Healthy Advisor

As a Certified Divorce Financial Analyst, and, perhaps, the preeminent divorce advisor in the industry, Michelle Smith has helped hundreds of women through the financial maze of divorce. But she’s even more qualified to advise on divorce because she’s gone through it herself—and with a child with special needs no less.  In this episode, Diana …

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A lot of people in the industry know John Hyland, the co-founder and executive officer of Private Advisor Group, who has been in the industry for 31 years. But few know his personal story. When John was younger, he became involved with the New Jersey chapter of the Leukemia & Lymphoma Society, a cause that …

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As an estate tax attorney, Melanie Schnoll-Begun spent so much of her life helping others plan their for their futures. But when she applied for a life insurance policy of her own during pregnancy, she never imagined she’d get a rejection letter. That was the moment she learned she had Type 1 diabetes, an autoimmune …

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When shelter-in-place orders started cropping up in mid-March, as the coronavirus started to spread in cities across the country, many schools and daycares closed. Babysitters and other caregivers, such as grandparents, were forced to separate from the kids they typically cared for. The circumstance brought a new challenge to working parents, who have been struggling …

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While the numbers are constantly changing, the coronavirus has claimed many, many lives, and the casualties continue to climb. And during this time, as mortality is top of mind for many and emotions are running high, it may help to hear from someone who has faced death, head-on, and lived to tell the tale. In …

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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 build strength and a thick skin.  In this episode of Transparency, Diana Britton, managing editor of WealthManagement.com, is joined by Kashif “Kash” Ahmed, founder and president of American Private Wealth, …

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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 lives, including those of financial advisors, who may serve as an even greater source of support to their clients during this time. In this episode of Transparency, Diana Britton, managing …

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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 lives, including those of financial advisors, who may serve as an even greater source of support to their clients during this time. In this episode of Transparency, Diana Britton, managing … Continue reading Transparency With Diana B.: Life in Lockdown During COVID-19 →

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. She excelled in her rookie year, so much so that she was sought after by another wealth advisor who needed help expanding his practice. She jumped at the …

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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. She excelled in her rookie year, so much so that she was sought after by another wealth advisor who needed help expanding his practice. She jumped at the … Continue reading Transparency With Diana B.: More Tales From the “Boom Boom Room” →