Explorez tous les épisodes du podcast Healthy Advisor
| Titre | Date | Durée | |
|---|---|---|---|
| The Healthy Advisor: Carolyn Armitage on Childhood Trauma and Psilocybin Therapy | 22 juin 2026 | 00:40:06 | |
Carolyn Armitage spent decades building a career in wealth management while privately carrying the emotional effects of childhood trauma. For years, she compartmentalized those experiences, believing she could simply push through them while focusing on work, achievement and daily life. After an emotional breaking point following her mother’s funeral, Carolyn began exploring deeper forms of healing, including somatic therapy and psilocybin, a natural psychedelic compound found in over 200 species of mushrooms. That process helped her better understand how unresolved trauma had shaped her nervous system, relationships and sense of self over the course of her life. In this episode of The Healthy Advisor, host Diana Britton speaks with Carolyn Armitage, founder and CEO of Wealth Management Consulting and RIA Circle, about her experience with trauma recovery, emotional healing, and psychedelic-assisted therapy. Her experience led her to produce a recent documentary, “Journeys,” a two-hour film addressing the ethics behind the use of psilocybin to navigate trauma. She discusses:
Resources:
Connect With Carolyn Armitage:
Connect with Wealth Management:
About Our Guest: Carolyn Armitage is a longtime leader in the wealth management industry with experience spanning advisory work, executive leadership, consulting, and investment banking. Having built and led multiple wealth management firms throughout her career, she brings a broad perspective shaped by her work as an advisor, operator, and consultant. Her background includes building high-performing teams, guiding firm growth, and helping organizations create long-term value through strategic leadership and integration. After beginning her career as a financial advisor, Carolyn developed a strong understanding of the challenges advisors face firsthand. Over the years, she expanded her expertise through leadership roles across both large and boutique firms, helping organizations improve operational structure, advisor engagement, and enterprise value. Her experience has made her a trusted consultant to RIA leaders and wealth management executives navigating growth, succession, compensation design, and strategic planning decisions. Carolyn has held leadership positions with several major firms and organizations, including HD Vest, now Avantax, ING Advisors Network, now part of Voya and Cetera Group, and Thrivent Advisor Network. She also led the Large Enterprise Business Management Consulting Team at LPL Financial. Prior to leading Thrivent’s independent RIA platform, TAN, Carolyn worked with ECHELON Partners, where she provided investment banking and consulting services to some of the industry’s largest and most established firms. Her experience across advisory services, consulting, investment banking, and firm leadership gives her a deep understanding of the wealth management value chain and the complex business, family, and legacy decisions firm leaders often face. | |||
| The Healthy Advisor: When Pressure, Setbacks and Life Transitions Collide With Terri Kallsen | 20 mai 2026 | 00:38:35 | |
Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure at Charles Schwab, she led 7,000 employees and managed $1.6 trillion in assets, played a key role in transforming Wealth Enhancement Group as COO and over the last two years, she has been instrumental in building Rise Growth Partners, the RIA investing company started by former United Capital CEO Joe Duran. And this year, she’s serving as chair of the CFP Board, a huge undertaking. Terri has done this all while raising three children, moving three times and being a mentor to many women and young professionals in the industry. The path was not always easy. Through it all, running has been a constant for Terri, and a form of therapy through stressful times. She has completed 21 marathons, 50 half-marathons and numerous triathlons, and she brings the same endurance, discipline and vision from the course to her approach in wealth management. In this episode of The Healthy Advisor, host Diana Britton interviews Terri Kallsen, managing partner and head of partnerships at Rise Growth Partners and chair of the CFP Board, about her journey through leadership, ethical crossroads, and personal resilience. Terri reflects on integrity, fiduciary duty and building a career aligned with her true north. She discusses:
Resources:
Connect With Terri Kallsen: Connect with Wealth Management:
About Our Guest: Terri Kallsen, CFP, is an accomplished wealth management executive known for leading strategic initiatives and driving innovative solutions across both large institutions and rapidly growing RIAs. As Managing Partner and Head of Partnerships at Rise Growth Partners, a minority investor and strategic advisor to leading firms, she leads enterprise transformation for partner firms—supporting strategic planning, organic growth initiatives, client experience innovation, and platform and performance reporting enhancements. Before joining Rise, she served as Chief Operating Officer at Wealth Enhancement Group (WEG), where she oversaw advisor teams, platform and digital strategy, high-net-worth offerings, and trust services. Prior to WEG, she was Executive Vice President of Investor Services at Charles Schwab, where she led 7,000 employees and $1.6 trillion in assets under management. Known for her innovative thinking and commitment to advisor advocacy, Terri is a respected speaker and writer who has been featured in Bloomberg, The Wall Street Journal, Barron’s, MSNBC, CNN, and other leading outlets. She has been recognized numerous times for her dedication to mentorship, empowering women in the workplace, and advisor advocacy: – San Francisco’s Financial Woman of the Year in 2019 – InvestmentNews Women to Watch 2024 Female Trailblazer of the Year Finalist – Named by Financial Planning as one of 20 People who will shape wealth management in 2025 – InvestmentNews Top Financial Professionals in the US | Hot List 2025 Terri currently serves as Chair of the CFP Board of Directors. She also sits on the Hollins University Board of Trustees. She earned a Bachelor of Science degree from College of Saint Benedict/Saint John’s University in Minnesota and a Master of Science degree from the University of Wisconsin-Oshkosh. Terri earned her CFP certification in 2005 and is also a Certified Wealth Strategist. She received her Finance CFO Certificate at the University of Chicago Executive Education Program. | |||
| The Healthy Advisor: Viewing Cancer as an Opportunity, Not a Fight with RJ Moore | 22 avr. 2026 | 00:35:21 | |
Throughout his career, RJ Moore has led some of the largest wealth management firms in the industry through challenging times. He’s held CEO positions at Cetera Financial Group, Legal & General Investment Management America, and ABN AMRO La Salle Bank. He’s also the former president of LPL Financial. But perhaps his biggest challenge came during the summer 2023, when he was diagnosed with Stage IV melanoma. His doctor called, saying the skin cancer had spread to much of his body, including his brain, heart, lungs, the lymphatic system and liver. When he got the news, RJ made a conscious decision not to view the cancer as something he had to fight or battle. What if the adversity could become a turning point for gratitude, perspective and a deeper connection with others? In this episode of The Healthy Advisor, host Diana Britton speaks with RJ Moore, partner at Private Advisor Group, about his unexpected journey with melanoma. He shares how the diagnosis reshaped his view of life, leadership, and daily priorities. He discusses:
Resources:
Connect With RJ Moore: Connect with Wealth Management:
About Our Guest: RJ Moore is a Partner at Private Advisor Group and helps lead the overall governance of the firm. He brings over 30 years of experience in financial services to the team. Prior to joining Private Advisor Group, RJ has held CEO positions at Cetera Financial Group, Legal & General Investment Management America, and of ABN AMRO La Salle Bank. He was also President of LPL Financial. RJ earned a Master of Business Administration in Finance and Financial Management Services from Northwestern University – Kellogg School of Management and a Bachelor of Arts of Business Administration from the University of Texas. He is the former chair of Invest in Others and has also served on the boards of The Chicago Shakespeare Theater, Chicago Historical Society, and Jane Addams Hull House. In addition, he is an ardent supporter of The Leukemia & Lymphoma Society and the Navy Seal NSW Family Foundation. In 2024, RJ was honored at the AIM Steps Against Melanoma Foundation walk. RJ lives in San Diego with his wife, Sarah. Outside of work, he enjoys visiting family and friends across the U.S., spending time in Palm Springs, and reading Historical Biographies. RJ Moore is solely an investment advisor representative of Private Advisor Group, and not affiliated with LPL Financial. | |||
| The Healthy Advisor: Turning Loss into Purpose with Jamie Hopkins | 18 mars 2026 | 00:32:00 | |
This month, Jamie Hopkins’ new book, “Your Retirement Sketchbook,” co-written by Bonnie Treichel, hits bookstores, and a lot of advisors know Hopkins as a retirement planning expert. Less known is his own personal story, which includes the passing of his father in a job-site accident when he was 8 years old. “This has impacted so many things in my life—my desire to be a dad, a sense I would die early, a fear of heights and a scarcity mindset for years around money,” he writes in the book. In this episode of The Healthy Advisor, host Diana Britton chats with Jamie Hopkins, CEO of Bryn Mawr Trust and co-author of “Your Retirement Sketchbook,” about those fears and how childhood loss shaped his approach to retirement planning and life. He also explains the importance of financial advice access for underserved workers, the career decision that helped him be more present with his children, and why protecting health and relationships should matter as much as building wealth. Jamie discusses:
Resources:
Connect With Jamie Hopkins: Connect with Wealth Management:
About Our Guest: Jamie P. Hopkins is CEO of Bryn Mawr Trust Advisors and CWO of WSFS. A Wall Street Journal best-selling author, educator, and executive speaker, Jamie has previously served on numerous advisory boards around the financial services industry, such as Wing.app, Wealth.com, C2P, IncomeLab, and was a national trustee member of NAIFA. He currently sits on the advisory board of Focal, an AI startup. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation, and was recognized as the 2021 RIA Thought Leader of the Year by WealthManagement.com and Top 10 Investopedia 100 Top Financial Advisor for 2023. Jamie has also taught financial planning courses and created course content at Creighton University and American College of Financial Services since 2012. | |||
| The Healthy Advisor: The Toll of Caregiving with Melissa Caro | 18 févr. 2026 | 00:36:31 | |
In 2018, Melissa Caro’s perfectly healthy 72-year-old mother was suddenly diagnosed with stage 4 lung cancer, and within 24 hours she became her sole caregiver, her financial planner, her life coach and her healthcare advocate. At the same time, her 87-year-old stepdad was falling apart and spiraling into dementia, and her husband was in the hospital with severe back problems. As a Type A personality, she struggled significantly during this time. During one doctor’s visit for her mother, a nurse reminded her to take care of herself. In this episode of The Healthy Advisor, host Diana Britton speaks with Caro, founder of My Retirement Network, a financial education resource for clients and the advisors who serve them, on how she navigated caregiving while managing her career and other responsibilities. She discusses the emotional complexity of caregiving, the gap in financial literacy for those without advisors, and how her experience shaped her mission to help people understand their finances during life’s most challenging moments. She discusses:
Resources:
Connect With Melissa Caro:
Connect with Wealth Management:
About Our Guest: Melissa Caro is a Certified Financial Education Instructor, CFP, and the founder of My Retirement Network, a digital media platform dedicated to promoting financial literacy. With a mission rooted in the belief that knowledge empowers people to create the future they envision, Melissa brings decades of experience in finance and education to her work. She has witnessed firsthand the positive impact that understanding finances can have on people’s lives, far beyond just numbers. Melissa’s goal is to make financial literacy accessible and meaningful for everyone. My Retirement Network was created to bridge the gap between complex financial concepts and the everyday decisions that shape financial futures. The platform empowers individuals at every stage, whether they’re planning for retirement, starting a career, or teaching their children about money, to understand and take control of their financial well-being. Through education and awareness, Melissa supports people on their journey to building a stronger, more informed financial foundation. | |||
| The Healthy Advisor: Taking Control of Your Finances with Bridget Venus Grimes | 21 janv. 2026 | 00:36:09 | |
After facing divorce, financial hardship and even losing her home in a wildfire, Bridget Venus Grimes rebuilt her life and career around helping other women do the same, taking control of their finances, finding community and redefining success on their own terms. In this episode of The Healthy Advisor, host Diana Britton sits down with Grimes, president of WealthChoice and co-founder of Equita Financial Network, to explore her journey from Wall Street trader to pastry chef to financial planner for breadwinner women. From personal struggle to powerful purpose, Grimes reveals how she built a network to uplift female advisors and how coaching, balance, and connection helped her thrive through life’s toughest seasons. She discusses:
Resources:
Connect with Wealth Management:
Connect With Bridget Venus Grimes:
About Our Guest: Bridget Venus Grimes, CFP, is President of WealthChoice, a wealth management firm for women executives, and Co-founder of the SEC-registered investment advisor Equita Financial Network, a community of women-led financial planning firms. Bridget began her career in 1987, trading stocks for private hedge funds in New York City, before pursuing her passion for financial planning for women. Bridget believes in empowering women to take confident steps toward a better life. She authored the best-selling book Corner Office Choices: The Executive Woman’s Guide to Financial Freedom and has written countless articles for major US media channels. Her commitment to women’s financial education extends not only to women professionals but also to fellow financial planners. She has spoken at major industry conferences and co-hosted the Financial Planning Association’s Women’s Knowledge Circle. Bridget splits her time between Arizona and California and enjoys boating, golf, entertaining, anything French, and, most of all, cooking. She holds a B.A degree in German language and literature and a minor in Art History from Mount Holyoke College. | |||
| The Healthy Advisor: An Unexpected Stroke and the Way Forward With Mark Singer | 17 déc. 2025 | 00:27:26 | |
For 35 years, Mark Singer owned an independent financial planning firm, Safe Harbor Retirement Planning, in the Boston area, a Commonwealth Financial Network affiliate. During that time, he was living life at full speed—running three businesses, exercising, playing golf, boating, spending time with grandchildren—until he had a life-changing stroke in October 2022. He lost his ability to speak, swallow, eat and perform the most basic functions. His recovery forced him to slow down and retire from the business earlier than he expected. In this episode of The Healthy Advisor, host Diana Britton talks with Mark Singer, a retired financial advisor, about how the stroke reshaped his view of success and identity. His story points to the strength of resilience, perspective and compassion, both in business and in life. Diana and Mark discuss:
Resources:
Connect With Mark Singer:
Connect with WealthManagement.com:
About Our Guest: Author Mark Singer has been recognized for his vision and creativity within the world of financial planning. He is the author of two books, and the most recent, The Six Secrets to a Happy Retirement, is available on Amazon.com. Drawing upon his over three decades as a founder of one of the leading retirement firms in Boston, the book profiles the financial, emotional, and physical issues associated with the transition into retirement. He retired from his role as president of Safe Harbor Retirement Planning in 2022, and had served as the Retirement Guide to thousands of investors since 1986. Mark’s approach was to focus on each individual client and ask the questions that other advisors and investors often overlook. Mark is a frequent speaker and has been featured in The Wall Street Journal, ABCNews.com, FoxNews.com, and Bloomberg Radio, as well as locally (Boston) on NECN and WRKO. Mark is also a multiyear recipient of Boston Magazine’s 5 Star Wealth Manager Award. | |||
| The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus | 19 nov. 2025 | 00:34:25 | |
Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving them in an intentional way. Neurodivergence refers to divergence in mental or neurological function from what is considered typical or normal. It’s frequently used with reference to autistic spectrum disorders. The issue is personal to Ryan, whose nephew, Nicholas, is on the spectrum. That experience revealed how unprepared the wealth management industry is to serve this growing community, even as trillions in wealth shift to younger generations. In this episode of The Healthy Advisor podcast, WealthManagement.com Executive Editor Diana Britton speaks with Ryan Marcus, chief business development and engagement officer at Binah Capital, about what he’s learned from his nephew, why authenticity matters, and how advisors can embrace practical, human changes that make a big impact. Ryan discusses:
Resources:
Connect with Ryan Marcus: Connect with WealthManagement.com:
About Our Guest: A recognized connector in the wealth management industry, Ryan Marcus has over two decades of experience leading strategy and client engagement across respected firms such as United Capital, RBC Advisor Services, and MarketCounsel Consulting. He has driven growth by aligning people, ideas, and opportunities, with a focus on enhancing client experience and deepening relationships. Known for building trust and offering strategic insight, Ryan has shared his perspective through industry panels and publications. His work continues to shape how firms think about client service, business development, and scalable infrastructure in an evolving regulatory and competitive landscape. | |||
| The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson | 15 oct. 2025 | 00:30:39 | |
Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was best known for her selflessness, positivity and character. But earlier this year, Lisa chose to retire early after being diagnosed with Parkinson’s disease, a movement disorder of the nervous system. She now enters a new phase of her life, having to deal with this illness. That wasn’t the first personal hardship she’s faced. In 2020, she lost her husband, Chris, to a sudden and aggressive illness. In this episode, WealthManagement.com Executive Editor Diana Britton is joined by Lisa Erickson, retired head of the Public Markets Due Diligence team in U.S. Bank’s Wealth Management’s Asset Management Group, who opens up about these personal struggles. These past few years have tested her strength in unimaginable ways, but they’ve also revealed lessons about grief, faith and finding purpose in the face of adversity. Lisa discusses:
Resources:
Connect with WealthManagement.com:
Connect With Lisa Erickson: About Our Guest: Lisa Erickson is a seasoned financial professional who recently retired as Head of the Public Markets Due Diligence Team at U.S. Bank’s Wealth Management group, where she helped manage over $500 billion in assets. Beyond her successful career, she’s faced profound personal challenges, including the sudden loss of her husband and her own Parkinson’s diagnosis. Through it all, Lisa remains committed to living with gratitude, faith, and resilience, inspiring others with her courage and openness. 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: How a Near-Death Experience Became an ‘Origination Point’ With John Connell | 17 sept. 2025 | 00:30:08 | |
The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster in the U.S. at that time. John ended up in the hospital, with injuries the doctors weren’t sure he’d recover from. That became an “origination point,” a wake-up call that forever changed the trajectory of his life. In this episode of The Healthy Advisor podcast, WealthManagement.com Executive Editor Diana Britton talks with John Connell, co-founder and CEO of Focal, about the life-changing experience. It shaped his perspective, inspired his relentless curiosity, and ultimately led to the creation of Focal, an artificial intelligence meeting management solution for financial advisors. John opens up about the accident that nearly claimed his life as a teenager, how it fueled a lifelong commitment to impact, and why he believes hardship is a hidden teacher. He also shares how his global travels, time at Microsoft and passion for scaling meaningful change converged to create a company that helps advisors spend more time with clients and less on paperwork. John discusses:
Resources:
Connect With John Connell:
Connect with WealthManagement.com:
About Our Guest: John leads Focal as CEO, an AI note-taking platform and automation services provider. Focal goes beyond AI note-taking by helping firms automate KYC, onboarding, planning, and more. We are trusted by executives across Ritholtz, Fidelity, Vanguard, KPMG, and more as the industry’s most secure note-taker and automation provider, helping advisors save 8 hours a week and scale serviceable clients by 30%. John started his career at Microsoft, where he managed a $1B P&L for Office 365 and contributed strategically to Microsoft’s landmark acquisition of LinkedIn. After relocating to San Francisco, he joined a video conferencing startup that was acquired by Dialpad. He then leveraged his expertise in enterprise SaaS and AI/ML to invest at a $5B AUM venture capital fund, later scaling an AI/compliance startup from its early stages as the first business hire to securing $36M in funding within three years. John graduated from the University of Texas, combining studies in Finance and Management Information Systems with foundational experiences in wealth management at Merrill Lynch and equity trading at Jefferies in New York. 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: An Unconventional Path to a More Sustainable Life with Paula Nangle | 20 août 2025 | 00:25:27 | |
After a successful career in the pharmaceutical industry—rising from clinical research to business development and marketing—Paula Nangle took a step back to raise her young children and reflect on what truly mattered. Motivated by her early experiences with money and a desire to make a meaningful impact, she reinvented herself as a Certified Financial Planner, helping others navigate their financial lives with clarity and confidence. In this episode, Diana Britton speaks with Paula, who’s now president and senior wealth advisor at Marshall Financial, on finding balance, overcoming career transitions, and integrating mindfulness into daily life. Paula discusses:
Resources:
Connect with WealthManagement.com:
Connect With Paula Nangle:
About Our Guest: As President of the firm since November 2016, Paula is laser-focused on instilling the values that have guided Marshall Financial for 40+ years. “Running the firm is truly a team approach, with everyone in our management group working together seamlessly and in the same direction,” she says. That allows Paula to spend most of her time doing what she loves best: Working with clients as a Senior Wealth Advisor. In fact, the opportunity to build close, impactful relationships played a big role in her transition from a pharmaceutical career to 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: Overcoming Burnout and the Pressures of Leadership With Drew Shockley | 16 juil. 2025 | 00:38:15 | |
Drew Shockley grew up on a dairy farm in Tennessee. He started working in insurance for $7.50/hour, and by his 30s had built and sold multiple companies—including an eight-figure exit in 2020. From the outside, it sounds like a dream. But the road to Drew’s success was not a straight path. Along the way, he experienced burnout and struggled with the pressure of leading a much larger team. The personal lessons really stuck with him. In this episode of the award-winning Healthy Advisor podcast, WealthManagement.com’s Diana Britton is joined by Drew Shockley, co-founder of Move Health, a platform that helps financial advisors forecast pre-retirement health insurance costs. He opens up about the struggles behind the success. He also reflects on building something more intentional this time around and how those lessons resonate with any entrepreneur or financial professional today. Drew discusses:
Resources:
Connect with WealthManagement.com:
Connect With Drew Shockley: About Our Guest: Born and raised in East Tennessee, Drew Shockley moved to Indiana for college and decided to make it home. He began his career in healthcare insurance in 2005 with Anthem Blue Cross Blue Shield, one of the nation’s largest carriers. Over the course of his 20-year career, Drew has trained thousands of agents in the health and Medicare space and has been a founding member or investor in three successful startups within the healthcare market. He’s been married for 19 years and is the proud father of two teenage boys. On weekends, you’ll likely find him on the golf course, cheering on the Vols at a sporting event, or spending quality time with his family. 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: Riding Out the Storm with Beth Bosworth | 11 juin 2025 | 00:35:59 | |
When natural disasters hit, your life can turn upside down. Beth Bosworth experienced this firsthand when Hurricane Helene hit her town of Asheville, N.C. on Sept. 27, 2024. The hurricane caused severe damage to the city, including fallen trees, destroyed power lines, and flooded roads. Her neighborhood is still feeling the effects of that storm several months later. In this episode, Diana Britton, WealthManagement.com executive editor, speaks with Bosworth, head of financial planning and wealth advisor at Perigon Wealth Management, who shares how she and her community banded together under immense pressure to restore normalcy after the storm’s devastation. She did all this while continuing to serve clients and run an advisory practice. Beth discusses:
Resources:
Connect with WealthManagement.com:
Connect With Beth Bosworth: About Our Guest: Beth is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her favorite part about her career is that she has the privilege of living life alongside her clients. She is an avid advocate of the independent wealth management space and values protecting her fee-only practice. Beth is a CFP® professional and holds a BA from the University of Georgia. She helps manage the Atlanta office and resides in midtown with her wife and two sons. She is an avid tennis player, enjoys golf, and spends the weekends hiking with her family and two dogs in the North Georgia Mountains. Beth is also passionate about dedicating her time to worthy causes, and currently serves as the Treasurer of USTA (United States Tennis Association) Georgia and on multiple Finance Committees for the Atlanta Ronald McDonald House Charities. 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: How Vulnerability Transforms Leadership with Stacie Calder | 14 mai 2025 | 00:28:37 | |
When Stacie Calder first joined the financial services industry, she pounded the pavement and quickly climbed the corporate ladder. But her rise came with a cost. In this episode, she opens up about the persona she adopted to fit a traditional mold of leadership, one that silenced her authentic voice in favor of external approval. A turning point came when a close friend called out her lack of vulnerability, sparking a profound shift in how she showed up, not just as a leader, but as a person. That insight became a catalyst for embracing authenticity, building deeper connections, and redefining success on her terms. In this episode, WealthManagement.com Executive Editor Diana Britton speaks with Stacie Calder, executive vice president of North American distribution and marketing at Conquest Planning, about her personal and professional evolution. The episode highlights the power of daily habits, intentional goal-setting, and community support in navigating adversity. Stacie discusses:
Resources:
Connect with WealthManagement.com:
Connect With Stacie Calder: About Our Guest: Stacie Calder is dedicated to creating meaningful connections and inspiring boldness in those around her every day. She is passionate about eliminating obstacles, driving efficiency, and serving her colleagues and clients with purpose. Drawn to frictionless experiences and motivated by gritty, resilient individuals, Stacie brings energy and intention to everything she does. 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. | |||
| The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry | 16 avr. 2025 | 00:34:46 | |
