Putting wellness at the center of financial planning, with David and Evan Coles

Many advisors take a holistic approach to financial planning, but David and Evan Coles of WMBC Financial in Irvine, California, have gone a step further. Working alongside their father, Scott Coles, who founded WMBC in 2003, the two brothers have developed a proprietary “human wealth” planning strategy, aiming to understand not just clients’ financial needs, but also their emotional relationships to money as well as their sense of overall well-being. In this episode, you will hear David and Evan share how they worked with a think tank on this so-called human wealth approach, and how they implement it in their practice. We will also discuss how this family firm has found success working with other family-owned businesses. Visit PracticeLab to read more.

Om Podcasten

If you are a financial professional looking to grow your business, improve your practice and save valuable time, then the PracticeLab podcast is a program for and about you. In this series, we go coast-to-coast talking to financial professionals who are doing unique and powerful things in their businesses, and who are ready to share their best practices with you. If you're interested in ways to help acquire more clients, attract high net worth prospects, turbocharge your marketing, enhance your client experience, scale your practice and more, then you’ll want to tune in to these episodes and hear some of the best ideas in the business. PracticeLab is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at practicelab.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. American Funds Distributors, Inc., member FINRA