The Travis Parry Show

Before you can truly build your business like you want, you have to first lay the foundation of knowing who you are. Once you can identify your strengths and pair that with your goals, you can begin scaling in an efficient manner.

Today's guest has found success by following this process. Bill Keen, Founder and CEO of Keen Wealth Advisors, has grown his business to serve over 800 client families and put a high priority on financial and retirement literacy.

Join us today to learn about these things:

• His incredible journey to running his success firm and what areas he wanted to focus on. (1:42)
• Knowing who and what you are is the key to scaling the business successfully. (10:06)
• How he uses content to narrow his niche and make his reach wider. (17:12)
• What he feels is his biggest struggle for growing the business while maintaining balance. (25:14)
• Best ways to get in touch with Bill. (36:08)

RESOURCES

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

Email: [email protected]

Get Travis' newest book!

Our guest for today is Mark Drouillard, CFP®, and Managing Partner at Wealth Management Plus. Wealth Management Plus is a boutique financial advisory firm in Michigan. Mark oversees all operations at the firm and spends his time on business development initiatives.

He has executed several acquisitions of aging advisors during the last 10 years. Succession planning for aging financial advisors is a topic we all need to be aware of. In this episode, we discuss Mark's experience with succession planning as well as the ups and downs he experienced while trying to achieve balance.

Join us today to learn about these things:

• How Mark's career journey led him to become a Managing Partner. (1:14)
• How his balance has changed as his career grew. (7:59)
• How he has maintained his balance while scaling his business. (16:13)

RESOURCES

Learn more about our guest:

https://longviewfa.com/

Email: [email protected]

Get Travis' newest book!

Email: [email protected]

Get Travis' newest book!

Today's guest is Jessica Smith, CFP®, CAP®, CLU®, CPWA®. Jessica is the president of Longview Financial Advisors. She has been with the company for 17 years and started as an unpaid intern. She enjoys leading a team focused on helping others and giving with a purpose.

In this episode, we discuss how unexpected events can force us to prioritize balance, how Jessica's approach to team building impacts her business and more.

Join us today to learn about these things:

• Here is how she ended up in the financial industry after planning to be an attorney her entire life. (1:11)
• Learn Jessica's definition of balance and how she applies it to her life. (4:48)
• How you can navigate business transitions while maintaining balance. (9:17)
• Jessica's methods for maintaining balance as the business scales. (12:03)

RESOURCES

Learn more about our guest:

https://longviewfa.com/

Email: [email protected]

Get Travis' newest book!

Email: [email protected]

Get Travis' newest book!

Joining us today, is Kristin Shea, RICP®. Kristin is an award-winning and highly sought-after consultant and speaker, on a mission to serve and change the independent financial advisor space. Kristin has dedicated her career to delivering the art of digital marketing, media, and attraction, to forward-thinking financial advisors.

In this episode, Kristin and I will discuss flaws in the industry that lead to unrealistic expectations and workloads for financial advisors. We dive into how to combat this and achieve balanced growth.

Join us today to learn about these things:

• How Kristin came into the financial industry, unexpectedly. (1:32)
• Explaining one of the three myths of balance. (8:20)
• How expectations in the industry have gone in an unrealistic direction. (18:17)
• Do you have "fake balance"? (22:25)

RESOURCES

Learn more about our guest:

https://triadpartners.com/

https://www.linkedin.com/in/workwithkristin/

Email: [email protected]

Get Travis' newest book!

Email: [email protected]

Get Travis' newest book!

Today's guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder of Savant Wealth Management. Savant is a Midwest-based, fee-only management firm, that manages nearly 14 million dollars and has over 8k clients and 260 employees.

In this episode, Brent shares how he is intentional about stepping away from work to maintain a healthy life balance. He touches on the problem with scaling without excellence and practicing excellence without scaling.

Join us today to learn about these things:

• Brent's journey to the financial industry. (1:04)
• How Brent chooses to be deliberate with his time as a person that loves to work. (6:38)
• When losing balance starts to affect your health and how scaling can counteract that. (15:00)

RESOURCES

Learn more about our guest:

https://savantwealth.com/

Email: [email protected]

Get Travis' newest book!

