Balanced Growth Show with Dr. Travis Parry
174 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 9 ratingsWelcome to the Balanced Growth Show with Dr. Travis Parry. We want to help financial advisors and other entrepreneurs across multiple industries achieve balance in their lives. If you're a business owner who has struggled to make time for the important things in your life both in and out of the office, then this show is for you.
Join Travis for new episodes each week that will feature interviews with advisors and entrepreneurs from across the country. They'll share their personal stories of struggles and successes when it comes to striking that proper work/life balance. Travis will also interview other expert peers to connect business owners with valuable resources that can hep them live a balanced life.
Dr. Travis Parry began his career as a financial advisor in 2002. Over the next decade he developed an interest in helping individuals and couples manage and plan for their lives in more ways than just their finances. The shift turned into a new business, new goals, and a few books along the way. Eventually, Travis founded the Make Time Institute with the specific goal of helping financial professionals and business owners achieve work/life balance.
Read more about Travis' background here: https://www.travisparry.com/about-dr-parry
Find Travis' newest book, Achieving Balance: The Make Time Method For Advisors To Reach Business And Personal Goals In An Overworked World, here: https://www.travisparry.com/book
Website: https://www.travisparry.com/
Email: [email protected]
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Episodes
Balancing Business and Parenthood with Adam La Barr
March 14, 2024 09:00 - 30 minutes - 29.1 MBAdam La Barr is an Air Force veteran, father of three, coach, real estate investor, and business owner. He is the founder and CEO of RAL Capital Group and host of the BizDad Podcast. He is also the co-owner of Active Duty Passive Income, which helps coach and mentor military members, veterans, and their families on how to invest in real estate around the globe. After serving in the military for years, Adam faced a pivotal moment when he realized that the demands of his career were taking ...
Work Hard, Play Hard with Chris Heller
March 07, 2024 10:00 - 32 minutes - 31.4 MBWe’re excited to welcome Chris Heller to the show. Chris is the president of OJO, an Austin-based real estate technology company focused on improving homeownership. Earning his real estate license at age 20, Chris was named the Rookie of the Year in 1989 before becoming the top producing agent in San Diego County and the number one Keller Williams Associate in North America. Throughout his career, he has held influential industry positions, including CEO at Mellohome and Keller Williams Re...
Growing Every Day with Keith Richardson
February 29, 2024 10:00 - 36 minutes - 34.9 MBKeith Richardson is the chief integration officer and co-owner of More in Common, a company dedicated to fostering collaboration and inclusivity in workplaces through workshops and personalized coaching. With a background in psychology and over 15 years in the tech industry, Keith and his business partner recently transitioned into full-time entrepreneurship. We’re excited to have him on the show today to share his journey and talk about the delicate balance of being an entrepreneur, a famil...
Mindset Matters: Embracing Sustainable Success with Sol Rosenbaum
February 22, 2024 10:00 - 28 minutes - 27.7 MBSol Rosenbaum, PE, CEM, has over 20 years of experience in the energy engineering space. As the owner and managing engineer of SR Engineering and Consulting, he leads a dynamic team that provides engineering support in the commercial real estate financing arena while focusing on green loan programs and property assessments. Outside of this, Sol founded The Engineering Mentor, a community dedicated to guiding aspiring engineers toward successful careers. We’ll spend some time learning more ...
The Neuroscience of Work-Life Balance with Nina Nesdoly
February 15, 2024 10:00 - 25 minutes - 24.8 MBNina Nesdoly is a speaker, researcher, and consultant specializing in work stress and burnout prevention. With a background in neuroscience and management, she offers insightful workshops and training on building better work-life balance. She is currently pursuing her Ph.D. with a focus on work-related stress and has been featured on impressive platforms like TEDx, where her talk on relieving stress was selected as an editor’s pick. Join us as we dive into some fascinating research on work...
