Shows
Healthy AdvisorThe Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew ShockleyDrew Shockley grew up on a dairy farm in Tennessee. He started working in insurance for $7.50/hour, and by his 30s had built and sold multiple companies—including an eight-figure exit in 2020.
From the outside, it sounds like a dream. But the road to Drew’s success was not a straight path. Along the way, he experienced burnout and struggled with the pressure of leading a much larger team. The personal lessons really stuck with him.
In this episode of the award-winning Healthy Advisor podcast, WealthManagement.com’s Diana Britton is joined by Drew Shockley, co-fou...2025-07-1638 min
Sports Gambling Podcast NetworkUnderdog Picks for Wednesday (6/18) | THE DAILY DOG (Ep. 259)The Daily Dog is your home for Underdog picks for Wednesday (6/18). Each day host Britton Hess gives you his favorite Underdog plays for MLB, tennis, UFC, NFL and more! Subscribe for your Daily Dog! Today's show features FREE Underdog Picks for Wednesday, June 18th, Major League Baseball, tennis, WNBA, and the NBA Finals.Chapters00:00 Introduction to Underdog Fantasy Picks01:57 Diving into MLB Picks and Strategies07:58 Exploring WNBA and Other Sports EntriesSHOW ENTRIESMLB #1James Wood Jr Higher 1.5 Total BasesAustin Riley Higher 1.5 Total Bases3x2025-06-1810 min
Sports Gambling Podcast NetworkUnderdog Picks for Tuesday (6/17) | THE DAILY DOG (Ep. 258)The Daily Dog is your home for Underdog picks for Tuesday (6/17). Each day host Britton Hess gives you his favorite Underdog plays for MLB, tennis, UFC, NFL and more! Subscribe for your Daily Dog! Today's show features FREE Underdog Picks for Tuesday, June 17th, Major League Baseball, tennis, WNBA, and the NHL’s Stanley Cup Final.Chapters00:00 Introduction to Underdog Fantasy and Sports Betting01:00 Exploring WNBA and PGA Betting Opportunities01:59 MLB Betting Insights and Player Picks06:01 Diving into NHL and Tennis Betting Strategies08:47 Home Run Predictions and WNBA Highlights...2025-06-1711 min
The Daily DogUnderdog Picks for Tuesday (6/17)The Daily Dog is your home for Underdog picks for Tuesday (6/17). Each day host Britton Hess gives you his favorite Underdog plays for MLB, tennis, UFC, NFL and more! Subscribe for your Daily Dog! Today's show features FREE Underdog Picks for Tuesday, June 17th, Major League Baseball, tennis, WNBA, and the NHL’s Stanley Cup Final.Chapters00:00 Introduction to Underdog Fantasy and Sports Betting01:00 Exploring WNBA and PGA Betting Opportunities01:59 MLB Betting Insights and Player Picks06:01 Diving into NHL and Tennis Betting Strategies08:47 Home Run Pre...2025-06-1711 minHealthy AdvisorThe Healthy Advisor: Riding Out the Storm with Beth BosworthWhen natural disasters hit, your life can turn upside down. Beth Bosworth experienced this firsthand when Hurricane Helene hit her town of Asheville, N.C. on Sept. 27, 2024. The hurricane caused severe damage to the city, including fallen trees, destroyed power lines, and flooded roads. Her neighborhood is still feeling the effects of that storm several months later.
In this episode, Diana Britton, WealthManagement.com executive editor, speaks with Bosworth, head of financial planning and wealth advisor at Perigon Wealth Management, who shares how she and her community banded together under immense pressure to restore normalcy after the s...2025-06-1135 min
DealQuest Podcast with Corey KupferEpisode 344: RIA Reporters Unplugged with Diana Britton & Ian Wenik.Why REPORTERS might know more than the CEOs they cover… Couldn’t agree more with the insights dropped by Diana Britton and Ian Wenik on this episode of DealQuest. In case you don’t already know Diana & Ian…
Ian is the Editor at Citywire RIA and host of This Week in Wealth
Diana is the Managing Editor at WealthManagement.com and host of The Healthy Advisor Podcast
Together, they’ve interviewed just about everyone in the RIA space (yours truly included) They’ve spent years behind the mic asking the big questions... ...2025-05-2853 minHealthy AdvisorThe Healthy Advisor: How Vulnerability Transforms Leadership with Stacie CalderWhen Stacie Calder first joined the financial services industry, she pounded the pavement and quickly climbed the corporate ladder. But her rise came with a cost.
