Healthy Advisor – Détails, épisodes et analyse

Mary Saylor had been working hard to earn her accounting degree at Penn State University when she got some shocking news at the beginning of her senior year—she was pregnant. And while many women would think of it as a roadblock, Saylor saw it as a blessing. It didn’t stop her from pursuing her degree and a career in financial services. If anything, it made her more determined.

 Not long after giving birth to her daughter, she graduated from Penn State and started working in corporate accounting roles, earning her CPA and working her way up the corporate ladder as a single mother in her early 20s. While she had the support of her firm and her family, the grueling hours and time away from home were difficult for her and her daughter.

 In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Mary Saylor, Senior Director of Wealth Management at Choreo, an RIA with nearly $25 billion in assets under management and advisement, about her journey as a single, young mother working her way up in the industry.

 She discusses: 

• Her initial shock and the support received after finding out she was pregnant during college
• Her experience being pregnant on campus
• How she navigated this big life change at a young age
• The challenges of balancing work and personal life as a single parent in the industry
• What kept her going during these hard times and motivated to be successful in her career
• Lessons learned and moving forward as her daughter has now gone off to college

 Resources: 

• Listen to other inspiring episodes of The Healthy Advisor

 Connect With Mary Saylor: 

• LinkedIn: Mary Saylor
• LinkedIn: Choreo
• Choreo
• Email: Mary.Saylor@choreoadvisors.com

 Connect with WealthManagement.com:

• WealthManagement.com
• LinkedIn: Diana Britton
• Email: diana.britton@informa.com
• LinkedIn: Informa
• LinkedIn: WealthManagement

 About Our Guest:

 Mary Saylor is the director of wealth management at Choreo. She works with high-net-worth individuals and multi-generational families as well as institutions (non-profits, endowments, foundations, and corporate retirement plans) to find solutions to their wealth management needs. Mary’s high-net-worth clients include corporate executives, professionals and business owners, their families, corporate retirement plans and private institutions.

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.

Many advisors know Aaron Klein as the super-friendly, charismatic leader of Nitrogen, formerly Riskalyze, the company he founded about 13 years ago as a risk tolerance documentation tool. He’s since stepped down from his role leading the company.

What most advisors probably don’t know is Aaron’s personal journey—the challenges he faced balancing running a major fintech company with adopting and raising three children.

In this episode, WealthManagement.com Managing Editor Diana Britton sits down with Aaron Klein, co-founder and board member of Nitrogen, to delve into the highs and lows of his career and personal life.

Aaron discusses: 

• The challenges of international adoption
• Navigating bureaucratic hurdles and unforeseen changes
• Balancing professional responsibilities with the demands of adoption
• The impact of PANS diagnosis on his son and the healing journey 
• How he came to the decision to step down as CEO of Nitrogen
• What’s next for him

Resources: 

• Listen to other inspiring episodes of The Healthy Advisor

Connect With Aaron Klein:

• LinkedIn: Aaron Klein
• Nitrogen
• ak@aaronklein.com

Connect with WealthManagement.com:

• WealthManagement.com
• LinkedIn: Diana Britton
• Email: diana.britton@informa.com
• LinkedIn: Informa
• LinkedIn: WealthManagement

About Our Guest:

Aaron Klein is the co-founder of Nitrogen, the growth platform for wealth management firms, which started life as Riskalyze in 2011. As its first CEO, he led the company through 42 consecutive quarters of growth, scaling to serve tens of thousands of financial advisors, and twice being named one of the world’s 10 most innovative companies in finance by Fast Company Magazine. He passed the baton to his successor in 2023, and continues to serve on the firm’s Board of Directors.

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.

At the end of 2022, Kristine McManus got an unexpected breast cancer diagnosis. Yet doctors thought it was the least aggressive form and easily treatable. 

Shortly after her surgery, she received multiple messages from the hospital; it turns out she had the most aggressive form of breast cancer, triple-negative. Her outlook on life changed as she was forced to miss one of the most important years in her children’s lives due to treatments. From that moment on, she focused on the value of living life urgently and cherishing meaningful moments.

In this episode of the Healthy Advisor Podcast, WealthManagement.com Managing Editor Diana Britton speaks with Kristine McManus, chief advisor growth officer at Commonwealth Financial Network, about her journey battling breast cancer and the profound lessons learned about living life to the fullest and not “saving for best.” 