Learning In Leadership with Chris May
February 08, 2024 10:00 - 34 minutes - 32.4 MBWe’re happy to have Chris May, the founder of LTN Insurance Services, LLC, join us for this episode. He entered the insurance industry in 2017 and took the plunge into entrepreneurship in 2019, starting his own business. Throughout this conversation, Chris reflects on the experiences that shaped his growth as an entrepreneur. We’ll discuss the role of faith, patience, and spousal alignment in navigating the unpredictable journey of business ownership, and the importance of self-awareness, ...
Do You Want To Go Fast Or Far? Featuring Sani Abdul-Jabbar
February 01, 2024 10:00 - 32 minutes - 30.6 MBAs CEO of VezTek USA, Sani Abdul-Jabbar is an expert in technologies like AI and blockchain. He actively collaborates with industry giants such as Toyota and IBM and is a contributor to Forbes magazine. Beyond corporate collaborations, he has been invited to share his knowledge at esteemed institutions like Caltech and is the host of the Blockchain Brief Podcast. As a leader in the ever-evolving and demanding technology field, Sani is here to shed light on how cultivating a culture of bala...
Relationship-Focused Entrepreneurship with A.J. Rounds
January 25, 2024 10:00 - 43 minutes - 40.8 MBIn this episode, we sit down with A.J. Rounds, a seasoned professional in sales, marketing, PR, and HR. Inspired by his father's teachings on entrepreneurship, A.J. co-founded RevRoad, a venture services firm that now manages 61 companies. Stay tuned as he discusses the founding principles of RevRoad and the critical role of a strong founding team and a people-centric focus in a company's success. We'll chat about the challenges and rewards of building a startup, the importance of finding ...
The Power of Faith-Based Action
January 11, 2024 10:00 - 10 minutes - 10.8 MBWhen it comes to achieving balanced growth, it’s crucial to understand what kind of fear is holding you back and work on reframing your mindset. But what’s just as important is having the courage to take bold, measurable actions in faith that move the needle. Here’s some of what we discuss in this episode: 0:35 – Understanding your fears + reshaping your mindset 3:02 – Behaviors and action are equally as important as mindset 4:38 – “One of the best things we can do to achieve our...
Lessons in Delegation, Culture, and Leadership with Matt Green
January 04, 2024 10:00 - 30 minutes - 29.4 MBToday, we're thrilled to sit down with Matt Green, President and CEO of Frontlight Building Company in South Carolina. He talks about the pivotal role delegation has played in his journey as a successful business owner. He also shares insights on building a strong organizational culture centered around values like integrity, trust, and honesty. Stay tuned as we discuss some of the challenges of maintaining balance as a visionary leader, the importance of investing in the culture of an org...
Leading With Balance with Adam Hill
December 28, 2023 10:00 - 41 minutes - 39.4 MBAdam Hill is an international keynote speaker, best-selling author, CEO, and host of the podcast, “Flow Over Fear.” In our conversation today, he shares his powerful journey from battling a decade of alcoholism to pursuing an Ironman Triathlon, and how these experiences have led him to pursue balance in his personal and professional life. Here’s some of what we discuss in this episode: 1:12 – Adam’s experience with anxiety and alcoholism + overcoming addiction and facing his fears ...
Reframing Your Marketing Mindset with Chris McNeil
December 21, 2023 10:00 - 33 minutes - 31.9 MBIn today's episode, we're excited to feature Chris McNeil, the host of the Thought Leadership Studio podcast. Chris wears many hats – he's a master of NLP, an award-winning entrepreneur in innovation, and a seasoned strategy thought leadership coach and consultant. He joins us to talk about what it means to take your business marketing from predictable and reactive to creative and proactive. Stay tuned for a great conversation on breaking away from traditional marketing approaches, foster...
The Power of Journaling
December 14, 2023 10:00 - 11 minutes - 11.3 MBToday we’re going to talk about a practice that can make an incredible impact in your business, your relationships, and your stress levels: journaling! Whether you’re a seasoned writer or a total beginner, the benefits of journaling are proven. Stay tuned as I talk about how I’ve implemented this practice into my life- using the old-fashioned pen and paper method to give my frustrations, my fears, and creative ideas a safe space to exist. Here’s some of what we discuss in this episode:...
