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The Model FA

Apr 6, 2021

Dr. Travis Parry is the author of the international bestselling book Achieving Balance and founder of the Make Time Institute, a platform he created to help financial professionals and business owners achieve work-life balance. He is also the founder and business consultant for the Family Financial Institute. Travis began his career as a financial advisor in 2002, but life-changing circumstances led him to pivot into the personal development industry. Here, Travis theorized that personal development should come from marital relationships. To fine-tune this theory, Travis sought and obtained a Master’s degree in Psychology at the University of Phoenix and a Ph.D. in Family & Human Development at Utah State University. Today, Travis coaches financial advisors and entrepreneurs through the Make Time Method to support them in achieving their life and business goals.


Travis joins me today to discuss how financial professionals and business owners can build a meaningful and balanced life. He describes control as a defense mechanism and explains how a person can learn to let go of control and delegate tasks to others. He reveals the biggest myths that hold us back from truly achieving work-life balance. He also emphasizes the role of assessing values and priorities in living a meaningful life and underscores the need to involve spouses and families in supporting an entrepreneur’s success.


“Work-life balance isn’t just ‘work’ and ‘life.’ It’s ten areas of life, or maybe even more, that makes up who we are: we’re the same person with different goals and priorities in each area.” - Travis Parry


This week on The Model FA Podcast:


  • How reevaluating priorities can bring equilibrium and balance in work and life
  • The impact of tracking time and where we spend it
  • The equalizing nature of time and how wisely investing it helps us achieve our goals
  • The power of delegating tasks effectively and creating an ideal calendar
  • Learning how to let go of control and the benefits of delegating work
  • Identifying the fears that encourage our tendencies to control
  • The myths of work-life balance
  • How identifying values and priorities helped people navigate 2020
  • The importance of setting clear boundaries when working from home and how to do it
  • How to avoid the productive workaholic trap
  • Why spouses and families need to be involved
  • How to create a meaningful and purposeful life


Resources Mentioned:



Our Favorite Quotes:


  • “Living life on purpose is more than just time management. It’s also about balancing to help achieve personal and business goals.” - Travis Parry
  • “Achieving balance isn’t only about doing it on our own through personal development. We also need to involve our family, spouse, and business partners.” - Travis Parry


Connect with Travis Parry:




About the Model FA Podcast


The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 


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Our Team:

President of Model FA, David DeCelle


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