Healthy Advisor

By Diana BrittonBusiness Health & Fitness Mental Health Education Self-Improvement Management

Healthy Advisor episodes

July 19, 2023 The Healthy Advisor: Persevering in the Face of Adversity with Maria Castillo Dominguez
Maria Castillo Dominguez grew up in Ronda, a small mountaintop town in the south of Spain. And while she had a great support system, she also had a very humble childhood, and things were difficult for her family financially. And because of that background, she lacked a lot of opportunities. Most of her family members …
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28 min
June 21, 2023 The Healthy Advisor: Living With Cancer With Lynn Ballou
After selling her firm to EP Wealth in 2016, Lynn Ballou became a fixture among EP’s leadership team that worked to take the RIA to new heights. She’s also served as a mentor for younger advisors and a fierce advocate for greater diversity in the wealth management industry. Lynn had to put all of that …
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33 min
May 17, 2023 The Healthy Advisor: Caring for Family With Serious Mental Illness With Paul Peeler
In his financial advisory practice, Paul Peeler specializes in planning for mental illness caregivers and their families. But Paul has his own story of caring for a family member with a mental illness and the emotional toll the experience has taken on him. When a close family member spiraled into a mental health crisis, he …
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31 min
April 19, 2023 The Healthy Advisor: Overcoming Insecurities and Self-Doubt With Stephanie Bogan
A lot of people in the industry know Stephanie Bogan; she’s a sought-after business and practice management coach and speaker. Before starting Limitless Advisor, her current coaching firm, she founded a consulting firm at the age of 24 and sold it in a 7-figure deal to a Fortune 200 company. She then joined Joe Duran’s …
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40 min
March 15, 2023 The Healthy Advisor: A Refugee’s Journey and the Power of Sound Healing With Sathya Chey Patterson
Sathya Chey Patterson was born into struggle. She came into the world in a Thai refugee camp, as her family had just escaped from the Cambodian genocide, an explosion of mass violence that saw between 1.5 and 3 million people killed at the hands of the Khmer Rouge, a communist political group, in the 1970s. …
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32 min
February 15, 2023 The Healthy Advisor: Lessons Learned From a Dream Not Realized with Tyrone Ross
Trigger warning: This episode discusses content some listeners may find upsetting. A lot of folks in the wealth management industry know Tyrone Ross; he’s a frequent speaker at industry events, an active “finfluencer” on social media, and a thought leader in the crypto asset space. Less known is his life journey and how he got …
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40 min
January 26, 2023 The Healthy Advisor: Beating the Odds and a Fresh Perspective on Life With Robert Steinberg
A little more than six years ago, Robert started living a healthier lifestyle, working out a lot more, in an effort to lose weight. But one day while working out, he had a widowmaker heart attack, which happens when you have a blockage in the biggest artery in your heart. The name of it leaves …
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28 min
January 19, 2023 The Healthy Advisor: The Art of Mindfulness With Mary Martin
Mary Martin had always been very health conscious, making sure she ate right and stayed in shape. But several years ago, she had a miscarriage at five months’ pregnant, although she didn’t know she was pregnant at the time. The experience helped her learn that from an emotional standpoint, she wasn’t really present in her …
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36 min
December 14, 2022 The Healthy Advisor: Living With Major Recurring Depression With Davis Janowski
Trigger warning: This episode discusses content some listeners may find upsetting. Journalist Davis Janowski grew up in the Panhandle of Florida, where he grew accustomed to sunny weather and developed a deep passion for the great outdoors. But when he moved to Syracuse, N.Y., at age 25 for grad school, the cold weather and lack …
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36 min
November 16, 2022 The Healthy Advisor: When a Child Struggles With Opioid Addiction With Lori Eisel
When Lori Eisel first found out her son had an addiction problem, she tried to do everything in her power to get control over the situation and help him. But even years later, he is still on the road to recovery. In this episode, Diana Britton, managing editor at WealthManagement.com, speaks with Lori Eisel, president …
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31 min

About Healthy Advisor

From the publisher's feed

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…