Healthy Advisor

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 oth

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Recent Episodes

The Healthy Advisor: Persevering in the Face of Adversity with Maria Castillo Dominguez

Posted July 19, 202300:27:46

Maria 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...

The Healthy Advisor: Living With Cancer With Lynn Ballou

Posted June 21, 202300:33:00

After 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...

The Healthy Advisor: Caring for Family With Serious Mental Illness With Paul Peeler

Posted May 17, 202300:30:50

In his financial advisory practice, Paul Peeler specializes in planning for mental illness caregivers and their families. But Paul has his own story...

The Healthy Advisor: Overcoming Insecurities and Self-Doubt With Stephanie Bogan

Posted April 19, 202300:39:50

A lot of people in the industry know Stephanie Bogan; she’s a sought-after business and practice management coach and speaker. Before starting Limitless...

The Healthy Advisor: A Refugee’s Journey and the Power of Sound Healing With Sathya Chey Patterson

Posted March 15, 202300:31:32

Sathya 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,...