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- 🇳🇿NZ · Management#143500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
250 to 1.5K🎙 Weekly cadence·86 episodes·Last published 1w ago - Monthly Reach
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500 to 3K🇳🇿100% - Active Followers
Loyal subscribers who consistently listen
150 to 900
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On the show
From 10 epsHost
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Recent episodes
The Healthy Advisor: Carolyn Armitage on Childhood Trauma and Psilocybin Therapy
Jun 22, 2026
Unknown duration
The Healthy Advisor: When Pressure, Setbacks and Life Transitions Collide With Terri Kallsen
May 20, 2026
Unknown duration
The Healthy Advisor: Viewing Cancer as an Opportunity, Not a Fight with RJ Moore
Apr 22, 2026
35m 21s
The Healthy Advisor: Turning Loss into Purpose with Jamie Hopkins
Mar 18, 2026
32m 00s
The Healthy Advisor: The Toll of Caregiving with Melissa Caro
Feb 18, 2026
36m 31s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/22/26 | ![]() The Healthy Advisor: Carolyn Armitage on Childhood Trauma and Psilocybin Therapy | Carolyn Armitage spent decades building a career in wealth management while privately carrying the emotional effects of childhood trauma. For years, she compartmentalized those experiences, believing she could simply push through them while focusing on work, achievement and daily life. After an emotional breaking point following her mother’s funeral, Carolyn began exploring deeper forms of healing, including somatic therapy and psilocybin, a natural psychedelic compound found in over 200 species of mushrooms. That process helped her better understand how unresolved trauma had shaped her nervous system, relationships and sense of self over the course of her life. In this episode of The Healthy Advisor, host Diana Britton speaks with Carolyn Armitage, founder and CEO of Wealth Management Consulting and RIA Circle, about her experience with trauma recovery, emotional healing, and psychedelic-assisted therapy. Her experience led her to produce a recent documentary, “Journeys,” a two-hour film addressing the ethics behind the use of psilocybin to navigate trauma. She discusses: How childhood trauma shaped Carolyn’s nervous system, relationships and emotional responses for years Why somatic therapy helped her understand the physical effects of unresolved childhood trauma What she experienced during her guided psilocybin journey and emotional healing process How forgiveness, emotional safety and self-worth became possible after years of internal struggle The creation of the documentary “Journeys” and her mission to increase awareness around psychedelic-assisted healing Resources: Listen to The Healthy Advisor on Wealth Management Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify Website: Journeys’ Film Connect With Carolyn Armitage: LinkedIn: Carolyn Armitage LinkedIn: Wealth Management Consulting LinkedIn: RIA Circle Website: Wealth Management Consulting Website: RIA Circle Email: carolyn@wealthmanagementconsulting.com Connect with Wealth Management: Wealth Management LinkedIn: Diana Britton diana.britton@informa.com LinkedIn: Informa LinkedIn: Wealth Management About Our Guest: Carolyn Armitage is a longtime leader in the wealth management industry with experience spanning advisory work, executive leadership, consulting, and investment banking. Having built and led multiple wealth management firms throughout her career, she brings a broad perspective shaped by her work as an advisor, operator, and consultant. Her background includes building high-performing teams, guiding firm growth, and helping organizations create long-term value through strategic leadership and integration. After beginning her career as a financial advisor, Carolyn developed a strong understanding of the challenges advisors face firsthand. Over the years, she expanded her expertise through leadership roles across both large and boutique firms, helping organizations improve operational structure, advisor engagement, and enterprise value. Her experience has made her a trusted consultant to RIA leaders and wealth management executives navigating growth, succession, compensation design, and strategic planning decisions. Carolyn has held leadership positions with several major firms and organizations, including HD Vest, now Avantax, ING Advisors Network, now part of Voya and Cetera Group, and Thrivent Advisor Network. She also led the Large Enterprise Business Management Consulting Team at LPL Financial. Prior to leading Thrivent’s independent RIA platform, TAN, Carolyn worked with ECHELON Partners, where she provided investment banking and consulting services to some of the industry’s largest and most established firms. Her experience across advisory services, consulting, investment banking, and firm leadership gives her a deep understanding of the wealth management value chain and the complex business, family, and legacy decisions firm leaders often face. | — | ||||||