Kristine discusses: 

• Her initial breast cancer diagnosis and the unexpected turn of events
• The challenges and treatments she faced during her battle with breast cancer
• The importance of not saving the best for later and embracing the present
• Lessons learned about gratitude, cherishing moments, and living a more urgent life

Resources: 

• Listen to the latest episodes of The Healthy Advisor

Connect With Kristine McManus:

• LinkedIn: Kristine McManus 
• Commonwealth Financial Network
• Email: kmcmanus@commonwealth.com

Connect With Wealth Management & NREI:

• WealthManagement.com
• LinkedIn: Diana Britton
• Email: diana.britton@informa.com
• LinkedIn: Informa
• LinkedIn: WealthManagement

About Our Guest:

Kristine McManus consults with financial services companies and advisors to enhance revenue growth and establish robust practices. Central to her approach is highlighting the unique qualities of the advisor, utilizing branding, communications, client events and marketing strategies to foster business development.

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.

As the staggering number of Opioid overdoses and deaths continue to increase, so does the threat on family finances and retirement dreams. Cheryl Canzanella knows that all too well.

In August 2017, she lost her husband to an accidental overdose, exposing her to the horrific realities of the opioid crisis.

Since his death, she’s made it her mission to educate employers and her peers in the financial services industry on how the Opioid epidemic is not only ripping families apart emotionally but also financially by diminishing careers, draining financial assets, and crushing retirement dreams.

Join WealthManagement.com Managing Editor Diana Britton and Cheryl Canzanella, a Retirement Solutions Advisor at Movement Mortgage, in discussing the emotional and financial strains of addiction and how the financial industry can become part of the solution through awareness, education, and empathetic client support.

Cheryl touches on: 

• How her husband’s struggle with substance use disorder affected her life
• Addiction signs and red flags
• Financial burdens and challenges faced by families dealing with addiction
• How she first talked about her husband’s death and the realization she wanted to share his story more openly
• The role financial advisors should play in the Opioid epidemic

Resources: 

• Listen to the latest episodes of The Healthy Advisor

Connect With Cheryl Canzanella:

• LinkedIn: Cheryl Canzanella
• Cheryl Canzanella Website
• Movement Mortgage
• Opioid Financial Awareness
• Email: cherylcanz@gmail.com

Connect With Wealth Management:

• WealthManagement.com
• LinkedIn: Diana Britton
• Email: diana.britton@informa.com
• LinkedIn: Informa
• LinkedIn: WealthManagement

About Our Guest:

With over 23 years of experience in the insurance and financial services industry, Cheryl has joined Movement Mortgage as a Retirement Solutions Advisor to continue her passion for helping individuals reach their retirement goals. Although she is not a licensed loan officer, her primary focus is working with financial professionals to offer strategies of using a Reverse Mortgage for Financial and Estate Planning. She is an active member of the National Association of Insurance and Financial Advisors (NAIFA), where she serves at the local, state and national levels and had the honor of serving as the past president of NAIFA Northeast Florida and has been awarded the NAIFA Florida President’s Award. Additionally, in 2019, she was recognized as the NAIFA National Young Advisor Team Leader of the Year. She is a member of Financial Planning Association (FPA) and Women in Insurance and Financial Services (WIFS). 

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.

At just 10 years old, William Hoffman’s son Liam was diagnosed with neurofibromatosis (NF), a rare genetic condition that causes tumors to grow on nerves throughout the body. When Will and his family got the news, they could have succumbed to despair. 

Instead, Will leaned into it, and has made it his mission to find a cure for Liam and set an example for his sons around overcoming the struggles that life may deal you. He and his wife have been active participants in the NF community, raising awareness and money for a cure. 

In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Hoffman, founder of Hoffman Wealth Management, about his journey with Liam’s diagnosis and his dedication to raising awareness about the struggles of those with NF.

Will focuses on: 

• How Liam’s diagnosis impact Will and the family
• How it reshaped his priorities in business and life
• How he is raising awareness for this diagnosis
• Why families must stay together and lean on their support system during difficult times
• Why mental health awareness is important for financial advisors

Resources: 

• Listen to the latest episodes of The Healthy Advisor

Connect With Will Hoffman:

• LinkedIn: Will Hoffman
• Hoffman Wealth Management
• Email: william.hoffman@lpl.com 

Connect With Wealth Management & NREI:

• WealthManagement.com
• LinkedIn: Diana Britton
• Email: diana.britton@informa.com
• LinkedIn: Informa
• LinkedIn: WealthManagement

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.

While wellbeing and mental health have become a more mainstream conversation among the wider U.S. population since the pandemic, it’s a topic still largely untouched by the financial services industry. New research from Kitces.com aims to measure and track trends across advisor wellbeing, just as the industry benchmarks anything else. 

Over 1500 members of financial advisory teams responded to The Kitces Report: 2023 Advisor Wellbeing Study. Respondents reported on their current level of life quality, or wellbeing, on a 0–10 scale. The average was 6.84, with solo practitioners feeling better about life compared to mid-size or larger firm advisors.