What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was stuck in a seven-year fog, struggling to align his personal life with his financial success. In this episode, Diana Britton, executive editor at WealthManagement.com, sits down with Dr. Cherry as he opens up about his challenges—bankruptcy, self-medicating behaviors and racial microaggressions—all while searching for balance, healing and true fulfillment. He discusses:
Resources:
Connect with WealthManagement.com:
Connect with Dr. Preston Cherry:
About Our Guest: Dr. Preston Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle. 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. | |||
| The Healthy Advisor: Climbing the Ladder as a Single, Young Mom With Mary Saylor | 12 mars 2025 | 00:33:18 | |
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:
Resources:
Connect With Mary Saylor:
Connect with WealthManagement.com:
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. | |||
| The Healthy Advisor: Beyond the C-Suite With Aaron Klein | 05 févr. 2025 | 00:37:00 | |
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:
Resources:
Connect With Aaron Klein:
Connect with WealthManagement.com:
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. | |||
| The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina | 08 janv. 2025 | 00:33:05 | |
Michelle Begina started her journey to financial independence after an unexpected betrayal. When she was just 17 years old, her parents used her college fund to buy a yacht instead of supporting her education. Michelle then had to forge her own path, overcoming adversity and reshaping her perceptions of money and trust. In this episode, WealthManagement.com Managing Editor Diana Britton sits down with Michelle Begina, a senior partner, managing director and private wealth advisor with Snowden Lane Partners in New York City. She shares her personal experiences with financial insecurity masked by wealth and how it shaped her current approach to financial advising. Michelle discusses:
Resources:
Connect With Michelle Begina:
Connect with WealthManagement.com:
About Our Guest: If you still think of wealth as purely a numbers game, you haven’t met Michelle Begina. Michelle joined Snowden Lane Partners in 2017 as a Managing Director and Financial Advisor, bringing with her a passion for financial literacy that marries the science of wealth management with the art of financial therapy. Michelle got her official start in the world of financial planning with American Express Financial Advisors, where she counseled high net worth individuals to not only manage their wealth and build their legacy, but to experience a sense of ease in their relationship with money. It’s a concept she’s honed throughout her career: our relationship with money (yes, it’s a relationship!) impacts our ability to create and enjoy prosperity. Michelle has brought this unique approach to each of her successive roles, serving as District Investment Specialist and later Annuity and Compliance Specialist for Northwestern Mutual Life, New York City District Financial Planning Specialist for Merrill Lynch, and Vice President – Wealth Management for Smith Barney/Morgan Stanley before finding her home at Snowden Lane. 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. | |||
| The Healthy Advisor: Using Life Planning to Turn Inward With George Kinder | 11 déc. 2024 | 00:33:30 | |
George Kinder, raised in St. Clairsville, Ohio, was inspired by his passion for freedom and creativity to explore a deeper purpose for his life beyond traditional career paths. His work as a tax preparer revealed a universal longing for fulfillment, leading him to pioneer life planning, a method empowering individuals to pursue their true aspirations. And while he has trained hundreds of advisors to use life planning with their clients, he also hopes advisors will use it inwardly. Kinder recently released his new book, The Three Domains of Freedom: Each Moment is Yours, Your Life is Yours, Civilization is Yours, which he considers to be a health and wellness book for financial advisors. In this episode, WealthManagement.com Managing Editor Diana Britton sits down with George Kinder, president and founder of the Kinder Institute of Life Planning. He says advisors can achieve better health and balance by modeling life planning principles, adopting mindfulness practices, and prioritizing their own well-being alongside their clients’. George highlights:
Resources:
Connect With George Kinder:
Connect with WealthManagement.com:
About Our Guest: Harvard-educated George Kinder revolutionized financial advice for more than 35 years by training over 5,000 professionals in 30 countries in the field of financial life planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. George Kinder’s latest book, Reflections on Spectacle Pond: The Weekly Edition, is available as a free email subscription through Substack. Inspired by the 30 years he has spent living at the edge of a small New England pond, the book is a meditative guide to living in nature’s cycle, week by week, and moment by moment. Among his seven books, he has written one on mindfulness, Transforming Suffering into Wisdom, and another book of photography and poetry, A Song for Hana. 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. | |||
| The Healthy Advisor: How Adventure Racing Shaped My Life and Business With Ryan VanGorder | 13 nov. 2024 | 00:30:13 | |
Adventure racing—an off-road, navigation-based sport that fuses endurance, strategy, and teamwork—became a life-changing journey for Ryan VanGorder. What started as a casual comment while watching The Echo Challenge with friends transformed into a relentless pursuit of his physical and mental limits. Since 1999, Ryan and his team have tackled grueling competitions that stretch from a few hours to several days, pushing themselves against nature and their own endurance. But Ryan’s path took a harrowing turn when a race led to a life-threatening medical emergency, landing him in a coma. Emerging from that experience, he embraced a fierce commitment to living fully, adopting a “YOLO” mindset that fuels both his life and his approach to business. In this episode, WealthManagement.com Managing Editor Diana Britton sits down with Ryan VanGorder, CEO of Opto Investments, to share his story of survival, resilience, and how his brush with death reshaped his outlook on life and work. Ryan discusses:
Resources:
Connect With Ryan VanGorder:
Connect with WealthManagement.com:
About Our Guest: Ryan VanGorder is Opto Investments’ Chief Executive Officer. Prior to joining Opto, Ryan was a managing director at BlackRock, leading finance in the Asia Pacific region. Ryan has more than 20 years of financial services experience and began his career in 2001 at Quellos, a Seattle-based hedge fund of funds. When he’s not focused on building Opto into a world-class business, you might bump into Ryan running or biking on a trail near you. 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, Spotify, and wherever podcasts are found. | |||
| The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman | 09 oct. 2024 | 00:33:54 | |
Having grown up around financial planning, Matthew Newman realized the importance of having everything in place before tragedy strikes. His father’s advice to plan for the negative moments was a lifeline. At age 39, he was diagnosed with Grade 3 Astrocytoma, a form of brain cancer. At the time, he had three children under 5, and his father-in-law was battling pancreatic cancer. All of a sudden, he saw life through a new set of lenses. Throughout his battle, he sought to make his journey a communal one. He began writing and sending emails about his experiences and reflections to friends and family, which unexpectedly grew into an audience of 20,000 people. His journey resonated deeply and offered a beacon of hope to many enduring struggles. In this episode, Managing Editor Diana Britton speaks with Matthew Newman, a wholesaler at Pacific Life and author of “Starting at the Finish Line,” about his journey and the impact it had on his life. Matt discusses:
Resources:
Connect With Matthew Newman: Connect with WealthManagement.com:
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. | |||
| The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen | 18 sept. 2024 | 00:38:45 | |
It was not just one struggle in her life that shaped Marissa Nehlsen. Since her formative years, she’s faced adversity and come out stronger every time. Despite significant hardships, including the loss of her family farm, enduring domestic abuse from her father, and coping with Stargardt disease, which has led to blindness, Marissa has built a seven-figure business and become a coach, speaker, and podcast host. In this episode, Nehlsen, the founder and CEO of Freedom Financial Group, discusses her journey from a challenging childhood on a North Dakota farm to leading a successful financial advisory firm. She offers a story of hope for others in pain, as she has yet to slow down or limit her goals. Marissa discusses:
Resources:
Connect With Marissa Nehlsen:
Connect with WealthManagement.com:
About Our Guest: Marissa Nehlsen is the founder and CEO of Freedom Financial Group. She rose from humble beginnings as a rural North Dakota farm girl to build a multi-million dollar financial services company. As an accomplished leader with proven results, Marissa Nehlsen’s unique style and approach enable clients to achieve extraordinary and sustainable outcomes. Fueled by the growth of others, she has over 23 years of solid experience. She built a holistic planning firm based on the core principles of educating, empowering, and equipping individuals, organizations, and businesses to make wise choices. Marissa Nehlsen delivers results by connecting with people to share her practical ideas and techniques, helping them achieve their goals and transform their lives through coordinated tax plans, legal plans, and financial plans.
