Health Meets Wealth: The Power of Transformational Financial Advice

In this episode of the Managing your Practice podcast, Catherine Williams of Dimensional Fund Advisors is joined by Brady Fineske, president of TFO Wealth Partners, and Richard Stott, CEO and CIO of Connectum Capital Management. They explore the critical connection between health and wealth, sharing personal stories and strategies for helping clients align their finances with their life and health goals. Covering topics from fostering trust to using innovative tools like fulfillment indices, this conversation offers actionable insights for advisors seeking to make a lasting impact. Learn how holistic financial advice can truly transform lives.

Episode metadata supplied by the publisher feed · Published Jan 31, 2025

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Health Meets Wealth: The Power of Transformational Financial Advice

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This episode is 45 minutes long.

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This episode was published on January 31, 2025.

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