In this episode, she opens up about the persona she adopted to fit a traditional mold of leadership, one that silenced her authentic voice in favor of external approval.
A turning point came when a close friend called out her lack of vulnerability, sparking a profound shift in how she showed up, not just as a leader, but as a person. That insight became a catalyst for embracing authenticity, b...2025-05-1428 minHealthy AdvisorThe Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston CherryWhat happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was stuck in a seven-year fog, struggling to align his personal life with his financial success.
In this episode, Diana Britton, executive editor at WealthManagement.com, sits down with Dr. Cherry as he opens up about his challenges—bankruptcy, self-medicating behaviors and racial microaggressions—all while searching for balance, healing and true fulfillment.
He discusses:
The realiza...2025-04-1634 minHealthy AdvisorThe Healthy Advisor: Climbing the Ladder as a Single, Young Mom With Mary SaylorMary Saylor had been working hard to earn her accounting degree at Penn State University when she got some shocking news at the beginning of her senior year—she was pregnant. And while many women would think of it as a roadblock, Saylor saw it as a blessing. It didn’t stop her from pursuing her degree and a career in financial services. If anything, it made her more determined.
Not long after giving birth to her daughter, she graduated from Penn State and started working in corporate accounting roles, earning her CPA and working her way up th...2025-03-1233 minHealthy AdvisorThe Healthy Advisor: Beyond the C-Suite With Aaron KleinMany advisors know Aaron Klein as the super-friendly, charismatic leader of Nitrogen, formerly Riskalyze, the company he founded about 13 years ago as a risk tolerance documentation tool. He’s since stepped down from his role leading the company.
What most advisors probably don’t know is Aaron’s personal journey—the challenges he faced balancing running a major fintech company with adopting and raising three children.
In this episode, WealthManagement.com Managing Editor Diana Britton sits down with Aaron Klein, co-founder and board member of Nitrogen, to delve into the highs and lows of his career a...2025-02-0537 min
From the Ground UpJeni Britton’s Sweet Second ActTo kick off our fourth season of From the Ground Up, Inc. executive editor Diana Ransom and editor-at-large Christine Lagorio-Chafkin are speaking with founders who will be appearing on Inc. magazine’s Female Founders 2025 list. Our first guest is serial entrepreneur Jeni Britton. She’s best known for rethinking flavor creation in ice cream, and is the founder of Jeni's Splendid Ice Creams, which has close to 100 scoop shops around the country and over $150 million in revenue. During the pandemic, Britton took a step back from day-to-day management of her company—and that...2025-02-0350 min
The Daily DogUnderdog Picks for Thursday (1/16)Underdog Picks for Thursday (1/16) | THE DAILY DOG (Ep. 164)The Daily Dog is your home for Underdog picks THursday(1/16). Each day host Britton Hess gives you his favorite Underdog plays for MLB, tennis, UFC, NFL and more! Subscribe for your Daily Dog! Today's show features FREE Underdog Picks for Thursday, January 16th in the NFL, NBA, Australian Open Tennis, and NHL. Chapters00:00 Introduction to Underdog Fantasy Picks02:45 NFL Picks and Analysis05:41 NHL Betting Insights08:29 Tennis Betting StrategiesSHOW ENTRIESNFL #1 From Tuesday...2025-01-1610 minHealthy AdvisorThe Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle BeginaMichelle Begina started her journey to financial independence after an unexpected betrayal. When she was just 17 years old, her parents used her college fund to buy a yacht instead of supporting her education. Michelle then had to forge her own path, overcoming adversity and reshaping her perceptions of money and trust.
