Tag Archives: Holistic Approach

Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️

May 22, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top Advisors#Coaching, Authentic Wealth, Behavioral Changes, Carson Group, Client Events, Client Experience & Loyalty, COI's, Communicating Your Value, Creating Advocates, Estate Planning, Financial Advisors, Financial Planning, Five Lever Friday, Holistic Approach, Investment Management, Leadership, Life Balance, Marketing, Neuroscience, Newsletter, Philanthropy, Podcast, Practice Management, Prospecting, ProudMouth, Referrals & Introductions, Retirement Planning, RIA, Risk Management, Social Media, Target Marketing, Tax Planning, Top Advisor, Weekly NewsletterTop Advisor Podcast

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:

Connect With Bill Cates:

Connect with Abbey Henderson:

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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Episode #63 Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP

April 24, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsAlcohol Consumption, And Wise, Body Composition, Client Care, Client Events, Client Experience & Loyalty, COI's, Communicating Your Value, Creating Advocates, David Meinz, Exercise, Financial Advisors, Financial Professionals, Financial Wellness, Genetic Predispositions, Health And Wealth, Health Coach, Healthy, Holistic Approach, Insulin Levels, Leadership, Life Balance, Marketing, Optimistic Perspective, Philanthropy, Physical Health, Podcast, Practice Management, Prospecting, Referrals & Introductions, Registered Dietitian Nutritionist, Social Media, Stress Management, Target Marketing, Top Advisor, WealthyTop Advisor Podcast

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.

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Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®

July 12, 2023Education, Finance, Marketing, Speaking, UncategorizedAdvisors, Affluent Women, Business Marketing, Certified Divorce Financial Analyst, Client Relationship, Demographic, Financial Advisors, Financial Growth, Financial Services Industry, Holistic Approach, Intentional Wealth Practice, Lifestyle Business, Marketing, Personal Interests, Podcast, Referrals Relationship Marketing, Top Advisor, Values, Wealth, Women, Women Clients, Work-life Balance, Yogatopadvisorpodcast

The evidence is in and it’s compelling.

Narrowing a target market to focus on financial planning for women has proven to be a successful move for many advisors.
(Most) Women approach financial planning differently than men.

“Just the facts mam.”

Women currently control one-third of total U.S. household financial assets – representing more than 10 trillion dollars.
By 2030, women in the U.S. are projected to control much of the $30 trillion in financial assets that baby boomers will possess.
Since women are living an average of five years longer than men, 90% of all women will be managing their own finances during the final years of their life.

Both female and male advisors are thriving by attracting and serving primarily women.

In this episode of Top Advisor Podcast, Bill Cates interviews Craig Richman (founder of Richman Capital Management), about motivation to become an advisor who focuses on financial planning for women, and why he’s chosen to build a “lifestyle” practice.

Bill and Craig discuss:

Craig’s highly unique journey from professional dancer to financial advisor.
When Craig realized that serving female clients and focusing on financial planning for women was the right path for him.
Craig’s perspective on what he calls, Intentional Wealth that is much more than managing assets and risk.
How his targeting a specific market has benefited both himself AND his clients.
Craig’s efforts in building a lifestyle business where he is able to enjoy a successful business that doesn’t come at the expense of truly enjoying life.
…And more!

Resources:

Connect With Bill Cates:

Connect With Craig Richman:

About Craig Richman:

Craig Richman is the founder and private money manager at Richman Capital Management. Craig earned his undergraduate degree from Florida Atlantic University in Boca Raton. He holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) certifications from The American College in Bryn Mawr, Pennsylvania that address insurance, tax, estate, and financial planning.

In addition, Craig has received the Accredited Investment Fiduciary Analyst® (AIFA®) designation from the Center for Fiduciary Studies and the University of Pittsburgh’s Joseph M. Katz Graduate School of Business which address best practices for fiduciary guidance.

Craig also has completed the dividend analyst course from Morningstar, Inc., which addresses key education in dividend-paying stocks.

He has completed a mentorship for trading with the Senior Managing Director of Equities from Simpler Trading.

Craig is also a Certified Divorce Financial Analyst® (CDFA®) from The Institute for Divorce Financial Analysts to educate and guide clients to navigate divorce as their advocate.

Craig affiliated with and became a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, an independent, privately held broker/dealer that has no proprietary products and an open architecture for advisors to build their businesses. Richman Capital Management is now celebrating its 25th year of working with Commonwealth.

Craig served the community as a board member and past chairman of the Florida Atlantic University’s (FAU) National Alumni Association. He also served as past president of the Rotary Club of Boca Raton and trustee member of the Greater Boca Raton Chamber of Commerce.

Craig is a Registered Yoga Teacher (RYT*200) through Yoga Alliance and has continued advanced studies in vinyasa yoga. He is also certified to teach yoga to veterans through the Connected Warriors not-for-profit organization. He also enjoys golf, walking, fine dining, and single-malt scotch.

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