Well-Advised Newsletter #2: A roadmap to taking action

Well-Advised Newsletter #2: A roadmap to taking action

Welcome to Well-Advised Newsletter #2!

I absolutely LOVED hearing from all of you that replied to the FIRST edition of the Well-Advised Newsletter. Your "howdy-dos" and ideas for content were so welcomed. I made a thank you video on Linkedin here. :)

My commitment is to give you as much information and inspiration as I can in this format - so that the DIYers are well-equipped to get healthy, and those who need more support know where to find help.

My ask is that you spread the word. Tell others what you learn - your kids, coworkers and clients. Help me bring better health to this industry so we can all grow 'wellthy.'

Thanks for being a part of wellness-minded financial planning. Let's jump right into newsletter #2...


Featured Content

A Roadmap for Taking Action

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I overheard a conversation between two men on the shuttle last week:

 "Smoking is suicide. Why do people continue to do it?...Actually, I guess you could say the same for me…my overeating isn’t helping my health any."

I was proud of this guy because he took the first step on the road to better health. He became aware of his situation. I don't know if he took step two or three...but if he had asked my advice, here's what I would have said. 

The road map to better health has three steps:

  1. Become aware
  2. Get curious
  3. Take action

The first two steps are often overlooked. The third step is where people get confused, distracted, overwhelmed, and discouraged. Let's dive a little deeper on each one (but especially step 3):

Become aware. Better health starts with assessing your real-life situation. Not where you "try" to be or where you used to be in college, but where you are today. That might mean you need to get new bloodwork or pay attention to patterns in your behavior or start logging your food to see what you are really eating. Be honest. Look at the facts - but don't judge yourself. Instead, do step two.

Get curious. Yeah, I know. It sounds kind of lame. According to one of my clients, "getting curious" was borderline ridiculous. He questioned how curiosity could help him lose weight. Didn't he just need to exercise and stop eating out so much? But two months later he came back saying that it worked. Asking himself questions like, "Huh, I wonder why I do that?" or "I wonder what it would be like to try xyz?" without judgement really worked. His behavior naturally started to improve, and the results he'd been trying to punish himself into for years began to show up with ease. Try it. Start asking yourself nonjudgemental questions.

Take action. This is where real change happens, but it doesn't work as well without the first two steps above. So, after you've done those and feel aware, curious, and ready to take action, here are 10 actions my clients have seen success with:

(Disclaimer: This list is general ideas that have worked for others. It is not specific to you, and it is not a recommendation or prescription of what you should do.)

  1. WATER: start each day with 16 ounces within 10 minutes of waking (shoot for total of about 70-100 ounces)
  2. PROTEIN: 30+ grams of protein at every meal (most people are not eating enough and then overeat on other macros)
  3. FIBER: 8+ grams of fiber at every meal (most Americans eat 15g of fiber a day, but 25-30g will help with blood sugar and cravings)
  4. CARBS: keep carbs under 150 grams for the day (this is a very general goal and likely different for you)
  5. MACROS: balanced macros (log food and see if get calories from carbs, fats, and proteins are about the same)
  6. MORNING MOVEMENT: move in the morning before eating to signal circadian rhythm (stretch, walk, yoga, cycling, weights, etc)
  7. WORK MOVEMENT: set a timer on the hour to walk for 2-3 minutes or do some other movement (shooting for at least 2000 steps while at work)
  8. STEPS: 8000 steps on average per day (if you don't have a monitor, talk to me before you buy one so I can give you tips)
  9. EVENING EATING: start fasting window by 9pm - 8pm is better and 7pm is best (this shouldn't feel hard - if it does, we need to talk)
  10. SLEEP TIME: asleep by 11pm but 10pm is better (set a wind down timer an hour before when you want to be asleep and turn off blue lights)

I don't have the space to go into the details for each one, but reply to this email with questions or jump on my calendar and I will do my best to help you. If you have a lot of questions or a big health goal for 2023, consider enrolling in the next WellthPLAN workshop that starts Jan 10th. 


Partner Spotlight

Each newsletter we alternate between a "Client Spotlight" and a "Partner Spotlight." The Partner Spotlight showcases financial firms who are embracing the wellness movement.

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Meg Hanington and Genevieve Thayer of Beacon Partners have seen how this career can negatively impact health and how important it is to take care of your health. So, Beacon focuses on a variety of disciplines (STTOMP) to strengthen the independent FA's life and business. They are helping to spread the message of wellness through their TV show called GetReal by airing a two-part series on how advisors can grow their business while keeping their health intact. Great job Beacon Partners! Keep our industry growing "wellthy." You can learn more about them here: www.yourbeaconjourney.com


In Your Words

"In Your Words" is reserved for advisors to share what they are learning on their own health journeys. See what others in this industry are up to and be inspired!

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Three Life Lessons from Training on the Peloton - Financial Advisors | Halbert Hargrove   

By Nick Strain, CFP®, CPWA®, AIF®, Senior Wealth Advisor

My wife and I purchased a Peloton bike over a couple of years ago—after we got through the newborn sleepless night phase of our second child and wanted to get back to working out. I was a little skeptical about it, but quickly enjoyed being able to go into our garage and get a strong workout within 20-30 minutes.

Peloton has three key themes that any high-achieving person can apply to their professional and personal life... CONTINUE READING 


Upcoming Events

Wellth Webinar Series 2023:

With lifespans getting longer and longer, health is becoming THE ASSET that most dictates quality of life during retirement. Equip your clients with this info. Check it out.

Other events:


3 Ways I Can Help You When You're Ready...

1. Grow Your Business:

  • The Wellth Webinar Series is for firms to offer health & wealth educational content to their clients and teams, great value-add and marketing opportunity for 2023. Charter member enrollment is open until Dec 31 - just a few more weeks. Check out the benefits in the FAQ's.

2. Improve Your Personal Health:

  • WellthPLAN is a 6-week group/private program where we map out your wellness plan so you know what to do when. The WellthCLUB is ongoing monthly accountability coaching.

3. Speak at Your Event:

  • In person or virtual. DM me to discuss details.


About the girl named Stevyn

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Stevyn Guinnip, MS, CWC is the daughter of a successful financial advisor, an exercise physiologist, and certified wellness coach. She is the Founder of Grow Wellthy, a health & wellness advisory firm serving the financial industry. She believes that health should be treated like an asset. Her book will be coming out early next year. Read My Story

Nick Strain CFP®, CPWA®, AIF®

Senior Wealth Advisor/Chairman of the Wealth Advisory Committee at Halbert Hargrove Advisor to individuals and families in every phase of their financial lives

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Thank you Stevyn for including my article in your newsletter and great to talk to you last week!

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