In this episode, WealthManagement.com Managing Editor Diana Britton sits down with Michelle Begina, a senior partner, managing director and private wealth advisor with Snowden Lane Partners in New York City. She shares her personal experiences with financial insecurity masked by wealth and how it shaped...2025-01-0833 minHealthy AdvisorThe Healthy Advisor: Using Life Planning to Turn Inward With George KinderGeorge Kinder, raised in St. Clairsville, Ohio, was inspired by his passion for freedom and creativity to explore a deeper purpose for his life beyond traditional career paths. His work as a tax preparer revealed a universal longing for fulfillment, leading him to pioneer life planning, a method empowering individuals to pursue their true aspirations.
And while he has trained hundreds of advisors to use life planning with their clients, he also hopes advisors will use it inwardly. Kinder recently released his new book, The Three Domains of Freedom: Each Moment is Yours, Your Life is Yours...2024-12-1133 minHealthy AdvisorThe Healthy Advisor: How Adventure Racing Shaped My Life and Business With Ryan VanGorderAdventure racing—an off-road, navigation-based sport that fuses endurance, strategy, and teamwork—became a life-changing journey for Ryan VanGorder. What started as a casual comment while watching The Echo Challenge with friends transformed into a relentless pursuit of his physical and mental limits.
Since 1999, Ryan and his team have tackled grueling competitions that stretch from a few hours to several days, pushing themselves against nature and their own endurance.
But Ryan’s path took a harrowing turn when a race led to a life-threatening medical emergency, landing him in a coma. Emerging from that experience, he embr...2024-11-1330 minHealthy AdvisorThe Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew NewmanHaving 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, and his father-in-law was battling pancreatic cancer. All of a sudden, he saw life through a new set of lenses.
Throughout his battle, he sought to make his journey a communal one. He began writing and sending emails about his experiences and refl...2024-10-0933 minHealthy AdvisorThe Healthy Advisor: Becoming Victorious, Not a Victim With Marissa NehlsenIt 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 … Read More Read More2024-09-1838 minHealthy AdvisorThe Healthy Advisor: Struggling With Anxiety With RBC’s Shareen LuzeIn 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, … Read More Read More2024-08-1432 minHealthy AdvisorThe Healthy Advisor: From Near-Death to New Purpose with Martine LellisWhile studying at Duke University, Martine Lellis started to feel sick. It developed quickly into a hospital visit where she was diagnosed with pneumonia in both her lungs. The condition escalated into a near-deadly situation, so her doctors decided to induce a coma even before her parents were able to reach her. It became so … Read More Read More2024-07-1725 minHealthy AdvisorThe Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly SandersKimberly Sanders followed a typical path into financial services, gaining an undergrad in finance and working for a series of banks and brokerage firms. When she became pregnant, she made the decision to stay home for eight years to raise her kids. But when it was time to return to work, the path was not … Read More Read More2024-06-1232 min
EvolutionFMHow To Build A Culture of Trust, Play, and Authenticity - Diana Chapman (Conscious Leadership Group)About 5 years ago, I was burnt out from my startup and not really sure how my budding interest in my consciousness evolution really jibed with my life setup. My co-founder had recommended the 15 Commitments of Consciousness Leadership and in my desperation, I decided to give it a whirl. From the minute I started reading the book, I couldn’t put it down. So many of the ideas and concepts were illuminating things in my experience that I didn’t really have the world to articulate. Since that point in time, I’ve become a huge...2024-05-301h 03EvolutionFMHow To Build A Culture of Trust, Play, and Authenticity - Diana Chapman (Conscious Leadership Group)About 5 years ago, I was burnt out from my startup and not really sure how my budding interest in my consciousness evolution really jibed with my life setup. My co-founder had recommended the 15 Commitments of Consciousness Leadership and in my desperation, I decided to give it a whirl. From the minute I started reading the book, I couldn’t put it down. So many of the ideas and concepts were illuminating things in my experience that I didn’t really have the world to articulate. Since that point in time, I’ve become a huge...2024-05-301h 03
Big Shift For Small FarmsSoils and Pasture Management of the NSW South CoastWelcome to an insightful podcast episode uncovering the intricate world of Southeast New South Wales' diverse soils. Come on a journey with Di and Steven in their transition from dairy to beef production by focusing on soil health and the impact of soil quality on farming practices. We’ll hear from Roy Lawrie, a seasoned soil expert, and Andrew Britton, former Small Farms Coordinator for the South Coast region, as they demystify the complexities of soil management. We’ll learn about crucial topics such as the significance of topsoil and subsoil tests, the variability in soil profiles across landscapes, the...2024-05-2031 minHealthy AdvisorThe Healthy Advisor: Living Life Urgently with Kristine McManusAt the end of 2022, Kristine McManus got an unexpected breast cancer diagnosis. Yet doctors thought it was the least aggressive form and easily treatable. Shortly after her surgery, she received multiple messages from the hospital; it turns out she had the most aggressive form of breast cancer, triple-negative. Her outlook on life changed as … Read More Read More2024-05-1531 min
Get New Full Audiobooks in Science Fiction & Fantasy, Science FictionGrantville Gazette IX by unknownPlease visithttps://thebookvoice.com/podcasts/1/audiobook/741670to listen full audiobooks.