| 5/20/26 | ![]() The Healthy Advisor: When Pressure, Setbacks and Life Transitions Collide With Terri Kallsen | Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure at Charles Schwab, she led 7,000 employees and managed $1.6 trillion in assets, played a key role in transforming Wealth Enhancement Group as COO and over the last two years, she has been instrumental in building Rise Growth Partners, the RIA investing company started by former United Capital CEO Joe Duran. And this year, she’s serving as chair of the CFP Board, a huge undertaking. Terri has done this all while raising three children, moving three times and being a mentor to many women and young professionals in the industry. The path was not always easy. Through it all, running has been a constant for Terri, and a form of therapy through stressful times. She has completed 21 marathons, 50 half-marathons and numerous triathlons, and she brings the same endurance, discipline and vision from the course to her approach in wealth management. In this episode of The Healthy Advisor, host Diana Britton interviews Terri Kallsen, managing partner and head of partnerships at Rise Growth Partners and chair of the CFP Board, about her journey through leadership, ethical crossroads, and personal resilience. Terri reflects on integrity, fiduciary duty and building a career aligned with her true north. She discusses: Balancing executive leadership, motherhood and earning the CFP through intense life transitions Choosing integrity over trends when fiduciary concerns conflicted with firm strategy Building a wealth management culture grounded in planning, ethics and client focus Using marathon training to develop discipline, resilience and long-term thinking Finding clarity by defining your true north during high-pressure career moments Resources: Listen to The Healthy Advisor on Wealth Management Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify Connect With Terri Kallsen: LinkedIn: Terri Kallsen Website: Rise Growth Partners Website: CFP Board Terri@risegrowth.com Connect with Wealth Management: Wealth Management LinkedIn: Diana Britton diana.britton@informa.com LinkedIn: Informa LinkedIn: Wealth Management About Our Guest: Terri Kallsen, CFP, is an accomplished wealth management executive known for leading strategic initiatives and driving innovative solutions across both large institutions and rapidly growing RIAs. As Managing Partner and Head of Partnerships at Rise Growth Partners, a minority investor and strategic advisor to leading firms, she leads enterprise transformation for partner firms—supporting strategic planning, organic growth initiatives, client experience innovation, and platform and performance reporting enhancements. Before joining Rise, she served as Chief Operating Officer at Wealth Enhancement Group (WEG), where she oversaw advisor teams, platform and digital strategy, high-net-worth offerings, and trust services. Prior to WEG, she was Executive Vice President of Investor Services at Charles Schwab, where she led 7,000 employees and $1.6 trillion in assets under management. Known for her innovative thinking and commitment to advisor advocacy, Terri is a respected speaker and writer who has been featured in Bloomberg, The Wall Street Journal, Barron’s, MSNBC, CNN, and other leading outlets. She has been recognized numerous times for her dedication to mentorship, empowering women in the workplace, and advisor advocacy: – San Francisco’s Financial Woman of the Year in 2019 – InvestmentNews Women to Watch 2024 Female Trailblazer of the Year Finalist – Named by Financial Planning as one of 20 People who will shape wealth management in 2025 – InvestmentNews Top Financial Professionals in the US | Hot List 2025 Terri currently serves as Chair of the CFP Board of Directors. She also sits on the Hollins University Board of Trustees. She earned a Bachelor of Science degree from College of Saint Benedict/Saint John’s University in Minnesota and a Master of Science degree from the University of Wisconsin-Oshkosh. Terri earned her CFP certification in 2005 and is also a Certified Wealth Strategist. She received her Finance CFO Certificate at the University of Chicago Executive Education Program. | — | ||||||
| 4/22/26 | ![]() The Healthy Advisor: Viewing Cancer as an Opportunity, Not a Fight with RJ Moore✨ | cancerleadership+3 | RJ Moore | Cetera Financial GroupLegal & General Investment Management America+18 | San DiegoU.S.+1 | melanomaStage IV+3 | — | 35m 21s | |
| 3/18/26 | ![]() The Healthy Advisor: Turning Loss into Purpose with Jamie Hopkins✨ | retirement planningpersonal loss+3 | Jamie Hopkins | Your Retirement SketchbookBryn Mawr Trust+22 | — | Your Retirement Sketchbookfinancial guidance+2 | — | 32m 00s | |
| 2/18/26 | ![]() The Healthy Advisor: The Toll of Caregiving with Melissa Caro✨ | caregivingfinancial literacy+2 | Melissa Caro | My Retirement NetworkThe Healthy Advisor+6 | — | financial educationMy Retirement Network+3 | — | 36m 31s | |
