The Advisor Lab by CION

Episode 63: Connecting Financial Well-Being to Total Well-Being – What Advisors Can Do About It


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In this episode, we sit down with Amanda Campbell, Vice President at Wealthspire Advisors. Amanda, who was recently highlighted as one of Investment News’ 40 under 40 advisors, has made it her life's mission to ensure that every woman, in any walk of life understands her wealth in a real and meaningful way. This means connecting wealth to health – both mental and physical. We talk about what it’s been like focusing in on this audience, how’s she transitioned from going after everyone to narrowing her audience, and why it’s important for advisors to connect different areas of life together. 

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The Advisor Lab by CIONBy CION Investments

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