logo
episode-header-image
May 2020
1h 55m

Ep 175: The Importance Of Family Dynamic...

MICHAEL KITCES
About this episode

Dr. Travis Parry is the founder of Make Time Institute, a company that helps business owners gain control of their time to achieve a more sustainable work/life balance. Having spent nearly a decade working as a financial advisor himself, Travis knows that the demands of working at a firm can take away from important time you should be spending with your loved ones. Today he joins the show to explain his “Make Time” approach to creating better work/life balance and how to overcome what he calls the three myths of time management. Listen in as we talk in depth about the importance of identifying your goals and ensuring your time is prioritized to align with them. You will learn how the combination of a family tragedy and the financial crisis that derailed his advisory firm led Travis to find what is now his life’s work and how to improve your time management system in order to stop overworking and start prioritizing the things that matter most.

For show notes and more visit: https://www.kitces.com/175        

Up next
Oct 7
Ep 458: Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of “Calm Excellence” with Lisa Brown
Given the high stakes involved (and the desire to provide high-quality service) when working with clients, it can be tempting for financial advisors to lean into perfectionist tendencies. However, doing so can sometimes lead to overwork and potentially burnout, particularly as a ... Show More
1h 30m
Sep 30
Ep 457: Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy with Larry Sprung
While many financial advisors begin with dollars and data, today's guest believes the path to long-term client relationships starts with one powerful question: What brings you joy? By focusing on leading with purpose and values, he has grown a $200M firm and attracted clients who ... Show More
1h 30m
Sep 23
Ep 456: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A Company Blueprint Of How Clients Will Be Served with Hilary Hendershott
Scaling a solo advisory firm into a thriving team-based business takes more than strong systems—it takes a shared sense of purpose and values that guide every decision. This episode explores how one advisor used a living “Blueprint” to align her team, empower her staff, and creat ... Show More
1h 29m
Recommended Episodes
Jun 2023
Advice For New Entrepreneurs On Setting Habits, Hiring Team Members, And Prioritizing Tasks w/ Jay Papasan (Author of "The One Thing")
What if you could successfully reach your goals by mastering just a few key habits? Join us as we chat with Jay Papasan, the author of "The One Thing," to discover the power of habits and goal setting. Learn how successful individuals and companies have unlocked extraordinary out ... Show More
23 m
Sep 2024
Want to know how you can win at work AND succeed at life? - Michael Hyatt (aflevering 158)
Do you want to know how you can win at work and succeed at life? Then please listen to this episode of the StoryBrand podcast.In this episode, we sit down with Michael Hyatt, founder and chairman of Full Focus, a company dedicated to helping people succeed both at work and in lif ... Show More
49m 48s
Apr 2024
Time Management & Productivity for Work Life Balance With Andrew Hartman, Founder of Time Boss
Please join us in welcoming Andrew Hartman, Founder Time Boss! Burnout, stress, and anxiety are omnipresent in the modern workplace. But it doesn't have to be this way for business leaders looking to make an impact while balancing their professional and personal lives. Andrew ... Show More
57m 11s
Feb 2025
Getting Personal with Personal Finance: Brad & Ginger | Ep 533
Ginger interviews Brad as they delve into the personal side of financial independence, focusing on the real struggles and triumphs behind the scenes of ChooseFI. The conversation emphasizes the importance of relatability and the idea that financial independence is accessible to e ... Show More
1h 3m
Jun 2023
The Pursuit of Balance: An Honest Conversation w/ BiggerPockets Founder Josh Dorkin on Fame, Fulfillment, and Personal Growth
What happens on the other side of building everything you've ever wanted? Throughout our conversation, Josh candidly discussed the ironies of fame and how it rarely leads to true happiness and satisfaction. We also explored the importance of living life for ourselves rather ... Show More
51m 49s
Apr 2024
New CFO Checklist: The First 90 Days | Tom Seegmiller
A CFO is expected not only to lead financial reporting and the Office of Finance but also to provide strategic insights and strategy that propel the business forward. As a new CFO, you might feel eager to start doing the latter as soon as possible.  But you don’t need to build yo ... Show More
31m 11s
Nov 2024
Listen, Plan, Build: A Blueprint for Smoothly Navigating Construction Disputes
Is an executive or leader in your company struggling? Reach out to Eric to discuss how his transformative executive coaching approach can help. Schedule a 10 minute call with Eric today to learn more: 10minuteswitheric.youcanbook.me   In today's fast-paced and frequently unpredic ... Show More
46m 15s
Sep 2022
Technique #4 to Help You Manage Your Time More Effectively
[[:encoded, "Today we are talking about Technique #4 to Help You Manage Your Time More Effectively, which is to Use Time Blocks to Maintain Structure.\n\nStructuring your work hours cannot be over-emphasized. After your to-do list and prioritizing that list, it is important to st ... Show More
2m 1s
Apr 2025
Burnout, Balance, and Building Forums with Justin LaRocque
In Episode 226 of The Business Development Podcast, Kelly Kennedy welcomes back serial entrepreneur and CFO-turned-forum-founder Justin LaRocque for a raw and powerful conversation on what it really takes to build a business — and a life worth living. Justin shares the behind-the ... Show More
59m 33s
Jul 2024
Make Summer Work for You w/ Matt Bruner
In this episode of the HVAC School podcast, host Bryan Orr welcomes Matt Bruner to discuss the concept of a "summer survival guide" for HVAC professionals. They explore strategies for maintaining work-life balance during the busy summer season and share personal experiences on pr ... Show More
44m 30s