringing, family values, and love for football have shaped his life and success. (1:34)
• How values continue to play a strong role in Joshua's life today. (9:05)
• The "secret sauce" that has helped Joshua juggle his priorities while growing his business. (12:20)
• "I can be good at just about anything if I put in enough reps." Joshua discusses the benefit of growing your business one step at a time. (20:50)
• The "united ethos" that has helped Joshua's business grow by prioritizing clients and advisors and encouraging a balanced lifestyle. (28:02)

Watch the full live stream on our YouTube channel: https://www.youtube.com/live/mUIzis9YFqE?feature=share

RESOURCES

Email: [email protected]

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

Get Travis' newest book!

On today's episode we are joined by Ross Lawrence, an awarding winning advisor and owner of White Ember Financial Planning. When he is not in the office, Lawrence enjoys gardening, traveling, and competing in Ironman triathlons. His motto is to live life by design, not by default.

Join us today as we discuss these things:

• What started Lawrence's journey in financial planning. (1:10)
• Lawrence's definition of balance and how he's been able to maintain it throughout his business' growth. (6:11)
• How accountability has helped Lawrence stay on track. (13:52)
• How letting go and outsourcing has helped Lawrence build a more balanced life. (18:29)
• Lawrence's advice for advisors who want to grow and struggle with balance. (23:09)

RESOURCES

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

Email: [email protected]

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

Get Travis' newest book!

In this episode of the Balanced Growth Show, we're spending time with Paul Hatch, a man with nearly 40 years of financial advising experience with some top companies. 

Now he focuses his time with Vestria Capital to help empower other advisors by providing capital solutions to optimize growth. And he does this at age 65 while being a father of a 7-year-old so balance can be tricky at times.

We're excited to share this discussion today, where Paul shares his struggles and successes over a long career.

Join us today as we discuss these things:

• How he went from the Navy to a long career in finance. (1:08)
• Through all the mistakes he made early on, he finally realized that becoming a better person meant more to success and balance than anything else. (4:54)
• His top struggle has always been doing too much at the detriment of his health and relationships. (10:58)
• What are the biggest issues he's seen advisors have? (16:12)
• How his company now helps advisors with balance and growth?  (21:25)

RESOURCES

Learn more: https://www.vestriacapital.com/team 

Email: [email protected]

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

Get Travis' newest book!

You don't find too many people that move between the financial and legal professions, but today's guest did just that. Michael Garry, CFP® and founder of Yardley Wealth Management, began his career as a lawyer in Philadelphia before realizing his skills and education could also serve him well in the financial advisor industry, which also meant less time in the office.

Join us today as we discuss these things:

• How he went from being a lawyer in Philadelphia to becoming a financial advisor. (1:53)
• What part of the career change helped provide him with better balance?  (3:48)
• Where are his biggest struggles with maintaining balance. (11:54)
• Taking the time to help new employees understand the workflow and their role in the business. (13:38)
• The importance of figuring out your strengths and weaknesses and building your business around that. (17:58)

RESOURCES

Learn more: 

https://yardleywealth.net/michael-j-garry-founder-and-ceo/ 

Email: [email protected]

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

Get Travis' newest book!

We hear all the time that balanced growth is often achieved when you're able to start bringing on new team members and delegating the tasks effectively. The problem, however, is that it's so much easier said than done.

Today's guest is Michael Shanahan, CFP®, AIF®, co-founder and managing partner of Overland & Shanahan Wealth Advisors. He's won numerous industry awards while enjoying his time away from the office with golf, food and wine. More importantly, Michael has grown the company through hiring and acquisitions. 

Join us today as we discuss these things:

• Why he credits his success and scaling to delegation and acquisitions. (3:58)
• Some of the pitfalls he found when trying to acquire other businesses.  (5:58)
• The processes did he found to be most beneficial when scaling. (8:30)
• How does he define balance?  (11:01)
• Does the financial industry carry any of the blame for the lack of balance?  (15:47)
• Ideas and creative ways to build your team most effectively. (18:45)
• When and where does he typically work on the business? (25:44)

RESOURCES

Learn more: https://overlandshanahan.com/michael-d-shanahan/ 

Email: [email protected]

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

Get Travis' newest book!

