The Travis Parry Show

Today's guest is Scott R. Frank CFA, CFP®, founder of Stone Steps Financial, a firm created to help professionals and families understand their financial lives and position themselves to reach their fullest potential.

Are you in a workaholic trap because you are scaling too fast? Scott shares how he has made changes to achieve balance after a busy season for his business. In this episode, you will learn how Scott learned to grow slower in order to have a more balanced life, as well as his strategy to do just that.

Join us today to learn about these things:

• Learn how Scott joined the financial industry. (2:13)
• Scott's exact plan for balance this year and the difficulties he has had implementing them. (5:30)
• How Scott navigated being overscheduled with new hires to train. (11:57)

RESOURCES

Learn more about our guest:

https://www.stonestepsfinancial.com/

Email: [email protected]

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Today's Guest is Sten Morgan, CFP®, ChFC®. Sten founded Legacy Investment Planning by age 25 and was named a "40 under 40" advisor by Investment News at age 30.

Sten and his team have worked with hundreds of advisors to help them find direction in their careers. They have broken the industry path of advisors into five stages that help them to work purposefully, creating more balance in their lives. In this episode, you will learn tools to set yourself on the path to balance.

Join us today to learn about these things:

• Sten shares how choosing a path can help you achieve balance. (10:16)
• Here are two ideas advisors internalize, that set them back. (15:33)
• Does your business return beat market returns? (21:49)

RESOURCES

Learn more about our guest:

https://eadvisornetwork.com/

Email: [email protected]

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Our values are the motivators behind the decisions we make in life. Uncovering your values matters, because deep down, they are the life-long goals driving you to become the best version of yourself.

In this episode, our guest is Tim Bickmore, CFP®, CPWA®, Director of Financial Planning and Co-Founder at LBW Wealth Management. Tim shares the process that led him to discover what his core values are. We discuss the way our youth, interests, and hobbies shape our pursuits, even if they seem unrelated at first glance.

Join us today to learn about these things:

• .Learn how Tim 'stumbled' into the financial industry from art school. (1:04)
• How discovering your values can enable you to consciously pursue them. (10:00)
• Learn the shocking statistic about the rate of workaholics in advisors. (21:42)

RESOURCES

Learn more about our guest:

https://lbw-wealth.com/

Email: [email protected]

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Today's guest is Shauna Mace, CHPC™️, Head of Practice Management, and Managing Director at SEI. She and the team focus on helping advisors grow their businesses so they can spend more time serving their clients. She has been featured in publications and is a frequent speaker in the financial industry.

With over 17 years in the industry, Shauna has learned how to navigate and achieve balance in her own life and business. She shares how she serves her clients, how she developed her expertise through different avenues, and what her game-changing factor in achieving balance was.

Join us today to learn about these things:

• Shauna was led down several different roads in marketing, working in the financial industry, consulting, and more. (1:19)
• Are you a "Yes Man/Woman"? Listen to Shauna's advice here. (12:28)
• How your family is the "Secret Sauce" to balance in your life.  (26:07)

RESOURCES

Learn more about our guest:

https://www.seic.com/

Email: [email protected]

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Today's guest is Stacey McKinnon. Stacey is the Chief Operating Officer and Chief Marketing Officer at Morton Wealth, an RIA with over 2 billion of assets in her management. She has dedicated her professional career to spreading the message of positive leadership inside Morton Wealth and throughout the financial services industry.

In this episode, Stacey shares how her journey to the financial industry impacts her hiring decisions, a problem with hybrid work environments that has been difficult to solve, and how her ability to maintain balance is rooted in her family.

Join us today to learn about these things:

• How Stacey left her job as a Wedding Coordinator and Fitness Trainer to join the financial industry. (1:19)
• She frequently hires candidates with no experience in the financial industry and has helped build their staff from 18 employees to over 50. (4:45)
• How compassion can lead to burnout. (16:43)

RESOURCES

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

Email: [email protected]

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Today's guest is Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®, CCIM, and the president of Kahler Financial Group. Rick is a pioneer in integrating financial planning and psychology, is one of the founders of financial therapy, and is recognized internationally for his pioneering work in that field.