In this episode, Diana Britton speaks with Michael Kitces, blogger and chief financial planning nerd at Kitces.com, about the key highlights of the study, including the positive impact of team involvement, the strategic delegation of less desirable tasks, and the necessity of fair compensation, particularly for those advisors who are service-oriented. 

Michael discusses: 

• The impetus behind launching this study
• How he defines wellbeing and happiness in the study
• The correlation between firm size and advisor well-being
• The top drivers of advisor well-being: autonomy, experience, team and service 
• How firms can foster happiness and engagement among their advisors

Resources: 

• Kitces Report: What Actually Contributes To Advisor Wellbeing
• Listen to the latest episodes of The Healthy Advisor

Connect With Michael Kitces:

• Questions@Kitces.com 
• LinkedIn: Michael Kitces
• Kitces.com
• Buckingham Wealth Partners

Connect With Wealth Management & NREI:

• WealthManagement.com
• LinkedIn: Diana Britton
• Email: diana.britton@informa.com
• LinkedIn: Informa
• LinkedIn: WealthManagement

About Our Guest:

Michael E. Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management firm located in St Louis, Missouri, that oversees approximately $50 billion of client assets. In addition, he is the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.

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.

After selling her business in November 2022, Tina Powell earmarked 2023 her “year of health.” The first step on that journey was to get a full body scan at the Princeton Longevity Center on Martin Luther King day 2023. That scan would change the trajectory of her life. 

That day, her doctors discovered a 2.1 cm tumor on her right lung. Despite being a healthy, fit non-smoker, she was launched into a challenging and emotional journey battling lung cancer.

Diana Britton, managing editor at WealthManagement.com, interviews Tina Powell, Partner and Chief of Community at Intention.ly, about her struggles with the cancer diagnosis, treatment, and recovery, emphasizing the importance of prioritizing health and well-being.

Tina discusses: 

• The signs leading up to her diagnosis 
• The three stages of treatment she underwent
• The need to be your own health advocate and prioritize your well-being
• Her decision to go public with her diagnosis and change the narrative around lung cancer
• The power of vulnerability in seeking support and building connections

Resources: 

• Listen to the latest episodes of The Healthy Advisor

Connect With Tina Powell:

• LinkedIn: Tina Powell
• Email Tina
• Instagram: Tina Powell
• Intention.ly
• In the Suite podcast

Connect With Wealth Management & NREI:

• WealthManagement.com
• LinkedIn: Diana Britton
• Email Diana 
• LinkedIn: Informa
• LinkedIn: WealthManagement

About Our Guest:

Tina Powell is a trailblazer in the digital marketing industry, with over 20 years of experience driving growth for financial services companies. As the Chief of Community at Intention.ly, she works alongside Co-Founders Kelly Waltrich and Meghan Richter, revolutionizing how financial technology and services companies approach marketing. Tina’s track record of delivering results for her clients led to her founding C-Suite Social Media, a high-growth digital marketing agency that Intentional.ly later acquired. Her passion for helping financial services companies thrive in the digital age is further demonstrated through her industry-renowned podcast, In The Suite, where she spotlights the careers and leadership of mid to senior-level women in the financial services industry. Tina earned a Master’s from NYU in Graphic Communications Management and Technology and the NYU Prism Alumni Achievement Award. She earned a Bachelor of Science in Business Management, magna cum laude, from Fairleigh Dickinson University.

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.

As a busy and often stressed-out executive at one of the top RIAs in the country, James Bogart found himself neglecting his well-being, resulting in weight gain and various health issues. 

A series of hospital visits prompted him to hire a concierge doctor and a nutritionist, leading to a remarkable 70-pound weight loss over the course of several months.  

In this episode, Diana Britton, managing editor at WealthManagement.com, is joined by James Bogart, CEO and president at Bogart Wealth. James shares his personal journey through health and wellness, revealing the importance of paying attention to your physical and mental well-being.

James explores:

• His lifestyle before he lost the weight 
• Why he went on his personal health journey
• How his career contributed to his personal health struggles
• What changes he made to his daily routine and diet to benefit his health
• How mindfulness played into his journey
• What challenges he faced in implementing health and wellness initiatives in the workplace and social settings

Resources: 

• Listen to the latest episodes of The Healthy Advisor

Connect With James Bogart:

• jbogart@bogartwealth.com 
• LinkedIn: James Bogart
• Bogart Wealth

Connect With Wealth Management:

• WealthManagement.com
• LinkedIn: Diana Britton
• diana.britton@informa.com
• LinkedIn: Informa
• LinkedIn: WealthManagement

About Our Guest:

A seasoned wealth advisor, James Bogart takes personal pride in assisting executives, entrepreneurs and professionals pursue their dreams through striking, highly customized financial planning strategies. As Principal of Bogart Wealth, he focuses both on maintaining the highest level of customer service and attention to detail possible, and on seeking to deliver the most effective technology, reporting tools and analysis to every Bogart Wealth client.

