61 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.

    The Healthy Advisor: What Makes Advisors Happy With Michael Kitces

    The Healthy Advisor: What Makes Advisors Happy With Michael Kitces

    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 … Read More Read More

    • 37 min
    The Healthy Advisor: The Year of Health with Tina Powell

    The Healthy Advisor: The Year of Health with Tina Powell

    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 … Read More Read More

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

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

    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 … Read More Read More

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

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

    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 … Read More Read More

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

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

    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, … Read More Read More

    • 32 min
    The Healthy Advisor: Resiliency and Other Lessons Inside Lehman

    The Healthy Advisor: Resiliency and Other Lessons Inside Lehman

    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 … Read More Read More

    • 44 min

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