Title: Grantville Gazette IX
Author: unknown
Narrator: P.J. Ochlan
Format: Unabridged Audiobook
Length: 19 hours 9 minutes
Release date: May 14, 2024
Genres: Science Fiction
Publisher's Summary:
WHERE WERE YOU IN 1632? The most popular alternate history series of all continues. When a cosmic disturbance hurls your town from twentieth-century West Virginia back to seventeenth-century Europe—and into the middle of the Thirty Years War—you have to adapt to survive. And the natives of that time period, faced with American technology and politics, need to be equally adaptable. Here's a generous helping of more...2024-05-147h 09Healthy AdvisorThe Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl CanzanellaAs the staggering number of Opioid overdoses and deaths continue to increase, so does the threat on family finances and retirement dreams. Cheryl Canzanella knows that all too well. In August 2017, she lost her husband to an accidental overdose, exposing her to the horrific realities of the opioid crisis. Since his death, she’s made … Read More Read More2024-04-1732 min
The Long ViewPeter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor with roughly $300 billion in combined assets under management and advisement. Peter has also written or co-written several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them, The Path: Accelerating Your Journey to Financial Freedom with Tony Robbins, and his latest, Money, Simplified. Peter graduated from the University of Kansas with four majors, including degrees in business administration and economics. He went on to earn a law degree and a Master of Business Administration...2024-03-2651 minHealthy AdvisorThe Healthy Advisor: Leaning Into a Diagnosis in the Family With Will HoffmanAt just 10 years old, William Hoffman’s son Liam was diagnosed with neurofibromatosis (NF), a rare genetic condition that causes tumors to grow on nerves throughout the body. When Will and his family got the news, they could have succumbed to despair. Instead, Will leaned into it, and has made it his mission to find … Read More Read More2024-03-2033 minHealthy AdvisorThe Healthy Advisor: What Makes Advisors Happy With Michael KitcesWhile wellbeing and mental health have become a more mainstream conversation among the wider U.S. population since the pandemic, it’s a topic still largely untouched by the financial services industry. New research from Kitces.com aims to measure and track trends across advisor wellbeing, just as the industry benchmarks anything else. Over 1500 members of financial … Read More Read More2024-02-2137 minHealthy AdvisorThe Healthy Advisor: The Year of Health with Tina PowellAfter selling her business in November 2022, Tina Powell earmarked 2023 her “year of health.” The first step on that journey was to get a full body scan at the Princeton Longevity Center on Martin Luther King day 2023. That scan would change the trajectory of her life. That day, her doctors discovered a 2.1 … Read More Read More2024-01-1744 minHealthy AdvisorThe Healthy Advisor: Using Wealth to Improve Your Health With James BogartAs a busy and often stressed-out executive at one of the top RIAs in the country, James Bogart found himself neglecting his well-being, resulting in weight gain and various health issues. A series of hospital visits prompted him to hire a concierge doctor and a nutritionist, leading to a remarkable 70-pound weight loss over the … Read More Read More2023-12-1335 minHealthy AdvisorThe Healthy Advisor: Overcoming Limited Opportunities and a Learning Disorder with Heather KellyFacing the hurdles of disadvantaged youth, Heather Kelly’s life was marked by a single mother, a disabled sister, and limited opportunities. She moved out of her home in Ozone Park, Queens, at