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Hosted by Diana Britton · 🇺🇸 US · EN-US · 90 episodes
Established thought leaders with verified media credentials.
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 face and bring these issues out into the open so that others may find healing. Join us for this journey where we explore ways to overcome the stresses and anxieties as Diana draws from years of expertise and guest experts to manage the personal challenges of advisors.
Diana Britton hosts Healthy Advisor, a business show with 90 episodes published.
Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal wellbeing and career fulfillment. His latest research, the 2025 Adviso
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 pus
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 transformin
Throughout his career, RJ Moore has led some of the largest wealth management firms in the industry through challenging times. He’s held CEO positions at Cetera Financial Group, Legal & General Investment Management Amer
This month, Jamie Hopkins’ new book, “Your Retirement Sketchbook,” co-written by Bonnie Treichel, hits bookstores, and a lot of advisors know Hopkins as a retirement planning expert. Less known is his own personal story,
In 2018, Melissa Caro’s perfectly healthy 72-year-old mother was suddenly diagnosed with stage 4 lung cancer, and within 24 hours she became her sole caregiver, her financial planner, her life coach and her healthcare ad
After facing divorce, financial hardship and even losing her home in a wildfire, Bridget Venus Grimes rebuilt her life and career around helping other women do the same, taking control of their finances, finding communit
For 35 years, Mark Singer owned an independent financial planning firm, Safe Harbor Retirement Planning, in the Boston area, a Commonwealth Financial Network affiliate. During that time, he was living life at full speed—
Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving them in an intentional way. Neurodivergence refers to divergence
Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was bes
The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster in the U.S. at that time. John ended up in the hospital, with in
After a successful career in the pharmaceutical industry—rising from clinical research to business development and marketing—Paula Nangle took a step back to raise her young children and reflect on what truly mattered. M
Drew 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
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
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 adopt
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 20
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 r
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
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 t
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 unive
Jamie Hopkins
retirement speaker and author · FinServ Foundation
1 appearance on this show
Lisa Erickson
1 appearance on this show
Rev. John Connell
Co-founder and CEO · Focal
1 appearance on this show
Preston Cherry
founder and CEO · Concurrent Financial Planning
1 appearance on this show
Aaron Klein
Assistant Secretary for Economic Policy · Brookings Institution
1 appearance on this show
George Kinder
father of the life planning movement, mindfulness teacher
1 appearance on this show
Michael Kitces
1 appearance on this show
Cary Carbonaro
author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear
1 appearance on this show
Tyrone Ross
Founder and CEO · Turnkey401 Financial
1 appearance on this show
Mary Martin
race director of the Stand Hope Ultra Challenge · Duke University Health
1 appearance on this show
Larry Sprung
CFP® · Mitlin Financial
1 appearance on this show
Dr. Travis Parry
bestselling author of Achieving Balance and Marry and Grow Rich · Make Time Institute
1 appearance on this show
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Healthy Advisor is hosted by Diana Britton. The show is categorised under business (management) and has published 90 episodes.
Healthy Advisor has published 90 episodes.
Healthy Advisor regularly covers business, management, education. It sits in the business category, with a management focus.
Healthy Advisor is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Healthy Advisor hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Healthy Advisor average 34 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Healthy Advisor's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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