Burnout – The Healthy Advisor Podcast

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

By healthy advisor | January 21, 2026

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:

Listen to The Healthy Advisor on Wealth Management
Subscribe and listen to The Healthy Advisor on Apple Podcasts
Subscribe and listen to The Healthy Advisor on Spotify
The Healthy Advisor: Overcoming Insecurities and Self-Doubt With Stephanie Bogan
Focused on the Future: Breadwinner Women, Gen Z, and Succession with Bridget Venus Grimes

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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Transparency With Diana B.: Advisors and Mental Health

By healthy advisor | December 11, 2019

As a graduate student, Dr. Alden Cass conducted a clinical survey on the mental health of Wall Street’s advisors. Conducted in 1999, the study, titled “Casualties of Wall Street,” examined nearly 50 reps, and found that 23 percent of them exhibited significant signs of clinical depression, while another 36 percent showed mild to moderate symptoms. Interestingly, million-dollar producers were the most dysfunctional when it came to mental health, as they were most prone to burnout.

Financial advisors may even be more prone to stress and burnout today than 20 years ago. These feelings are all too common for today’s advisor, who not only has to manage their own emotions but serve as financial therapists to anxious clients.

In this episode of Transparency with Diana B., your host Diana Britton, managing editor of WealthManagement.com, is joined by Dr. Cass, a licensed clinical psychologist and performance coach who specializes in treating advisors and helping them improve their job performance.

Dr. Cass uncovers the surprising reality of what it’s like to be an advisor, what contributes most to their mental health issues, and actions you can take to help yourself.

In this episode, you will learn:

How advisors’ stress levels compare to non-advisors
Results from Dr. Cass’ study, “Casualties of Wall Street”
Which mental health issues today’s advisors are experiencing
Which negative and positive coping mechanisms advisors use
How to avoid falling into the trap of depersonalization
And more.

Tune in now to learn how to cope with mental health issues in positive ways, where to turn to for support, and how to overcome the stigma associated with seeking therapy.

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