the young age of 16. On top of that, she has struggled with dyslexia, a learning disorder and neurological condition that posed additional … Read More Read More2023-11-1530 minHealthy AdvisorThe Healthy Advisor: Finding Courage to Leave an Abusive Relationship with Cary CarbonaroWhen financial advisor Cary Carbonaro met her first husband, she thought she had it all. She had a great upbringing in New York, wonderful family and friends. She was very successful. And while her fiancé looked very good on paper, the relationship turned out to be toxic. Behind closed doors, the marriage was a nightmare, … Read More Read More2023-09-2032 minHealthy AdvisorThe Healthy Advisor: Resiliency and Other Lessons Inside LehmanWhen Mike Wunderli started his journey into wealth management, he was excited about a career that had a combination of sales and finance, interpersonal and analytical. He built up an impressive book of business, helping entrepreneurs and business owners engineer liquidity events for their companies. But then, the 2008 financial crisis hit, causing the downfall … Read More Read More2023-08-1644 minHealthy AdvisorThe Healthy Advisor: Persevering in the Face of Adversity with Maria Castillo DominguezMaria 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 … Read More Read More2023-07-1927 min
Romance Your TBR: An Unhinged Historical Romance PodcastS02 (Hot n’ Ready for) TBR TuesdayIn which Caroline and Hannah catch up on their favorite books from the past month, dangle a few carrots, and stream Speak Now (Taylor’s Version).Reminders:- Catch our Speak Now (Taylor’s Version) x Historical Romances episode on July 21st!- Check out our Old School School Syllabus and read along with us! Tune in on July 14th for Lesson #7: Dreaming of You by Lisa Kleypas.- Follow/friend our Goodreads account for easy access to the books we rec on the pod!- Subscribe to @romanceyourtbr on Y...2023-07-1152 minHealthy AdvisorThe Healthy Advisor: Living With Cancer With Lynn BallouAfter 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 … Read More Read More2023-06-2133 minHealthy AdvisorThe Healthy Advisor: Caring for Family With Serious Mental Illness With Paul PeelerIn 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 … Read More Read More2023-05-1730 minHealthy AdvisorThe Healthy Advisor: Overcoming Insecurities and Self-Doubt With Stephanie BoganA 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 … Read More Read More2023-04-1939 minHealthy AdvisorThe Healthy Advisor: A Refugee’s Journey and the Power of Sound Healing With Sathya Chey PattersonSathya 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. … Read More Read More2023-03-1531 minHealthy AdvisorThe Healthy Advisor: Lessons Learned From a Dream Not Realized with Tyrone RossTrigger 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 … Read More Read More2023-02-1539 minHealthy AdvisorThe Healthy Advisor: Beating the Odds and a Fresh Perspective on Life With Robert SteinbergA 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 … Read More Read More2023-01-2627 minHealthy AdvisorThe Healthy Advisor: The Art of Mindfulness With Mary MartinMary 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 … Read More Read More2023-01-1935 min
Wealthies CircleWealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive PracticeThe wealth management community has been talking about the need to make the industry more diverse to reflect the broader population for years now—and has made strides to reposition the profession as a welcoming opportunity for women, people of color and individuals with more diverse backgrounds.
Still, by the numbers, little progress has been made—making diversity, equity and inclusion a top priority for all stakeholders in the industry.
