Tag Archives: Financial Wellness

#96 – The Financial Mindset Fix: Joyce Marter on Mental Fitness for Advisors and Clients



Do your clients’ money mindsets ever drive you crazy?

Do you wish you could get them to just “think right” about their money?

What if you knew that some of your clients’ financial challenges are rooted in their DNA?  Is that possible?  It’s called “epigenetics.”   (BTW – This is true for you too!)

In this episode, Bill Cates, CSP, CPAE interviews Joyce Marter, LCPC, CSP, author of The Financial Mindset Fix, to discuss the deep emotional and psychological factors that influence your clients’ (and your) relationship with money.

3 key takeaways:

  • Money beliefs are formed early and often unconsciously. Childhood experiences, family attitudes, and even generational financial traumas (yes, epigenetics!) can shape how your clients perceive and handle money as adults.
  • Financial anxiety is normal—even for high earners. Mindfulness and cognitive-behavioral tools can help your clients (and maybe even you!) shift from a scarcity mindset to an abundance mindset, leading to healthier financial decisions.
  • Empathy is your most powerful tool. You don’t have to be a therapist, but being comfortable talking about the emotional side of money can forge stronger client relationships and set you apart as a true holistic advisor.

Bill and Joyce discuss:

  • The strong link between mental health and financial wellness, and how unresolved emotional issues can hinder financial progress
  • How financial trauma, such as job loss, debt, or family beliefs, can impact money behavior and decision-making
  • Why empathy is essential for advisors when addressing clients’ emotional concerns around money
  • The 12 core mindsets from her book, including detachment, responsibility, support, and abundance, and how these can positively influence client outcomes
  • How mindfulness practices and cognitive behavioral tools can help clients manage financial anxiety and build long-term resilience
  • …And more!

Addressing clients’ emotional relationships with money isn’t just a feel-good strategy; it’s deeply practical. When advisors acknowledge and support the intersection of mental health and financial planning, they help clients achieve not only stronger portfolios, but also a sense of holistic success and genuine peace of mind.

By expanding the conversation beyond dollars and cents to include mindset, emotion, and resilience, financial advisors become indispensable guides for their clients – chnot just to wealth, but to well-being.

Sponsors:

Connect With Joyce Marter, LCPC, CSP:

Resources: 

Connect With Bill Cates:

About Joyce Marter, LCPC, CSP:

Internationally renowned mental health thought leader and financial mindset expert, Joyce Marter, considers her life’s purpose to spread the Mental Wealth; to remove the shame and stigma from both mental health and financial stress, and provide a global audience with practical strategies and tools to heal, recover, thrive, and prosper.

Joyce enjoys travel and has visited over 20 countries, with Thailand, Turkey, and Ukraine being some of her favorites. She welcomes opportunities to travel internationally to speak at large conferences or events. While she only speaks English, she has experience collaborating with a translator during her talks.


Episode #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. 

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!

 

Resources: 

Connect With Bill Cates:

Connect with David Meinz:

 

About David Meinz:

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.