In this episode, Rick Kahler shares the ups and downs that led to his passion for financial planning and psychology. We will dive deep into self-reflection, seeking balance, and the traps many advisors fall into.

Join us today to learn about these things:

• Here is how Rick got started on his journey to integrating finance and psychology. (2:23)
• Rick struggled with workaholism, and here is the process that led him to recovery. (6:57)
• Is it a hobby, or is it work? (11:02)
• Here is what Rick has seen that many advisors struggle with. (7:33)

RESOURCES

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

Email: [email protected]

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Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and an impactful keynote speaker. In this episode, we got together to talk about a few flaws in the industry and the missing elements that might be holding some advisors (and their clients) back.

'Purpose' is central to today's conversations regarding advisors and clients. As you listen to the episode, hone in on your purpose and how you could better guide your clients to finding purpose and satisfaction in their retirements as well.

Join us today to learn about these things:

• There needs to be a balance of purpose and security in retirement. (12:06)
• Not every opportunity will be good for you. How much is your paycheck costing you? (12:56)
• Is promoting retirement just a sales point for you? (18:11)
• If you are an advisor and you're not living a balanced life, you're doing a disservice to your clients. (26:00)

RESOURCES

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

Email: [email protected]

Get Travis' newest book!

Some people are born business-minded, and that can be said for Justin Goodbread, CFP®, CEPA, CVGA, and entrepreneur. We have Justin as a guest on today's episode and you won't want to miss the insight he shares, having the experience of creating and selling multiple businesses.

Justin divulges his method for finding the right people to delegate to, which will enable you to fill any gaps in your business operations. You'll be able to glean from his perspective on standard operating procedures and how advisors might be missing an opportunity to scale by going back to the basics.

Join us today to learn about these things:

• Learn how Justin started his first business at 15 and became an advisor after a dare. (1:26)
• How can you achieve balance as a business owner when you are pulled in a million different directions? (12:07)
• If you want to truly delegate, you need to try this. (15:52)
• What is your mission? Are you attracting the right clientele? (23:27)

RESOURCES

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

Email: [email protected]

Get Travis' newest book!

In today's episode, we chat with Matthew Blocki, CFP®, RICP®, and CHFC®. Matthew started his financial planning career as an intern in 2009 and founded Equilibrium Wealth Advisors as an independent RIA in 2020.

Matthew has a team of eight that he has helped grow and shares how that enabled his business to grow as well. Listen and you will learn about team building, training, and scaling a purpose-driven business.

Join us today to learn about these things:

• How he got to where he is from selling life insurance for an internship in college. (1:07)
• How do you keep purpose first in a competitive industry? (6:34)
• What he notices advisors struggle with when it comes to balance. (16:18)
• Here are tips for those who want to scale their business, but don't feel they are capable. (22:25)

RESOURCES

Learn more: https://ewa-llc.com/the-firm/

Email: [email protected]

Get Travis' newest book!

Advisors won't want to miss today's episode featuring our guest, Roger Pine, CFA, CFP®, and Co-Founder at Holistiplan. Holistiplan is a market-leading tax planning software, built by advisors, for advisors.

In the podcast, Roger stated, "I am passionate about being backstage in other people's journeys to being great advisors". If simplifying tax season sounds appealing to you, listen to the episode to learn how Holistiplan can serve you, so you can better serve others.

Join us today to learn about these things:

• How Roger got into the financial planning industry. (1:15)
• Does balance actually exist? (9:28)
• How his values drive him to serve and impact the industry. (15:04)
• Learn about his passion to equip advisors, by operating in the background. (29:19)

RESOURCES

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

Email: [email protected]

Get Travis' newest book!