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:

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:

Resources: 

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.’