This episode is all about YOU! Lumiant Live is traditionally focused on how advice professionals have helped clients through their values based advice experience.

In this episode we flip it around and focus on how you can help yourself, live your best life. Our very special guest is Dr. Travis Parry, founder of the Make Time Institute and author of #1 best selling book, Achieving Balance. Travis' research and specialization is in helping Financial Professionals and Business Owners achieve balance.

In part 1 of this 2 part series we discuss:

* Travis' journey from Advisor to Advisor to Advisors.

* Why your business objectives must align to your relationship objectives

* The challenges financial professionals face due to their desire to "help everybody"

* The alignment between freedom, flexibility & finances

* How to achieve balance through understanding your internal values & goals, creating your ideal calendar and having an accountability partner.

To learn more about Dr. Travis Parry and his work head to

You can also purchase a copy of his #1 Best Seller Book "Achieving Balance" at

To learn more about how Lumiant can help you embed values based advice into your business click visit




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