The Healthy Advisor

The Healthy Advisor: Finding Balance With Dr. Travis Parry

When his father passed away suddenly, Dr. Travis Parry, then a financial advisor, fell into a workaholic trap, as he had to clean up the financial mess left behind. He’s since devoted his career to helping advisors not fall victim to the same traps.

 

Dr. Travis Parry started his career as a financial advisor. But when Parry was just 26 years old, his father died of a sudden heart attack while mountain biking, and he had to clean up the financial mess left in his wake. That included processing his father’s death claim, paying off his mother’s house, helping her relocate and covering the funeral expenses. That changed the course of his career.

He fell into a workaholic trap, as many advisors do. Parry realized that while many advisors mean well and have great ambitions to help their clients, they are sacrificing their own health and life balance in the wake and putting themselves at undue risk. So he decided to become a balance coach to help financial advisors deal with their stress.

In this episode, Diana Britton, managing editor of WealthManagement.com, is joined by Dr. Travis Parry, balance coach, founder of the Make Time Institute and author of Achieving Balance: The Make Time Method To Help Advisors Reach Business AND Personal Goals in an Overworked World. Dr. Parry reveals the struggle many advisors face when starting a new business, focusing on the mental and physical strain it places on business owners at the beginning of their career. He shares the information he has gained through interviewing many advisors, discussing the traps many fall into and shares how to balance productivity with a healthy, balanced lifestyle.

Dr. Travis Parry

Dr. Travis Parry

Dr. Parry discusses: 

  • The trap many financial advisors fall into while building their business;
  • What he learned from interviewing more than 350 advisors;
  • Ways advisors can overcome workaholism;
  • The three myths of balance;
  • What he’s learned about personal development and human motivations; and
  • The importance of couples development in achieving balance.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at Diana.Britton@informa.com.

The Healthy Advisor podcast is available on Apple PodcastsAndroidStitcherSpotify and wherever podcasts are found. 

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