Could your next big business breakthrough come from well-being, not just your strategy? Shelby Nicholl connects with Stevyn Guinnip, founder of Grow Wellthy, for a conversation that challenges the traditional advisor growth playbook. Reporting in from the opposite side of the globe—Shelby in Marrakesh and Stevyn in Madeira—they explore why the health of the advisor and the client might just be the most overlooked lever for sustainable success.
Stevyn shares her deeply personal story of growing up with a financial advisor dad where she witnessed the rewards and toll of the profession. Now, with her firm of Grow Wellthy, she helps advisors build dream practices—ones that support their physical, mental, and emotional well-being and help clients live longer, healthier retirements.
Her “Hierarchy of Wealth” framework draws parallels between financial planning and wellness planning, and it’s packed with ideas advisors can use immediately in their personal lives and in client conversations.
In this episode, you’ll learn:
- Why long-term wellness is the missing piece of many financial plans
- How burnout is silently eroding advisor performance
- What “health taxes” are and how to reduce them
- How to talk about client health without crossing professional boundaries
- Why "diversification" is just as important in the gym (and the kitchen) as it is in your asset allocation
This isn’t a typical wellness pep talk—it’s a practice growth strategy conversation wrapped in real talk about sleep, stress, and sustainability.
Plus, our Kick It Open signature closing: “What’s one door you’re kicking open right now?”
“I’m kicking open the door to publishing my very first book—‘The Health & Wealth Playbook.’ I want it to be a wake-up call for the industry, showing how advisors can thrive personally and professionally when they prioritize their well-being.” – Stevyn Guinnip
✨ Resources:
- Learn more at growwellthy.com
- Check out Stevyn’s Health is Wealth Conversation Guide & Webinar Library for Advisors
- Follow her on LinkedIn for daily inspiration
Learn more at MurielConsulting.com
Learn more at MurielConsulting.com
Schedule a discovery call with Shelby Nicholl: Zoom Scheduler
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU
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