Tag: Vulnerability
The Healthy Advisor: How Vulnerability Transforms Leadership with Stacie Calder

The Healthy Advisor: How Vulnerability Transforms Leadership with Stacie Calder

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When Stacie Calder first joined the financial services industry, she pounded the pavement and quickly climbed the corporate ladder. But her rise came with a cost. 

In this episode, she opens up about the persona she adopted to fit a traditional mold of leadership, one that silenced her authentic voice in favor of external approval.

A turning point came when a close friend called out her lack of vulnerability, sparking a profound shift in how she showed up, not just as a leader, but as a person. That insight became a catalyst for embracing authenticity, building deeper connections, and redefining success on her terms.

In this episode, WealthManagement.com Executive Editor Diana Britton speaks with Stacie Calder, executive vice president of North American distribution and marketing at Conquest Planning, about her personal and professional evolution. The episode highlights the power of daily habits, intentional goal-setting, and community support in navigating adversity.

Stacie discusses: 

  • Her passion for fitness and nutrition, and how it shaped her early life and career
  • The pressures faced as a woman in financial services and the challenge of proving herself
  • The turbulent times of restructuring at Manulife and her eventual departure
  • Her personal experience of going through a divorce and how it altered her perspective
  • The healthy coping mechanisms that kept her grounded during challenging life transitions
  • The power of embracing vulnerability and authenticity at work

Resources: 

Connect with WealthManagement.com:

Connect With Stacie Calder:

About Our Guest:

Stacie Calder is dedicated to creating meaningful connections and inspiring boldness in those around her every day. She is passionate about eliminating obstacles, driving efficiency, and serving her colleagues and clients with purpose. Drawn to frictionless experiences and motivated by gritty, resilient individuals, Stacie brings energy and intention to everything she does.

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: The Year of Health with Tina Powell

The Healthy Advisor: The Year of Health with Tina Powell

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After selling her business in November 2022, Tina Powell earmarked 2023 her “year of health.” The first step on that journey was to get a full body scan at the Princeton Longevity Center on Martin Luther King day 2023. That scan would change the trajectory of her life. 

That day, her doctors discovered a 2.1 cm tumor on her right lung. Despite being a healthy, fit non-smoker, she was launched into a challenging and emotional journey battling lung cancer.

Diana Britton, managing editor at WealthManagement.com, interviews Tina Powell, Partner and Chief of Community at Intention.ly, about her struggles with the cancer diagnosis, treatment, and recovery, emphasizing the importance of prioritizing health and well-being.

Tina discusses: 

  • The signs leading up to her diagnosis 
  • The three stages of treatment she underwent
  • The need to be your own health advocate and prioritize your well-being
  • Her decision to go public with her diagnosis and change the narrative around lung cancer
  • The power of vulnerability in seeking support and building connections

Resources: 

Connect With Tina Powell:

Connect With Wealth Management & NREI:

About Our Guest:

Tina Powell is a trailblazer in the digital marketing industry, with over 20 years of experience driving growth for financial services companies. As the Chief of Community at Intention.ly, she works alongside Co-Founders Kelly Waltrich and Meghan Richter, revolutionizing how financial technology and services companies approach marketing. Tina’s track record of delivering results for her clients led to her founding C-Suite Social Media, a high-growth digital marketing agency that Intentional.ly later acquired. Her passion for helping financial services companies thrive in the digital age is further demonstrated through her industry-renowned podcast, In The Suite, where she spotlights the careers and leadership of mid to senior-level women in the financial services industry. Tina earned a Master’s from NYU in Graphic Communications Management and Technology and the NYU Prism Alumni Achievement Award. She earned a Bachelor of Science in Business Management, magna cum laude, from Fairleigh Dickinson University.

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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