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: 

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• 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:

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• Listen to the latest episodes of The Healthy Advisor
  

 Connect With Shareen Luze:

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• LinkedIn: Shareen Luze
  
• RBC Management
  
• Email: Shareen.luze@rbc.com 
  

 Connect with WealthManagement.com:

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• WealthManagement.com
  
• LinkedIn: Diana Britton
  
• Email: diana.britton@informa.com
  
• LinkedIn: Informa
  
• LinkedIn: WealthManagement
  

 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.