Tag: Mindfulness

FEATURE
The Healthy Advisor: A Refugee’s Journey and the Power of Sound Healing With Sathya Chey Patterson

The Healthy Advisor: A Refugee’s Journey and the Power of Sound Healing With Sathya Chey Patterson

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Sathya Chey Patterson was born into struggle. She came into the world in a Thai refugee camp, as her family had just escaped from the Cambodian genocide, an explosion of mass violence that saw between 1.5 and 3 million people killed at the hands of the Khmer Rouge, a communist political group, in the 1970s. Her family then arrived in the U.S. financially destitute. Yet her humble beginnings and financially challenged upbringing have defined her truth.

 The experience taught her resilience and built habits of frugality that few others can grasp. Today, she uses those skills in her own wealth management practice.

In this episode, WealthManagement.com Managing Editor Diana Britton is joined by Sathya Chey Patterson, Wealth Advisor and Managing Partner at Arise Private Wealth, in discussing how her experience has shaped her perspective on life and the work she’s doing now.

Sathya discusses: 

  • How life in refugee camps during the Cambodian genocide shaped her childhood
  • How her family provided for the children once they came to the U.S.
  • How her experience growing up changed the way she explains money habits to clients
  • Why she became a financial advisor and what drives her in this career
  • How meditation and sound healing have helped her overcome challenges and heal from the past

Resources: 

Connect With Sathya:

Connect With Wealth Management:

About Our Guest:

Sathya Chey Patterson is a Managing Partner of Arise Private Wealth, an independent wealth management firm that consistently guides clients to pursue an elevated perspective.

Sathya is more than a wealth advisor, she is her clients’ financial beacon, consistently offering an informed perspective so they can craft and implement an effective investment strategy that is suited to their specific needs and desires. Sathya understands the many complex financial decisions her clients may face, as well as the intricacies of their portfolios and investment markets, and ensures her clients are cared for today and in the future.

While receiving her BA in finance from Cal State Fullerton and an MBA from USC Marshall School of Business, Sathya began building experience in wealth management at Halbert Hargrove Global Advisors, LLC. She then joined the Carlsen Elliott Wealth Management team at Wells Fargo Advisors before launching her independent wealth management company, Arise Private Wealth, with her business partner Steve Carlsen.

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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FEATURE
The Healthy Advisor: The Art of Mindfulness With Mary Martin

The Healthy Advisor: The Art of Mindfulness With Mary Martin

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Mary Martin had always been very health conscious, making sure she ate right and stayed in shape. But several years ago, she had a miscarriage at five months’ pregnant, although she didn’t know she was pregnant at the time. The experience helped her learn that from an emotional standpoint, she wasn’t really present in her body. She came to realize what it was like to truly be a human being, not simply a human doing.  

Now she focuses on teaching advisors about taking care of their own wellbeing through personal considerations and building connections with others.

In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Mary Martin, Ph.D., mindfulness educator and author of “Mindfulness for Financial Advisors,” on being human in a technological world and how being mindful of your emotional and mental wellbeing is just as essential as your physical wellbeing.

Mary discusses: 

  • How she developed her passion for teaching advisors about mindfulness
  • How her realization of not truly living in her body changed her routine
  • The biggest hurdles to getting advisors on board with her teachings
  • How advisors can better handle the anxiety, stress and emotions of clients
  • What will contribute to successful advisors in the future

Resources: 

Connect With Mary Martin:

Connect With Wealth Management & NREI:

About Our Guest:

Mary Martin is a mindfulness educator, author of Mindfulness for Financial Advisors: Practicing a New Way of Being, creator of the original course, and Futures Thinker. She’s a designer of learning experiences that cultivate awareness, adaptability, and optimism. She attended Brown University, Mindful Schools, and is trauma-certified. She’s also the recipient of 2022 Imagination Leadership Award from the Institute for the Future.

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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.

Products are issued by Allianz Life Insurance Company of North America (Allianz). Variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com. This notice does not apply in the state of New York.

Allianz Investment Management LLC (AllianzIM) is an investment manager specializing in the development and execution of innovative risk management strategies, with $18.8 billion in AUM. Based in Minneapolis, AllianzIM’s investment management is powered by the same proprietary in-house hedging platform that is used among affiliates to help manage more than $145 billion in assets for institutional and retail investors around the globe.1

Risk management is provided by AllianzIM a wholly owned subsidiary of Allianz Life Insurance Company of North America that provides hedging services to the broader Allianz Group.
Allianz and AllianzIM are not affiliated with WealthManagement or the featured guest.

1 As of 6/30/2022

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