Carolyn McClanahan M.D., CFP® and the Intersection of Health and Finance

We hear comparisons between financial well-being and physical well-being all the time.

Well, Carolyn McClanahan is proof that these two domains are highly related.

In this episode, we tap the breadth of experience that McClanahan has as a medical doctor AND financial planner.

In this episode, you’ll learn about:

• Her journey with health and finance
• The value of having hard conversations
• Planning for who people are, not who they want to be
• A big mistake advisers make with clients
• A simple question she teaches advisers to ask that makes sharing EASY
• Achieving growth through hiring (and when should you hire)
• Leveling up through coaching
• Creating opportunities with the media
• And much more

Links to check out:

You can find out more about Carolyn at carolynmcclanahan.com

• Fierce Conversations by Susan Scott
• Carolyn breaks down the “Affordable Care Act” into a 5 part video series.