30. Health as a Wealth Asset for Financial Advisors with Stevyn Guinnip Artwork

Planning & Beyond®

Planning & Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting.

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Planning & Beyond®

30. Health as a Wealth Asset for Financial Advisors with Stevyn Guinnip

July 31, 2025 • Ashley Quamme

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What if the secret to growing your advisory business isn't in your investment strategy or marketing plan, but in how well you're taking care of yourself? In this eye-opening episode, health coach Stevyn Guinnip reveals the shocking truth about why 92% of people over 40 are in "health debt" and how this directly impacts advisor performance, client relationships, and business growth.

As a health coach specializing in financial professionals, Stevyn brings a unique perspective on the intimate connection between health and wealth that goes far beyond the typical "health is important" platitudes. Drawing from her research with over 500 financial professionals and her background as an exercise physiologist, she demonstrates how your physical well-being serves as both a personal asset and a business differentiator.

Throughout our conversation, Stevyn breaks down her "4M Method" - a practical framework covering Mindset, Mending (sleep and stress), Meals, and Movement - that advisors can implement without adding hours to their already packed schedules. She reveals five critical biomarkers that predict not just health outcomes, but professional performance, and explains why simple changes like improving sleep quality can transform client interactions and business results.

This isn't about becoming a fitness influencer or overhauling your entire lifestyle. It's about understanding that when you invest in your health using the same strategic, long-term thinking you apply to financial planning, you create a compound effect that enhances every aspect of your practice. Clients notice when you have more energy, presence, and emotional regulation - and they respond with increased trust, engagement, and referrals.

Key Takeaways:

Health Debt is Real Business Risk: Just like financial debt, health debt compounds over time and directly impacts your ability to serve clients effectively, make sound decisions, and sustain long-term business growth.
The "Pay Yourself First" Health Strategy: Take one hour from your 16-hour day for health investments (planning meals, brief movement, stress management) and work within the remaining 15 hours - this small container creates massive improvements in energy and focus.
Five Biomarkers That Predict Success: Waist measurement, blood pressure, triglycerides, HDL cholesterol, and fasting glucose serve as your "health credit score" - know your numbers like you know your financial statements.
Client Confidence Follows Personal Investment: When advisors improve their health, clients subconsciously gain more confidence in their financial expertise, leading to increased referrals and business growth - it's the "dentist with bad teeth" principle in reverse.

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