Tag Archives: selfcare

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Transparency With Diana B.: Working Mothers in Quarantine



When shelter-in-place orders started cropping up in mid-March, as the coronavirus started to spread in cities across the country, many schools and daycares closed. Babysitters and other caregivers, such as grandparents, were forced to separate from the kids they typically cared for. The circumstance brought a new challenge to working parents, who have been struggling over the last few months to work remotely, home-school their children, and keep the young ones engaged, occupied and happy. 

In this episode of Transparency, Diana Britton, managing editor of WealthManagement.com, talks to three mothers in financial services about the challenges they’ve experienced balancing work and childcare during the quarantine.

Shana Sissel, chief investment officer of Spotlight Asset Group, has an energetic little boy who is feeling increasingly antsy inside their apartment. Kristine Porcaro, co-founder and president of Lexington Wealth Management, is preserving emotional energy for her two teenage girls. And Blair DuQuesnay, an advisor at Ritholtz Wealth Management, is balancing the care of her young son and newborn daughter.

Diana’s joined by Shana, Kristine, and Blair who discuss the challenges of keeping their children emotionally and mentally fulfilled while stuck inside, as well as their mechanisms for staying sane. Diana draws on her own experience in this episode, working from home while caring for her 4-year-old son and 1-year-old daughter.  

In this episode, you will learn:

  • About their experiences working from home with kids
  • How these moms feel about screentime and how they manage it
  • How they’re dealing with schools and daycares being closed 
  • How they’re dealing with acting out and heightened emotions
  • How to run an advisory business while caring for children
  • Ways these mothers maintain sanity and relieve stress
  • And more. 

Tune in now to hear a candid discussion about the challenges of caring for children and working from home during COVID-19.

WealthManagement.com | Diana Britton | Contact Diana | Spotlight Asset Group | Shana Sissel on LinkedIn  | Lexington Wealth Management | Kristine Porcaro on LinkedIn | Ritholtz Wealth Management | Blair DuQuesnay on LinkedIn  


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Transparency With Diana B.: A Near-Death Experience



While the numbers are constantly changing, the coronavirus has claimed many, many lives, and the casualties continue to climb. And during this time, as mortality is top of mind for many and emotions are running high, it may help to hear from someone who has faced death, head-on, and lived to tell the tale.

In this episode of Transparency, Diana Britton, managing editor of WealthManagement.com, is joined by Brandon Garrett, president and chief investment officer of Snow Garrett Wealth Management, who had a near-death experience several years ago. What began as a fun vacation to the beautiful Cayman Islands with his wife and friends ended with him laying in a hospital bed, with a bacterial infection that led to septic shock. He thought it might be the end of his life.

The infection, of course, did not claim his life. But the experience did change him permanently and helped him to live more purposely going forward.

In this episode you will learn:

  • The details of Brandon’s own near-death experience
  • What he was feeling and thinking during the ordeal
  • How he found inner peace in the face of death and fear
  • How the experience changed his life
  • The importance of focusing on yourself as much as your clients
  • The importance of personal and professional communication
  • And more.

Tune in now to learn how to recognize whether you’re living purposely, with a bigger picture objective in mind, or simply living in the moment.

Resources:  Wealth Management | Email | Coronavirus Coverage | Diana Britton’s LinkedIn | Snow Garrett Wealth Management


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Transparency With Diana B.: From Riches to Refugee



Many people tend to dwell on horrific experiences, making it difficult to move forward and live their lives. Others embrace the trauma, using it to build strength and a thick skin. 

In this episode of Transparency, Diana Britton, managing editor of WealthManagement.com, is joined by Kashif “Kash” Ahmed, founder and president of American Private Wealth, an advisory outside of Boston. In 1990 at the age of 17, Kash and his family found themselves at the center of Iraq’s invasion and annexation of Kuwait by Saddam Hussain’s forces, over oil pricing and production disputes. Hussain led Iraq with an iron first for several decades, and Kash’s family, including his father who was instrumental in building Kuwait’s oil industry, was at the top of his list of people to take hostage. Kash went from riches to refugee in a matter of hours. 

