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 …
After selling her business in November 2022, Tina Powell earmarked 2023 her “year of health.” The first step on that journey was to get a full body scan at the Princeton Longevity Center on Martin Luther King day 2023. That scan would change the trajectory of her life. That day, her doctors discovered a 2.1 …
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 …
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 …
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, …
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 …
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 …
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 also served as a mentor for younger advisors and a fierce advocate for greater diversity in the wealth management industry. Lynn had to put all of that …
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 …
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 …