Healthy Advisor

by Diana Britton

Healthy Advisor is a podcast from WealthManagement.com focused on advisors’ personal wellbeing and healing. In this podcast we explore some of the deepest struggles and hardships that many advisors face and bring these issues out into the open so that others may find healing. Join us for this journey where we explore ways to overcome the stresses and anxieties as Diana draws from years of expertise and guest experts to manage the personal challenges of advisors.

Episodes

The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella

32m · Published 17 Apr 11:00

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 …

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The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman

33m · Published 20 Mar 11:00

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 …

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The Healthy Advisor: What Makes Advisors Happy With Michael Kitces

37m · Published 21 Feb 12:00

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 …

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The Healthy Advisor: The Year of Health with Tina Powell

44m · Published 17 Jan 12:00

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 …

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The Healthy Advisor: Using Wealth to Improve Your Health With James Bogart

35m · Published 13 Dec 12:00

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 …

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The Healthy Advisor: Overcoming Limited Opportunities and a Learning Disorder with Heather Kelly

30m · Published 15 Nov 12:00

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 …

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The Healthy Advisor: Finding Courage to Leave an Abusive Relationship with Cary Carbonaro

32m · Published 20 Sep 11:00

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, …

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The Healthy Advisor: Resiliency and Other Lessons Inside Lehman

44m · Published 16 Aug 11:00

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 … Continue reading The Healthy Advisor: Resiliency and Other Lessons Inside Lehman →

The Healthy Advisor: Persevering in the Face of Adversity with Maria Castillo Dominguez

27m · Published 19 Jul 11:00

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 … Continue reading →

The Healthy Advisor: Living With Cancer With Lynn Ballou

33m · Published 21 Jun 11:00

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 … Continue reading →

Healthy Advisor has 63 episodes in total of non- explicit content. Total playtime is 35:31:17. The language of the podcast is English. This podcast has been added on November 23rd 2022. It might contain more episodes than the ones shown here. It was last updated on May 9th, 2024 13:40.