Tag: Advisor Wellbeing
The Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew Shockley

The Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew Shockley

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Drew Shockley grew up on a dairy farm in Tennessee. He started working in insurance for $7.50/hour, and by his 30s had built and sold multiple companies—including an eight-figure exit in 2020.

From the outside, it sounds like a dream. But the road to Drew’s success was not a straight path. Along the way, he experienced burnout and struggled with the pressure of leading a much larger team. The personal lessons really stuck with him.

In this episode of the award-winning Healthy Advisor podcast, WealthManagement.com’s Diana Britton is joined by Drew Shockley, co-founder of Move Health, a platform that helps financial advisors forecast pre-retirement health insurance costs. He opens up about the struggles behind the success. He also reflects on building something more intentional this time around and how those lessons resonate with any entrepreneur or financial professional today.

Drew discusses:

  • His unique path from the farm to forming and selling multiple companies
  • The personal struggles with burnout and the pressure of leadership
  • Balancing personal and professional life to find sustainable success
  • His passion for personality assessments and how that has shaped his career
  • How Move Health can help financial advisors forecast health insurance costs 

Resources:

Connect with WealthManagement.com:

Connect With Drew Shockley:

About Our Guest:

Born and raised in East Tennessee, Drew Shockley moved to Indiana for college and decided to make it home. He began his career in healthcare insurance in 2005 with Anthem Blue Cross Blue Shield, one of the nation’s largest carriers.

Over the course of his 20-year career, Drew has trained thousands of agents in the health and Medicare space and has been a founding member or investor in three successful startups within the healthcare market.

He’s been married for 19 years and is the proud father of two teenage boys. On weekends, you’ll likely find him on the golf course, cheering on the Vols at a sporting event, or spending quality time with his family.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

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The Healthy Advisor: Riding Out the Storm with Beth Bosworth

The Healthy Advisor: Riding Out the Storm with Beth Bosworth

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When natural disasters hit, your life can turn upside down. Beth Bosworth experienced this firsthand when Hurricane Helene hit her town of Asheville, N.C. on Sept. 27, 2024. The hurricane caused severe damage to the city, including fallen trees, destroyed power lines, and flooded roads. Her neighborhood is still feeling the effects of that storm several months later.

 In this episode, Diana Britton, WealthManagement.com executive editor, speaks with Bosworth, head of financial planning and wealth advisor at Perigon Wealth Management, who shares how she and her community banded together under immense pressure to restore normalcy after the storm’s devastation. She did all this while continuing to serve clients and run an advisory practice. 

 Beth discusses: 

  • The unexpected impact of Hurricane Helene and how it reshaped entire communities 
  • Being prepared for natural disasters
  • The emotional rollercoaster of being cut off from communication in a world reliant on connectivity 
  • Finding strength in community solidarity amid nature’s chaos 
  • What the ordeal taught her about her own resiliency and strength

Resources:

Connect with WealthManagement.com:

Connect With Beth Bosworth:

About Our Guest:

Beth is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her favorite part about her career is that she has the privilege of living life alongside her clients. She is an avid advocate of the independent wealth management space and values protecting her fee-only practice.

Beth is a CFP® professional and holds a BA from the University of Georgia. She helps manage the Atlanta office and resides in midtown with her wife and two sons. She is an avid tennis player, enjoys golf, and spends the weekends hiking with her family and two dogs in the North Georgia Mountains. Beth is also passionate about dedicating her time to worthy causes, and currently serves as the Treasurer of USTA (United States Tennis Association) Georgia and on multiple Finance Committees for the Atlanta Ronald McDonald House Charities.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

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