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. | |||
| The Healthy Advisor: Struggling With Anxiety With RBC’s Shareen Luze | 14 août 2024 | 00:32:45 | |
In her role as head of culture and field experience at RBC Wealth Management U.S., Shareen Luze is responsible for making sure the firm’s 2,200 financial advisors feel supported and have a similar employee experience as those in the home office. One particular area of focus, which has become more acute in the global pandemic, has been mental wellbeing. But Shareen has had her own mental health challenges, having struggled with anxiety for years. She first realized she had the mental health disorder after the birth of her first child, a son. At the time, she wanted to make it look like she had everything together to the outside world. But on the inside, she was dealing with feelings of excessive worry, an inability to relax or sit still, and lack of sleep. She was diagnosed with postpartum anxiety. WealthManagement.com Managing Editor Diana Britton speaks with Shareen Luze, head of culture and field experience at RBC Wealth Management U.S., who opens up about her mental health and how these experiences have shaped her approach to employee well-being. Shareen discusses:
Resources: Connect With Shareen Luze:
Connect with WealthManagement.com:
About Our Guest: In her role as head of culture and field experience for RBC Wealth Management–U.S., Shareen Luze dedicates herself to ensuring the firm’s purpose-driven culture and strong values are at the core of every business decision. She has built a career around providing compassionate advice and counsel to employees, managers, and leaders.
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. | |||
| The Healthy Advisor: From Near-Death to New Purpose with Martine Lellis | 17 juil. 2024 | 00:25:10 | |
While studying at Duke University, Martine Lellis started to feel sick. It developed quickly into a hospital visit where she was diagnosed with pneumonia in both her lungs. The condition escalated into a near-deadly situation, so her doctors decided to induce a coma even before her parents were able to reach her. It became so serious that while in a coma, she received her last rites, the religious ceremony performed by a Catholic priest for someone who was dying. Thankfully, she woke up three weeks later to make a full recovery, although the road back to normal functionality was difficult. Diana Britton speaks with Martine Lellis, principal of M&A partner development at Mercer Advisors, on her near-death experience, its profound impact on her life, and how it has fueled her passion for making bold, compassionate choices in the financial services industry.
Diana and Martine discuss:
Resources: Connect With Martine Lellis: Connect With Wealth Management & NREI:
About Our Guest: Martine is Principal, M&A Partner Development, and is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other RIAs. Based on her more than two decades of experience in the independent wealth management space, she leads like-minded firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations. Martine also currently serves as Chief Talent Officer, overseeing Talent Management and HR Operations for the company, with a focus on developing and growing the talent of the organization. She has been a member of the Executive Leadership Team at Mercer Advisors since joining the firm in 2020. 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. | |||
| The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders | 12 juin 2024 | 00:32:38 | |
Kimberly Sanders followed a typical path into financial services, gaining an undergrad in finance and working for a series of banks and brokerage firms. When she became pregnant, she made the decision to stay home for eight years to raise her kids. But when it was time to return to work, the path was not so smooth. For Anna Howard, her path into the industry was driven by a desire to earn validation from her father, also an executive in financial services. Later in her career, she realized the path she took and focused on building a more authentic and fulfilling life for herself. She and her husband recently went through a multi-year process to become foster parents, so now they’re managing four kids, two of which have special needs, while working full-time. In this episode, WealthManagement.com Managing Editor Diana Britton explores the balance between work and home life with Anna Howard, head of Private Wealth at LPL Financial, and Kimberly Sanders, head of Strategic Wealth Services at LPL. They touch on:
Resources: Connect With Anna Howard: Connect With Kimberly Sanders: Connect With Wealth Management & NREI:
About Our Guests: At LPL Financial, Anna Howard focuses on serving high-net-worth advisors and their clients, launching LPL Private Wealth Management to offer industry-leading benefits and enhanced service. Prior to LPL, she advanced her career at First Republic Bank and Wells Fargo Private Bank, where she developed innovative resources and grew assets under management. Kimberly Sanders, Senior Vice President, Advisor Solutions at LPL Financial, leads LPL Strategic Wealth Services, a modern supported independence solution that enables advisors and business owners to build and grow their firms according to their vision. In this role, Kimberly oversees a seasoned management team that enables advisors to optimize on LPL’s relationships, resources, and services to build equity in their brand and business so advisors can continue to thrive. Prior to LPL, Kimberly served RIA clients and prospects at Schwab Advisor Services, providing business consulting to support the custodian’s existing and potential clients. 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. | |||
| The Healthy Advisor: Living Life Urgently with Kristine McManus | 15 mai 2024 | 00:31:16 | |
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:
Resources: Connect With Kristine McManus: Connect With Wealth Management & NREI:
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. | |||
| The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella | 17 avr. 2024 | 00:32:26 | |
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:
Resources: Connect With Cheryl Canzanella:
Connect With Wealth Management:
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. | |||
| The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman | 20 mars 2024 | 00:33:37 | |
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:
Resources: Connect With Will Hoffman: Connect With Wealth Management & NREI:
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. | |||
| The Healthy Advisor: What Makes Advisors Happy With Michael Kitces | 21 févr. 2024 | 00:37:44 | |
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:
Resources:
Connect With Michael Kitces: Connect With Wealth Management & NREI:
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. | |||
| The Healthy Advisor: The Year of Health with Tina Powell | 17 janv. 2024 | 00:44:02 | |
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:
Resources: Connect With Tina Powell: Connect With Wealth Management & NREI:
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. | |||
| The Healthy Advisor: Using Wealth to Improve Your Health With James Bogart | 13 déc. 2023 | 00:35:19 | |
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:
Resources: Connect With James Bogart: Connect With Wealth Management:
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. | |||
| The Healthy Advisor: Overcoming Limited Opportunities and a Learning Disorder with Heather Kelly | 15 nov. 2023 | 00:30:48 | |
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:
Resources: Connect With Heather Kelly: Connect With Wealth Management & NREI:
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. | |||
| The Healthy Advisor: Finding Courage to Leave an Abusive Relationship with Cary Carbonaro | 20 sept. 2023 | 00:32:51 | |
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:
Resources: Connect With Cary Carbonaro:
Connect With Wealth Management:
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. | |||
| The Healthy Advisor: Resiliency and Other Lessons Inside Lehman | 16 août 2023 | 00:44:16 | |
When Mike Wunderli started his journey into wealth management, he was excited about a career that had a combination of sales and finance, interpersonal and analytical. He built up an impressive book of business, helping entrepreneurs and business owners engineer liquidity events for their companies. But then, the 2008 financial crisis hit, causing the downfall of large financial institutions like Bear Stearns and Lehman Brothers, where he worked at the time. Lehman became the largest bankruptcy ever, and that event would have a profound impact on Wunderli’s life—personally, and professionally. In this episode, WealthManagement.com Managing Editor Diana Britton is joined by Mike Wunderli, current managing director at ECHELON Partners, who opens up about that dark time in his life, his struggles with unfulfillment, and the lessons learned watching Lehman and the economy collapse from inside the trenches. Mike discusses:
Resources: Connect With Mike Wunderli:
Connect With Wealth Management:
About Our Guest: Mike Wunderli is a Managing Director at ECHELON Partners and is integrally involved in all aspects of the firm’s activities. Prior to joining ECHELON, Mr. Wunderli founded Connect Capital Group (CCG) where he advises private, middle-market companies on pre-transaction planning, growth financing options and the development and execution of exit strategies. He also works closely with the private-equity and venture-capital communities to evaluate acquisition and investment targets and source proprietary deal flow. 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. | |||
| The Healthy Advisor: Persevering in the Face of Adversity with Maria Castillo Dominguez | 19 juil. 2023 | 00:27:46 | |
Maria Castillo Dominguez grew up in Ronda, a small mountaintop town in the south of Spain. And while she had a great support system, she also had a very humble childhood, and things were difficult for her family financially. And because of that background, she lacked a lot of opportunities. Most of her family members worked labor jobs, and no one went to college. But Maria was determined to be the first person in her family to go to college, and eventually get a desk job. She left home at a young age, and worked any job she could to pay her way through college. But when the financial crisis of 2008 hit Spain really hard, she lost her job and decided she needed to get out of the country. At age 25, with only about $400 to her name and no English under her belt, Maria went to the U.S. But moving to the U.S. brought new challenges to her life, as she had to overcome a language barrier and not having family around to support her. Despite that, she persevered. In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Maria Castillo Dominguez, senior financial planner with Apella Wealth, on the adversity she faced on her journey to becoming a financial advisor. Maria shares her relationship with money and family and how they pushed her to achieve her goals. Maria discusses:
