Transparency with Diana B

Transparency with Diana B

Welcome to Transparency with Diana B., 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.

Episodes

April 21, 2021 30 min
Sept. 11, 2001 is a day most Americans can’t forget, when Al-Qaida coordinated four terrorist attacks against the United States, including on the Twin Towers in downtown Manhattan.  But for Chloe Wohlforth, managing director of Angeles Wealth Management in New York, it was the day she lost her father. Chloe was a junior in high … Continue reading Transparency with Diana B.: A Tremendous Loss on 9/11 and the Path Forwards →
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Every FINRA-registered rep is required to publicly disclose on their BrokerCheck profile certain events, such as regulatory actions, client complaints, and terminations. But the regulator also requires reps to disclose certain personal financial events, such as tax liens. Advisor Justin Reckers has always been transparent on his U4 about his troubles, which included a short … Continue reading Transparency with Diana B.: On the Brin...
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Growing up the son of a firefighter, Brian Walsh Jr. was taught to give back to the community and help others, and that led him to pursue one of the most difficult jobs in the U.S. military as a Navy SEAL (Sea, Air, Land), the country’s special operations team. But, just days before he was … Continue reading Transparency with Diana B.: Dealing with Personal Traumas of the Past →
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Douglas Duerr was having medical issues for three years, including various skin problems and swollen lymph nodes. During that time, he was misdiagnosed and blown off by doctors, many of whom said he was a perfectly healthy man. His bloodwork kept coming back normal. But Doug knew his body, and it was telling him something … Continue reading Transparency with Diana B: Battling Lymphoma in the Midst of a Pandemic →
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One incident can change everything. Everything you once believed in, and worked towards can be turned upside down.  In this installment, guest host David Lenok, senior wealth planning editor at wealthmanagement.com, sits down with Craig Hersch, estate attorney and CPA. Craig shares his story of suddenly discovering he had a life-threatening cardiac problem, and how … Continue reading Transparency with Diana B.: How a Life-Threateni...
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Shortly after Jonathan’s parents noticed his struggle to crawl as a baby, he was diagnosed with spinal muscular atrophy (SMA), a genetic disease affecting the central nervous system, peripheral nervous system and voluntary muscle movement. He has been in a wheelchair ever since and now aspires to become financially independent, no longer having to navigate … Continue reading Transparency with Diana B.: Life in a Wheelchair →
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September 16, 2020 33 min
Growing up in the 1970s in the bay area of California, Tim Brisson never had alcoholism in his family. But he was raised with the notion that “children were to be seen and not heard,” so he grew up not knowing how to deal with his emotions, feelings and disappointments in life.  So later in … Continue reading Transparency with Diana B.: Six Years Sober →
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About six years ago, when financial advisor Esther Szabo and her then-husband David boarded a cruise ship headed for Russia, she never expected their grand vacation would end with him on a stretcher in a medevac. Many of us are faced with feelings of uncertainty and hopelessness, whether it’s due to COVID-19, the volatile markets, … Continue reading Transparency With Diana B.: When a Sudden Health Crisis Hits in a Foreign Land →
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Dyslexia is the most common of all neurocognitive disorders, but contrary to what many may believe, some of the most innovative people in the country have dyslexia, including Charles Schwab and Bill Gates, to name a few. There are so many benefits and gifts that come with dyslexia, if only our society embraced people with … Continue reading Transparency With Diana B.: The Gifts and Trials That Come With Dyslexia →
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As a Certified Divorce Financial Analyst, and, perhaps, the preeminent divorce advisor in the industry, Michelle Smith has helped hundreds of women through the financial maze of divorce. But she’s even more qualified to advise on divorce because she’s gone through it herself—and with a child with special needs no less.  In this episode, Diana … Continue reading Transparency with Diana B.: The Reality of Divorce With a Special Needs...
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A lot of people in the industry know John Hyland, the co-founder and executive officer of Private Advisor Group, who has been in the industry for 31 years. But few know his personal story. When John was younger, he became involved with the New Jersey chapter of the Leukemia & Lymphoma Society, a cause that … Continue reading Transparency with Diana B.: How John Hyland Fought Cancer and Won—Three Times →
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As an estate tax attorney, Melanie Schnoll-Begun spent so much of her life helping others plan their for their futures. But when she applied for a life insurance policy of her own during pregnancy, she never imagined she’d get a rejection letter. That was the moment she learned she had Type 1 diabetes, an autoimmune … Continue reading Transparency with Diana B.: Living With Type 1 Diabetes →
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When shelter-in-place orders started cropping up in mid-March, as the coronavirus started to spread in cities across the country, many schools and daycares closed. Babysitters and other caregivers, such as grandparents, were forced to separate from the kids they typically cared for. The circumstance brought a new challenge to working parents, who have been struggling … Continue reading Transparency With Diana B.: Working Mothers in...
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While the numbers are constantly changing, the coronavirus has claimed many, many lives, and the casualties continue to climb. And during this time, as mortality is top of mind for many and emotions are running high, it may help to hear from someone who has faced death, head-on, and lived to tell the tale. In … Continue reading Transparency With Diana B.: A Near-Death Experience →
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Many people tend to dwell on horrific experiences, making it difficult to move forward and live their lives. Others embrace the trauma, using it to build strength and a thick skin.  In this episode of Transparency, Diana Britton, managing editor of WealthManagement.com, is joined by Kashif “Kash” Ahmed, founder and president of American Private Wealth, … Continue reading Transparency With Diana B.: From Riches to Refugee →
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The COVID-19 pandemic is wreaking havoc on the U.S. economy and citizens’ health, as the death toll continues to rise daily. It’s also upended personal lives, including those of financial advisors, who may serve as an even greater source of support to their clients during this time. In this episode of Transparency, Diana Britton, managing … Continue reading Transparency With Diana B.: Life in Lockdown During COVID-19 →
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When Julie Johnson started out as a financial advisor at Smith Barney in the 1990s, she was “smiling and dialing” to build up her book of business. She excelled in her rookie year, so much so that she was sought after by another wealth advisor who needed help expanding his practice. She jumped at the … Continue reading Transparency With Diana B.: More Tales From the “Boom Boom Room” →
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Robert Castillo came out of the closet to his friends and family when he was 16 years old. But when he first got a job at a financial advisory firm in his 20s, he didn’t feel comfortable coming out to his colleagues. The financial services’ reputation for being very male-centric contributed greatly to that decision. … Continue reading Transparency with Diana B.: Coming Out of the Closet →
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As a young girl growing up in Egypt, Laila Pence was very well off; her family lived in a seven-bedroom mansion in Suez. But all of that was taken away in almost an instant, when the Israeli army bombed her village during the Six-Day War. Struggling to survive, her family decided to emigrate to the … Continue reading Transparency with Diana B.: A Top Advisor’s Immigration Story →
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Growing up in Monmouth County the child of two schoolteachers, Conor Delaney struggled being one of the poorest kids in school, dumpster diving for toys and going through several foreclosures on his family’s homes. But the months following his high school graduation were, perhaps, the worst. His father died suddenly; his aunt, heartbroken by her … Continue reading Transparency With Diana B.: Focus on Outcomes, Not Income →
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