Healthy Advisor

by Diana Britton

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.

24 Episodes

Showing 6 of 24 — sign up free for all episodes

BusinessEducationHealth & FitnessManagementMental HealthSelf-Improvement

Episodes

Showing 6 of 24 episodes

Create a free account to unlock all episodes and start listening

The Healthy Advisor: What Truly Shapes Advisor Wellbeing with Michael Kitces

Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal ...

•Sep 8, 2026

The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces

Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal ...

•Aug 20, 2026

The Healthy Advisor: Living Authentically After Transitioning with Max Kulyk

Growing up in a small Pennsylvania town, Max Kulyk knew from an early age that the identity others saw didn’t fully match how he understood himself. O...

•Aug 19, 2026

The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces

Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal ...

•Jul 15, 2026

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, s...

•Jun 22, 2026

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...

•May 20, 2026

Episodes

Showing 6 of 24 episodes

Create a free account to unlock all episodes and start listening

The Healthy Advisor: What Truly Shapes Advisor Wellbeing with Michael Kitces

Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal ...

•Sep 8, 2026

The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces

Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal ...

•Aug 20, 2026

The Healthy Advisor: Living Authentically After Transitioning with Max Kulyk

Growing up in a small Pennsylvania town, Max Kulyk knew from an early age that the identity others saw didn’t fully match how he understood himself. O...

•Aug 19, 2026

The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces

Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal ...

•Jul 15, 2026

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, s...

•Jun 22, 2026

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...

•May 20, 2026