Resources: Connect With Maria Castillo Dominguez: Connect With Wealth Management:
About Our Guest: Maria Castillo Dominguez is a senior financial planner at Apella Wealth, an employee-owned advisory firm. She is originally from Spain and moved to the United States in 2010 after obtaining a Bachelor’s degree in Business and Master’s degree in Finance from the University of Sevilla. Maria has over ten years’ experience in operations, compliance, personal banking and personal finance. She holds the CFP designation. She became interested in personal finance after she moved to the United States and realized the potential for helping others improve their lives. Maria most recently worked as a Financial Consultant with TD Ameritrade before transitioning to Inspired Financial, which merged with Apella in 2023. 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. | |||
| The Healthy Advisor: Living With Cancer With Lynn Ballou | 21 juin 2023 | 00:33:00 | |
After selling her firm to EP Wealth in 2016, Lynn Ballou became a fixture among EP’s leadership team that worked to take the RIA to new heights. She’s also served as a mentor for younger advisors and a fierce advocate for greater diversity in the wealth management industry. Lynn had to put all of that on hold when she was diagnosed with Stage 4 Melanoma, the most serious type of skin cancer. But when she first learned of the diagnosis, she went into denial. The hardest part was accepting the fact she needed to take a step back and focus on her body. In June 2022, Lynn retired from her role at EP Wealth Advisors. In this episode, Diana Britton is joined by Lynn Ballou, CFP Emeritus and retired senior vice president of EP Wealth Advisors, who shares her story. Lynn discusses:
Resources: Connect With Lynn Ballou: Connect With Wealth Management & NREI:
About Our Guest: Lynn Ballou, retired as Senior Vice President/Partner of EP Wealth Advisors in June 2022. She also retired in 2022 as the CFP Board of Standards Ambassador for the San Francisco Bay Area, a role in which she educated the public about the importance of financial planning. Prior to joining EP Wealth Advisors, Lynn founded Ballou Plum Wealth Advisors in 1998 with long-time friend and colleague, Marilyn Plum. Under her guidance, the firm became a trusted financial advisory office in the East Bay, one that placed emphasis on an unparalleled level of service for every generation of its client base. Particularly passionate about educating women, Lynn spent her career helping women unravel the financial complexities that accompany retirement, inherited wealth, loss of spouse, divorce and other transitional moments in life. 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. | |||
| The Healthy Advisor: Caring for Family With Serious Mental Illness With Paul Peeler | 17 mai 2023 | 00:30:50 | |
In his financial advisory practice, Paul Peeler specializes in planning for mental illness caregivers and their families. But Paul has his own story of caring for a family member with a mental illness and the emotional toll the experience has taken on him. When a close family member spiraled into a mental health crisis, he was forced to deal with the crippling emotions, while also struggling to navigate a confusing health care system and financial burdens that came along with that. In this episode, WealthManagement.com Managing Editor Diana Britton is joined by Paul Peeler, financial advisor at Integrated Financial Group in Atlanta, who shares how he processed the emotional and financial struggles he faced. The ordeal prompted him last year to launch the Preparedness Project, where he has set a goal of helping 500 families dealing with a serious mental illness in getting financial planning and guidance. Paul discusses:
Resources: Connect With Paul Peeler:
Connect With Wealth Management & NREI:
About Our Guest: As a financial advisor with more than 20 years of experience, Paul Peeler offers thoughtful, strategic guidance to families and professionals on how to best use their resources to support their wants and needs. He helps clients identify goals and works with them to implement a series of strategies that helps them address their vision for the future. 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. | |||
| The Healthy Advisor: Overcoming Insecurities and Self-Doubt With Stephanie Bogan | 19 avr. 2023 | 00:39:50 | |
A lot of people in the industry know Stephanie Bogan; she’s a sought-after business and practice management coach and speaker. Before starting Limitless Advisor, her current coaching firm, she founded a consulting firm at the age of 24 and sold it in a 7-figure deal to a Fortune 200 company. She then joined Joe Duran’s executive team at United Capital, which was eventually acquired by Goldman Sachs. But less known is her personal journey. She dealt with a tough childhood, with a father who was in the military and moved the family around a lot, and a mother with a mental illness. At age 17, she moved out on her own, only to experience more struggles. That upbringing shaped a desire to be constantly proving herself, protecting, and hiding. Her insecurities, perhaps, drove her to build a successful name for herself in the industry. But she eventually realized that this success was not giving her life the meaning she was hoping for. In this episode, Diana Britton, managing editor at WealthManagement.com, speaks with Stephanie Bogan, founder and CEO of Limitless Advisor, on finding her path to happiness, wellbeing and healing in her own life. Stephanie discusses:
Resources: Connect With Stephanie Bogan:
Connect With Wealth Management & NREI:
About Our Guest: In her 25 year career, Stephanie Bogan has consulted and coached top firms, thought leaders and C-suite leaders to greater success. A regular speaker and writer, Stephanie authored The Power of Practice Management (Bloomberg Press), has written for every major publication. She is also a regular contributor to Financial Advisor, Kitces.com and Advisor Perspectives.
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. | |||
| The Healthy Advisor: A Refugee’s Journey and the Power of Sound Healing With Sathya Chey Patterson | 15 mars 2023 | 00:31:32 | |
Sathya Chey Patterson was born into struggle. She came into the world in a Thai refugee camp, as her family had just escaped from the Cambodian genocide, an explosion of mass violence that saw between 1.5 and 3 million people killed at the hands of the Khmer Rouge, a communist political group, in the 1970s. Her family then arrived in the U.S. financially destitute. Yet her humble beginnings and financially challenged upbringing have defined her truth. The experience taught her resilience and built habits of frugality that few others can grasp. Today, she uses those skills in her own wealth management practice. In this episode, WealthManagement.com Managing Editor Diana Britton is joined by Sathya Chey Patterson, Wealth Advisor and Managing Partner at Arise Private Wealth, in discussing how her experience has shaped her perspective on life and the work she’s doing now. Sathya discusses:
Resources: Connect With Sathya:
Connect With Wealth Management:
About Our Guest: Sathya Chey Patterson is a Managing Partner of Arise Private Wealth, an independent wealth management firm that consistently guides clients to pursue an elevated perspective. Sathya is more than a wealth advisor, she is her clients’ financial beacon, consistently offering an informed perspective so they can craft and implement an effective investment strategy that is suited to their specific needs and desires. Sathya understands the many complex financial decisions her clients may face, as well as the intricacies of their portfolios and investment markets, and ensures her clients are cared for today and in the future. While receiving her BA in finance from Cal State Fullerton and an MBA from USC Marshall School of Business, Sathya began building experience in wealth management at Halbert Hargrove Global Advisors, LLC. She then joined the Carlsen Elliott Wealth Management team at Wells Fargo Advisors before launching her independent wealth management company, Arise Private Wealth, with her business partner Steve Carlsen. 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. | |||
| The Healthy Advisor: Lessons Learned From a Dream Not Realized with Tyrone Ross | 15 févr. 2023 | 00:39:15 | |
Trigger warning: This episode discusses content some listeners may find upsetting. A lot of folks in the wealth management industry know Tyrone Ross; he’s a frequent speaker at industry events, an active “finfluencer” on social media, and a thought leader in the crypto asset space. Less known is his life journey and how he got to where he is today. Raised in New Jersey in a family where no one had a high school diploma, as a 16 year old, he watched sprinter Michael Johnson set records at the 1996 Olympic Games and dreamed of winning his own gold medal. Training over the years, he eventually qualified for the 2004 team in the 400-meter dash, only to be left off the roster when coaches decided to trim the athletes competing in Athens, Greece. He tried again in 2008 and 2012, and still didn’t make it to the Olympic games. In 2012, after his final Olympic dream was dashed, he says his life came crashing down. There was a confluence of events that year, including his beloved grandmother’s death, struggles with work and money, and a failed relationship. In this episode, Diana Britton, WealthManagement.com managing editor, speaks with Tyrone Ross Jr., CEO and co-founder of Turnqey Labs and President and founder of 401 Financial, about this dark time in his life and how he came back from it. Tyrone shares how his experiences have shaped the work he’s doing today. Tyrone discusses:
Resources:
Connect With Tyrone Ross:
Connect With Wealth Management & NREI:
About Our Guest: Tyrone Ross Jr. is the CEO and Co-founder of Turnqey Labs, Inc., an API suite for bringing cryptocurrency asset data into advisor workflows, and President and Founder of 401 Financial, a registered investment advisor. He’s also the former CEO of Onramp Invest and a thought leader in the crypto asset space. He is a graduate of Seton Hall University, and was also a 2004 Olympic Trials qualifier in track and field in the 400 meters. Tyrone was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named him as one of 20 people who will change wealth management in 2020. Recently, he was named to Investopedia’s Top 100 Financial Advisors.