| 1/21/26 | ![]() The Healthy Advisor: Taking Control of Your Finances with Bridget Venus Grimes✨ | financewomen empowerment+3 | Bridget Venus Grimes | WealthChoiceEquita Financial Network+13 | ParisNew York City+3 | divorcefinancial hardship+3 | — | 36m 09s | |
| 12/17/25 | ![]() The Healthy Advisor: An Unexpected Stroke and the Way Forward With Mark Singer✨ | stroke recoveryfinancial planning+3 | Mark Singer | Safe Harbor Retirement PlanningCommonwealth Financial Network+17 | Boston | financial advisorretirement planning+2 | — | 27m 26s | |
| 11/19/25 | ![]() The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus✨ | neurodivergencewealth management+2 | Ryan Marcus | Binah CapitalThe Healthy Advisor+7 | — | neurodivergent communitywealth management+2 | — | 34m 25s | |
| 10/15/25 | ![]() The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson✨ | Parkinson's diseaseearly retirement+5 | Lisa Erickson | Public MarketsU.S. Bank+10 | — | financial servicesU.S. Bank+2 | — | 30m 39s | |
| 9/17/25 | ![]() The Healthy Advisor: How a Near-Death Experience Became an ‘Origination Point’ With John Connell✨ | near-death experiencepersonal growth+3 | John Connell | FocalTexas Giant+15 | ArlingtonTexas+3 | Texas Giantrollercoaster+3 | — | 30m 08s | |
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| 8/20/25 | ![]() The Healthy Advisor: An Unconventional Path to a More Sustainable Life with Paula Nangle✨ | sustainable livingcareer transition+3 | Paula Nangle | Certified Financial PlannerMarshall Financial+4 | — | wealth managementfinancial advisor+2 | — | 25m 27s | |
| 7/16/25 | ![]() The Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew Shockley✨ | burnoutleadership+3 | Drew Shockley | Move HealthHealthy Advisor+8 | TennesseeEast Tennessee+1 | successpersonal lessons+1 | — | 38m 15s | |
| 6/11/25 | ![]() The Healthy Advisor: Riding Out the Storm with Beth Bosworth | When 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 storm’s devastation. She did all this while continuing to serve clients and run an advisory practice. Beth discusses: The unexpected impact of Hurricane Helene and how it reshaped entire communities Being prepared for natural disasters The emotional rollercoaster of being cut off from communication in a world reliant on connectivity Finding strength in community solidarity amid nature’s chaos What the ordeal taught her about her own resiliency and strength Resources: Listen to The Healthy Advisor on WealthManagement.com Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement Connect With Beth Bosworth: Perigon Wealth LinkedIn: Beth Bosworth LinkedIn: Perigon Wealth About Our Guest: Beth is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her favorite part about her career is that she has the privilege of living life alongside her clients. She is an avid advocate of the independent wealth management space and values protecting her fee-only practice. Beth is a CFP® professional and holds a BA from the University of Georgia. She helps manage the Atlanta office and resides in midtown with her wife and two sons. She is an avid tennis player, enjoys golf, and spends the weekends hiking with her family and two dogs in the North Georgia Mountains. Beth is also passionate about dedicating her time to worthy causes, and currently serves as the Treasurer of USTA (United States Tennis Association) Georgia and on multiple Finance Committees for the Atlanta Ronald McDonald House Charities. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. | — | ||||||
| 5/14/25 | ![]() The Healthy Advisor: How Vulnerability Transforms Leadership with Stacie Calder | When 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, building deeper connections, and redefining success on her terms. In this episode, WealthManagement.com Executive Editor Diana Britton speaks with Stacie Calder, executive vice president of North American distribution and marketing at Conquest Planning, about her personal and professional evolution. The episode highlights the power of daily habits, intentional goal-setting, and community support in navigating adversity. Stacie discusses: Her passion for fitness and nutrition, and how it shaped her early life and career The pressures faced as a woman in financial services and the challenge of proving herself The turbulent times of restructuring at Manulife and her eventual departure Her personal experience of going through a divorce and how it altered her perspective The healthy coping mechanisms that kept her grounded during challenging life transitions The power of embracing vulnerability and authenticity at work Resources: Listen to other inspiring episodes of The Healthy Advisor Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement Connect With Stacie Calder: LinkedIn: Stacie Calder Conquest Planning About Our Guest: Stacie Calder is dedicated to creating meaningful connections and inspiring boldness in those around her every day. She is passionate about eliminating obstacles, driving efficiency, and serving her colleagues and clients with purpose. Drawn to frictionless experiences and motivated by gritty, resilient individuals, Stacie brings energy and intention to everything she does. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found. | — | ||||||
