| The Art of Mindfulness With Mary Martin In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Mary Martin, Ph.D., mindfulness educator and author of Mindfulness for Financial Advisors, on being human in a technological world and how being mindful of your emotional and mental wellbeing is just as essential as your physical wellbeing. Mary discusses: How she developed her passion for teaching advisors about mindfulness How her realization of not truly living in her body changed her routine The biggest hurdles to getting advisors on board with her teachings How advisors can better handle the anxiety, stress and emotions of clients What will contribute to successful advisors in the future |
| Beating the Odds and a Fresh Perspective on Life
With Robert Steinberg In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Robert Steinberg, founder and CEO of Blue Chip Partners, an advisory firm in Farmington Hills, Mich., about how the ordeal has changed his views personally and professionally. Robert discusses: What happened the day of his heart attack How his experience changed his perspective as a business owner as well as in life How it has changed his advice to clients in terms of giving them permission and confidence to live life in a fuller way What accelerated his company’s growth after his heart attack Succession planning challenges that came up in the wake of the heart attack |