Email: [email protected]

Get Travis' newest book!

On today's show, we have Jesse W. Hurst, CFP®, AIF®, President and CEO of Impel Wealth Management.  Jess began his career in the financial industry in 1987. In this episode, he shares the trajectory of his career path, helpful scheduling tips, and much more.

Join us today to learn about these things:

• Jesse shares what balance looks like to him and how he manages his schedule. (6:09)
• How he scales his business while maintaining balance and why his goal is to achieve fewer clients. (18:21)
• Jesse's advice to advisors struggling with scaling. (33:05)

RESOURCES

Learn more about our guest:

https://www.impelwealth.com/

https://www.linkedin.com/in/jessehurst/

Email: [email protected]

Get Travis' newest book!

Email: [email protected]

Get Travis' newest book!

Our guest on today's show is Bill Bloom. Bill is a family-first, sailboat-racing, book-reading, founder of two financial companies: Bloom Financial and Diane Money. He is also the host of the podcast, "Retire As You Desire".

Bill believes in finding the right clients versus taking as many as you can get. He explains how that has impacted his business growth and how it has enabled him to have more balance in his life. In this episode, you will be able to learn the habits and mindset shifts that allow Bill to prioritize his family and the things that are most important to him.

Join us today to learn about these things:

• His key to maintaining the balance he has achieved. (7:58)
• The biggest struggle when it comes to scaling a business. (11:27)
• Do you understand when your minimum check should be? (17:27)

RESOURCES

Learn more about our guest:

https://www.bloomfinancialco.com/?r_done=1

https://www.linkedin.com/in/bloomfinancial/

Email: [email protected]

Get Travis' newest book!

Email: [email protected]

Get Travis' newest book!

Today's guest is Jamie Bosse, CFP®, RFC, CCFC. Jamie is a Financial Planner, Author, and mother of four. She wrote, "Money Boss Mom" and the "Milton the Money Savvy Pup" series.

Jamie and I discuss how she has managed to achieve organic growth online. She shares the importance of setting up a personal system that enables advisors to better manage their time and business.

Join us today to learn about these things:

• How her parents' bankruptcy sent her on a path to join the financial industry. (1:12)
• How organic content has helped her scale her business. (6:50)
• How to maximize the way you work and recognize what may be getting in your way. (19:32)

RESOURCES

Learn more about our guest:

https://www.linkedin.com/in/jamiebosse/

Email: [email protected]

Get Travis' newest book!

Email: [email protected]

Get Travis' newest book!

Today's guest is Dr. Rodney Mogen, who has an impressive two Doctorates and five Masters. Rodney has been in the industry since 1999. He built a financial planning practice that accumulated 400 clients in the first year, which he then grew to 2,000 clients, before selling. In 2012 he opened a business dedicated to helping small business owners and financial advisors with their desire to achieve more balance.

In this episode, we discuss Rodney's business and how he achieved success so quickly. He shares how beneficial time blocking is for someone hoping to achieve balance, and what advisors seem to be struggling with the most when trying to scale.

Join us today to learn about these things:

• How Rodney was able to be so successful right out of the gate. (1:24)
• The problem with multitasking and how you can scale while maintaining balance. (11:51)
• Here is what Rodney has noticed advisors struggle with as they scale. (17:15)

RESOURCES

Learn more about our guest:

https://www.solveurpuzzles.com/

Email: [email protected]

Get Travis' newest book!

In this episode, Morgen shares her journey to becoming a business owner and we discuss the importance of pausing to prioritize balance in our lives.

Join us today to learn about these things:

• Morgen's Journey to the financial industry. (1:12)
• How can you spend time doing something you love, while also having the time to prioritize family? (7:12)
• We discuss the difficulties of working moms and scaling a business. (20:07)

RESOURCES

Learn more about our guest:

https://www.linkedin.com/in/morgenrochard/   https://www.originwa.com/#who-we-are  

Email: [email protected]

Get Travis' newest book!