Healthy Advisor

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

Healthy Advisor episodes

October 19, 2022 The Healthy Advisor: Reflecting on a Life Well-Lived, Yet Not Without Tragedy
Advisor Joseph R. Biondo Sr. just recently celebrated 60 years in the financial services industry, but his path to success was not a linear one. In his 83 years, he has experienced his fair share of struggles—both personally and professionally. In fact, his life began with tragedy. Just three weeks before he was born, his …
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35 min
September 21, 2022 The Healthy Advisor: Rebuilding Healthy Habits After Traumatic Loss With Jonathan DeYoe
A little over a year ago, advisor Jonathan DeYoe was in a healthy place; he was meditating on a regular basis, working out, eating and sleeping right. But in the summer of 2021, he tragically lost his only brother and business partner when he drowned in the Pacific Ocean. He says his life came to …
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44 min
August 17, 2022 The Healthy Advisor: The Loss of a Loved One and a Passion for Suicide Prevention With Larry Sprung
On average, there are 130 suicides per day, according to the American Foundation for Suicide Prevention, and individuals who work in financial services are 1.5 times more likely to commit suicide than the national average, according to the National Occupational Mortality Surveillance. Right before advisor Larry Sprung was set to break away and launch his …
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34 min
July 20, 2022 The Healthy Advisor Podcast: The Silver Lining With Danika Waddell
In 2020, Danika Waddell’s prior firm was audited by the State of Washington, and the state found that her U4 was never filed properly, after four years of working with clients. The whole ordeal was traumatic for her. In this episode, WealthManagement.com Managing Editor Diana Britton is joined by Danika Waddell, president and founder of …
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28 min
June 29, 2022 The Healthy Advisor: Closure at the Grave With Vance Barse
The loss of a loved one can lead to a tidal wave of emotions before reaching acceptance and continuing on in life without them. Before starting his own practice, advisor Vance Barse experienced profound grief after losing five family members, including his biological father who he had never met. However, this darker time in his …
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39 min
June 15, 2022 The Healthy Advisor: Reducing Employee Burnout With Gabriela Mauch
Managing employee burnout is key to creating a healthy workplace environment. But what steps should advisory and financial services firms be taking to reduce stress and burnout in the workplace? In 2022, ActivTrak released a benchmark study on productivity and wellbeing within the financial services industry, revealing that this space is, in fact, better at …
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35 min
May 25, 2022 The Healthy Advisor: Getting Financially Sober With Matthew Grishman
Early in his career in financial services, Matthew Grishman was working as a wholesaler, making a lot of money, and on the outside, he looked as though he was living his best life, with the Rolex watch, the shiny Allen Edmonds shoes, the Hickey Freeman suits. But on the inside, he was empty and trying …
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43 min
May 11, 2022 The Healthy Advisor: Finding Healing in the Gym With Deadlifter Jess Bost
Jess Bost found CrossFit during a traumatic time in her life. About her workouts, she says, “I went to the darkest place I could, and I fought my demons in that place.” CrossFit, which stands for cross-discipline fitness, became her bridge to healing. In this episode, Diana Britton is joined by Jess Bost, the vice …
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32 min
April 27, 2022 The Healthy Advisor: Barred But Not Broken
In 2011, Jeff Martinovich was barred by the Financial Industry Regulatory Authority from any role in selling securities or associating with FINRA members, and he’s currently serving a 16-year prison sentence, with about 2.5 years more on home confinement in Norfolk, Va. An ankle monitor on his left ankle keeps tabs on his movements. But …
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39 min
April 13, 2022 The Healthy Advisor: Healing From Physical and Mental Abuse of the Past
Our experiences throughout childhood can have a major impact on the way we live our lives into adulthood. But after meeting Marc Nichols, you might never have guessed the trauma that he experienced growing up, one he describes as “inconsistent.” In this episode, Diana Britton is joined by Nichols, product director at Arbor Digital, who opens …
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39 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…