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. | |||
| The Healthy Advisor: Beating the Odds and a Fresh Perspective on Life With Robert Steinberg | 26 janv. 2023 | 00:27:59 | |
A little more than six years ago, Robert started living a healthier lifestyle, working out a lot more, in an effort to lose weight. But one day while working out, he had a widowmaker heart attack, which happens when you have a blockage in the biggest artery in your heart. The name of it leaves no question about the severity of it—only 12% of people suffering from this heart attack outside the hospital survive, according to the American Heart Association. Fortunately, he was one of a few to live to tell about the experience. In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Robert Steinberg, founder and CEO of Blue Chip Partners, an advisory firm in Farmington Hills, Mich., about how the ordeal has changed his views personally and professionally. Robert discusses:
Resources: Connect With Robert Steinberg:
Connect With Wealth Management & NREI:
About Our Guest: Robert Steinberg is the founder and CEO of Blue Chip Partners, an advisory firm in Farmington Hills, Mich. He began his career specializing in tax preparation and planning at Deloitte and went on to practice as an estate-planning attorney for Honigman, Detroit’s largest law firm. Robert’s unique combination of tax, legal, and investment expertise is extremely valuable in helping clients achieve their financial goals. Robert graduated with an accounting degree from Michigan State University and is an honors graduate of the University of Michigan Law School. Robert has been a frequent contributor to Michigan Lawyers Weekly on a variety of tax and estate planning issues. 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. Products are issued by Allianz Life Insurance Company of North America (Allianz). Variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com. This notice does not apply in the state of New York. | |||
| The Healthy Advisor: The Art of Mindfulness With Mary Martin | 19 janv. 2023 | 00:35:56 | |
Mary Martin had always been very health conscious, making sure she ate right and stayed in shape. But several years ago, she had a miscarriage at five months’ pregnant, although she didn’t know she was pregnant at the time. The experience helped her learn that from an emotional standpoint, she wasn’t really present in her body. She came to realize what it was like to truly be a human being, not simply a human doing. Now she focuses on teaching advisors about taking care of their own wellbeing through personal considerations and building connections with others. In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Mary Martin, Ph.D., mindfulness educator and author of “Mindfulness for Financial Advisors,” on being human in a technological world and how being mindful of your emotional and mental wellbeing is just as essential as your physical wellbeing. Mary discusses:
Resources: Connect With Mary Martin:
Connect With Wealth Management & NREI: About Our Guest: Mary Martin is a mindfulness educator, author of Mindfulness for Financial Advisors: Practicing a New Way of Being, creator of the original course, and Futures Thinker. She’s a designer of learning experiences that cultivate awareness, adaptability, and optimism. She attended Brown University, Mindful Schools, and is trauma-certified. She’s also the recipient of 2022 Imagination Leadership Award from the Institute for the Future. 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. Products are issued by Allianz Life Insurance Company of North America (Allianz). Variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com. This notice does not apply in the state of New York. Allianz Investment Management LLC (AllianzIM) is an investment manager specializing in the development and execution of innovative risk management strategies, with $18.8 billion in AUM. Based in Minneapolis, AllianzIM’s investment management is powered by the same proprietary in-house hedging platform that is used among affiliates to help manage more than $145 billion in assets for institutional and retail investors around the globe.1 Risk management is provided by AllianzIM a wholly owned subsidiary of Allianz Life Insurance Company of North America that provides hedging services to the broader Allianz Group. 1 As of 6/30/2022 | |||
| The Healthy Advisor: Living With Major Recurring Depression With Davis Janowski | 14 déc. 2022 | 00:35:13 | |
Trigger warning: This episode discusses content some listeners may find upsetting. Journalist Davis Janowski grew up in the Panhandle of Florida, where he grew accustomed to sunny weather and developed a deep passion for the great outdoors. But when he moved to Syracuse, N.Y., at age 25 for grad school, the cold weather and lack of sunlight and exercise began to impact his mental health. The stress of a full workload at school, as well as a part-time job further exacerbated the problem. The pressure became so much for him to handle that one day he decided he was going to take his life. Luckily, a friend called him right at that moment; Davis told him what he’d done, and emergency crews came to help. That was the first step in Davis’s journey of being diagnosed with major recurring depression and getting help and the right treatments for this mental illness. In this episode, Diana Britton, managing editor of WealthManagement.com, is joined by Davis Janowski, senior technology editor of WealthManagement.com, who opens up for the first time publicly about his years-long battle with depression, and how his love for kayaking and being out on the open water has helped bring him out of it. Davis discusses:
Resources:
Connect With Davis Janowski:
Connect With Wealth Management & NREI: About Our Guest: Davis Janowski is a career journalist who has done stints with FinTech startups and as an analyst. Along the way his work has appeared in the New York Times and many other publications. While much of his focus has been in the FinTech sector for the last 13 years, Davis also has extensive experience in evaluating technology and tech products. His career in tech journalism began at PC Magazine, where Davis tested and reviewed consumer and business products and managed a team of editors, technicians and analysts. He also spent six years covering FinTech for InvestmentNews, where he was a technology reporter and columnist and also spoke frequently at industry conferences. 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.
| |||
| The Healthy Advisor: When a Child Struggles With Opioid Addiction With Lori Eisel | 16 nov. 2022 | 00:30:28 | |
When Lori Eisel first found out her son had an addiction problem, she tried to do everything in her power to get control over the situation and help him. But even years later, he is still on the road to recovery. In this episode, Diana Britton, managing editor at WealthManagement.com, speaks with Lori Eisel, president of fee-only financial planning firm Arcadia Financial Partners, who shares the struggles and achievements faced by both her son and herself in dealing with this addiction. Lori recounts the lessons she’s learned about addiction, and how she found the help and support she needed to get through it. She’s become an advocate for awareness around Opioid addiction and supports families facing similar circumstances. She’s also supporting Ohio’s Recovery Within Reach campaign, a new program to help financial advisors in the state to spot the signs of a family facing the emotional and financial costs of opioid addiction, and how to help them through those struggles. Lori discusses:
Connect With Lori Eisel:
More Addiction Resources: Connect With Wealth Management & NREI:
About Our Guest: Lori Eisel is the president of fee-only financial planning firm Arcadia Financial Partners in Pickerington, Ohio. For more than 25 years, Lori has dedicated her career to helping people make good financial decisions. She holds a master’s degree in Family Financial Management from The Ohio State University, where she also served many years as adjunct faculty and continues to be a frequent presenter and guest speaker. She is a Certified Financial Planner, an Enrolled Agent, and a Certified Divorce Financial Analyst. Lori received the Women’s Choice Award in 2018, 2019, 2020, and 2021. She was also chosen to receive the Pickerington Area Chamber of Commerce ATHENA Leadership Award in 2019. 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. | |||
| The Healthy Advisor: Reflecting on a Life Well-Lived, Yet Not Without Tragedy | 19 oct. 2022 | 00:34:57 | |
Advisor Joseph R. Biondo Sr. just recently celebrated 60 years in the financial services industry, but his path to success was not a linear one. In his 83 years, he has experienced his fair share of struggles—both personally and professionally. In fact, his life began with tragedy. Just three weeks before he was born, his father passed away, leaving his mother a widow with two young boys at age 30 in Canarsie, Brooklyn. His family ended up on welfare, struggling to make ends meet, so he would help out any way he could, working odd jobs with his uncle. Eventually he and his family got out of Brooklyn, and through his own persistence he landed a job as a broker. But tragedy would strike him again, when his wife Inga died in an automobile accident in 1979, leaving him with four kids to raise on his own. In this episode, WealthManagement.com Managing Editor Diana Britton is joined by Joseph Biondo Sr., founder of Biondo Investment Advisors, who shares his wisdom and life lessons that came out of his experiences. Joe discusses:
Connect With Joseph Biondo:
Connect With Wealth Management & NREI:
About Our Guest: Joe Biondo believes there is no greater joy than to help people make money, to change their lives and to alter the future for their families. His own life experiences reinforce the idea that anyone, regardless of upbringing or resources, can make something of themselves and prosper in our great country. As a child growing up in hardship, his family left Brooklyn, NY, when he was a teenager and moved to a very small town in Northeast Pennsylvania. Helping his mother to make ends meet, Joe would commute back to Brooklyn on a daily basis to sand floors for his Uncle. Fascinated by Wall Street, he bought his first stock at the age of sixteen and, eventually, walked back into that same brokerage office six years later and offered to work for free if they would teach him the business. Thankfully, they did and thus began his journey in the financial world. 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. | |||
| The Healthy Advisor: Rebuilding Healthy Habits After Traumatic Loss With Jonathan DeYoe | 21 sept. 2022 | 00:43:13 | |
A little over a year ago, advisor Jonathan DeYoe was in a healthy place; he was meditating on a regular basis, working out, eating and sleeping right. But in the summer of 2021, he tragically lost his only brother and business partner when he drowned in the Pacific Ocean. He says his life came to a “screeching halt” that day. While coping with grief, he struggled to stay healthy. Since then, he has been on a journey to rebuild healthy habits after experiencing this huge loss. In this episode, Diana Britton, managing editor of WealthManagement.com, speaks with Jonathan DeYoe, senior vice president of EP Wealth Advisors in Berkeley, Calif., author of “Mindful Money” and host of the Mindful Wealth Podcast, about the struggles of maintaining healthy habits during tragic times. Jonathan discusses:
Connect With Jonathan DeYoe:
Connect With Wealth Management & NREI:
About Our Guest: Jonathan DeYoe has been involved with the financial services industry for more than 25 years. Prior to joining EP Wealth Advisors in 2021, his career journey led from being a seminarian and Buddhist academic to a financial advisor. After spending 5 years with large Wall Street companies (“just enough to know better”), Jonathan launched his own firm, growing it from 6 clients to 280 over the course of 20 years. 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. | |||
| The Healthy Advisor: The Loss of a Loved One and a Passion for Suicide Prevention With Larry Sprung | 17 août 2022 | 00:33:37 | |
On average, there are 130 suicides per day, according to the American Foundation for Suicide Prevention, and individuals who work in financial services are 1.5 times more likely to commit suicide than the national average, according to the National Occupational Mortality Surveillance. Right before advisor Larry Sprung was set to break away and launch his own firm, his brother-in-law Keith Milano, who had suffered from bipolar disorder, died by suicide. Now Larry’s dedicated much of his time and energy to bringing awareness to mental health and suicide prevention, including serving on the board of the American Foundation for Suicide Prevention and raising in excess of $1.7 million for that organization. In this episode, WealthManagement.com’s Managing Editor Diana Britton is joined by Larry Sprung, founder and wealth advisor at Mitlin Financial in Hauppauge, N.Y. Larry shares the story of his brother-in-law’s suicide and recounts what lead up to the loss, how it has changed his personal and professional values, and the importance of increasing knowledge and understanding around mental health every day. Larry discusses:
Resources: Connect With Larry Sprung: Connect With Wealth Management & NREI:
About Our Guest: Larry Sprung founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing clients first. He and his team consistently help clients make healthy financial decisions and offer a tremendous client experience that leverages today’s top tools and technology. Today, he leads the planning and asset management services at Mitlin, in addition to focusing on business development. Larry is also committed to offering educational workshops where he shares his knowledge and insights on a diverse set of financial topics. He is a frequent speaker at industry conferences and regularly films the firm’s “Mitlin Minute” videos that provide important information on relevant financial topics. Larry also hosts the Mitlin Money Mindset podcast. | |||
| The Healthy Advisor Podcast: The Silver Lining With Danika Waddell | 20 juil. 2022 | 00:27:22 | |
In 2020, Danika Waddell’s prior firm was audited by the State of Washington, and the state found that her U4 was never filed properly, after four years of working with clients. The whole ordeal was traumatic for her. In this episode, WealthManagement.com Managing Editor Diana Britton is joined by Danika Waddell, president and founder of Xena Financial Planning in Seattle. Danika shares how the filing error caused her to lose over half her income, created stress over her future as a financial advisor, and disrupted communication with close clients during the start of the pandemic. Despite it all, she persevered and found a silver lining—the ordeal ultimately led her to leave that RIA and start her own independent firm. She’s never looked back. Danika discusses:
Connect With Danika Waddell:
Connect With Wealth Management & NREI:
About Our Guest: In 2020, Danika Waddell founded Xena Financial Planning. While she enjoyed the role at her prior firm, Danika felt called to be bold and create something from the ground up. Starting her own practice allows her to be more nimble and innovative, while specializing in a particular niche. Women are so often left out of the conversation when it comes to their finances and investing. Danika has many years of experience with equity compensation: going back to her husband’s years of working at Amazon.com in the early 2000s, when she first learned about RSUs and had to figure out what the heck to do with them. Since becoming a CFP, she has worked with clients at many of the big tech companies and knows her way around ISOs, NQSOs and ESPP. | |||
| The Healthy Advisor: Closure at the Grave With Vance Barse | 29 juin 2022 | 00:38:36 | |
The loss of a loved one can lead to a tidal wave of emotions before reaching acceptance and continuing on in life without them. Before starting his own practice, advisor Vance Barse experienced profound grief after losing five family members, including his biological father who he had never met. However, this darker time in his life was followed by a period of life-changing introspection, which forced him to rethink his personal and professional life. In this episode, WealthManagement.com’s Managing Editor Diana Britton is joined by Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, who shares his journey through grief toward acceptance. Vance reveals the emotional struggle he faced and what led to the completion of the journey his father never took. Vance discusses:
Connect With Vance Barse: Connect With Wealth Management & NREI:
About Our Guest: Vance Barse, is a wealth strategist and founder of Your Dedicated Fiduciary. He began his career in the financial services industry at Altegris Investments, where he served as an investment consultant to leading private wealth and retail financial advisers throughout the U.S. He saw firsthand that many advisers are constrained in their approach to planning, often leaving clients underserved. After nearly a decade in this role, Vance became a financial planner and founded Your Dedicated Fiduciary with a simple mission: to be authentic, transparent, and have a positive impact on the lives of his clients. | |||
| The Healthy Advisor: Reducing Employee Burnout With Gabriela Mauch | 15 juin 2022 | 00:34:17 | |
Managing employee burnout is key to creating a healthy workplace environment. But what steps should advisory and financial services firms be taking to reduce stress and burnout in the workplace? In 2022, ActivTrak released a benchmark study on productivity and wellbeing within the financial services industry, revealing that this space is, in fact, better at managing burnout risk than other industries. For instance, compared to a cross-industry sample, 19% more employees have a healthy workload, and 23% fewer employees are overutilized. In this episode, WealthManagement.com’s Managing Editor Diana Britton is joined by Gabriela Mauch, vice president of ActivTrak’s Productivity Lab, who says the positive statistics may belie the issues financial services firms need to work on. Gabriela provides a deeper dive into ActivTrak’s research and looks beyond the data to help us understand the real drivers of employee burnout and happiness. Gabriela discusses:
Resources:
Connect With Gabriela Mauch:
Connect With Wealth Management & NREI:
About Our Guest: Gabriela Mauch joined workforce productivity software provider ActivTrak as head of Productivity Lab following a career in organizational effectiveness, leadership and design at management consulting firms including McKinsey & Co. and KPMG LLC. Gabriela helped stand up McDonald’s first Organizational Effectiveness & Leadership Center of Excellence where she worked across the McDonald’s system to improve its business performance and maintain relevance in the digital age. She earned a bachelor of science in industrial and labor relations from Cornell University and is an expert in helping teams understand how productivity extends beyond business performance and is deeply rooted in employee well-being and engagement. Gabriela, originally from Boston, resides in Denver, Colorado where she spends her free time enjoying all the mountains have to offer. She is involved in mentoring college-bound high school youth, career counseling at the Bean Project, a non-profit women’s social enterprise, and volunteering at the Latin0 Cultural Arts Center. | |||