Showing Up Authentically with Billy Anderson
December 07, 2023 10:00 - 28 minutes - 27 MBBilly Anderson is an international speaker, executive coach, and author of the book Your Comfort Zone Is Killing You. Previously, he was an advertising manager in Europe and Canada, a fundraising director for UNICEF, an apple picker in New Zealand and a sugar cane farmer in Costa Rica. From running with bulls in Spain to swimming with sharks in South America, he has some extraordinary tales to tell. Billy joins us today to reflect on how the concept of balance has evolved throughout his li...
Curating Client-First Success with Brad Barrett, CFP®
November 30, 2023 10:00 - 34 minutes - 32.5 MBWe are excited to be joined by Brad Barrett, CFP®, on the Balanced Growth Show today. Brad is Managing Director and Partner at One Capital Management LLC, a private wealth advisory firm with nearly 5.3 billion in assets. Passionate about finding new ways to educate investors, Brad share his knowledge and experience through his weekly YouTube videos, podcast and radio show, Make Your Money Matter. Throughout our conversation, Brad emphasizes the importance of a client-first approach in scal...
Your 3-Step Guide To Ultra Productivity
November 21, 2023 10:00 - 13 minutes - 13.2 MBWhat if a one-hour ritual could make you more productive and laser-focused every single day? Can you imagine spending 80% of your workday on the things that truly matter, rather than falling into the multitasking trap? In this episode, we’re taking a deep dive into a game-changing productivity strategy called processing. Stay tuned to learn how to streamline your tasks, eliminate multitasking, and prioritize activities that matter the most to your business in just three simple steps. From ...
Defining Success Holistically with Shawn Rhodes
November 16, 2023 10:00 - 39 minutes - 37.1 MBToday we have a special guest with us: Shawn Rhodes. Shawn is the Chief Sales Sergeant of Bulletproof Selling, an international keynote speaker, author of four books and a nationally syndicated business columnist. Throughout this conversation, Shawn focuses on the importance of defining success holistically, focusing on actions and outcomes that are within your influence. He shares valuable insights on conquering common sales challenges, fostering presence and proactivity, and building re...
Lessons in Leadership and Team Building with Daniel Beck
November 09, 2023 10:00 - 32 minutes - 29.5 MBWe’re delighted to be joined by Dan Beck in this episode, a serial entrepreneur who has built and sold a number of businesses. Today, he is the CEO and co-founder of 401GO, a company dedicated to helping small businesses navigate the complex world of 401k planning. With a wealth of experience in the world of business, Dan is here to share his insights on navigating the entrepreneurial journey and finding balance as a business leader. Here’s some of what we discuss in this episode: 1:1...
Successfully Exiting Your Business with Brody Vinson
November 02, 2023 21:38 - 32 minutes - 31.2 MBToday we are joined by Brody Vinson, a business owner and podcast host with a passion for helping others prepare for successful exits from their companies. Having grown up with his father as a role model in the business world, Brody has always had a passion for entrepreneurship. However, a tragic event in 2021 changed the trajectory of his life. In the wake of his father's unexpected passing, Brody faced the daunting task of selling his father's business while simultaneously managing a st...
Turning Clients Into Your Biggest Advocates
October 26, 2023 09:00 - 10 minutes - 11.1 MBHow can you distinguish yourself from the competition? What can you do to ensure your clients become your most passionate advocates? It all begins with offering something truly transformational- something worth sharing. While marketing is undeniably influential, it can't stand alone. If you don’t have a system in place that creates raving fans, you’re likely missing out on the true potential of your business. Listen in as we talk about the power of creating transformational systems in your...