| 4/16/25 | ![]() The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry | What 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 realization of his “seven years of fog” The concept of life and money misalignment Thoughts on money buying happiness How his experiences inspired his new book “Wealth in the Key of Life” What his journey has taught him about having empathy and compassion for clients Resources: Listen to other inspiring episodes of The Healthy Advisor Wealth in the Key of Life: Finding Your Financial Harmony by Dr. Preston D. Cherry Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement Connect with Dr. Preston Cherry: LinkedIn: Dr. Preston Cherry Website: Dr. Preston Cherry Website: Concurrent Financial Planning Facebook: Concurrent Financial Planning X: @DrPrestonCherry YouTube: Life Money Balance® About Our Guest: Dr. Preston Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found. | — | ||||||
| 3/12/25 | ![]() The Healthy Advisor: Climbing the Ladder as a Single, Young Mom With Mary Saylor | Mary 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 the corporate ladder as a single mother in her early 20s. While she had the support of her firm and her family, the grueling hours and time away from home were difficult for her and her daughter. In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Mary Saylor, Senior Director of Wealth Management at Choreo, an RIA with nearly $25 billion in assets under management and advisement, about her journey as a single, young mother working her way up in the industry. She discusses: Her initial shock and the support received after finding out she was pregnant during college Her experience being pregnant on campus How she navigated this big life change at a young age The challenges of balancing work and personal life as a single parent in the industry What kept her going during these hard times and motivated to be successful in her career Lessons learned and moving forward as her daughter has now gone off to college Resources: Listen to other inspiring episodes of The Healthy Advisor Connect With Mary Saylor: LinkedIn: Mary Saylor LinkedIn: Choreo Choreo Email: Mary.Saylor@choreoadvisors.com Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement About Our Guest: Mary Saylor is the director of wealth management at Choreo. She works with high-net-worth individuals and multi-generational families as well as institutions (non-profits, endowments, foundations, and corporate retirement plans) to find solutions to their wealth management needs. Mary’s high-net-worth clients include corporate executives, professionals and business owners, their families, corporate retirement plans and private institutions. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found. | — | ||||||
| 2/5/25 | ![]() The Healthy Advisor: Beyond the C-Suite With Aaron Klein | Many 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 and personal life. Aaron discusses: The challenges of international adoption Navigating bureaucratic hurdles and unforeseen changes Balancing professional responsibilities with the demands of adoption The impact of PANS diagnosis on his son and the healing journey How he came to the decision to step down as CEO of Nitrogen What’s next for him Resources: Listen to other inspiring episodes of The Healthy Advisor Connect With Aaron Klein: LinkedIn: Aaron Klein Nitrogen ak@aaronklein.com Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement About Our Guest: Aaron Klein is the co-founder of Nitrogen, the growth platform for wealth management firms, which started life as Riskalyze in 2011. As its first CEO, he led the company through 42 consecutive quarters of growth, scaling to serve tens of thousands of financial advisors, and twice being named one of the world’s 10 most innovative companies in finance by Fast Company Magazine. He passed the baton to his successor in 2023, and continues to serve on the firm’s Board of Directors. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found. | — | ||||||
| 1/8/25 | ![]() The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina | Michelle 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 her current approach to financial advising. Michelle discusses: The emotional and financial shock of losing her college fund Her decade-long journey working to self-fund her college education The grief she carried for years without realizing it How she dealt with her parents’ betrayal and found healing The challenges and revelations that emerged from her childhood money stories Resources: Listen to other inspiring episodes of The Healthy Advisor Connect With Michelle Begina: LinkedIn: Michelle Begina MichelleAB.com Snowden Lanes Partners Be Good With Money by Michelle Begina Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement About