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

The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus

Posted November 19, 202500:34:25

Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving...

The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson

Posted October 15, 202500:30:39

Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion...

The Healthy Advisor: How a Near-Death Experience Became an ‘Origination Point’ With John Connell

Posted September 17, 202500:30:08

The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster...

The Healthy Advisor: An Unconventional Path to a More Sustainable Life with Paula Nangle

Posted August 20, 202500:25:27

After a successful career in the pharmaceutical industry—rising from clinical research to business development and marketing—Paula Nangle took a...

The Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew Shockley

Posted July 16, 202500:38:15

Drew Shockley grew up on a dairy farm in Tennessee. He started working in insurance for $7.50/hour, and by his 30s had built and sold multiple companies—including...