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.

Facing the hurdles of disadvantaged youth, Heather Kelly’s life was marked by a single mother, a disabled sister, and limited opportunities. She moved out of her home in Ozone Park, Queens, at the young age of 16. On top of that, she has struggled with dyslexia, a learning disorder and neurological condition that posed additional challenges in her educational journey.

Despite these obstacles, Heather climbed the corporate ladder and become a very successful executive in the insurance and wealth management industries, a mentor to many, and a sought-after speaker at industry events. And she did all that without a college degree (although she recently achieved that as well).  

In this episode, Diana Britton, managing editor of WealthManagement.com, is joined by Heather Kelly, owner of Kelly Like Consulting and formerly with Allianz, Goldman Sachs, and United Capital. Her story shows how determination, a strong support system, and an indomitable spirit can triumph over adversity.

Heather discusses: 

• Her struggles growing up with a single mom and disabled sister
• How she found out about her dyslexia and the challenges associated with it
• How dyslexia has shaped who she is today
• Her journey into financial services
• The relationship with her sister and how she inspired Heather
• The impact of her mentors and supportive team members

Resources: 

• Listen to the latest episodes of The Healthy Advisor

Connect With Heather Kelly:

• LinkedIn: Heather Kelly
• Email: heatherkellychfc@gmail.com

Connect With Wealth Management & NREI:

• WealthManagement.com
• LinkedIn: Diana Britton
• Email: diana.britton@informa.com
• LinkedIn: Informa
• LinkedIn: WealthManagement

About Our Guest:

Heather Kelly is a seasoned senior executive and board member who leverages a competitive spirit, strategic vision, and strong work ethic to achieve results. As a senior distribution executive and board member at Allianz, Heather significantly advanced the FinTech strategy and New Market endeavors while enhancing and growing core distribution to record levels. New Market strategies include the RIA channel, launching an asset management offering, buffered outcome ETFs, and employer markets business line. Another critical area of impact is her role as a lead member of the transformation team, fostering and facilitating company-wide change management. Equally notable is her previous executive management role with one of the largest national independent RIAs in the country, United Capital, building the first successful national RIA insurance platform and the FinLife 360 platform, which embodied all products and services that amplified the adviser experience.

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.

When financial advisor Cary Carbonaro met her first husband, she thought she had it all. She had a great upbringing in New York, wonderful family and friends. She was very successful. And while her fiancé looked very good on paper, the relationship turned out to be toxic.  

Behind closed doors, the marriage was a nightmare, with Cary facing physical, mental and verbal abuse from this man on a daily basis. 

She got the courage to leave him in 2009, but then endured a lengthy and painful divorce process. Getting out of that relationship set her free in a lot of ways, and then in 2019 she found herself in another bad relationship—this time with her firm, Goldman Sachs. She became a Goldman Sachs advisor when the Wall Street firm acquired United Capital that year. (Goldman recently announced plans to sell the business to Creative Planning.) 

In this episode, Diana Britton, managing editor at WealthManagement.com, speaks with Cary Carbonaro, senior vice president and director of women and wealth at ACM Wealth, about her personal experiences of being in an abusive relationship and the challenges she faced with her previous employer.

Cary discusses: 

• How she connected with her first husband and why she chose to marry him
• The abuse and manipulation she faced while living with her ex-husband
• How she compartmentalized her work life and home life
• How she got the courage to leave the relationship 
• Her journey to help others facing the same struggle
• Her experience at Goldman Sachs

Resources: 

• Listen to the latest episodes of The Healthy Advisor

Connect With Cary Carbonaro:

• LinkedIn: Cary Carbonaro
• Cary Carbonaro Website
• Advisors Capital Management
• Facebook: Cary Carbonaro
• Instagram: Cary Carbonaro
• TikTok: Cary Carbonaro

Connect With Wealth Management:

• WealthManagement.com
• LinkedIn: Diana Britton
• Email: diana.britton@informa.com
• LinkedIn: Informa
• LinkedIn: WealthManagement

About Our Guest:

Cary Carbonaro is senior vice president and director of women and wealth with ACM Wealth. An award-winning Certified Financial Planner with over 25 years of experience, Cary is a tireless advocate for women in the financial industry and is passionate about increasing financial literacy and empowering women to overcome any financial challenge they face.

Before joining ACM Wealth, Cary was Vice President, Head of Office at Goldman Sachs. Following the firm’s acquisition of United Capital, she founded and served as Head of Women’s Leadership. During her tenure there, she served in a range of capacities, including Managing Director, Partner, FINLIFE Coach, and more. While there, she also earned several distinctions, including MVP Managing Director and the United Capital Diamond Office Winner, among others.