Our Guest: If you still think of wealth as purely a numbers game, you haven’t met Michelle Begina. Michelle joined Snowden Lane Partners in 2017 as a Managing Director and Financial Advisor, bringing with her a passion for financial literacy that marries the science of wealth management with the art of financial therapy. Michelle got her official start in the world of financial planning with American Express Financial Advisors, where she counseled high net worth individuals to not only manage their wealth and build their legacy, but to experience a sense of ease in their relationship with money. It’s a concept she’s honed throughout her career: our relationship with money (yes, it’s a relationship!) impacts our ability to create and enjoy prosperity. Michelle has brought this unique approach to each of her successive roles, serving as District Investment Specialist and later Annuity and Compliance Specialist for Northwestern Mutual Life, New York City District Financial Planning Specialist for Merrill Lynch, and Vice President – Wealth Management for Smith Barney/Morgan Stanley before finding her home at Snowden Lane. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found. | — | ||||||
| 12/11/24 | ![]() The Healthy Advisor: Using Life Planning to Turn Inward With George Kinder | George 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, Civilization is Yours, which he considers to be a health and wellness book for financial advisors. In this episode, WealthManagement.com Managing Editor Diana Britton sits down with George Kinder, president and founder of the Kinder Institute of Life Planning. He says advisors can achieve better health and balance by modeling life planning principles, adopting mindfulness practices, and prioritizing their own well-being alongside their clients’. George highlights: The origins of life planning in his personal journey The three domains of freedom and their impact on health and wellness Balancing life planning with career demands Mindfulness practices for financial professionals The role of fiduciary responsibility in today’s world Resources: Listen to other episodes of The Healthy Advisor The Three Domains of Freedom Q&A: George Kinder on His Call for a New Fiduciary Standard The Fiduciary in All Things Movement Connect With George Kinder: Kinder Institute of Life Planning George Kinder Website LinkedIn: George Kinder information@kinderinstitute.com Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement About Our Guest: Harvard-educated George Kinder revolutionized financial advice for more than 35 years by training over 5,000 professionals in 30 countries in the field of financial life planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. George Kinder’s latest book, Reflections on Spectacle Pond: The Weekly Edition, is available as a free email subscription through Substack. Inspired by the 30 years he has spent living at the edge of a small New England pond, the book is a meditative guide to living in nature’s cycle, week by week, and moment by moment. Among his seven books, he has written one on mindfulness, Transforming Suffering into Wisdom, and another book of photography and poetry, A Song for Hana. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found. | — | ||||||
| 11/13/24 | ![]() The Healthy Advisor: How Adventure Racing Shaped My Life and Business With Ryan VanGorder | Adventure 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 embraced a fierce commitment to living fully, adopting a “YOLO” mindset that fuels both his life and his approach to business. In this episode, WealthManagement.com Managing Editor Diana Britton sits down with Ryan VanGorder, CEO of Opto Investments, to share his story of survival, resilience, and how his brush with death reshaped his outlook on life and work. Ryan discusses: His introduction to adventure racing and the unique allure that hooked him Memorable moments from races across rugged landscapes The life-changing near-death experience during the Primal Quest race in Moab, Utah How adventure racing taught him valuable lessons for managing risk in business How adventure racing helped him find balance and meditation Resources: Listen to other episodes of The Healthy Advisor. Lessons from over two decades of adventure racing Connect With Ryan VanGorder: Opto Investments LinkedIn: Ryan VanGorder ryan@optoinvest.com Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement About Our Guest: Ryan VanGorder is Opto Investments’ Chief Executive Officer. Prior to joining Opto, Ryan was a managing director at BlackRock, leading finance in the Asia Pacific region. Ryan has more than 20 years of financial services experience and began his career in 2001 at Quellos, a Seattle-based hedge fund of funds. When he’s not focused on building Opto into a world-class business, you might bump into Ryan running or biking on a trail near you. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Spotify, and wherever podcasts are found. | — | ||||||