Join us for an engaging panel discussion with industry thought leaders as they share their ideas, action steps and new approaches for success in making wealth...2022-12-2027 minHealthy AdvisorThe Healthy Advisor: Living With Major Recurring Depression With Davis JanowskiTrigger 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 … Read More Read More2022-12-1435 minHealthy AdvisorThe Healthy Advisor: When a Child Struggles With Opioid Addiction With Lori EiselWhen 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 … Read More Read More2022-11-1630 min
Romance Your TBR: An Unhinged Historical Romance PodcastS01.05: The Spinsters’ Guide to Faking It in Historical RomancesIn which Caroline and Hannah are aflame in a Panda Express parking lot, contemplate Taco Bell as foreplay, and once again give you full plot play-by-plays after explicitly stating "we'll be short this time."Show Notes:- Listen to Caroline's Always Be My Duchess Spotify Playlist- Caroline's Venn diagram between Catholics and artists- Book with Christmas ornament: A Visit From Sir Nicholas, Victoria Alexander- Harlequin cello book: A Song of Secrets, Jayci LeeOur Faking It Movie List:- The Proposal2022-11-111h 17Healthy AdvisorThe Healthy Advisor: Reflecting on a Life Well-Lived, Yet Not Without TragedyAdvisor 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 … Read More Read More2022-10-1934 minHealthy AdvisorThe Healthy Advisor: Rebuilding Healthy Habits After Traumatic Loss With Jonathan DeYoeA 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 … Read More Read More2022-09-2143 min
Balanced Growth Show with Dr. Travis ParryEp 49: The Health & Wellbeing of Advisors with Diana Britton Advisors face many of the same challenges others feel when it comes to work-life balance, but the pressure and stress of trying to grow the business can quickly lead to an unhealthy lifestyle. To give us a little different perspective on this d2022-08-1826 minHealthy AdvisorThe Healthy Advisor: The Loss of a Loved One and a Passion for Suicide Prevention With Larry SprungOn 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 … Read More Read More2022-08-1733 minHealthy AdvisorThe Healthy Advisor Podcast: The Silver Lining With Danika WaddellIn 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 … Read More Read More2022-07-2027 minHealthy AdvisorThe Healthy Advisor: Closure at the Grave With Vance BarseThe 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 … Read More Read More2022-06-2938 minHealthy AdvisorThe Healthy Advisor: Reducing Employee Burnout With Gabriela MauchManaging 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 … Read More Read More2022-06-1534 minHealthy AdvisorThe Healthy Advisor: Getting Financially Sober With Matthew GrishmanEarly 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 … Read More Read More2022-05-2542 minHealthy AdvisorThe Healthy Advisor: Finding Healing in the Gym With Deadlifter Jess BostJess 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 … Read More Read More2022-05-1131 minHealthy AdvisorThe Healthy Advisor: Barred But Not BrokenIn 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 … Read More Read More2022-04-2738 minHealthy AdvisorThe Healthy Advisor: Healing From Physical and Mental Abuse of the PastOur 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 … Read More Read More2022-04-1338 minHealthy AdvisorThe Healthy Advisor: Finding Balance With Dr. Travis ParryDr. Travis Parry started his career as a financial advisor. But when Parry was just 26 years old, his father died of a sudden heart attack while mountain biking, and he had to clean up the financial mess left in his wake. That included processing his father’s death claim, paying off his mother’s house, helping … Read More Read More2022-03-1632 minHealthy AdvisorThe Healthy Advisor: Treating Your Health As an Asset with Stevyn GuinnipStevyn Guinnip has seen secondhand the toll this industry can take on a person’s health and wellbeing; her father, after all, was a financial advisor with Edward Jones for several decades. Advisors, she says, come into this industry and are told they have to hustle for the first five to 10 years and then will … Read More Read More2022-02-1637 min
The Asset (r)Evolution PodcastWhat's Next for NFTs?What's Next for NFTs?
Marc Nichols welcomes guest Diana Britton of WealthManagement.com this week to discuss her personal experience with NFTs and what she has learned from interviewing industry leaders. The pair speculate about what’s next for NFTs, given the use case evolution, as well as recent NFT activity and scams in the space. They also touch on Diana’s podcast and Advisor Health.
