Tag Archives: Health

Episode #60 The Biggest Mistake Clients & Advisors Make in Life Expectancy Planning with Mark Pace, CLU, RHU, ChFC

March 13, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsAssets Under Management, Belief-Modifying Tools, Bill Cates, Careers, Case Studies, Engaged Clients, Financial Advisors, Financial Planners, Health, Life Expectancy, Longevity Planning, Mark Pace, Mindset Tools, Podcast, Real-World Data, Referrals, Relationships, Retirement, Retirement Planning, Social and Economic Issues, Super Centenarians, Top Advisor, Trust, Vital Line System, Vital Longevity Institute, Wealthtopadvisorpodcast

According to actuaries, you and your clients are underestimating how long you are going to live.

Therefore, most people don’t plan properly, and most financial advisors aren’t even aware of this.

This interview with Marc Pace – Founder of the Vital Longevity Institute – has two parts:

Part 1 – Why most people (advisors included) underestimate their life expectancy, and how you can use this new awareness to better serve your clients.
Part 2 – How you can use this new knowledge to grow your business.

Mark and Bill discuss:

The history of the origins of retirement and what that means to you and your clients.
A story of a nine-year-old running the wrong race serves as a metaphor for how most people have the wrong goals and expectations in life (and financial planning).
The unique traits and habits of individuals who live to be 105 years or older.
How the act of seeking and striving, as well as a sense of purpose, can extend the years of your life and the life of your years.
The adjustments you’ll want to make in how you approach planning.
The Vital Line program for financial planners, which includes coaching and consulting services to help them change their perception of aging.
CASE STUDY: How belief-modifying techniques, like the “Possibilities Explosion” tool, significantly boosted a financial advisor’s seminar success.
…And more!

Resources:

Connect With Bill Cates:

Connect With Mark Pace:

About Mark Pace:

As founder of The Vital Longevity Institute and creator of the Vitalign System and the Complete Wealth Planning System, Mark Pace has exposed once and for all the deeply held yet false and ruinous beliefs holding everyone back. Spoiler alert: these false beliefs are the cause of practically every type of suffering in our society.

Mark has been delivering quantum change dynamics that, for the first time in history, counteract the cultural forces preventing people from living their perfect life, the one they deserve, the one they were meant for. He teaches a simple, powerful, proven, and immediately effective daily process for making rapid, permanent, positive changes. And, he inspires people to reset their life clocks so that their future will always be bigger, better, and brighter than their past… no matter how long they live!

Mark’s work is based on 40-plus years of entrepreneurial success, 20 years of research, and over three years of field testing.

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Ep. #35 Before you ask for referrals, get your mindset right with Bill Cates, CSP, CPAE

January 18, 2023Education, Finance, Marketing, Speaking, UncategorizedAdvisors, Business Marketing, Client Relationship, Financial Advisors, Financial Growth, Health, Marketing, Podcast, Top Advisor, Wellbeingtopadvisorpodcast

Your ability to ask for referrals – to get more new clients through personal introductions – has to start with your mindset. This means that before you ask for referrals and introductions you must first eliminate any limiting beliefs and mistaken assumptions. Without the right thinking and perspective, you’ll be unlikely to use the methods proven to work.

Most previous episodes of Top Advisor Podcast involve Bill interviewing a top advisor or top consultant – to bring forth their brilliance for you to put into action.

In this episode, Bill’s conversation is with YOU – designed to flip the switch in your brain so you can begin to ask for referrals without begging or pushing.

No, you can’t answer through the podcast, but we guarantee this episode will get you talking to yourself about your own current perspective around referrals and personal introductions.

In this conversation with you, Bill discusses:

The 4 strategies that allow you to ask for referrals and create introductions without looking like “That Cheesy Referral Guy.”
The limiting beliefs and mistaken assumptions that hinder many advisors from creating a highly successful referral-only business.
An example of how one advisor achieved phenomenal growth once a switch inside his brain flipped into the right way of thinking.
… And much more!

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Ep. #34 “Growing Wellthy”: The Importance of Holistic Financial Planning With Stevyn Guinnip

January 4, 2023Education, Finance, Marketing, Speaking, UncategorizedAdvisors, Business Marketing, Client Relationship, Financial Advisors, Financial Growth, Health, Marketing, Podcast, Top Advisor, Wellbeingtopadvisorpodcast

6% 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.

Stevyn discusses with Bill:

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:

RapidFire Referrals

Connect With Bill Cates:

Connect With Stevyn Guinnip:

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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