| 10/9/24 | ![]() The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman | 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, 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 reflections to friends and family, which unexpectedly grew into an audience of 20,000 people. His journey resonated deeply and offered a beacon of hope to many enduring struggles. In this episode, Managing Editor Diana Britton speaks with Matthew Newman, a wholesaler at Pacific Life and author of “Starting at the Finish Line,” about his journey and the impact it had on his life. Matt discusses: What happened leading up to his diagnosis How he received the diagnosis His treatments Where his strength comes from What became his outlet The importance of revisiting the journey in daily life What his experience can teach advisors Resources: Starting at the Finish Line by Matthew S. Newman Listen to other inspiring episodes of The Healthy Advisor Connect With Matthew Newman: LinkedIn: Matthew Newman Pacific Life Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found. | — | ||||||
| 9/18/24 | ![]() The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen | 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 a seven-figure business and become a coach, speaker, and podcast host. In this episode, Nehlsen, the founder and CEO of Freedom Financial Group, discusses her journey from a challenging childhood on a North Dakota farm to leading a successful financial advisory firm. She offers a story of hope for others in pain, as she has yet to slow down or limit her goals. Marissa discusses: How she fought back against domestic abuse initiating a major change in her life Learning resilience while living in a trailer park with her mother and siblings Workplace challenges like sexism, favoritism and rejection Her battle with Stargardt disease and how her brother helped her through it Mourning the death of her fiancé The importance of faith and community support in overcoming life’s hardships Resources: Listen to the latest episodes of The Healthy Advisor The Live Life Rich with Marissa Nehlsen podcast National Eye Institute: Stargardt Disease Connect With Marissa Nehlsen: LinkedIn: Marissa Nehlsen Marissa Nehlsen Website Freedom Financial Group Email: info@marissanehlsen.com Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement About Our Guest: Marissa Nehlsen is the founder and CEO of Freedom Financial Group. She rose from humble beginnings as a rural North Dakota farm girl to build a multi-million dollar financial services company. As an accomplished leader with proven results, Marissa Nehlsen’s unique style and approach enable clients to achieve extraordinary and sustainable outcomes. Fueled by the growth of others, she has over 23 years of solid experience. She built a holistic planning firm based on the core principles of educating, empowering, and equipping individuals, organizations, and businesses to make wise choices. Marissa Nehlsen delivers results by connecting with people to share her practical ideas and techniques, helping them achieve their goals and transform their lives through coordinated tax plans, legal plans, and financial plans. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found. | — | ||||||
| 8/14/24 | ![]() The Healthy Advisor: Struggling With Anxiety With RBC’s Shareen Luze | 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, has been mental wellbeing. But Shareen has had her own mental health challenges, having struggled with anxiety for years. She first realized she had the mental health disorder after the birth of her first child, a son. At the time, she wanted to make it look like she had everything together to the outside world. But on the inside, she was dealing with feelings of excessive worry, an inability to relax or sit still, and lack of sleep. She was diagnosed with postpartum anxiety. WealthManagement.com Managing Editor Diana Britton speaks with Shareen Luze, head of culture and field experience at RBC Wealth Management U.S., who opens up about her mental health and how these experiences have shaped her approach to employee well-being. Shareen discusses: Her journey with postpartum anxiety and her realization about her mental health The impact of perfectionist tendencies and societal pressures on mental well-being Why she initially avoided talking about her mental health at work How her life changed after being more vulnerable at work Her experience with breast cancer and how she dealt with her anxiety during that time The biggest mental health challenges facing financial advisors Resources: Listen to the latest episodes of The Healthy Advisor Connect With Shareen Luze: LinkedIn: Shareen Luze RBC Management Email: Shareen.luze@rbc.com Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement About Our Guest: In her role as head of culture and field experience for RBC Wealth Management–U.S., Shareen Luze dedicates herself to ensuring the firm’s purpose-driven culture and strong values are at the core of every business decision. She has built a career around providing compassionate advice and counsel to employees, managers, and leaders. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found. | — | ||||||
