Should financial advisors broach the subject if their clients who are planning for retirement are morbidly obese, chain smoke, or abuse alcohol or drugs?
Scott Tucker, planner and founder of Financially Fit in Colorado Springs, Colo., not only thinks it is his place to discuss such subjects with clients, he markets the concept of holistic health with the tagline, “Whole Health Ethos: Let’s go beyond your bank account.” He talks to clients often about his love of sports, recreation, health and nutrition, referencing books, articles or websites.
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