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Topic: Your Health Is Your Most Valuable Asset
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If you're a financial advisor who put your health on the back burner to build your business...
When growing a financial practice it's common for health to take a backseat - and eventually become a liability. But it doesn't have to be that way.
After interviewing over 400 financial advisors for her book on this topic, I discovered that those who treat their health like an asset end up with:
They have a wellness plan with clear goals, metrics, and high ROI strategies - not dissimilar to having a financial plan.
After interviewing over 400 financial advisors for her book on this topic, I discovered that those who treat their health like an asset end up with:
- Better health
- Less stress
- Longer healthspans (not just lifespan - healthy life)
- More successful, fulfilling careers.
They have a wellness plan with clear goals, metrics, and high ROI strategies - not dissimilar to having a financial plan.
Join me and a panel of financial advisors as we challenge you to see the integral role health plays in financial planning.
Come hear a personal collection of powerful stories about being in this industry and how the advisors' practices have been impacted (positively and negatively) by their health.
We can do better as an industry. It starts with seeing your health as an asset to grow and protect and then moves into personal responsibility and finally, industry/firm responsibility.
One advisor said that she's "mortgaged her health for her career" and is determined to earn it back so she has the staying power in the industry.
Another advisor said, "I had all kinds of scary diagnoses one year, and it was attributed to the stress of the volatility of this industry. Can this career be professionally fulfilling? YES. Can it really provide unlimited income? YES. Do you potentially pay the highest price for it? YES!! Please help me, help my advisors.”
We can do better as an industry. It starts with seeing your health as an asset to grow and protect and then moves into personal responsibility and finally, industry/firm responsibility.
One advisor said that she's "mortgaged her health for her career" and is determined to earn it back so she has the staying power in the industry.
Another advisor said, "I had all kinds of scary diagnoses one year, and it was attributed to the stress of the volatility of this industry. Can this career be professionally fulfilling? YES. Can it really provide unlimited income? YES. Do you potentially pay the highest price for it? YES!! Please help me, help my advisors.”
