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Healthy Advisor

Podcasts

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.

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.

Location:

United States

Genres:

Podcasts

Description:

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.

Language:

English

Contact:

(866) 505-7173


Episodes

The Healthy Advisor: Closure at the Grave With Vance Barse

6/29/2022
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 … Continue reading The Healthy Advisor: Closure at the Grave With Vance Barse →

Duration:00:29:03

The Healthy Advisor: Reducing Employee Burnout With Gabriela Mauch

6/15/2022
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 … Continue reading The Healthy Advisor: Reducing Employee Burnout With Gabriela Mauch →

Duration:00:34:15

The Healthy Advisor: Getting Financially Sober With Matthew Grishman

5/25/2022
Early in his career in financial services, Matthew Grishman was working as a wholesaler, making a lot of money, and on the outside, he looked as though he was living his best life, with the Rolex watch, the shiny Allen Edmonds shoes, the Hickey Freeman suits. But on the inside, he was empty and trying … Continue reading The Healthy Advisor: Getting Financially Sober With Matthew Grishman →

Duration:00:42:24

The Healthy Advisor: Finding Healing in the Gym With Deadlifter Jess Bost

5/11/2022
Jess Bost found CrossFit during a traumatic time in her life. About her workouts, she says, “I went to the darkest place I could, and I fought my demons in that place.” CrossFit, which stands for cross-discipline fitness, became her bridge to healing. In this episode, Diana Britton is joined by Jess Bost, the vice … Continue reading The Healthy Advisor: Finding Healing in the Gym With Deadlifter Jess Bost →

Duration:00:31:21

The Healthy Advisor: Barred But Not Broken

4/27/2022
In 2011, Jeff Martinovich was barred by the Financial Industry Regulatory Authority from any role in selling securities or associating with FINRA members, and he’s currently serving a 16-year prison sentence, with about 2.5 years more on home confinement in Norfolk, Va. An ankle monitor on his left ankle keeps tabs on his movements. But … Continue reading The Healthy Advisor: Barred But Not Broken →

Duration:00:38:46

The Healthy Advisor: Healing From Physical and Mental Abuse of the Past

4/13/2022
Our experiences throughout childhood can have a major impact on the way we live our lives into adulthood. But after meeting Marc Nichols, you might never have guessed the trauma that he experienced growing up, one he describes as “inconsistent.” In this episode, Diana Britton is joined by Nichols, product director at Arbor Digital, who opens … Continue reading The Healthy Advisor: Healing From Physical and Mental Abuse of the Past →

Duration:00:38:20

The Healthy Advisor: Finding Balance With Dr. Travis Parry

3/16/2022
Dr. Travis Parry started his career as a financial advisor. But when Parry was just 26 years old, his father died of a sudden heart attack while mountain biking, and he had to clean up the financial mess left in his wake. That included processing his father’s death claim, paying off his mother’s house, helping … Continue reading The Healthy Advisor: Finding Balance With Dr. Travis Parry →

Duration:00:32:17

The Healthy Advisor: Treating Your Health As an Asset with Stevyn Guinnip

2/16/2022
Stevyn Guinnip has seen secondhand the toll this industry can take on a person’s health and wellbeing; her father, after all, was a financial advisor with Edward Jones for several decades. Advisors, she says, come into this industry and are told they have to hustle for the first five to 10 years and then will … Continue reading The Healthy Advisor: Treating Your Health As an Asset with Stevyn Guinnip →

Duration:00:36:56

The Healthy Advisor: Life As a Quadriplegic with Anthony Zhang

1/19/2022
With several business ideas and capital secured from investors such as Mark Cuban and Mark Burnett, Anthony Zhang had an impressive path towards a bright future. That is, until a terrible accident left him paralyzed from the neck down, changing his life forever. In this episode, Diana Britton, managing editor of WealthManagement.com, is joined by … Continue reading The Healthy Advisor: Life As a Quadriplegic with Anthony Zhang →

Duration:00:32:25

Transparency With Diana B.: The Glass Ceiling and Financial Independence With Julia Carlson

12/15/2021
A Note to Transparency Listeners: In 2022, the podcast is going to be changing its name to “The Healthy Advisor,” to give a clearer idea of what the podcast is about. Transparency with Diana B. was not quite as transparent a title as we thought. Julia Carlson got married at age 19, and right out … Continue reading Transparency With Diana B.: The Glass Ceiling and Financial Independence With Julia Carlson →

