January 2023 – The Healthy Advisor Podcast

The Healthy Advisor: Beating the Odds and a Fresh Perspective on Life With Robert Steinberg

By healthy advisor | January 26, 2023

A little more than six years ago, Robert started living a healthier lifestyle, working out a lot more, in an effort to lose weight. But one day while working out, he had a widowmaker heart attack, which happens when you have a blockage in the biggest artery in your heart. The name of it leaves no question about the severity of it—only 12% of people suffering from this heart attack outside the hospital survive, according to the American Heart Association. Fortunately, he was one of a few to live to tell about the experience.

In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Robert Steinberg, founder and CEO of Blue Chip Partners, an advisory firm in Farmington Hills, Mich., about how the ordeal has changed his views personally and professionally.

Robert discusses:

What happened the day of his heart attack
How his experience changed his perspective as a business owner as well as in life
How it has changed his advice to clients in terms of giving them permission and confidence to live life in a fuller way
What accelerated his company’s growth after his heart attack
Succession planning challenges that came up in the wake of the heart attack

Resources:

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About Our Guest:

Robert Steinberg is the founder and CEO of Blue Chip Partners, an advisory firm in Farmington Hills, Mich. He began his career specializing in tax preparation and planning at Deloitte and went on to practice as an estate-planning attorney for Honigman, Detroit’s largest law firm. Robert’s unique combination of tax, legal, and investment expertise is extremely valuable in helping clients achieve their financial goals.

Robert graduated with an accounting degree from Michigan State University and is an honors graduate of the University of Michigan Law School. Robert has been a frequent contributor to Michigan Lawyers Weekly on a variety of tax and estate planning issues.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found.

Products are issued by Allianz Life Insurance Company of North America (Allianz). Variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com.

This notice does not apply in the state of New York.

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The Healthy Advisor: The Art of Mindfulness With Mary Martin

By healthy advisor | January 19, 2023

Mary Martin had always been very health conscious, making sure she ate right and stayed in shape. But several years ago, she had a miscarriage at five months’ pregnant, although she didn’t know she was pregnant at the time. The experience helped her learn that from an emotional standpoint, she wasn’t really present in her body. She came to realize what it was like to truly be a human being, not simply a human doing.

Now she focuses on teaching advisors about taking care of their own wellbeing through personal considerations and building connections with others.

In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Mary Martin, Ph.D., mindfulness educator and author of “Mindfulness for Financial Advisors,” on being human in a technological world and how being mindful of your emotional and mental wellbeing is just as essential as your physical wellbeing.

Mary discusses:

How she developed her passion for teaching advisors about mindfulness
How her realization of not truly living in her body changed her routine
The biggest hurdles to getting advisors on board with her teachings
How advisors can better handle the anxiety, stress and emotions of clients
What will contribute to successful advisors in the future

Resources:

Listen to the latest episodes of The Healthy Advisor

Connect With Mary Martin:

Connect With Wealth Management & NREI:

About Our Guest:

Mary Martin is a mindfulness educator, author of Mindfulness for Financial Advisors: Practicing a New Way of Being, creator of the original course, and Futures Thinker. She’s a designer of learning experiences that cultivate awareness, adaptability, and optimism. She attended Brown University, Mindful Schools, and is trauma-certified. She’s also the recipient of 2022 Imagination Leadership Award from the Institute for the Future.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found.

Allianz Investment Management LLC (AllianzIM) is an investment manager specializing in the development and execution of innovative risk management strategies, with $18.8 billion in AUM. Based in Minneapolis, AllianzIM’s investment management is powered by the same proprietary in-house hedging platform that is used among affiliates to help manage more than $145 billion in assets for institutional and retail investors around the globe.¹

Risk management is provided by AllianzIM a wholly owned subsidiary of Allianz Life Insurance Company of North America that provides hedging services to the broader Allianz Group.
Allianz and AllianzIM are not affiliated with WealthManagement or the featured guest.

¹ As of 6/30/2022

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