Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner,

speaker and consultant Michael Kitsis to hear stories of how leading financial advisors

navigated the inevitable challenges that arise on the path to success and get insight from leading

industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 366th episode of the Financial Advisor Success Podcast. My guest on Tate's podcast is

Stephen Gwynn. Stephen is the founder of Grow Wealthy, spell W-E-L-L-T-H-Y, a health and wellness consulting firm based in Springfield, Missouri that specialize in working with busy, but not always healthy, financial advisors.

What unique about Stephen, though, is how she combines her family roots in the financial advice business with her decades

long career and well-being and health as a coach to financial advisors, particularly to address

what she calls the big swap, where we start our careers being younger and healthier, but with very

little income, and then grow the point where we're financially successful, but often at a cost

of swapping out our health.

A trend that Stephen is trying to reverse, given how it impacts not only an advisor's quality of life,

but ironically, also our finances and impacting when we have to retire or not.

In this episode, we talk in depth about how Stephen sees the current state of the union when it comes

to financial advisor health and how in providing for others, advisors often forget ourselves,

leading to long hours and high stress, especially when coupled with the demands of life,

ranging from scaling businesses to building families.

How although Stephen often sees the focus of financial well-being take precedence in the preparation for retirement, in reality, she views both financial wealth and physical wealth as necessary for advisors and our clients to have success and freedom in our later years.

And how Stephen utilizes the way that financial advisors are already wired around metrics and goals and data to visualize

and optimize helping them find the metrics and measurements that cumulably affect their wealth.

We also talk about how Stevens' first introduction to the financial advisor industry actually

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