Duration:00:27:10

Transparency With Diana B.: Coming Back From Failure with Eric Arnold

11/17/2021
Eric Arnold is no stranger to failure. In fact, he failed out of college, got fired from two companies, failed at nine different startup ventures and lost everything on a bad investment. In this episode, Diana Britton speaks with Eric Arnold, CEO of Planswell, about how he has learned from those failures and has been … Continue reading Transparency With Diana B.: Coming Back From Failure with Eric Arnold →

Duration:00:35:09

Transparency with Diana B.: The Road to Recovery

10/20/2021
Advisor Gary Schwartz was always able to make money; at the young age of 12, he started delivering newspapers in the Bronx. That’s also when he discovered drugs and alcohol, which became a way for him to self-medicate and cope with his self-esteem issues. From there, the addiction progressed; cocaine and speed were his drugs … Continue reading Transparency with Diana B.: The Road to Recovery →

Duration:00:26:41

Transparency with Diana B.: Empowering Women to Take Control of Their Finances

9/15/2021
Advisor Robert Schein’s father worked hard his adult life to provide for his family, and just four months into retirement, at the age of 70, he was diagnosed with Stage 4 stomach cancer. After about three years battling the disease, his father ultimately passed, thrusting his mother into having to take over the family finances. … Continue reading Transparency with Diana B.: Empowering Women to Take Control of Their Finances →

Duration:00:29:17

Transparency With Diana B.: Bad Timing and Bearing the Loss of Loved Ones

8/18/2021
Advisor Anne Marie Stonich was just 28 years old when she and her two partners started building their own wealth management firm from scratch. For anyone in the business, that first year can be brutal. But she did it while also caring for her newborn baby, and shuttling to and from the hospital to see … Continue reading Transparency With Diana B.: Bad Timing and Bearing the Loss of Loved Ones →

Duration:00:28:03

Transparency with Diana B.: Life as a Female Latina in Financial Services

7/21/2021
Silvia Tergas has been fortunate to pursue her passions and use her differences to her advantage within the financial services industry. Silvia’s father, who escaped from Cuba during the Cuban Revolution, paved the way for her to get educated in the U.S. The values he taught her and the rest of the family led to several opportunities … Continue reading Transparency with Diana B.: Life as a Female Latina in Financial Services →

Duration:00:36:59

Transparency with Diana B.: Overcoming the Racial Wealth Gap

6/16/2021
Growing up in inner city Baltimore, Denika Tokunaga and her family struggled financially and couldn’t afford many of the luxuries that others had. That racial wealth gap affected many in the Black community, but she was determined to work hard and get educated so that she could get out of the inner city and overcome … Continue reading Transparency with Diana B.: Overcoming the Racial Wealth Gap →

Duration:00:31:44

Transparency with Diana B.: Dealing With the Emotional and Physical Abuse of the Past

5/19/2021
When he was about six or seven years old, Rob Bartenstein’s parents got divorced. The rest of childhood had its ups and downs, with some emotional and, at times, physical abuse caused by the men in his mother’s life. His family also faced financial hardships, especially when his stepfather declared bankruptcy. Living on government cheese, … Continue reading Transparency with Diana B.: Dealing With the Emotional and Physical Abuse of the Past →

Duration:00:38:30

Transparency with Diana B.: A Tremendous Loss on 9/11 and the Path Forwards

4/21/2021
Sept. 11, 2001 is a day most Americans can’t forget, when Al-Qaida coordinated four terrorist attacks against the United States, including on the Twin Towers in downtown Manhattan. But for Chloe Wohlforth, managing director of Angeles Wealth Management in New York, it was the day she lost her father. Chloe was a junior in high … Continue reading Transparency with Diana B.: A Tremendous Loss on 9/11 and the Path Forwards →

Duration:00:30:09

Transparency with Diana B.: On the Brink of Bankruptcy

3/17/2021
Every FINRA-registered rep is required to publicly disclose on their BrokerCheck profile certain events, such as regulatory actions, client complaints, and terminations. But the regulator also requires reps to disclose certain personal financial events, such as tax liens. Advisor Justin Reckers has always been transparent on his U4 about his troubles, which included a short … Continue reading Transparency with Diana B.: On the Brink of Bankruptcy →

Duration:00:29:43

Transparency with Diana B.: Dealing with Personal Traumas of the Past

2/17/2021
Growing up the son of a firefighter, Brian Walsh Jr. was taught to give back to the community and help others, and that led him to pursue one of the most difficult jobs in the U.S. military as a Navy SEAL (Sea, Air, Land), the country’s special operations team. But, just days before he was … Continue reading Transparency with Diana B.: Dealing with Personal Traumas of the Past →

Duration:00:28:03