The Travis Parry Show

How will your children remember you when you're gone? That's a question every parent asks themselves and it's often what motivates us to work as hard as we do to be successful.

Our legacy can be achieved in any number of ways, but our guest today has built a platform and a process to help every parent create a meaningful and lasting legacy with their children. Blake Brewer is the creator of the Legacy Letter Challenge which is on a mission to help one million moms and dads write a least one well-written and purposeful letter to their children. 

Join us today as we discuss these things:

·      The moment he shared with his father that changed his life and mission. (1:05)

·      Where he struggles most with balance. (9:34)

·      Are you living your life for your business or something bigger than that? (13:21)

·      What advice would he give others to have the content to write the letter? (16:53)

·      Details on his mission to help one million parents write a legacy letter. (22:16)

RESOURCES

Learn more: https://www.legacyletterchallenge.com/balancedadvisor 

Email: [email protected]

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

Get Travis' newest book!

Most of the struggle with finding balance while growing your business comes at home. Trying to carve out enough time with your family while chasing career goals is such a challenge, but today's guest has been able to do that despite tragedy.

John Black, CFP®, CLU®, ChFC®, CASL® joins the show today to talk about the balance he's been able to find at home and how his perspective changed even more when he lost his wife to cancer.

Join us today as we discuss these things:

·      He grew up in a farming family but had an interest in money at an early age. (1:09)

·      How losing his wife changed his perspective on balance. (5:55)

·      Building the foundation with his family has allowed for growth but human capital is still the challenge. (13:25)

·      Two pieces of advice he'd give other advisors that are struggling with growth. (16:13)

RESOURCES

About our guest: https://www.northwesternmutual.com/financial/advisor/john-black/ 

Email: [email protected]

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

Get Travis' newest book!

It's easy to talk about work-life balance but it's much more difficult to back that up with action. Today's guest is someone who has prioritized that balance through the use of work optional days built into the calendar.

In this episode, we're spending some time with Jason Glisczynski, CFP®, CAS®, who has been in the financial services industry for nearly 20 years. He realized early in his career that he didn't want his work to be transactional but rather relationship-based.

Join us today as we discuss these things:

• How he got into the industry and eventually to Silvertree. (1:19)
• Installing this work-optional culture to his business. (3:34)
• His methods for successful growth. (9:01)
• How does he find and attract strong employees? (11:43)
• Why his cell phone is his biggest enemy. (13:13)
• The biggest issues he sees for people in the industry (25:01)

RESOURCES

Learn more: https://silvertreeplan.com/ 

Email: [email protected]

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

Get Travis' newest book!

Today we're excited to be joined by two guests who have exemplified what is to be balanced growth leaders in their own businesses. This is a conversation we had originally on YouTube Live but want to share it again here because there is a lot of value for business owners.

Join us today to learn about these things:

• Background on Cris and his career journey. (1:57)
• Background on Will and his company. (4:13)
• What has helped them scale the business? (6:53)
• Where do they find their biggest struggles for balanced growth? (10:53)
• Marketing struggles and what they've found here. (20:23)
• How do you find your ideal client? (27:11)
• Growing followings in an organic way (32:50)
• Tips for business owners struggling with balance and growth (39:23)

RESOURCES

Learn more: 

https://www.montereyprivatewealth.com/team/cristofer-a-cabanillas

https://www.thebenefits.group/about 

Email: [email protected]

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

Get Travis' newest book!

We all define balance a little bit differently. Some look at it from a high level while others attack it daily.

Today's guest, Devin Johnson, would fall into the latter category. Devin is a serial entrepreneur and the current CEO of Kennected, a business with over 100 employees and over $30 million in gross sales. The company was recently recognized by Inc. 5000 for its 800%+ growth in 2021.

We'll explore this professional and personal journey and learn more about how he's achieved great success early in the company's history.

Join us today to learn about these things:

• How a difficult childhood pushed him into entrepreneurship. (1:45)
• Why he feels hitting all major priorities in one day defines balance for him. (8:14)
• The relationship with his wife and how they've worked together to achieve goals. (11:18)
• Why his biggest struggle has been faster leadership development. (15:30)
• Why he feels ego is the biggest enemy. (19:20)
• The systems he uses to achieve balance. (20:48)

RESOURCES

Learn more: https://kennected.org/ 

Email: [email protected]

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

Get Travis' newest book!

