32 episodes

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 Diana Britton

    • Business

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.

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

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

    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 →

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

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

    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 →

    • 35 min
    Transparency with Diana B.: The Road to Recovery

    Transparency with Diana B.: The Road to Recovery

    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 →

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

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

    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 →

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

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

    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 →

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

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

    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 →

    • 37 min

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