As technology continues to move at a rapid pace, every professional is trying to keep up and find ways to utilize that tech to improve the way they serve their customers. Today's guest has helped financial advisors do this in a way that helps them find fulfillment through the work they do.

Join us today as we discuss these things:

• How has his business been able to help advisors on the technical side.  (4:07)
• What are some of the easiest/best ways to scale? (7:08)
• The biggest obstacles he faces when growing the business. (12:54)
• The value of journaling for personal growth. (16:49)
• How is balanced prioritized in his business? (23:20)
• The advice he would give other advisors. (27:30)

RESOURCES

Learn more: https://www.mattreiner.com/ 

Email: [email protected]

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

Get Travis' newest book!

Whether you're working with employees or trying to bring on new clients, becoming a great communicator can help you grow the business and even improve balance in your life. 

There's actually a science to this as well and today's guest will tell us all about it. Mary Schmid, who is an author, speaker and mentor to financial professionals, is known for her 'chemistry of conversation' that teaches business owners how to have a different kind of dialogue with their clients in order to gain a competitive edge.  

Join us today as we discuss these things:

• How skepticism of the financial industry motivated her to work with financial professionals to improve communication. (1:08)
• How does neuroscience play a role in these conversations? (3:04)
• How can you take these skills and apply them to improve balance?  (5:04)
• With the reduced levels of stress of having to perform in these conversations, they have the freedom to be who they are and that attracts people to the business. (12:47)
• Where does she see advisors struggle the most? (22:00)
• Here's the advice she'd give about improving conversation (28:00)

RESOURCES

Learn more: https://maryschmid.com/ 

Email: [email protected]

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

Get Travis' newest book!

 Today we're joined by Gabe Lapito, MBA, CPA/PFS, CFP®, AIF® of Strategic Retirement Plans to talk about his successes and challenges in finding balance at work and at home.

Lapito's journey from the College World Series to a successful financial advisor in Montana is one we'll discuss on the show today. We'll also learn more about how he's managed that growth while prioritizing his wife and three kids. Plus, we'll talk about how faith plays a role in this balance as well. 

Join us today as we discuss these things:

• His journey from college baseball to financial planning and how he's maintained balance. (1:16)
• The role his faith plays in how he views his priorities. (3:14)
• How he's been able to grow his business and keep balance. (4:06)
• What are the issues that other advisors struggle with? (12:36)
• What advice would he give to other professionals struggling with balance? (16:02)

RESOURCES

Learn more: https://srpretirement.com/about-us/team/ 

Email: [email protected]

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

Get Travis' newest book!

Today we're spending some time with Mark Willis, CFP®, who has made it his mission to help people think differently about their money and their future.

In this episode, we'll find out how he's been able to find balance in the middle of a busy career and why he says balance is key to reaching our potential. 

Join us today as we discuss these things:

• How he eventually found his way to becoming a financial advisor and building his platform. (1:16)
• Why he views balance as the fighting against equilibrium and a means to an end. (4:37)
• How is he growing quickly while keeping that balance?  (9:14)
• The biggest issue he faces with balance is letting go and hiring help. (18:10)
• Where does he see most advisors struggling day-to-day?   (23:47)
• Here's the advice Mark would give other advisors to help with balanced growth. (30:45)

RESOURCES

Learn more: https://kickstartwithmark.com/ 

Email: [email protected]

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

Get Travis' newest book!

The common spot business owners always point to when asked about challenges is letting go and learning to delegate. It's extremely difficult to turn responsibility over to someone who might not have the same level of knowledge or passion over the business, but it's critical to growth and balance. 

Today's guest has learned that lesson and focusing every day on doing her best regardless of outcome. Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. 

Join us today as we discuss these things:

• How she found the profession in college and followed that passion ever since. (2:02)
• Doing her best and letting go of the outcomes is a key to balance.  (4:56)
• What has she gained the most from having mentors and other professionals. (6:30)
• The challenges to growing and scaling teams and putting standards and processes in place to manage it all. (11:15)
• Ways to stay centered and focus on our values.  (17:48) 
• The advice she'd give other advisors struggling with balance. (20:49)

RESOURCES

Learn more: 

https://www.flourishwealthmanagement.com/ 

https://www.kathylongo.com/

Email: [email protected]

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

Get Travis' newest book!