Tag: Financial Health
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: Leaning Into a Diagnosis in the Family With Will Hoffman

The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman

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At just 10 years old, William Hoffman’s son Liam was diagnosed with neurofibromatosis (NF), a rare genetic condition that causes tumors to grow on nerves throughout the body. When Will and his family got the news, they could have succumbed to despair. 

Instead, Will leaned into it, and has made it his mission to find a cure for Liam and set an example for his sons around overcoming the struggles that life may deal you. He and his wife have been active participants in the NF community, raising awareness and money for a cure. 

In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Hoffman, founder of Hoffman Wealth Management, about his journey with Liam’s diagnosis and his dedication to raising awareness about the struggles of those with NF.

Will focuses on: 

  • How Liam’s diagnosis impact Will and the family
  • How it reshaped his priorities in business and life
  • How he is raising awareness for this diagnosis
  • Why families must stay together and lean on their support system during difficult times
  • Why mental health awareness is important for financial advisors

Resources: 

Connect With Will Hoffman:

Connect With Wealth Management & NREI:

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.

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found.



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