The Link Between Financial Health and Physical Health

By aaptiv logo
November 1, 2018
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Thanksgiving – with its juicy turkey, rich side dishes (scalloped potatoes, anyone?), and an array of desserts—isn’t the most health-conscious holiday. But neither is the day after Thanksgiving. Black Friday is one of the biggest consumer holidays of the year, with hoards of people lining up in the middle of the night to score deals on everything from clothes to cell phones to TVs. A spending frenzy won’t have the same immediate impact on your body as multiple slices of pumpkin pie. But, there’s no denying the strong link between financial and physical health. Here, we explore how your finances affect your health and how you can get a better handle on your money—and health—in the process.

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By Trilogy Financial
April 1, 2018

Much has been said about the rise of robo-advisors in the financial services industry. With tens of billions of dollars being invested in these online platforms, it is undeniable that consumers are craving the speed, efficiency and data that they can provide. While many of us agree that no computer can offer the one-on-one relationship that a client-advisor relationship can, we would be remiss to ignore this growing trend.

Some advisors react to the rise of these platforms by dismissing the trend and lamenting about the good old days when an account application could fit on a postcard. What they should be doing is exploring why robos are so appealing and what aspects of that technology could be incorporated into their practices.

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By Trilogy Financial
April 10, 2018

Sometimes a cliché is best captured in a picture. On my colleague's phone was a black Bentley, chrome logo glistening in the sun. The car belonged to one of his most successful clients, but it wasn't the presumptive price tag that was jarring. The custom license plate read, “NVSTWME,” surrounded by a frame stating, “My other car is a yacht.”

Photographic evidence of people's worst assumptions about financial advisers: extreme affluence, simplistic value proposition, garnished with a touch of hubris. Truth is, the majority of people in financial services do not carry themselves with…

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