Tag: Advisor Wellbeing
The Healthy Advisor: Viewing Cancer as an Opportunity, Not a Fight with RJ Moore

The Healthy Advisor: Viewing Cancer as an Opportunity, Not a Fight with RJ Moore

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Throughout his career, RJ Moore has led some of the largest wealth management firms in the industry through challenging times. He’s held CEO positions at Cetera Financial Group, Legal & General Investment Management America, and ABN AMRO La Salle Bank. He’s also the former president of LPL Financial.

But perhaps his biggest challenge came during the summer 2023, when he was diagnosed with Stage IV melanoma. His doctor called, saying the skin cancer had spread to much of his body, including his brain, heart, lungs, the lymphatic system and liver.

When he got the news, RJ made a conscious decision not to view the cancer as something he had to fight or battle. What if the adversity could become a turning point for gratitude, perspective and a deeper connection with others?

In this episode of The Healthy Advisor, host Diana Britton speaks with RJ Moore, partner at Private Advisor Group, about his unexpected journey with melanoma. He shares how the diagnosis reshaped his view of life, leadership, and daily priorities. 

He discusses:

  •     The moment RJ learned his melanoma had spread rapidly throughout his body and vital organs
  •     How meditation and breathing practices helped him stay calm after hearing he had months to live
  •     Why RJ replaced the idea of “fighting cancer” with a mindset centered on grace and gratitude
  •     The impact of support from family, friends and the advisory community during treatment
  •     Practical ways advisors can stay present and appreciate everyday moments in busy lives

Resources:

Connect With RJ Moore:

Connect with Wealth Management:

About Our Guest:

RJ Moore is a Partner at Private Advisor Group and helps lead the overall governance of the firm. He brings over 30 years of experience in financial services to the team.

Prior to joining Private Advisor Group, RJ has held CEO positions at Cetera Financial Group, Legal & General Investment Management America, and of ABN AMRO La Salle Bank. He was also President of LPL Financial.

RJ earned a Master of Business Administration in Finance and Financial Management Services from Northwestern University – Kellogg School of Management and a Bachelor of Arts of Business Administration from the University of Texas.

He is the former chair of Invest in Others and has also served on the boards of The Chicago Shakespeare Theater, Chicago Historical Society, and Jane Addams Hull House. In addition, he is an ardent supporter of The Leukemia & Lymphoma Society and the Navy Seal NSW Family Foundation. In 2024, RJ was honored at the AIM Steps Against Melanoma Foundation walk.

RJ lives in San Diego with his wife, Sarah. Outside of work, he enjoys visiting family and friends across the U.S., spending time in Palm Springs, and reading Historical Biographies.

RJ Moore is solely an investment advisor representative of Private Advisor Group, and not affiliated with LPL Financial.

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The Healthy Advisor: Taking Control of Your Finances with Bridget Venus Grimes

The Healthy Advisor: Taking Control of Your Finances with Bridget Venus Grimes

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After facing divorce, financial hardship and even losing her home in a wildfire, Bridget Venus Grimes rebuilt her life and career around helping other women do the same, taking control of their finances, finding community and redefining success on their own terms.

In this episode of The Healthy Advisor, host Diana Britton sits down with Grimes, president of WealthChoice and co-founder of Equita Financial Network, to explore her journey from Wall Street trader to pastry chef to financial planner for breadwinner women.

From personal struggle to powerful purpose, Grimes reveals how she built a network to uplift female advisors and how coaching, balance, and connection helped her thrive through life’s toughest seasons.

She discusses:

  • The unconventional path that led Bridget from trading floors to Paris kitchens and back to finance
  • How divorce, debt and disaster shaped her passion for empowering women through financial planning
  • Why pay inequity and lack of flexibility persist for women in financial services
  • What inspired her to create Equita Financial Network
  • How coaching, community, and boundaries can protect advisors from burnout

Resources:

Connect with Wealth Management:

Connect With Bridget Venus Grimes:

About Our Guest:

Bridget Venus Grimes, CFP, is President of WealthChoice, a wealth management firm for women executives, and Co-founder of the SEC-registered investment advisor Equita Financial Network, a community of women-led financial planning firms. Bridget began her career in 1987, trading stocks for private hedge funds in New York City, before pursuing her passion for financial planning for women.

Bridget believes in empowering women to take confident steps toward a better life. She authored the best-selling book Corner Office Choices: The Executive Woman’s Guide to Financial Freedom and has written countless articles for major US media channels. Her commitment to women’s financial education extends not only to women professionals but also to fellow financial planners. She has spoken at major industry conferences and co-hosted the Financial Planning Association’s Women’s Knowledge Circle.

Bridget splits her time between Arizona and California and enjoys boating, golf, entertaining, anything French, and, most of all, cooking. She holds a B.A degree in German language and literature and a minor in Art History from Mount Holyoke College.

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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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