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.: From Riches to Refugee
Many people tend to dwell on horrific experiences, making it difficult to move forward and live their lives. Others embrace the trauma, using it to...
Transparency With Diana B.: Life in Lockdown During COVID-19
The COVID-19 pandemic is wreaking havoc on the U.S. economy and citizens’ health, as the death toll continues to rise daily. It’s also upended personal...
Transparency With Diana B.: More Tales From the “Boom Boom Room”
When Julie Johnson started out as a financial advisor at Smith Barney in the 1990s, she was “smiling and dialing” to build up her book of business....
Transparency with Diana B.: Coming Out of the Closet
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
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...
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