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.: 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...
Transparency with Diana B.: Overcoming the Racial Wealth Gap
Growing up in inner city Baltimore, Denika Tokunaga and her family struggled financially and couldn’t afford many of the luxuries that others had....
Transparency with Diana B.: Dealing With the Emotional and Physical Abuse of the Past
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
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
Every FINRA-registered rep is required to publicly disclose on their BrokerCheck profile certain events, such as regulatory actions, client complaints,...
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