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Top Advisor Podcast™
Ep. #34 – “Growing Wellthy”: The Importance of Holistic Financial Planning with Stevyn Guinnip
96% of retirees say that health is more important than wealth.
Are you helping your clients (regardless of their age) with their most important asset – their health?
There are two ways you can be of value to your clients in terms of holistic financial planning:
- Be a purveyor of great information in this area. Your clients will appreciate this added value.
- Be a role model of someone who is – as our featured guest would say – wellthy.
In this episode, Referral Coach Bill Cates interviews Stevyn Guinnip, “the girl named Stevyn”, Founder & CEO of Grow Wellthy about holistic financial planning. Bill and Stevyn discuss how many financial advisors are creating value and building stronger relationships with their clients by helping them with both their financial wellness and physical wellness – guiding their clients to become wealthy AND wellthy.
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Stevyn and Bill discuss:
- What role wellness plays in holistic financial planning.
- How advisors are helping their clients turn their health into their most valuable asset.
- The two ways she helps financial advisors, and their clients improve their state of wellness.
- What steps advisors can take to protect their own health.
- How advisors can comfortably offer health-related advice to their clients AND the impact of doing so.
- How you can offer “Wellth Webinars” to your prospects and clients.
- … And much more!
Resources:
- The Wellth Quiz
- Referral Coach’s FREE Resources Hub
- Claim Your Complimentary eGuide – “8 Simple Steps to Reach Exponential Growth”
Connect With Stevyn Guinnip:
Connect With Bill Cates:
About Our Guest
Stevyn Guinnip, MS, CWC is the founder & CEO of Grow Wellthy™ and the creator of the Wellth Academy™.
She grew up a financial advisor’s daughter & enjoyed 20 years as an exercise physiologist and certified wellness coach in the US & Australia.
Now Stevyn has blended the world of finance & fitness, helping financial professionals & their clients earn back their health so they can retire ‘wellthy.’
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