Embracing an Abundance Mentality with Matt Di Francesco
October 19, 2023 09:00 - 35 minutes - 50.5 MBToday’s guest is Matt Di Francesco, CExP, CAA, the founder of High Lift Financial. High Lift provides succession planning, financial planning, investment advisory and retirement planning to Automotive Collision shop owners around the country. Matt is specialized in helping business owners make a successful exit from their businesses, maintain family unity, and build multi-generational wealth. Throughout our conversation, Matt highlights the significant advantages of having a niche in your ...
Resetting for Success: Finding Balance in the Chaos with Penny Zenker
October 12, 2023 09:00 - 35 minutes - 50 MBToday, we are joined by a remarkable guest who is nothing short of inspiring. Penny Zenker, also known as “The Focusologist,” is an international speaker, strategy coach, and best-selling author, with credentials that speak volumes. Her book, The Productivity Zone, soared to Amazon Best Seller status, and her TEDx talk, "The Energy of Thought," has captivated over 1 million viewers globally. She's also been featured on NBC News, Forbes, Inc, ESPN, and Wharton Business Radio, among other pl...
Building a Business and Life You Love with Jason Wojo
October 05, 2023 09:00 - 36 minutes - 51.7 MBToday we are joined by Jason Wojo, the CEO of Lifeonaire, a company on a mission to help people create a vision for their ideal life and build a business that supports that vision. Jason's story is a powerful journey from the corporate grind to discovering the true meaning of work-life balance. Under the mentorship of Steve Cook, Jason learned the power of a “life first" approach to business, and today, Jason and Steve are on a mission to spread this message to others who feel trapped by t...
Planning For Balance with Aaron Klein
September 28, 2023 09:00 - 30 minutes - 42.6 MBToday we are excited to be joined by Aaron Klein, a co-founder and CEO of Nitrogen Wealth, formerly known as Riskalyze. Aaron steered his company to Fast Company Magazine's list of the world's top 10 most innovative finance companies- twice! Beyond his corporate success, Aaron serves as a Sierra College trustee and co-founded a school project for orphans and vulnerable kids in Ethiopia. He's also been recognized by Investment News as one of the industry’s top 40 under 40 executives. Join...
You’re Not Going To Win Every Time with Brent ‘Grandpa’ Beck
September 21, 2023 09:00 - 32 minutes - 31.3 MBToday we have the privilege of interviewing Brent Beck, a retired airplane pilot turned entrepreneur. He and his wife, Tauni, have 5 children and 19 grandchildren. Together, they created Grandpa Beck’s Games. What started as a self-funded startup is now a global phenomenon that has brought millions of families together. Brent shares his journey from the early days of game development to the challenges and triumphs of entrepreneurship, offering valuable insights for aspiring business owne...
Non-Negotiable Priorities with Paul Melella Jr.
September 14, 2023 09:00 - 35 minutes - 33.7 MBToday we are joined by Grandmaster Paul Melella Jr., a seventh-degree blackbelt and the co-author of the best-selling book, YOU Have Infinite Power. Paul is the owner of United Martial Arts Centers and founding partner of Empowered Mastery. He specializes in empowering professionals and entrepreneurs, equipping them with the essential tools and mental fortitude to lead a life of passion and purpose. Listen in as Paul shares his incredible career journey, from discovering his passion fo...
Intentional Living in Entrepreneurship with Danny Goldberg
September 07, 2023 09:00 - 29 minutes - 27.8 MBToday we are joined by the remarkable Danny Goldberg, professional speaker, serial entrepreneur, and host of the podcast Bits of Gold. Danny shares his inspiring journey of loss and transformation after losing both of his parents to rare cancers at the age of 25. He discusses how these events led him to redefine his priorities and shift his focus from purely pursuing business success to living a life of greater fulfillment and happiness. Listen in as Danny discusses the importance of ba...
