Tag Archives: Life

FEATURE

The Healthy Advisor: Finding Balance With Dr. Travis Parry



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

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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.”