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.: Coming Out of the Closet

Posted March 3, 2020 • 00:28:12

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...

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

Posted February 18, 2020 • 00:28:48

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...

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

Posted February 5, 2020 • 00:26:55

Growing up in Monmouth County the child of two schoolteachers, Conor Delaney struggled being one of the poorest kids in school, dumpster diving for...

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

Posted January 22, 2020 • 00:31:34

Many registered investment advisors don’t take cybersecurity seriously and don’t know how to respond properly. Yet, according to a recent survey...

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

Posted December 17, 2019 • 00:40:57

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...