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.: 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...

Transparency With Diana B.: Advisors and Mental Health

Posted December 9, 2019 • 00:33:50

As a graduate student, Dr. Alden Cass conducted a clinical survey on the mental health of Wall Street’s advisors. Conducted in 1999, the study, titled...

Transparency With Diana B.: The Ups and Downs of Living on the Spectrum

Posted December 4, 2019 • 00:25:04

Welcome to the first episode of Transparency with Diana B., a podcast that explores the deepest struggles and hardships that many advisors face. Our...