Maria Castillo Dominguez discusses her journey from a small Spanish town to becoming a senior financial planner with a major advisory firm in the U.S., and how her faith and family helped her get there.
An unexpected Melanoma diagnosis forced long-time advisor Lynn Ballou into an early retirement. But the experience has taught her the importance of taking a step back and listening to her body.
When a close family member spiraled into a mental health crisis, advisor Paul Peeler was forced to deal with the crippling emotions and a roller coaster ride of medications and doctors.
Advisor coach Stephanie Bogan’s childhood shaped her insecurities and drove her to prove herself in the industry. But she realized her success was not bringing meaning to her life.
In 2012, a confluence of events in Tyrone Ross Jr.’s life, including a failed Olympic attempt, brought him to a dark place. But his experiences have built perseverance and grit that drives him forward.
Very few people survive the so-called “widow maker” heart attack. Fortunately, advisor Robert Steinberg has lived to tell the tale, and the experience has changed his life.
Mindfulness educator Mary Martin on how advisors can take care of their own wellbeing through personal considerations and building connections with others.
Well-known wealthtech editor Davis Janowski opens up for the first time publicly about his years-long battle with depression, and how his love for kayaking and being out on the open water has helped bring him out of it.