It is my sincere hope that you are not attempting to do financial planning without gaining the full context of your clients.
Our guest on this next episode of Top Advisor Podcast, Abbey Henderson, has coined the phrase, “Authentic Wealth.”
In a nutshell, Authentic Wealth is bigger than just financial accumulation and management. It recognizes the interconnectedness of all aspects of life. It is created when your five key resources (Finances, Mindset, Relationships, Health, and Time) are aligned with your values and your vision. These resources are used to achieve the impact you want to have on yourself, your family, your community and the world.
Everyone – advisors and their clients – should consider embracing and using this concept of Authentic Wealth.
In this episode, Referral Coach Bill Cates interviews Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, Abaris Financial Group. Abbey explains her holistic approach to financial planning that integrates life coaching.
Discover the success behind Abbey’s “Five Lever Friday” newsletter, offering weekly insights into improving various aspects of life. They also explore the role of podcasting in building authentic connections with Abbey’s audience, serving as a powerful referral tool.
Bill and Abbey discuss:
- Abbey’s model of Authentic Wealth
- How Abbey’s holistic approach has made her more referable and helped her accelerate the growth of her business.
- Her decision to become a Certified Life Planner and Certified Life Coach and how it has added results-producing depth to her financial planning.
- Common limiting beliefs and mistaken assumptions around money and how she helps clients overcome their ability to sabotage results.
- Her decision to start a podcast, the initial hesitations, and the role of ProudMouth in helping her launch the podcast.
- How podcasting serves as a tool to create more referrals, while helping build trust and credibility with clients/prospects – even before the first meeting.
- …And more!
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- “Wealth Beyond Riches” Podcast with Abbey Henderson
- Sign up to receive Abbey’s weekly newsletter: Five Lever Friday
Connect With Bill Cates:
- BillCates@referralcoach.com
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
Connect with Abbey Henderson:
- LinkedIn: Abbey Henderson
- Website: Abaris Financial Group
- Facebook: Abaris Financial Group
- LinkedIn: Abaris Financial Group
About Abbey Henderson:Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️ is the CEO, Wealth Advisor & Coach of Abaris Financial Group LLC. She strives to help her clients live their best lives. To figure out what lights them up, how they will feel most fulfilled, and leave a legacy they are proud of. Matching resources to dreams is her specialty. In 2001, she decided it was time to follow her dream of being an entrepreneur and Abaris Financial Group was born. They’ve since grown from Abbey alone in a small office to a six-person staff with over 175 clients.
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