Managing employee burnout is key to creating a healthy workplace environment. But what steps should advisory and financial services firms be taking to reduce stress and burnout in the workplace? In 20

Early in his career in financial services, Matthew Grishman was working as a wholesaler, making a lot of money, and on the outside, he looked as though he was living his best life, with the Rolex watc

Jess Bost found CrossFit during a traumatic time in her life. About her workouts, she says, I went to the darkest place I could, and I fought my demons in that place. CrossFit, which stands for cro

In 2011, Jeff Martinovich was barred by the Financial Industry Regulatory Authority from any role in selling securities or associating with FINRA members, and hes currently serving a 16-year prison s

Our experiences throughout childhood can have a major impact on the way we live our lives into adulthood.But after meeting Marc Nichols, you might never have guessed the trauma that he experienced gr

Dr. Travis Parry started his career as a financial advisor. But when Parry was just 26 years old, his father died of a sudden heart attack while mountain biking, and he had to clean up the financial

Stevyn Guinnip has seen secondhand the toll this industry can take on a persons health and wellbeing; her father, after all, was a financial advisor with Edward Jones for several decades. Advisors, s

With several business ideas and capital secured from investors such as Mark Cuban and Mark Burnett, Anthony Zhang had an impressive path towards a bright future. That is, until a terrible accident lef

A Note to Transparency Listeners: In 2022, the podcast is going to be changing its name to The Healthy Advisor, to give a clearer idea of what the podcast is about. Transparency with Diana B. was no

Eric Arnold is no stranger to failure. In fact, he failed out of college, got fired from two companies, failed at nine different startup ventures and lost everything on a bad investment. In this epis