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The Next Frontier


Nov 21, 2018

As someone who made a career transition from emergency medicine to financial planning, Dr. Carolyn McClanahan offers an insightful perspective on the evolving role of a financial advisor. In this episode, she and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how advisors can guide their clients in preparing for the effects of aging and in finding what brings joy to their lives.

Clients don’t simply want help investing their money; they want someone to help them figure out their goals and dreams and plan for the future. Carolyn’s personal experience helped her realize this need, and her medical background has helped her come up with better strategies to have conversations around health and longevity.

In this episode, you’ll hear:

  • The interplays between health and finances
  • How to initiate and lead conversations with clients about health and longevity
  • How to help yourself and your clients find joy in their lives.

As an emergency medicine physician, Dr. Carolyn McClanahan saw firsthand the negative consequences from patients and their families failing to plan. When she and her husband started searching for a financial advisor, they couldn’t find anyone who could help them with more than just investing money. This led Carolyn to become a financial planner herself, incorporating her personal and professional experiences into her advising strategy. She is the founder of the boutique advisory firm, Life Planning Partners, and co-founded Whealthcare Planning, LLC to help advisors and their clients address issues related to aging. Carolyn has appeared as a guest on NPR and CNBC, and has been quoted in numerous publications.

Ways to contact Carolyn:

  • Website: whealthcareplan.com, lifeplanningpartners.com

 


Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstlearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-04583