Today we're happy to welcome John Middleton, CFA, CFP®, CAIA, AIF® onto the show to discuss his journey in the financial industry and how he's found balance at his company, Brighton Financial. Join us as we discuss his growth in the industry, his struggles with technology, and the advice he'd share with other advisors.

Join us today to learn about these things:

• John's professional journey through the financial industry to Brighton. (0:55)
• The story about traveling 22 hours for a 1-hour lunch meeting and how it made him prioritize balance. (3:05)
• Why technology creates the greatest challenge to achieving balance. (8:40)
• What does he see as the biggest struggle for advisors across the profession? (17:11)
• The advice he'd share from his experience. (24:57)
• What has helped him delegate better? (28:00)

RESOURCES

Learn more: https://www.brightonfinancial.com/team/john-p-middleton 

Email: [email protected]

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

Get Travis' newest book!

The challenge with finding balance in life and work is that it's an ongoing process. Not only do your priorities change, but the ways in which you can achieve that balance shift as well.

Today's guest understands that and embraces that evolution as part of his method for finding balanced growth. Devin Carroll is the founder of Carroll Advisory Group and joins the show to share his experience finding balance. As you'll hear in our conversation, Devin is someone is constantly evolving as he tries to grow personally and professionally.

Join us today to learn about these things:

• How he went from a sales job to financial planning. (0:55)
• Why the definition of balance is evolving. (4:15)
• How has he managed to scale his business while keeping that balance in life? (7:41)
• As an entrepreneur, maintaining his focus is the biggest struggle he faces. (13:40)
• Why he feels like hiring is a key area that most advisors struggle with. (16:07)
• What advice would he give other advisors? (20:16)

RESOURCES

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

Email: [email protected]

Get Travis' newest book!

Today's guest is Tanya Nichols, CFP® and Founder of Align Financial, who has spent over 20 years in the business and now serves women primarily with her company today. As a mom and business owner, she often found herself missing things that were most important because she was diligent about getting her work done.

Living that way opened her eyes to how she wanted to be spending her time. To do that, she started defining balance by the choices she made each day. As she explains on the show, the work will never end and it can become a mindless routine. That's why you have to be intentional with the choices you make each day.

Join us today to learn about these things:

• Why the choices you make define the balance you have in your life. (4:00)
• What's her key to scaling the business and maintaining balance. (6:26)
• Identifying someone that can be your right hand and allow you to delegate. (8:51)
• Having so many inputs is her biggest struggle to balanced growth. (14:01)
• The fear of expanding because you have to let go of certain things. (16:16)
• Why you need to embrace space and time to think. (20:16)

RESOURCES

Learn more: https://www.align.financial/tanya-nichols/ 

Email: [email protected]

Get Travis' newest book!

Our guest today is a tremendous marketer who carved out a niche during the pandemic to help grow his brand and help him find more balance at home. Jake Rushton, a managing director at Strategic Retirement Partners, is known as 401JA(k)E because of the specialty he's carved out for himself.

He joins us today to talk about why he narrowed his focus to these retirement accounts and the steps he's taken to leverage social media for career growth.

Join us today to learn about these things:

• How Jake found a niche with 401(k) accounts. (1:05)
• How he prioritizes life to create the balance he wants. (3:29)
• Balancing the need to be on social media while not scrolling aimlessly. (8:38)
• What does he struggle with most when trying to scale the business.  (15:00)
• How the idea of retirement is changing for the better. (17:44)
• What is the 401Klub and how does it help advisors with balance? (26:24)

RESOURCES

Learn more:

https://www.zekedigital.com/ 

https://www.srpretire.com/ 

Email: [email protected]

Get Travis' newest book!

Sometimes finding balance requires you to shift your goals to prioritize what's most important, and today's guest did just that. Chad Hufford of Veritas Wealth Management in Alaska has a great story about choosing finance because of the balance it offered compared to his original career goals. 

Join us today to learn about these things:

• How he went from becoming a surgeon to financial planning. (1:18)
• How Chad defines balance and how he's applied that to his business. (3:16)
• The biggest challenge he finds is finding meaningful time alone with his wife and leveraging technology in his business. (10:06)
• Why he feels like advisors spend too much time on things that don't need to be done. (17:32)
• What advice would he give other advisors to help them achieve balanced growth. (22:05)

RESOURCES

Learn more: https://www.planmember.com/homepage.cfm?bk=CHufford 

Email: [email protected]

Get Travis' newest book!