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Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #63 – Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP
Good health and sufficient wealth go hand in hand. They are intricately intertwined.
Most advisors try to ensure their clients don’t outlive their wealth.
A select few advisors work to ensure their clients wealth does not outlive their health.
As a nutritional expert and the author of the book Wealthy, Healthy, and Wise: How To Make Sure Your Health Lasts As Long As Your Money Does, David Meinz is on a mission to help advisors lead healthier lives so they can impact more people with their important work.
David also helps advisors bring this powerful knowledge to their clients, to help their clients stay healthy so that they are able to enjoy their wealth. This, in turn, creates deeper client relationships and generates more referrals.
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Bill and David discuss:
- The biggest health priorities financial professionals face.
- The significance of maintaining a healthy weight and the role of insulin levels in weight control.
- How age and body composition, particularly gut fat, can impact health risks.
- The impact of alcohol consumption on health.
- The marketing opportunity for financial professionals to position themselves by addressing the whole person, not just financial advice.
- Strategies for financial professionals and their clients to reduce and deal with stress.
- … And more!
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About Our Guest
David Meinz, MS, RDN, FAND, CSP is a highly sought after international Keynote Speaker and Author. Groups worldwide have utilized his innovative strategies for improving both personal and organizational health performance. His expert insights help organizations of all types and sizes improve employee retention, decrease absenteeism, enhance productivity, and produce more profitable results.
He has successfully presented to Financial Services groups, Young President’s Organizations, Health Care groups, and many others for over twenty years.
Audiences love David’s interactive approach, fun style, and action-oriented focus that allow participants to leave with ideas and action steps that they can implement to produce immediate results.
Connect with David Meinz:
- The Book: Healthy, Wealthy & Wise
- LinkedIn: David Meinz
- Website: Healthy, Wealthy & Wise
- david@davidmeinz.com
- (407) 854-8108
- YouTube: David Meinz
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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™.
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Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
