Embracing a Wellness Mindset: A Relevant Focus for Financial Advisors
Автор: C&J Innovations
Загружено: 2025-04-09
Просмотров: 19
Embracing a Wellness Mindset: A Relevant Focus for Financial Advisors
Wellness may not always be top of mind when discussing finances. However, its importance is undeniable. Just as a healthy portfolio can secure a financial future, a sound body and mind are invaluable assets. As advising is more than just the numbers, it’s time to dive into why incorporating wellness discussions into your practice can be transformative for both you and your clients.
Behavior assessments like The Passport Package™ address wellness with your clients. Find out where they are now, and where they want to be and how that insight impacts your advice.
Try is FREE at candjinnovations.com
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