FOR FINANCIAL ADVISORS
Do your clients need more support than you have time to provide?
Are you frustrated that you don't have enough time to support and educate your clients more comprehensively on what they are retiring to?
Sure, you discuss goal setting, assess a retiree's financial situation, help with budgeting and cash flow management, estimate expenses, outline portfolio distributions, help with social security and pension timing and distribution, and mitigate financial risks.
But, as you know, retirement planning extends beyond mere numbers and investments.
Retirement planning encompasses not only mitigating financial risks but also prioritizing a healthy lifestyle, pursuing passions, and finding personal fulfillment for overall well-being
As a health care provider, your time is a premium. In your patient encounters, you may only have time to make recommendations and outline a plan ... but some of your patients need close support and assistance in actually implementing that plan.
That's exactly where I come in!
Partnering with a wellness coach can greatly benefit your clients during the financial planning process.
As a wellness coach specializing in guiding retiring women through the lifestyle transition, I help them cultivate mindfulness and self-awareness. This, in turn, can positively impact their financial well-being by helping them gain clarity about their goals, aspirations, and the overall lifestyle they envision for their retirement.
I offer valuable support to financial advisors by helping their clients to incorporate a healthier lifestyle and optimizing their health conditions. By doing so, clients experience improved energy levels, enhanced strength, and increased confidence. These positive transformations have a direct impact on the client's retirement decision-making process, enabling them to make more empowered choices about their financial future.
Moreover, incorporating a healthy lifestyle can significantly reduce the financial risks associated with chronic health conditions, enhancing long term financial stability.
By embracing mindfulness and adopting a healthier lifestyle, I empower women to unlock their passions, discover personal fulfillment, and embark on a journey of self-discovery and purpose so they can experience this next chapter with no regrets.
Collaborating with a wellness coach can provide comprehensive support, addressing the non-financial aspects of retirement planning and promoting overall well-being.
I can help your clients achieve their wellness goals so you can feel confident you're setting them up for success when they leave your office.
You can be assured that all dimensions of your clients' well-being are taken into account.
You can feel confident that your clients are more in tune with their values, desires, and passions, guiding them towards making informed decisions that are aligned with their true aspirations.
You'll be empowering your clients to improve their own health through lifestyle change, potentially reducing healthcare-related risks.
You will gain more valuable time and satisfaction, knowing that the education and coaching component of your clients' wellness strategy has been taken care of.
You can outsource the time-consuming tasks of client support, motivation, and education and increase your own revenue potential, by freeing up your available time for more visits.
Why would you want to refer your CLIENTS to a WELLNESS coach?
Research shows that CLIENT outcomes improve with WELLNESS coaching.
"The first wealth is health." - Ralph Waldo Emerson
"Health is like money, we never have a true idea of its value until we lose it." - Josh Billings
"Your health and wealth are your most valuable possessions. Nurture them both, for they are intertwined in the journey towards a fulfilled and prosperous life." - Unknown
HOW DOES IT WORK?
learn more about THE ReTIRE YOUR LIMITS ™ programs
Client
EDUCATION Handouts
Retirement Workshops
HEALTHY THOUGHTS NEWSLETTER
Who is a good candidate for referral?
I typically work with women over 50 who want direction for their next chapter. They are seeking to optimize their overall well-being, prioritize their health, and proactively plan for a fulfilling and purpose-driven retirement.
The ideal candidate is highly motivated to make changes to her lifestyle, but needs guidance and support to implement healthy changes.
What Next?
EMAIL me here
If your client would benefit from my services, contact me:
Via Email
Via LinkedIn Message
MESSAGE ME HERE
The information on this Website operated by Gayla Joy Wellness, LLC, is for general information and education on health and wellness only.
By visiting this Website, you have not retained Gayla Joy Wellness, LLC, to give professional advice and the information on the Website should not be considered a substitute for professional advice.
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Gayla Joy Wellness, LLC, is not responsible for any errors or omissions, or for the results obtained from the use of any information on this Website.
Although Gayla Beyer (Gayla Joy Wellness, LLC) is a licensed nurse practitioner, this relationship is not a provider-patient relationship. It is a coach-client relationship. I will not be your nurse practitioner. I can help you find the right health care providers for your health and preferences, but I do not provide any direct medical services. I may help you find the answers to some basic health and wellness questions, but this does not ever replace or supercede the advice of your own healthcare provider.
Information on this Website may be changed or updated at any time without notice.