Arbor Digital is a team of passionate professionals dedicated to responsibly constructing and managing digital asset portfolios by continually evaluating blockchain projects with potential. Our mission is to be the...2022-02-0857 minHealthy AdvisorThe Healthy Advisor: Life As a Quadriplegic with Anthony ZhangWith several business ideas and capital secured from investors such as Mark Cuban and Mark Burnett, Anthony Zhang had an impressive path towards a bright future. That is, until a terrible accident left him paralyzed from the neck down, changing his life forever. In this episode, Diana Britton, managing editor of WealthManagement.com, is joined by … Read More Read More2022-01-1932 minHealthy AdvisorTransparency With Diana B.: The Glass Ceiling and Financial Independence With Julia CarlsonA Note to Transparency Listeners: In 2022, the podcast is going to be changing its name to “The Healthy Advisor,” to give a clearer idea of what the podcast is about. Transparency with Diana B. was not quite as transparent a title as we thought. Julia Carlson got married at age 19, and right out … Read More Read More2021-12-1527 min
The Advisor Lab by CIONPrioritizing Your Health, Mindset, and Life to Grow ProfessionallyIn this episode, we’re joined by Diana Britton, Managing Editor, WealthManagement.com, and host of The Healthy Advisor podcast. Diana is known for her excellent coverage of the wealth management space, but I wanted to chat with her about her podcast, The Healthy Advisor, and how she’s helping advisors build a life of meaning. In her podcast, she dives into the struggles and stories of financial professionals, and by taking a step out of the day-to-day, how they’re able to prioritize other areas in their lives in order to grow in their business. We dive into what s...2021-12-0725 minHealthy AdvisorTransparency With Diana B.: Coming Back From Failure with Eric ArnoldEric Arnold is no stranger to failure. In fact, he failed out of college, got fired from two companies, failed at nine different startup ventures and lost everything on a bad investment. In this episode, Diana Britton speaks with Eric Arnold, CEO of Planswell, about how he has learned from those failures and has been … Read More Read More2021-11-1735 minHealthy AdvisorTransparency with Diana B.: The Road to RecoveryAdvisor Gary Schwartz was always able to make money; at the young age of 12, he started delivering newspapers in the Bronx. That’s also when he discovered drugs and alcohol, which became a way for him to self-medicate and cope with his self-esteem issues. From there, the addiction progressed; cocaine and speed were his drugs … Read More Read More2021-10-2026 minHealthy AdvisorTransparency with Diana B.: Empowering Women to Take Control of Their FinancesAdvisor Robert Schein’s father worked hard his adult life to provide for his family, and just four months into retirement, at the age of 70, he was diagnosed with Stage 4 stomach cancer. After about three years battling the disease, his father ultimately passed, thrusting his mother into having to take over the family finances. … Read More Read More2021-09-1529 minHealthy AdvisorTransparency With Diana B.: Bad Timing and Bearing the Loss of Loved OnesAdvisor Anne Marie Stonich was just 28 years old when she and her two partners started building their own wealth management firm from scratch. For anyone in the business, that first year can be brutal. But she did it while also caring for her newborn baby, and shuttling to and from the hospital to see … Read More Read More2021-08-1828 minHealthy AdvisorTransparency with Diana B.: Life as a Female Latina in Financial ServicesSilvia Tergas has been fortunate to pursue her passions and use her differences to her advantage within the financial services industry. Silvia’s father, who escaped from Cuba during the Cuban Revolution, paved the way for her to get educated in the U.S. The values he taught her and the rest of the family led to several opportunities … Read More Read More2021-07-2137 min
In the Suite50. Being Totally ‘Transparent’ and Leaning Into Wealth Management Trends with Diana Britton, Managing Editor of WealthManagement.comSend us a textIt is an absolute pleasure to welcome Diana Britton In The Suite for this episode. Diana is the Managing Editor at WealthManagement.com and the host of 'Transparency with Diana B,' a podcast about advisors' personal struggles and healing.Having started her career as an intern at The Daily Breeze, Diana is a self-made woman with an illustrious career who is now celebrating her 11th anniversary at WealthManagement.com, the industry's premier publication. Furthermore, just a few years back, Diana was acquired by Informa, a leading international intelligence, e...2021-07-0946 min