The Travis Parry Show

In this episode, we have Jason Priebe, CFP®, J.D., husband, and father. Jason is a Partner at Priebe Wealth in Minnesota.

He joined us to discuss how he has been working on shifting from client relationships with a single advisor to a team approach.

Listen to learn ways you can show your clients the benefits of having access to a team of professionals vs. access to an individual.

 

Join us today to learn about these things:

• How he got his J.D. and became a lawyer before getting into the financial industry. (1:07)
• Balance as a father and husband in the financial industry. (5:32)
• Ways scaling can be difficult in the financial industry. (10:50)

RESOURCES

Learn more about our guest:

https://www.priebewealth.com/team/jason-priebe

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

Email: [email protected]

Get Travis' newest book!

On today's show, we have Chad Olivier, CFP®, CEPA, and CEO of Olivier Group. Chad has been in the business since 1996. He is an author, host of "Money Talks" on local Fox Thursday 9pm news, and his team of 9 manages 360 million in assets. He has been married to his wife Rose for 23 years and has 4 boys ages 9-17.

In this episode, we discuss the importance of a life outside of work and how it is possible to scale a business and still "have a life". Chad shares how he hires his team members and how training is critical when building a team. Listen to learn what balance looks like in this sought-after teacher and successful business owner's life.

 

Join us today to learn about these things:

• Chad's grandmother shared his how grandfather took care of her after his passing and set him on the path to getting into finance. (1:21)
• His secret to keeping balance as a sought-after teacher and successful business owner. (2:39)
• How caring about hobbies or passions other than work can help you to set boundaries. (4:55)
• Learn how delegation and training go hand in hand. (15:56)

RESOURCES

Learn more about our guest:

https://www.oliviergroup.com/

https://www.linkedin.com/in/chad-olivier-70b29621

Email: [email protected]

Get Travis' newest book!

Our guest on today's show is Kristin Harad, CFP®. Kristin is a CFP® who founded and grew an independent fee-only RIA before transitioning to training advisors. She uses this first-hand knowledge, along with 14 years of corporate marketing, to help RIAs attract more of the right people.

Kristin currently serves as an outsourced fractional CMO for independent RIAs, as well as a marketing coach for solo advisors. In this episode, Kristin and I discuss the difficulties advisors tend to have with marketing and the fear that scaling a business could mean sacrificing balance.

 

Here is some of what you can look forward to on today's show:

• Do you have the freedom to focus on what you need to while being fully present? (5:29)
• How the guilt and shame cycle can trick people into overworking. (14:17)
• Here is what Kristin has seen advisors struggle with while trying to grow their business. (20:00)

RESOURCES

Learn more about our guest:

https://kristinharad.com/

Email: [email protected]

Get Travis' newest book!

Today's guest is Kristen Luke, President of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps build a marketing system for financial advisors who want to attract clients based on their expertise with a niche, not marketing gimmicks or sales skills.   For more than 15 years, Kristen has consulted with hundreds of financial advisory firms and shared her marketing expertise via industry conferences, podcasts, and publications nationwide. In this episode, we discuss how you find your niche, and how you can use that to scale your business and achieve balanced growth.

 

Join us today to learn about these things:

• Why we don't love the phrase 'work-life balance'. (5:08)
• How she manages to stay consistent with her time blocking. (7:05)
• How you can achieve balanced growth. (19:13)

RESOURCES

Learn more about our guest:

https://www.kaleidocreative.com/

Email: [email protected]

Get Travis' newest book!

Let's give a warm welcome to our guest, Jon Henschen. Jon is the Founder of the recruiting firm, Henschen & Associates. Henschen & Associates contracts with over 90 independent Broker-Dealers, with the goal of helping representatives find the broker-dealer that best meets their profile and needs.

In this episode, Jon and I will discuss the different seasons in life that shift your perspective on balance. We will also touch on how balance can look different from person to person and ways you can make changes to create more in your life/career.

Join us today to learn about these things:

• Learn how Jon got into recruiting and the financial industry. (0:19)
• Jon shares how he defines balance in his life after more than three decades in the industry. (4:05)
• How balance can look significantly different from person to person. (14:50)

RESOURCES

Learn more about our guest:

https://henschenassoc.com/

Email: [email protected]

Get Travis' newest book!