Disconnect to Reconnect with Jaime Nacach
August 31, 2023 09:00 - 36 minutes - 34.7 MBThis week we are joined by Jaime Nacach, an entrepreneur, marketer, and self-taught expert. Originally from Mexico City and now rooted in San Diego, California, Jaime is the founder and CEO of Virtual Latinos. Jaime, just like his family, has been an entrepreneur most of his life and loves the ability to turn challenges into opportunities. In this episode, Jaime shares his career journey with us and talks about the struggle many entrepreneurs face: finding the balance between investing ...
Building A Business With Intention with Michael Port
August 28, 2023 09:45 - 48 minutes - 68 MBToday we are joined by Michael Port, American entrepreneur, author of 9 best-selling books, and angel investor. After spending a decade delivering thousands of paid speeches on the world's biggest stages, Michael sold his first company, Book Yourself Solid® Worldwide. Alongside his wife Amy Port, he founded Heroic Public Speaking, dedicated to nurturing the next wave of thought leaders, CEOs, founders, bestselling authors, and business owners. Join us for an incredible conversation with...
Breaking Free From The ‘Hero’ Trap with Bryon Morrison and Logan Speights
August 15, 2023 09:00 - 28 minutes - 27.3 MBEver wished you could clone yourself? Meet Bryon Morrison and Logan Speights, CEPA, innovative entrepreneurs of Proxxy who've achieved the seemingly impossible. As "executive multipliers," the team at Proxxy has created a game-changing system designed to automate routine tasks, provide strategic guidance, and scale businesses by freeing up a minimum of eight hours per week for business owners. In our conversation, we’ll break down some common challenges that business owners face when st...
The Pursuit of Happiness with Lance Drucker
August 10, 2023 09:00 - 33 minutes - 31.4 MBToday we are joined by Lance Drucker, ChFC®, CLU®, AIF®, author, speaker, and the CEO of Drucker Wealth. Lance is proficient at Brazilian jujitsu, holding a purple belt, and his company, Drucker Wealth, is one of the premier planning first firms in the country. Join us as we discuss how to find your expertise, the power of investing in knowledge, building a proficient team, refining processes for optimal efficiency, and much more. Lance brings valuable insights in this episode on alignin...
Building A Strong Financial Partnership
August 08, 2023 09:00 - 18 minutes - 18.2 MBAre financial disagreements putting a strain on your relationship? In today’s episode, we’ll share how your upbringing and money management approach might be playing a role in this tension. We'll talk about the profound impact of your early experiences on your current financial perspectives while discussing ways to overcome financial differences in your relationship. Join us today as we discuss these things: 1:00 – Why money is the number one source of tension between couples + ta...
The Power of Purposeful Differentiation with Stan Phelps
August 03, 2023 09:00 - 28 minutes - 27.4 MBToday we are excited to be joined by Stan Phelps, CSP, a Forbes contributor, TEDx speaker, IBM Futurists Certified Speaking Professional, and best-selling author of the Goldfish Series. As a show-and-tell speaker, Stan empowers audiences to take action that delivers bottom-line impact. He strives to change the paradigm of marketing by encouraging audiences to focus on experiences as the ultimate competitive differentiator. In this episode, Stan shares his journey from being a marketer t...
Trusting the Process and Embracing Change with Ken Pitts
August 01, 2023 09:00 - 30 minutes - 29.4 MBToday we had the pleasure of interviewing Ken Pitts, the co-owner of First Choice Mortgage Advisors LLC. Ken shares his journey in the ever-changing mortgage industry and the impact that balance has had on his life and business. His story is a testament to the power of trusting the process and building a strong team to achieve personal and professional success. In this episode, Ken shares valuable insights on avoiding mental fatigue and delegating tasks to a team. By doing so, he not o...
Leading by Example with John Bernatovicz
July 27, 2023 09:00 - 32 minutes - 31.1 MBToday we are joined by John Bernatovicz, father, husband, and founder of Willory. He is also a keynote speaker, podcast host and soon-to-be author. His book, HR Like a Boss, is now available for pre-order, and was inspired by a highly successful presentation that John gave at a regional conference for the Society for Human Resource Management. In our conversation, John shares his career journey and discusses the importance of finding balance as a business owner to stay focused on what ...
