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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.
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.
Related: The Quickest Path to Winning and Retaining Ideal Clients