The Tension

The Tension
Podcast Description
In The Tension, we discuss the challenges facing leading financial advisors and how you can manage them. In each episode, we explore “how it is and how it could be” in the financial advice landscape. We break down industry trends, share insights, and wrestle with how to navigate the tension that advisors face as they serve their clients and grow their business.
Podcast Insights
Content Themes
The podcast covers key themes such as advisor-client relationships, business growth strategies, and talent development within the financial advisory landscape, with episodes like 'The Trusted Advisor Tension' focusing on building trust with clients and 'The Growth Tension' addressing effective growth tactics.

We all feel it—the tension that comes with change, growth, and big decisions. It’s the space between where we are and where we want to be.
These tensions aren’t just challenges to overcome; they’re shaped by conscious and unconscious decisions that rarely have clear right or wrong answers. In each episode, we explore topics of leadership, business, family, and life, unpacking the push and pull between how things are and how they could be.
What happens when your perfectly laid plans unravel? In this episode of The Tension, Travis sits down with Chase Bertrand—husband, father, and top financial advisor—to explore the lifelong challenge of navigating the gap between what we hope for and what actually unfolds.
From chasing a Division I football dream to sitting in post-surgery recovery at 24, Chase opens up about identity, ambition, setbacks, and faith. He shares candid moments of disappointment, the power of community, and the surprising ways life can re-route us toward something even better.
Whether you’re facing career uncertainty, relational curveballs, or just feeling stuck in the “in-between,” this episode is a masterclass in resilience—and how the next best step might just be the one that changes everything.

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