Healthy Advisor

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 oth

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Recent Episodes

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

Posted May 19, 2021 • 00:38:30

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...

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

Posted April 21, 2021 • 00:30:09

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...

Transparency with Diana B.: On the Brink of Bankruptcy

Posted March 17, 2021 • 00:41:22

Every FINRA-registered rep is required to publicly disclose on their BrokerCheck profile certain events, such as regulatory actions, client complaints,...

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

Posted February 17, 2021 • 00:42:24

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...

Transparency with Diana B: Battling Lymphoma in the Midst of a Pandemic

Posted January 20, 2021 • 00:26:38

Douglas Duerr was having medical issues for three years, including various skin problems and swollen lymph nodes. During that time, he was misdiagnosed...