Tag: Balance

FEATURE
The Healthy Advisor: Finding Healing in the Gym With Deadlifter Jess Bost

The Healthy Advisor: Finding Healing in the Gym With Deadlifter Jess Bost

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Jess Bost found CrossFit during a traumatic time in her life. About her workouts, she says, “I went to the darkest place I could, and I fought my demons in that place.” 

CrossFit, which stands for cross-discipline fitness, became her bridge to healing. 

In this episode, Diana Britton is joined by Jess Bost, the vice president of brand partnerships at Alpha Architect and part-time CrossFit Coach. Here, she opens up about how her experience with intense workouts and a supportive community gave her the outlet she needed during a time of profound grief. She also shares how exercise and community have shaped how she views the role of financial advisors.

Jess discusses: 

  • How she applied the concepts she learned from psychology and working with children with autism to CrossFit and also financial services 
  • How she got into CrossFit and how it keeps her healthy from a physical/spiritual/emotional standpoint
  • How CrossFit helped her heal from trauma
  • Why and how she’s become an advocate for fitness in the financial services industry
  • Where she sees the intersection of fitness and finance 

Connect With Jess Bost:

Connect With Wealth Management & NREI:

About Our Guest:

Jess Bost is the vice president of brand partnerships at Alpha Architect, and she also runs her own financial planning practice under the firm’s ADV. She’s also host of “The Breakthrough Factor” Podcast. 

Jess has been in the wealth management industry for about four years. Prior to that, she was a CrossFit coach and a personal trainer. Jess still coaches CrossFit part-time and plans to take the CrossFit Level 3 Certification in the near future. In 2017, she won a national title in Olympic weightlifting and qualified for the 2018 Pan Am Masters Weightlifting Championships. 



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FEATURE
The Healthy Advisor: Finding Balance With Dr. Travis Parry

The Healthy Advisor: Finding Balance With Dr. Travis Parry

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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 is joined by Dr. Travis Parry, a balance coach for financial advisors, 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. 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
  • The importance of couples development in achieving balance

Connect With Dr. Travis Parry:

Connect With Wealth Management & NREI:

About Our Guest:

Dr. Travis Parry’s professional journey started in 2002 as a new financial advisor. He found a natural market with business owners and young married professionals. As his practice was building, Dr. Parry noticed that many of his clients needed more than financial advice, they needed advice about life in general. There were many clients who were unhappy in their careers, relationships, and overall health. He was unable as a financial advisor to give much more than financial planning advice.

Couple Development turned from a theory into a practice. This helped him introduce the concept of Couple Development to UVU students and for whom he wrote and published a manual for in 2011, called “Couple Development: How Couples who Build Thriving Marriages are Healthier, Wealthier, and Happier.”

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