Future Fit Financial Planning: In Conversation with Sarah Soar

From Wealth Management to Health Management.Some careers evolve. Others redefine an industry.In this episode of Future Fit Financial Planning, James Walker is joined by Sarah Soar, Founder of Estelle: Health is Wealth and former CEO of Hawksmoor Investment Management, to explore why the future of leadership isn't just about managing wealth, but managing health.Drawing on four decades in financial services and executive leadership, Sarah shares how her experiences of leading through significant organisational change ultimately inspired the launch of Estelle: Health is Wealth; a business built on a simple but powerful belief: the health of your leadership team is your greatest business asset, and one of your biggest business risks.Together, they discuss:Sarah's journey from CEO to entrepreneur Why health management belongs in the boardroom The hidden cost of stress, burnout and poor decision-making Building healthier, higher-performing leadership teams Why prevention delivers better business outcomes than intervention The role of breathwork, movement and nervous system regulation Why the future of leadership starts with healthier people Whether you're leading a financial planning business, advising clients or simply looking to perform at your best, this episode offers a fresh perspective on sustainable leadership and long-term success.CHAPTERS00:00 Introduction01:16 Sarah Soar's 40-year career in wealth management03:54 Leading through COVID and a major acquisition04:18 From aspiring doctor to accidental stockbroker07:00 Discovering yoga and managing pressure12:47 What yoga really is (and isn't)16:25 Why daily practice changed everything18:20 Leaving corporate life and training as a yoga teacher22:10 Why leaders switch off when they hear the word "yoga"27:10 Introducing the idea of "Health Management"31:00 Fight or flight vs rest and digest35:20 Burnout, business risk and prevention40:40 Looking after your body like your most valuable asset43:00 Why corporate culture normalises unhealthy behaviour47:20 The business case for investing in people53:00 Faster business, greater pressure and modern leadership55:10 Why many wellbeing programmes only scratch the surface59:10 The financial cost of burnout01:01:20 Making alternative approaches mainstream01:04:15 Better decisions through calmer leadership01:07:45 From Wealth Management to Health Management Hosted on Acast. See acast.com/privacy for more information.