What If the Key to Practice Growth Is Actually Health, Not Wealth?

04/04/25 • 41 min

Could your next big business breakthrough come from well-being, not just your strategy? Shelby Nicholl connects with Stevyn Guinnip, founder of Grow Wellthy, for a conversation that challenges the traditional advisor growth playbook. Reporting in from the opposite side of the globe—Shelby in Marrakesh and Stevyn in Madeira—they explore why the health of the advisor and the client might just be the most overlooked lever for sustainable success.

Stevyn shares her deeply personal story of growing up with a financial advisor dad where she witnessed the rewards and toll of the profession. Now, with her firm of Grow Wellthy, she helps advisors build dream practices—ones that support their physical, mental, and emotional well-being and help clients live longer, healthier retirements.

Her “Hierarchy of Wealth” framework draws parallels between financial planning and wellness planning, and it’s packed with ideas advisors can use immediately in their personal lives and in client conversations.

In this episode, you’ll learn:

Why long-term wellness is the missing piece of many financial plans
How burnout is silently eroding advisor performance
What “health taxes” are and how to reduce them
How to talk about client health without crossing professional boundaries
Why "diversification" is just as important in the gym (and the kitchen) as it is in your asset allocation

This isn’t a typical wellness pep talk—it’s a practice growth strategy conversation wrapped in real talk about sleep, stress, and sustainability.

Plus, our Kick It Open signature closing: “What’s one door you’re kicking open right now?”

“I’m kicking open the door to publishing my very first book—‘The Health & Wealth Playbook.’ I want it to be a wake-up call for the industry, showing how advisors can thrive personally and professionally when they prioritize their well-being.” – Stevyn Guinnip

✨ Resources:

Learn more at growwellthy.com
Check out Stevyn’s Health is Wealth Conversation Guide & Webinar Library for Advisors
Follow her on LinkedIn for daily inspiration

Learn more at MurielConsulting.com

Schedule a discovery call with Shelby Nicholl: Zoom Scheduler

Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU

In this episode, you’ll learn:

Why long-term wellness is the missing piece of many financial plans
How burnout is silently eroding advisor performance
What “health taxes” are and how to reduce them
How to talk about client health without crossing professional boundaries
Why "diversification" is just as important in the gym (and the kitchen) as it is in your asset allocation

This isn’t a typical wellness pep talk—it’s a practice growth strategy conversation wrapped in real talk about sleep, stress, and sustainability.

Plus, our Kick It Open signature closing: “What’s one door you’re kicking open right now?”

✨ Resources:

Learn more at growwellthy.com
Check out Stevyn’s Health is Wealth Conversation Guide & Webinar Library for Advisors
Follow her on LinkedIn for daily inspiration

Learn more at MurielConsulting.com

Schedule a discovery call with Shelby Nicholl: Zoom Scheduler

Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU

Previous Episode

What Happens After a Failed Succession Plan? Breakthroughs, Innovation, and Resilience

What happens when a succession plan falls apart? For Leighann Miko, it became the catalyst for something even bigger. In this episode of Kick It Open, Leighann shares her journey from an advisor left stranded by a failed succession to a trailblazer who not only built her own firm but went on to create Avise Financial Cooperative, the first RIA co-op platform for other advisors to join as an independent advisor.

We talk about:

The hard lessons of succession plans gone wrong
The leap from employee to independent firm owner
Why she chose a cooperative model—and how it’s changing the game for advisors
The future of advisor ownership and why traditional firm structures might be holding professionals back

If you’re an advisor contemplating your next move—or just love a story of resilience and reinvention—this one’s for you.

To learn more about Leighann Miko visit:

LinkedIn - Leighann Miko, CFP® | LinkedIn

Equalis - Equalis Financial | Los Angeles LGBTQ+ Financial Planner, CFP

Avise - Avise Financial — Genuine Financial Advice

Learn more at MurielConsulting.com

Schedule a discovery call with Shelby Nicholl: Zoom Scheduler

Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU