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

Listen to latest episode

Healthy Advisor Cover Art

Follow Our Podcast

Recent Episodes

The Healthy Advisor: Struggling With Anxiety With RBC’s Shareen Luze

Posted August 14, 202400:32:45

In her role as head of culture and field experience at RBC Wealth Management U.S., Shareen Luze is responsible for making sure the firm’s 2,200 financial...

The Healthy Advisor: From Near-Death to New Purpose with Martine Lellis

Posted July 17, 202400:25:10

While studying at Duke University, Martine Lellis started to feel sick. It developed quickly into a hospital visit where she was diagnosed with pneumonia...

The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders

Posted June 12, 202400:32:38

Kimberly Sanders followed a typical path into financial services, gaining an undergrad in finance and working for a series of banks and brokerage firms....

The Healthy Advisor: Living Life Urgently with Kristine McManus

Posted May 15, 202400:31:16

At the end of 2022, Kristine McManus got an unexpected breast cancer diagnosis. Yet doctors thought it was the least aggressive form and easily treatable. 

Shortly...

The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella

Posted April 17, 202400:32:26

As the staggering number of Opioid overdoses and deaths continue to increase, so does the threat on family finances and retirement dreams. Cheryl Canzanella...