Well-Being
Well-being is that optimal alignment of a person’s lifespan, with their healthspan and their wealthspan.
Visualizing Life's Journey
What is the grand vision – the panorama for your life? Panorama means the expansive view that exceeds the gaze, forcing the viewer to turn his or her head in order to take everything in.
Life Wheel
The Life Wheel is one tool that helps you to examine how you balance all the competing areas of your life, gauge your satisfaction and assess the current state of balance in your life. The Life Wheel is a great way to visualize your life’s journey.
Carolyn McClanahan: What’s Next for Financial Advisors?
Published on September 18, 2019
How can advisors guide their clients in preparing for the effects of aging and in finding what brings joy to their lives?
Heywood Sloane: Your Health Is Your Wealth
Health and wealth are interconnected, yet many delay health-care planning until later in life. Financial advisors can help clients plan their health care futures.
Listen to the podcastConor Delaney: Trading Jaguars for Jogging
No matter your career, physical, spiritual, and emotional health is essential to success. Conor Delaney understands the importance of this.
Listen to the podcastCreating Value Beyond the Balance Sheet
Living an abundant life and pursuing financial well-being are worthy goals throughout our lives. Financial comfort and security are individually defined; indeed, there is no “app” for that. And, we often find we have raised the bar or redefined how much we need to sustain a contented and meaningful existence.
Five Stages of Progression in Advisor-Client Relationships
According to the foundational theory in interpersonal communications, Mark Knapp, professor and researcher at University of Texas in the 1970s, there are five stages of progression in any kind relationship: initiation, experimentation, intensifying, integration, and bonding.
Discovering What Matters Most
When we are at our best, applying our energies to what matters to us, the natural result is greater fulfillment. It takes intention and focus to align our time and energy with our personal values. Even when we seek change, it doesn’t come easily to us; people need help getting there. And that begins with an exploration of their unique Network Profile or how we connect to one another.
Additional Content
Article
“The two most important days of your life are the day you are born and the day you find out why,” wrote Mark Twain.
Mark Twain discovered what many spend a lifetime...
Podcast
As technology continues to change how we live, are we any better off? Dr. Robert Biswas-Diener researches happiness across the globe and finds that people in industrialized na...
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Let’s face it, 80% of life is showing up, according to Woody Allen. There’s no question that letting your life play out – showing up – is the course of least resistanc...
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