Tag: Personal Growth
The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry

The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry

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What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was stuck in a seven-year fog, struggling to align his personal life with his financial success.

In this episode, Diana Britton, executive editor at WealthManagement.com, sits down with Dr. Cherry as he opens up about his challenges—bankruptcy, self-medicating behaviors and racial microaggressions—all while searching for balance, healing and true fulfillment.

He discusses: 

  • The realization of his “seven years of fog”
  • The concept of life and money misalignment
  • Thoughts on money buying happiness
  • How his experiences inspired his new book “Wealth in the Key of Life”
  • What his journey has taught him about having empathy and compassion for clients

Resources: 

Connect with WealthManagement.com:

Connect with Dr. Preston Cherry:

About Our Guest:

Dr. Preston Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle.

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: Struggling With Anxiety With RBC’s Shareen Luze

The Healthy Advisor: Struggling With Anxiety With RBC’s Shareen Luze

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In her role as head of culture and field experience at RBC Wealth Management U.S., Shareen Luze is responsible for making sure the firm’s 2,200 financial advisors feel supported and have a similar employee experience as those in the home office.

One particular area of focus, which has become more acute in the global pandemic, has been mental wellbeing. 

 But Shareen has had her own mental health challenges, having struggled with anxiety for years. She first realized she had the mental health disorder after the birth of her first child, a son. At the time, she wanted to make it look like she had everything together to the outside world. But on the inside, she was dealing with feelings of excessive worry, an inability to relax or sit still, and lack of sleep. She was diagnosed with postpartum anxiety.

 WealthManagement.com Managing Editor Diana Britton speaks with

Shareen Luze, head of culture and field experience at RBC Wealth Management U.S., who opens up about her mental health and how these experiences have shaped her approach to employee well-being.

 Shareen discusses: 

  • Her journey with postpartum anxiety and her realization about her mental health
  • The impact of perfectionist tendencies and societal pressures on mental well-being
  • Why she initially avoided talking about her mental health at work
  • How her life changed after being more vulnerable at work
  • Her experience with breast cancer and how she dealt with her anxiety during that time
  • The biggest mental health challenges facing financial advisors

 Resources:

 Connect With Shareen Luze:

 Connect with WealthManagement.com:

 About Our Guest:

 In her role as head of culture and field experience for RBC Wealth Management–U.S., Shareen Luze dedicates herself to ensuring the firm’s purpose-driven culture and strong values are at the core of every business decision. She has built a career around providing compassionate advice and counsel to employees, managers, and leaders.

 

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: From Near-Death to New Purpose with Martine Lellis

The Healthy Advisor: From Near-Death to New Purpose with Martine Lellis

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While studying at Duke University, Martine Lellis started to feel sick. It developed quickly into a hospital visit where she was diagnosed with pneumonia in both her lungs. The condition escalated into a near-deadly situation, so her doctors decided to induce a coma even before her parents were able to reach her.

 It became so serious that while in a coma, she received her last rites, the religious ceremony performed by a Catholic priest for someone who was dying.

 Thankfully, she woke up three weeks later to make a full recovery, although the road back to normal functionality was difficult.

 Diana Britton speaks with Martine Lellis, principal of M&A partner development at Mercer Advisors, on her near-death experience, its profound impact on her life, and how it has fueled her passion for making bold, compassionate choices in the financial services industry.

 

Diana and Martine discuss:

  • Martine’s near-death experience and its aftermath
  • Her recent experience meeting with the doctor who saved her life at Duke
  • Another health scare she had with long COVID
  • How overcoming significant health challenges shaped her professional and personal outlook
  • The importance of gratitude and resilience in her leadership role
  • Her current philanthropic efforts and commitment to giving back to the community

 Resources:

 Connect With Martine Lellis:

 Connect With Wealth Management & NREI:

 About Our Guest:

 Martine is Principal, M&A Partner Development, and is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other RIAs. Based on her more than two decades of experience in the independent wealth management space, she leads like-minded firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations. Martine also currently serves as Chief Talent Officer, overseeing Talent Management and HR Operations for the company, with a focus on developing and growing the talent of the organization. She has been a member of the Executive Leadership Team at Mercer Advisors since joining the firm in 2020.

 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: When a Child Struggles With Opioid Addiction With Lori Eisel

The Healthy Advisor: When a Child Struggles With Opioid Addiction With Lori Eisel

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When Lori Eisel first found out her son had an addiction problem, she tried to do everything in her power to get control over the situation and help him. But even years later, he is still on the road to recovery.

In this episode, Diana Britton, managing editor at WealthManagement.com, speaks with Lori Eisel, president of fee-only financial planning firm Arcadia Financial Partners, who shares the struggles and achievements faced by both her son and herself in dealing with this addiction. Lori recounts the lessons she’s learned about addiction, and how she found the help and support she needed to get through it.

She’s become an advocate for awareness around Opioid addiction and supports families facing similar circumstances. She’s also supporting Ohio’s Recovery Within Reach campaign, a new program to help financial advisors in the state to spot the signs of a family facing the emotional and financial costs of opioid addiction, and how to help them through those struggles. 

Lori discusses: 

  • How she tried to help her son with his addiction
  • What she has learned about addiction and how she has shifted her mindset
  • Why she didn’t hide her son’s addiction from others in her community
  • The toll her son’s addiction has taken on her and the family
  • The Ohio initiative to help financial advisors with clients facing addiction

Connect With Lori Eisel:

More Addiction Resources:

Connect With Wealth Management & NREI:

About Our Guest:

Lori Eisel is the president of fee-only financial planning firm Arcadia Financial Partners in ​Pickerington, Ohio. For more than 25 years, Lori has dedicated her career to helping people make good financial decisions. She holds a master’s degree in Family Financial Management from The Ohio State University, where she also served many years as adjunct faculty and continues to be a frequent presenter and guest speaker. She is a Certified Financial Planner, an Enrolled Agent, and a Certified Divorce Financial Analyst​. Lori received the Women’s Choice Award in 2018, 2019, 2020, and 2021. ​She was also chosen to receive the Pickerington Area Chamber of Commerce ATHENA Leadership Award in 2019.

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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