Tag Archives: Diana B

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Transparency With Diana B.: Advisors and Mental Health



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. 

Resources:   WealthManagement.com | Diana Britton | Contact Diana | Competitive Streak Consulting | Bullish Thinking: The Advisor’s Guide to Surviving and Thriving on Wall Street by Alden Cass | Casualties of Wall Street: An Assessment of the Walking Wounded by Alden Cass et al.Contact Dr. Alden Cass

 


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Transparency With Diana B.: The Ups and Downs of Living on the Spectrum



Welcome to the first episode of Transparency with Diana B., a podcast that explores the deepest struggles and hardships that many advisors face. Our mandate is to bring these issues out into the open so that others may find healing. 

Today your host Diana Britton, managing editor of WealthManagement.com, is joined by Andrew Komarow, the founder of Planning Across the Spectrum, a financial planning firm that specializes in special-needs individuals and their families. The firm has a specific focus on folks with autism spectrum disorder, a neurological and developmental disorder. Andrew is actually on the spectrum himself, so he knows the disorder first-hand. This conversation about Andrew’s adult diagnosis of autism peels away layers of misconceptions about the disorder and encourages others to cast down their masks. 

In this episode, you will learn:

  • The definition of ASD and typical behaviors and symptoms
  • Why Andrew believes there is almost too much awareness of ASD and a need for more acceptance and understanding
  • About one person’s struggle with autism 
  • What helped Andrew to become successful in the financial industry
  • The truth about common ASD misconceptions
  • How Andrew overcame the struggles with the disorder
  • His advice for folks who may be different
  • And more.

Tune in now to hear a candid conversation with Andrew that unravels the many misconceptions about ASD and offers a practical path to healing. 

Resources:   WealthManagement.com | Diana Britton | Planning Across The Spectrum | Andrew Komarow | Contact Diana