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Transparency with Diana B

Podcasts

Welcome to Transparency with Diana B., 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.

Welcome to Transparency with Diana B., 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:

Welcome to Transparency with Diana B., 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

Transparency With Diana B.: More Tales From the “Boom Boom Room”

4/1/2020
When Julie Johnson started out as a financial advisor at Smith Barney in the 1990s, she was “smiling and dialing” to build up her book of business. She excelled in her rookie year, so much so that she was sought after by another wealth advisor who needed help expanding his practice. She jumped at the … Continue reading Transparency With Diana B.: More Tales From the “Boom Boom Room” →

Duration:00:36:22

Transparency with Diana B.: Coming Out of the Closet

3/3/2020
Robert Castillo came out of the closet to his friends and family when he was 16 years old. But when he first got a job at a financial advisory firm in his 20s, he didn’t feel comfortable coming out to his colleagues. The financial services’ reputation for being very male-centric contributed greatly to that decision. … Continue reading Transparency with Diana B.: Coming Out of the Closet →

Duration:00:29:12

Transparency with Diana B.: A Top Advisor’s Immigration Story

2/18/2020
As a young girl growing up in Egypt, Laila Pence was very well off; her family lived in a seven-bedroom mansion in Suez. But all of that was taken away in almost an instant, when the Israeli army bombed her village during the Six-Day War. Struggling to survive, her family decided to emigrate to the … Continue reading Transparency with Diana B.: A Top Advisor’s Immigration Story →

Duration:00:28:47

Transparency With Diana B.: Focus on Outcomes, Not Income

2/5/2020
Growing up in Monmouth County the child of two schoolteachers, Conor Delaney struggled being one of the poorest kids in school, dumpster diving for toys and going through several foreclosures on his family’s homes. But the months following his high school graduation were, perhaps, the worst. His father died suddenly; his aunt, heartbroken by her … Continue reading Transparency With Diana B.: Focus on Outcomes, Not Income →

Duration:00:26:55

Transparency With Diana B.: The Psychological Effects of a Cybersecurity Breach

1/22/2020
Many registered investment advisors don’t take cybersecurity seriously and don’t know how to respond properly. Yet, according to a recent survey by the Investment Advisers Association, 39% of RIAs have had a cybersecurity incident. Such incidences can have a detrimental effect on an advisor’s mental health. In this episode of Transparency, Diana Britton, managing editor … Continue reading Transparency With Diana B.: The Psychological Effects of a Cybersecurity Breach →

Duration:00:31:33

Transparency With Diana B.: An Advisor’s Battle With Stomach Cancer, Addiction and Himself

12/17/2019
About 12 years ago, Steve Melen had just started a new job as an advisor at Morgan Stanley, was remodeling his house and had a new baby girl when he got the shock of his life; he was diagnosed with stage III stomach cancer. Not long after, he went through a very serious surgery, with … Continue reading Transparency With Diana B.: An Advisor’s Battle With Stomach Cancer, Addiction and Himself →

Duration:00:40:56

Transparency With Diana B.: Advisors and Mental Health

12/11/2019
As a graduate student, Dr. Alden Cass conducted a clinical survey on the mental health of Wall Street’s advisors. Conducted in 1999, the study, titled “Casualties of Wall Street,” examined nearly 50 reps, and found that 23 percent of them exhibited significant signs of clinical depression, while another 36 percent showed mild to moderate symptoms. … Continue reading Transparency With Diana B.: Advisors and Mental Health →

Duration:00:33:49

Transparency With Diana B.: The Ups and Downs of Living on the Spectrum

12/4/2019
Welcome to the first episode of Transparency with Diana B., a podcast that explores the deepest struggles and hardships that many advisors face. Our mandate is to bring these issues out into the open so that others may find healing. Today your host Diana Britton, managing editor of WealthManagement.com, is joined by Andrew Komarow, the … Continue reading Transparency With Diana B.: The Ups and Downs of Living on the Spectrum →

Duration:00:25:03