Tag: Time Management

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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

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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.”

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The Healthy Advisor: Treating Your Health As an Asset with Stevyn Guinnip

The Healthy Advisor: Treating Your Health As an Asset with Stevyn Guinnip

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Stevyn Guinnip has seen secondhand the toll this industry can take on a person’s health and wellbeing; her father, after all, was a financial advisor with Edward Jones for several decades. Advisors, she says, come into this industry and are told they have to hustle for the first five to 10 years and then will be able to coast. But that’s a lie. Instead, she says, many advisors work themselves ragged, and end their careers in burnout. Take the fact that stress for this industry is currently 31% higher than it was in 2008, when we were in a global financial crisis. 

In this episode, Diana Britton, WealthManagement.com managing editor, is joined by Guinnip, CEO and Wellthy Advisor at Grow Wellthy, a health coaching company, who shares about her own struggles dealing with physical health and wellness, and how that has shaped the work she does today with advisors. 

Today, she’s dedicated to preparing advisors for a better life now and a better retirement in the future. She does so by speaking to advisors in their language, coaching them to think of their health as the most important asset to building wealth. 

Diana and Stevyn discuss: 

  • How Stevyn’s father’s career impacted her professional and personal goals
  • Her own health crisis and how it impacted her perspective on health and wellness 
  • Her approach to health and fitness with financial advisors
  • How she helps advisors overcome the emotional barriers to getting healthy
  • What she has learned from interviewing hundreds of advisors

Resources:

Connect With Stevyn Guinnip:

Connect With Wealth Management & NREI:

About Our Guest:

Stevyn Guinnip, is the founder and CEO of Grow Wellthy and the creator of the Wellth Academy. She grew up a financial advisor’s daughter and enjoyed 20 years as an exercise physiologist and certified wellness coach in the U.S. and Australia. Now Stevyn has blended the world of finance and fitness, helping financial professionals and their clients earn back their health so they can retire ‘wellthy.’

 

 

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