People paid attention. And with the number of lives represented in that room, I believe your insights will collectively add hundreds of years to their lives—and their legacies.”
THE MISSING PIECE OF FINANCIAL PLANNING
Helping Financial Advisors Deliver
The Total
Client
Experience™
Helping clients build wealth is only part of the journey.
Helping them enjoy it
completes the picture.
And it starts with the advisor.
David’s keynote doesn’t just show financial professionals how to bring health and longevity into the client relationship. They experience it themselves—leaving with practical insights they can use in their own lives.
David Meinz helps financial advisors create deeper relationships by integrating healthy longevity into the financial planning conversation.
TRUSTED BY LEADING FINANCIAL ORGANIZATIONS FOR MORE THAN 25 YEARS
INTRODUCING
The Total Client Experience™
A More Complete Way to Create Client Value
True financial success is about more than money. It’s about living a longer, healthier life—and enjoying the freedom and fulfillment that come with it. The Total Client Experience™ integrates four essential dimensions to help clients build a life of lasting wealth, health, and enjoyment.
Experience It Personally. Then Bring It To Your Clients.
David’s keynote introduces these principles first through your own health and longevity—then shows how they can become part of a more complete client relationship.
-
Build Wealth
Make smart financial decisions and build a secure future.
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Protect Health
Take charge of health today to create energy, vitality, and longevity.
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Enjoy Retirement
Design a retirement filled with purpose, joy, and meaningful experiences.
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Create Legacy
Leave a positive impact and a legacy that reflects what matters most.
When financial advisors address all four dimensions—wealth, health, enjoyment, and legacy—they elevate their value and strengthen client relationships.
The Total Client Experience™ completes the conversation.
For You
Gain practical, evidence-based strategies to improve your own health, energy, and longevity—starting today.
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Weight & Metabolic Health
Smarter strategies for weight loss and long-term control.
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Beyond the Cholesterol Number
Why traditional cholesterol tests don’t tell the whole story.
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Energize Your Brain
Proven ways to protect and enhance brain health so you can stay sharp for life.
For Your Clients
Discover how conversations about health and longevity deepen relationships and help clients enjoy the wealth they’ve worked a lifetime to build.
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Build stronger connections through meaningful conversations.
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Help clients live longer, healthier, and more fulfilled lives.
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Differentiate your practice and deliver unmatched value.
First experience the value. Then discover how to deliver it.
DELIVERING
Tools to Elevate Every
Client Relationship
After experiencing these ideas personally, David Meinz gives financial advisors the tools and resources to bring healthy longevity into the client conversation—helping clients live better and enjoy the life they’ve worked so hard to build.
The Book
Wealthy, Healthy & Wise: How to Make Sure Your Health Lasts as Long as Your Money Does.
A must-read resource that equips your clients with practical insights they can apply to help ensure both the quality and quantity of life they’ve worked so hard to achieve.
Inspiring Keynote Presentations
Bring David Meinz to your location to show your clients how healthy longevity fits naturally into the financial planning conversation.
It’s an engaging experience that helps you position your practice differently—and stand out from the competition—by delivering more value to the people who matter most.
Client Learning Academy
A powerful online video learning experience that helps clients understand the connection between health, longevity, and financial well-being—reinforcing the value you provide and deepening the relationships you build.
Stronger Client Relationships
Deeper conversations. Greater trust. More meaningful connections that differentiate your practice and create lasting impact.
What Financial Leaders Are Saying
Financial organizations around the country trust David Meinz to inspire their advisors, engage their clients, and deliver measurable results.
We sponsor a client appreciation event and David has consistently scored the highest rating with our attendees. I've invited him numerous times and will have him back.”
Your participation was instrumental in making this years Million Dollar Round Table meeting a phenomenal success!”
Inspire. Educate.
Transform.
David Meinz delivers powerful, practical keynotes that help financial advisors strengthen client relationships by integrating healthy longevity into financial planning.
Your clients want to live well.
You can help make it happen.
Let’s bring The Total Client Experience ™
to your next event.
Perfect For Your Next:
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National
ConferencesInspire large audiences with a message that is relevant, engaging, and immediately actionable.
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Home Office
EventsEquip your advisors with practical tools to deepen client relationships and deliver more value.
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Sales
MeetingsMotivate your teams to lead meaningful client conversations that create impact.
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Advisor
WorkshopsProvide fresh perspectives on healthy longevity and its powerful role in financial planning.
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Virtual
EventsEngage and educate your audience—wherever they are—with a powerful virtual experience.
David’s program was extremely well received by my sales team. His approachable and humorous delivery style made for a very enjoyable and informative presentation. I highly recommend him.
— Lance K. Carlson, Head of Sales Distribution, Great-West Financial
Let’s Create an Unforgettable Experience for Your Audience.
David Meinz will work with you to customize a presentation that meets your goals and delivers lasting impact.
Book David Today