Healthy Advisor

By: Diana Britton
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  • Summary

  • 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 others may find healing. Join us for this journey where we explore ways to overcome the stresses and anxieties as Diana draws from years of expertise and guest experts to manage the personal challenges of advisors.
    Healthy Advisor All Rights Reserved
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Economics Hygiene & Healthy Living Management Personal Success Psychology
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Episodes
  • The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman

    The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman
    Oct 9 2024
    Having grown up around financial planning, Matthew Newman realized the importance of having everything in place before tragedy strikes. His father’s advice to plan for the negative moments was a lifeline. At age 39, he was diagnosed with Grade 3 Astrocytoma, a form of brain cancer. At the time, he had three children under 5, …

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    34 mins
  • The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen

    The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen
    Sep 18 2024
    It was not just one struggle in her life that shaped Marissa Nehlsen. Since her formative years, she’s faced adversity and come out stronger every time. Despite significant hardships, including the loss of her family farm, enduring domestic abuse from her father, and coping with Stargardt disease, which has led to blindness, Marissa has built …

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

    The Healthy Advisor: Struggling With Anxiety With RBC’s Shareen Luze
    Aug 14 2024
    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 advisors feel supported and have a similar employee experience as those in the home office. One particular area of focus, which has become more acute in the global pandemic, …

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    33 mins

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