Today's guest is Santiago Burridge, Co-Founder and Executive Chairman at Lumiant. Lumiant is a behavioral finance and client experience platform built to support financial professionals with the tools they need to deliver scalable, client-centric advice.

There are many well-meaning businesses in this industry, but some are not serving their clients as well as they could be. Santiago shares the difference between approaching clients with products to sell and understanding clients with the goal of customizing services/products to their individual needs. Listen to find out how Lumiant can help anchor your business in experience, instead of sales, while helping you scale and grow.

Join us today to learn about these things:

• Here we discuss the realization that became a turning point for Santiago in his career. (1:01)
• How purpose aligns with balance. (7:14)
• Seasons of imbalance and how to avoid making them a long-term lifestyle. (14:49)

RESOURCES

Learn more about our guest:

https://www.lumiant.io/

Email: [email protected]

Get Travis' newest book!

Maribeth Kuzmeski, PhD, is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation's top financial professionals managing from $300 million to over $1 billion in client assets.

Maribeth got her start as the 5th client in her firm happened to be a financial advisor. Today, Red Zone Marketing is fully focused on the financial services industry. Listen as Maribeth shares her knowledge about hiring, delegating, and creating balance in your career.

Join us today to learn about these things:

• How Maribeth met a financial advisor and agreed to work for him on a commission basis and ended up growing his management portfolio from 10 million to 200 million in under 5 years. (1:13)
• Is email getting you down? Here's what you can do to help. (9:01)
• Her process for delegating to her assistant that saves her time. (14:40)

RESOURCES

Learn more about our guest:

https://www.redzonemarketing.com/

Email: [email protected]

Get Travis' newest book!

Today's guest is Melanie D. Milam, CPA, CKA® who specializes in helping individuals in the Oil & Gas Industry realize their retirement dream. Melanie joins us today to share her perspective on prioritizing family over growing your business too quickly.   She paints a picture of the important things in life and how setting boundaries around your priorities helps you find the right clients and helps your business grow organically. She also explains why you may not want to leave your children massive sums of money…first ask yourself, will this help them, or hurt them? Without the proper financial education, it might do the latter.

 

Join us today to learn about these things:

• Why Melanie is passionate about serving the oil and gas industry. (1:35)
• What is most important to her when it comes to balance, and how she communicates that clearly with her clients. (6:34)
• How being selective with clients and not rushing to grow can help you achieve better balance. (11:58)

RESOURCES

Learn more about our guest:

https://mygfpartner.com/melanie-milam-texas-financial-advisor-successful-retirement/

Email: [email protected]

Get Travis' newest book!

Julie Littlechild, Founder and CEO at Absolute Engagement, which provides technology, tools, and guidance to help advisory firms use client input to drive engagement and growth. Julie sat on the National Board of the Financial Planning Association® and was twice identified as one of the 25 most influential people in financial planning.

Scaling your business is a huge task. Many of us approach it the wrong way and enable our workaholic tendencies, instead of building a team and/or utilizing technology to support new growth. In this episode, we talk about mental blocks surrounding scaling a business and steps you can take to overcome them

Join us today to learn about these things:

• Julie explains how balance doesn't look perfectly symmetrical. (6:58)
• Listen here to learn how priority management and time management work together to scale a business. (11:55)
• When your values affect your ability to achieve balance. (18:54)

RESOURCES

Learn more about our guest:

https://absoluteengagement.com/

Email: [email protected]

Get Travis' newest book!

Today's guest is Kyle Moore, CFP®, Founder of Quarry Hill Advisors in Saint Paul, MN. Quarry Hill Advisors manages over 200 million for over 150 households.

In this episode, we discuss scaling your business, setting boundaries, and weighing the two to maintain balance. Kyle shares that if you are "trying to be all things to all people", you'll never obtain balance.

Join us today to learn about these things:

• How Kyle joined the financial industry, leaving professional golf. (1:03)
• How he navigates the trade-off between scaling his business and maintaining balance. (8:33)
• Why having control over your online presence is important. (17:54)

RESOURCES

Learn more about our guest:

https://quarryhilladvisors.com/

Email: [email protected]

Get Travis' newest book!