In this episode, you will learn:

  • About his six-week journey out of war-torn Kuwait into Pakistan
  • How Kash at a young age learned the importance of sticking to his principles
  • How he learned to embrace these traumatic experiences and be grateful for what he has
  • How he turns his adversity into strength
  • What led Kash to become a financial advisor, and how he dealt with biases against Muslims 
  • And more

Tune in now to learn how to embrace adversity and use it to build strength. 

Editor’s Note: This podcast was recorded before we found out that Kash had contracted COVID-19. Our editors have been in touch with him, and he’s recovering with no extreme symptoms. As with his experience fleeing Kuwait, he’s got a positive attitude, saying on Twitter “#COVID19 – You will not defeat me!” 

Resources:   WealthManagement.com | Diana Britton | Contact Diana | American Private Wealth


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Transparency With Diana B.: More Tales From the “Boom Boom Room”



When Julie Johnson started out as a financial advisor at Smith Barney in the 1990s, she was “smiling and dialing” to build up her book of business. She excelled in her rookie year, so much so that she was sought after by another wealth advisor who needed help expanding his practice. She jumped at the chance. But what seemed like a good opportunity turned into a nightmare.

In this episode of Transparency, Diana Britton, WealthManagement.com’s managing editor, is joined by Julie Johnson, former senior vice president of UBS Wealth Management and current president and CEO of XY Communication, an executive coaching and public speaking firm. Julie shares her experiences being a female in a very male dominated industry at a time when there were places like “the boom boom room,” a famous party room at Smith Barney’s Garden City, N.Y. branch. Many women flocked to Wall Street in the ‘90s only to be held down by chauvinists. Julie was at the center of it, as she stayed in a years-long toxic relationship with her male partner, who made inappropriate advances.  

The stress of it all ended up taking a bad toll on her physical health, which eventually led her to leave the industry.

“When you feel so small and so disrespected for so many years, it has a physical and very real physical effect on you,” she says. “We have to give ourselves permission to say ‘no,’ and to get help.”

In this episode, you will learn:

  • The story of Julie’s successes and struggles in financial services
  • The negative tendencies of successful financial advisors
  • The importance of taking care of yourself first, before clients
  • How Julie learned to be her own advocate for her health
  • How she found the power to stand up for herself and leave the industry
  • How to let go of the pursuit of perfectionism and seek support
  • And more.

Tune in now to hear how Julie got through these difficult times.

Resources: 

WealthManagement.com | Diana Britton | Contact Diana | XY Communication | Julie Johnson LI


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Transparency With Diana B.: Focus on Outcomes, Not Income



Growing up in Monmouth County the child of two schoolteachers, Conor Delaney struggled being one of the poorest kids in school, dumpster diving for toys and going through several foreclosures on his family’s homes. But the months following his high school graduation were, perhaps, the worst. His father died suddenly; his aunt, heartbroken by her brother’s death, killed herself; and his mother’s health was deteriorating. On top of that, he was living out of his car as he entered his freshman year in college.

He could’ve easily given himself over to an alcohol addiction, which ran deep in his family. Instead, he took a positive approach to life, and channeled his struggles into building a book of business and creating a company aimed at helping those who need financial advice the most—middle class Americans.

In this episode of Transparency, Diana Britton, WealthManagement.com’s managing editor, is joined by Conor Delaney, founder of The Good Life Companies, an independent advisory firm with about 200 advisors. Conor draws on his own personal experiences, but also discusses the tendencies and issues that he’s observed among the advisors he oversees.

“What are we chasing, and is it the right thing and if it’s not, how can we channel that into doing something better?” he asks.

In this episode, you will learn:

  • The story of Conor’s childhood and the hardships he would overcome
  • How he chose to use his addictive tendencies in a positive way 
  • How his experiences shaped him as a financial advisor and community leader
  • The negative tendencies of successful financial advisors
  • The importance of taking care of yourself first, before clients
  • How to shift your mindset to focus on outcomes, not income
  • And more.

 Tune in now to hear how Conor found the strength to change the pattern and choose to create a positive outcome.

Resources:   WealthManagement.com | Diana Britton | Contact Diana | Good Life Companies | Conor Delaney Email