In this episode of the Managing your Practice podcast, Catherine Williams of Dimensional Fund Advisors is joined by Brady Fineske, president of TFO Wealth Partners, and Richard Stott, CEO and CIO of Connectum Capital Management. They explore the critical connection between health and wealth, sharing personal stories and strategies for helping clients align their finances with their life and health goals. Covering topics from fostering trust to using innovative tools like fulfillment indices, this conversation offers actionable insights for advisors seeking to make a lasting impact. Learn how holistic financial advice can truly transform lives.

In this episode of the Managing your Practice podcast, Catherine Williams of Dimensional Fund Advisors is joined by Brady Fineske, president of TFO Wealth Partners, and Richard Stott, CEO and CIO of Connectum Capital Management. They explore the critical connection between health and wealth, sharing personal stories and strategies for helping clients align their finances with their life and health goals. Covering topics from fostering trust to using innovative tools like fulfillment indices, this conversation offers actionable insights for advisors seeking to make a lasting impact. Learn how holistic financial advice can truly transform lives.

In this episode of the Managing your Practice podcast, Catherine Williams of Dimensional Fund Advisors is joined by Brady Fineske, president of TFO Wealth Partners, and Richard Stott, CEO and CIO of Connectum Capital Management. They explore the critical connection between health and wealth, sharing personal stories and strategies for helping clients align their finances with their life and health goals. Covering topics from fostering trust to using innovative tools like fulfillment indices, this conversation offers actionable insights for advisors seeking to make a lasting impact. Learn how holistic financial advice can truly transform lives.

Health Meets Wealth: The Power of Transformational Financial Advice

Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day.

The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. 
All expressions of opinion are subject to change. 
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. All expressions of opinion are subject to change. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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Health Meets Wealth: The Power of Transformational Financial Advice

Health Meets Wealth: The Power of Transformational Financial Advice

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