The Healthy Advisor: What Makes Advisors Happy With Michael Kitces

The Healthy Advisor: What Makes Advisors Happy With Michael Kitces

While wellbeing and mental health have become a more mainstream conversation among the wider U.S. population since the pandemic, it’s a topic still largely untouched by the financial services industry. New research from Kitces.com aims to measure and track trends across advisor wellbeing, just as the industry benchmarks anything else.  Over 1500 members of financial …

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The Healthy Advisor: Using Wealth to Improve Your Health With James Bogart

The Healthy Advisor: Using Wealth to Improve Your Health With James Bogart

As a busy and often stressed-out executive at one of the top RIAs in the country, James Bogart found himself neglecting his well-being, resulting in weight gain and various health issues.  A series of hospital visits prompted him to hire a concierge doctor and a nutritionist, leading to a remarkable 70-pound weight loss over the …

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The Healthy Advisor: Overcoming Limited Opportunities and a Learning Disorder with Heather Kelly

The Healthy Advisor: Overcoming Limited Opportunities and a Learning Disorder with Heather Kelly

Facing the hurdles of disadvantaged youth, Heather Kelly’s life was marked by a single mother, a disabled sister, and limited opportunities. She moved out of her home in Ozone Park, Queens, at the young age of 16. On top of that, she has struggled with dyslexia, a learning disorder and neurological condition that posed additional …

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The Healthy Advisor: Finding Courage to Leave an Abusive Relationship with Cary Carbonaro

The Healthy Advisor: Finding Courage to Leave an Abusive Relationship with Cary Carbonaro

When financial advisor Cary Carbonaro met her first husband, she thought she had it all. She had a great upbringing in New York, wonderful family and friends. She was very successful. And while her fiancé looked very good on paper, the relationship turned out to be toxic.   Behind closed doors, the marriage was a nightmare, …

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The Healthy Advisor: Resiliency and Other Lessons Inside Lehman

The Healthy Advisor: Resiliency and Other Lessons Inside Lehman

When Mike Wunderli started his journey into wealth management, he was excited about a career that had a combination of sales and finance, interpersonal and analytical. He built up an impressive book of business, helping entrepreneurs and business owners engineer liquidity events for their companies.  But then, the 2008 financial crisis hit, causing the downfall …

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

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

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 very humble childhood, and things were difficult for her family financially. And because of that background, she lacked a lot of opportunities. Most of her family members …

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

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

In his financial advisory practice, Paul Peeler specializes in planning for mental illness caregivers and their families. But Paul has his own story of caring for a family member with a mental illness and the emotional toll the experience has taken on him. When a close family member spiraled into a mental health crisis, he …

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

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

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 Advisor, her current coaching firm, she founded a consulting firm at the age of 24 and sold it in a 7-figure deal to a Fortune 200 company. She then joined Joe Duran’s …

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