Is Personal Development The Key To Balance?
July 25, 2023 09:00 - 13 minutes - 14 MBIs personal development really the key to achieving balanced growth and helping those struggling with workaholism? It turns out that the popular Hierarchy of Needs by Abraham Maslow might not be as accurate as once believed. Today, we’ll be discussing a revised version of this study that puts parenting and relationships at the pinnacle of motivation. Don't miss out on this eye-opening episode that will challenge your perception of personal development and show you why it is NOT the end a...
Achieving Work-Life Harmony with Stephen King
July 20, 2023 09:00 - 25 minutes - 24.9 MBWe had the pleasure of speaking with Stephen King, CPA, for this week's podcast. Stephen has nearly four decades of experience in accounting system design, technology innovation, and management advisory services. Today, he is the founder and CEO of GrowthForce, an outsourced accounting department for service-based businesses and nonprofit firms. Despite achieving commercial success by starting the largest outsourced accounting business in the U.S., Stephen realized that his quality of l...
Building Connections and Finding Balance with Ron Macklin
July 18, 2023 09:00 - 23 minutes - 22.6 MBToday we are joined by Ron Macklin, father, husband, and founder of Macklin Connection. Ron is the owner of multiple real estate businesses, a developer for large-scale renewable energy projects, a podcaster and soon-to-be author. In this episode, Ron shares the story of his entrepreneurial journey, revealing the keys to his success - The Macklin Method - a strategy he developed over several years, to build meaningful connections across various backgrounds. We explore the power of word-o...
From Management to True Leadership with Sean Patton
July 13, 2023 09:00 - 27 minutes - 26.8 MBIn this episode, we delve into the world of leadership with Sean Patton, a former US Army Ranger and Special Forces Green Beret Commander, who has transitioned his military expertise into the corporate world. Now the founder of Stronger Leaders, Stronger Profits, he shares his journey from his time at West Point to combat in Afghanistan and sheds light on how his experiences have shaped his leadership abilities and problem-solving skills. Join us as Sean discusses the lessons he learned fr...
Overcoming Fears and Limiting Beliefs
July 11, 2023 09:00 - 19 minutes - 19.5 MBWe’re excited to share a YouTube Live episode with you today. We’ll explore how our own limiting beliefs, thought patterns, and fears can prevent us from achieving balanced growth in our lives. We’ll then discuss how utilizing strategies like the ABCDE method and serenity prayer can help us overcome these fears and rewire our brains to create a fresh reality. Join us today as we discuss these things: 0:30 – The story of a woman who had a panic attack on a plane + Breaking free from...
Cracking the Code to Successful Delegation with Dr. Alex Tam
July 06, 2023 09:00 - 25 minutes - 24.8 MBWe have Dr. Alex Tam with us today, an accomplished entrepreneur, real estate investor, husband, father, and Doctor of Chiropractic with over 15 years of experience. Despite his dedication to his thriving practice, Alex felt trapped by a demanding schedule of over 60 hours a week, affecting his family time. Seeking freedom, he ventured into real estate investing, mastering efficient delegation. Now, he assists entrepreneurs, particularly doctors and small business owners, expand their bu...
Achieving Balance While Building Influence with Kobus Kleyn
July 05, 2023 15:52 - 30 minutes - 29.4 MBToday we are joined by Kobus Kleyn, CFP®, a financial expert who has built a strong personal brand and established himself as a thought leader in various fields. With a substantial LinkedIn following, Kobus has gained recognition by fully embracing the digital realm. He operates a virtual practice that is 99% remote, with an emphasis on work-from-anywhere arrangements, all while prioritizing a balanced lifestyle. Join us for a thought-provoking conversation as Kobus shares the key fact...
