Dr. Travis Parry started his career as a financial advisor. But when Parry was just 26 years old, his father died suddenly of a heart attack while mountain biking, and he had to overcome the financial mess he left in his wake. This included processing her father’s death claim, paying for her mother’s house, helping her move, and covering funeral expenses. This changed the direction of his career.
He fell into the workaholic trap, as do many mentors. Parry realized that while many consultants are good and have great ambitions to help their clients, they are sacrificing their own health and life balance 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 WealthManagement.com, Dr. Travis Parry, a balance coach for financial advisors, founder of the Make Time Institute and author of Achieving Balance: Make Time to Help Advisors Reach Business and Personal Goals in a Busy World, Dr. Parry reveals the struggles many consultants face when starting a new business, which focuses on the mental and physical stress the business owners put on them early in their careers. He shares information gained through interviewing several mentors, discussing traps and how to balance productivity with a healthy, balanced lifestyle.
Dr. Travis Parry
Dr. Parry discusses:
- Many financial advisors fall into this trap while building their business.
- What he learned from interviewing over 350 mentors
- Consultants can overcome work style
- three myths of balance
- What they learned about personal development and human motivations
- The importance of developing joints in achieving balance
If you have a struggle and want to share your experiences and help others in similar situations, please contact Diana [email protected],
Available on the Healthy Advisor podcast Apple Podcasts, Android, sewing machine, Spotify And wherever podcasts are found.