| 7/17/24 | ![]() The Healthy Advisor: From Near-Death to New Purpose with Martine Lellis | While 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 serious that while in a coma, she received her last rites, the religious ceremony performed by a Catholic priest for someone who was dying. Thankfully, she woke up three weeks later to make a full recovery, although the road back to normal functionality was difficult. Diana Britton speaks with Martine Lellis, principal of M&A partner development at Mercer Advisors, on her near-death experience, its profound impact on her life, and how it has fueled her passion for making bold, compassionate choices in the financial services industry. Diana and Martine discuss: Martine’s near-death experience and its aftermath Her recent experience meeting with the doctor who saved her life at Duke Another health scare she had with long COVID How overcoming significant health challenges shaped her professional and personal outlook The importance of gratitude and resilience in her leadership role Her current philanthropic efforts and commitment to giving back to the community Resources: Listen to the latest episodes of The Healthy Advisor Connect With Martine Lellis: LinkedIn: Martine Lellis Mercer Advisors: Martine Lellis Connect With Wealth Management & NREI: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement About Our Guest: Martine is Principal, M&A Partner Development, and is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other RIAs. Based on her more than two decades of experience in the independent wealth management space, she leads like-minded firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations. Martine also currently serves as Chief Talent Officer, overseeing Talent Management and HR Operations for the company, with a focus on developing and growing the talent of the organization. She has been a member of the Executive Leadership Team at Mercer Advisors since joining the firm in 2020. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found. | — | ||||||
| 6/12/24 | ![]() The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders | Kimberly 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 so smooth. For Anna Howard, her path into the industry was driven by a desire to earn validation from her father, also an executive in financial services. Later in her career, she realized the path she took and focused on building a more authentic and fulfilling life for herself. She and her husband recently went through a multi-year process to become foster parents, so now they’re managing four kids, two of which have special needs, while working full-time. In this episode, WealthManagement.com Managing Editor Diana Britton explores the balance between work and home life with Anna Howard, head of Private Wealth at LPL Financial, and Kimberly Sanders, head of Strategic Wealth Services at LPL. They touch on: The unique struggles faced by women in the financial services industry, particularly with work-life balance The journey back into the workforce after taking a hiatus and the obstacles encountered along the way The importance of male sponsors Strategies for managing personal well-being and family life while pursuing a demanding career The importance of mentorship, advocacy, and building a support network for women in finance Resources: Listen to the latest episodes of The Healthy Advisor Connect With Anna Howard: LinkedIn: Anna Howard LPL Financial Connect With Kimberly Sanders: LinkedIn: Kimberly Sanders LPL Financial Connect With Wealth Management & NREI: WealthManagement.com LinkedIn: Diana Britton Email: diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement About Our Guests: At LPL Financial, Anna Howard focuses on serving high-net-worth advisors and their clients, launching LPL Private Wealth Management to offer industry-leading benefits and enhanced service. Prior to LPL, she advanced her career at First Republic Bank and Wells Fargo Private Bank, where she developed innovative resources and grew assets under management. Kimberly Sanders, Senior Vice President, Advisor Solutions at LPL Financial, leads LPL Strategic Wealth Services, a modern supported independence solution that enables advisors and business owners to build and grow their firms according to their vision. In this role, Kimberly oversees a seasoned management team that enables advisors to optimize on LPL’s relationships, resources, and services to build equity in their brand and business so advisors can continue to thrive. Prior to LPL, Kimberly served RIA clients and prospects at Schwab Advisor Services, providing business consulting to support the custodian’s existing and potential clients. If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com. The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found. | — | ||||||
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