Living Your Promise with Jason Hewlett
June 29, 2023 09:00 - 39 minutes - 37.3 MBOur special guest today is Mr. Jason Hewlett, a leadership expert, author, and speaker Hall of Famer. He has an extensive resume, having delivered thousands of presentations worldwide and performed at every major casino in Las Vegas. He is also the author of the book, The Promise to the One. In our discussion, he will discuss embracing the promises we make to those we serve, our colleagues, and ourselves. Join us as Jason talks about his fascinating career journey and his personal e...
Intentionality and Balance in Business and Life with JM Ryerson
June 27, 2023 14:00 - 31 minutes - 30.4 MBToday we are joined by JM Ryerson, who is dedicated to assisting entrepreneurs and executive teams in maximizing their capabilities. As a best-selling author and performance and mindset coach, JM motivates individuals to reflect on their current state of fulfillment, goals, and accomplishments, urging them to live their best lives. His podcast, Let's Go Win, and coaching services empower the upcoming generation of business leaders to achieve peak performance in both their personal and prof...
The 3 Types of Balanced Developers
June 22, 2023 09:00 - 16 minutes - 16.3 MBWe are excited to share this YouTube live stream discussion with you on the podcast today! Join Travis as he talks about the balanced growth method and the fascinating insights that he and his team have gathered about this concept from interviews with over 500 business owners. This episode dives into the three distinct types of “balanced developers” and highlights the pivotal differences between them. Join us today as we discuss these things: 1:28 – The first two types of balanced ...
Winning The Right Game with Justin Breen
June 20, 2023 09:00 - 35 minutes - 34.1 MBToday we are joined by Justin Breen, CEO of the global PR firm BrEpic Communications LLC, an exclusive connectivity platform for Epic Network. His newest book, Epic Life, features a foreword from Dr. Peter Diamandis and has been the number one overall book for sales on Amazon Kindle. It also recently made the Wall Street Journal and USA Today bestseller lists. In this episode, Justin delves into his professional journey, emphasizing the profound impact that purpose and family have had o...
Creating a Custom-Built Life with Paul Carroll
June 15, 2023 09:00 - 38 minutes - 36.3 MBToday we are excited to sit down with Paul Carroll, CFP®, CEO and founder of Avion Wealth, a fast-growing elite wealth management firm in Houston, Texas. Paul started his business from scratch in 2005 and is now on the verge of reaching his first billion dollars in assets under management, which he tributes to his dedication to team growth and work-life integration. Join us as Paul reflects on the power of promoting work-life integration in his business culture. He discusses creating a ...
Transitioning with Confidence with John Stokes
June 13, 2023 09:00 - 22 minutes - 22.1 MBToday we are sitting down with John Stokes, the CEO and President of John Stokes Financial. John and his team specialize in helping professionals navigate career transitions and achieve financial success. They organize numerous workshops for various entities such as Fortune 500 companies, outplacement firms, and federal and state agencies. These workshops cover various topics including unemployment, investment and rollover options, federal and state benefits, and retirement and financial pl...
Energy and Priority Management with Brie Schmidt
June 08, 2023 09:00 - 26 minutes - 37.5 MBWelcome back to the Balanced Growth Show! Today we are excited to be joined by Brie Schmidt. Brie is the managing broker of Second City Real Estate, a full-service brokerage working with investors in the Chicago market. She is also the owner of BBS Apartments and the co-founder of the MidWest Real Estate Networking Summit, a weekend education summit for real estate investors. In this episode, Brie talks us through the journey that led her to find more flexibility in her career through ti...
The Role of Spousal Support in Balanced Growth
June 06, 2023 09:00 - 21 minutes - 30.1 MBMaintaining balance while growing a business is crucial, and the support of a spouse plays a vital role in this process. In this episode, Travis talks about how support can come in different forms, whether it's actively participating in the business or being a supportive presence at home. Discover how sharing goals, values, and challenges with his spouse helped foster a more transparent and intimate relationship as Travis embarked on his business growth journey. Join us today as we d...