Since the advent of financial planning starting in the 1980s,  most financial advisors look at the whole client today, rather than just their investments, or just their insurance. But, most of the coaching programs for financial advisors focus ONLY on their business. 

While they may touch on the mental aspects of motivation, etc., they don’t focus at all on the PERSON: mental wellness, stress, anxiety, the stories we tell ourselves, physical health, diet, relationships, or spirituality. Delivered in a short three month window, this is an immersive experience to change an advisor’s life for the better!

The Health & Wealth program is the ONLY program that focuses on the whole person of the financial advisor, just like the advisor focuses on the whole client.

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