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The Next Frontier

Aug 21, 2019

Health and wealth are interconnected, yet many delay health-care planning until later in life. Heywood Sloane works at the center of health care and financial services, and stresses the value of planning ahead. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss the important role financial advisors can play in helping clients plan their health care futures.

In this episode, you’ll hear:

  • How your own life experiences can inform client conversations
  • What it looks like to have a truly holistic view of your clients
  • How to help clients avoid leaving a “negative emotional legacy”

Heywood Sloane is a Principal with the distribution and health care practice of the Diversified Services Group, which is a financial services consultancy. He works at the nexus of health care and financial services to help firms, advisors, and consumers understand the disruptive changes in both, and how to best build and execute plans to meet their families’ needs. Heywood is cofounder of, a platform that engages individuals, their families, and their advisors to better understand and meet the challenges of managing health care and funding over a lifetime.


Ways to contact Heywood—