Wealth + Health Playbook

Access a playbook with helpful tools and guidance on how to start an ongoing dialogue with your clients about charting a healthier course for their future.
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YOU HAVE MANY REASONS TO START THE CONVERSATION
Hear from a leading authority about the importance of discussing health, in addition to wealth, when speaking with your clients.
MEET CLIENT NEEDS
Clients are living longer. Provide them with the guidance they need to prepare for their life now, what's next and what's down the line.

"Financial advisors now need to expand the discussion not just to include money, but to all the things that money powers."

-Joe Coughlin, PhD. Founder & Director, MIT AgeLab

NEW AGE OF ADVICE

Learn how you can better serve your clients while growing your business.
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For you

For your clients

Despite the fact that the majority of people think it's important, 70% of people have not yet talked to their financial advisor about the connection between wealth and health.

-WEALTH + HEALTH: The Mindset & Language of the Investor, Luntz Global Partners, January 2019.

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