Healthy Advisor

The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson

Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was best known for her selflessness, positivity and character. But earlier this year, Lisa chose to retire early after being diagnosed with Parkinson’s disease, a movement disorder of the nervous system. She now enters a new phase of her life, having to deal with this illness. That wasn’t the first personal hardship she’s faced. In 2020, she lost her husband, Chris, to a sudden and aggressive illness. In this episode, WealthManagement.com Executive Editor Diana Britton is joined by Lisa Erickson, retired head of the Public Markets Due Diligence team in U.S. Bank’s Wealth Management’s Asset Management Group, who opens up about these personal struggles. These past few years have tested her strength in unimaginable ways, but they’ve also revealed lessons about grief, faith and finding purpose in the face of adversity. Lisa discusses: * Her path into financial services and leadership at U.S. Bank * Losing her husband and the grieving process * Life adjustments after his passing * Receiving her Parkinson’s diagnosis and deciding to retire * Coping strategies rooted in faith, gratitude and community * The role financial advisors play in helping clients prepare for the unexpected Resources: * Listen to The Healthy Advisor on WealthManagement.com [https://www.wealthmanagement.com/program/the-healthy-advisor] * Subscribe and listen to The Healthy Advisor on Apple Podcasts [https://podcasts.apple.com/ca/podcast/healthy-advisor/id1486636079] * Subscribe and listen to The Healthy Advisor on Spotify [https://open.spotify.com/show/4alur1jkJX7RsPCVVMDdEP] Connect with WealthManagement.com: * WealthManagement.com [https://www.wealthmanagement.com/] * LinkedIn: Diana Britton [https://www.linkedin.com/in/diana-britton-8826b53/] * diana.britton@informa.com [diana.britton@informa.com] * LinkedIn: Informa [https://www.linkedin.com/company/informa/] * LinkedIn: WealthManagement [https://bit.ly/WealthManagementLI] Connect With Lisa Erickson: * LinkedIn: Lisa Erickson [https://www.linkedin.com/in/lykopp/] About Our Guest: Lisa Erickson is a seasoned financial professional who recently retired as Head of the Public Markets Due Diligence Team at U.S. Bank’s Wealth Management group, where she helped manage over $500 billion in assets. Beyond her successful career, she’s faced profound personal challenges, including the sudden loss of her husband and her own Parkinson’s diagnosis. Through it all, Lisa remains committed to living with gratitude, faith, and resilience, inspiring others with her courage and openness. 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: How a Near-Death Experience Became an ‘Origination Point’ With John Connell

The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster in the U.S. at that time. John ended up in the hospital, with injuries the doctors weren’t sure he’d recover from. That became an “origination point,” a wake-up call that forever changed the trajectory of his life. In this episode of The Healthy Advisor podcast, WealthManagement.com Executive Editor Diana Britton talks with John Connell, co-founder and CEO of Focal, about the life-changing experience. It shaped his perspective, inspired his relentless curiosity, and ultimately led to the creation of Focal, an artificial intelligence meeting management solution for financial advisors. John opens up about the accident that nearly claimed his life as a teenager, how it fueled a lifelong commitment to impact, and why he believes hardship is a hidden teacher. He also shares how his global travels, time at Microsoft and passion for scaling meaningful change converged to create a company that helps advisors spend more time with clients and less on paperwork. John discusses: * His childhood and early experiences that shaped him * His near-death experience and its long-lasting impact on his worldview * Lessons from global travel and embracing different cultures * The role of technology in driving societal change * How Focal is helping advisors reclaim their time and serve more clients Resources: * Listen to The Healthy Advisor on WealthManagement.com [https://www.wealthmanagement.com/program/the-healthy-advisor] * Subscribe and listen to The Healthy Advisor on Apple Podcasts [https://podcasts.apple.com/ca/podcast/healthy-advisor/id1486636079] * Subscribe and listen to The Healthy Advisor on Spotify [https://open.spotify.com/show/4alur1jkJX7RsPCVVMDdEP] * The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell [https://www.wealthmanagement.com/artificial-intelligence/the-wealthstack-podcast-how-agentic-ai-is-revolutionizing-wealth-management-with-john-connell] Connect With John Connell: * info@meetwithfocal.com * Focal Website [https://meetwithfocal.com/] * LinkedIn: John L. Connell [https://www.linkedin.com/in/john-l-connell-79a57424/] * LinkedIn: Focal | Secure Advisor AI [https://www.linkedin.com/company/meetwithfocal/] Connect with WealthManagement.com: * WealthManagement.com [https://www.wealthmanagement.com/] * LinkedIn: Diana Britton [https://www.linkedin.com/in/diana-britton-8826b53/] * diana.britton@informa.com * LinkedIn: Informa [https://www.linkedin.com/company/informa/] * LinkedIn: WealthManagement [https://bit.ly/WealthManagementLI] About Our Guest: John leads Focal as CEO, an AI note-taking platform and automation services provider. Focal goes beyond AI note-taking by helping firms automate KYC, onboarding, planning, and more. We are trusted by executives across Ritholtz, Fidelity, Vanguard, KPMG, and more as the industry’s most secure note-taker and automation provider, helping advisors save 8 hours a week and scale serviceable clients by 30%. John started his career at Microsoft, where he managed a $1B P&L for Office 365 and contributed strategically to Microsoft’s landmark acquisition of LinkedIn. After relocating to San Francisco, he joined a video conferencing startup that was acquired by Dialpad. He then leveraged his expertise in enterprise SaaS and AI/ML to invest at a $5B AUM venture capital fund, later scaling an AI/compliance startup from its early stages as the first business hire to securing $36M in funding within three years. John graduated from the University of Texas, combining studies in Finance and Management Information Systems with foundational experiences in wealth management at Merrill Lynch and equity trading at Jefferies in New York. 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: An Unconventional Path to a More Sustainable Life with Paula Nangle

After a successful career in the pharmaceutical industry—rising from clinical research to business development and marketing—Paula Nangle took a step back to raise her young children and reflect on what truly mattered.   Motivated by her early experiences with money and a desire to make a meaningful impact, she reinvented herself as a Certified Financial Planner, helping others navigate their financial lives with clarity and confidence.  In this episode, Diana Britton speaks with Paula, who’s now president and senior wealth advisor at Marshall Financial, on finding balance, overcoming career transitions, and integrating mindfulness into daily life.  Paula discusses:  * The advice her mother gave her when she was young * Her unconventional career path into wealth management * Her biggest challenges in making the career switch * Valuable lessons from childhood about money and independence  * The role yoga and mindfulness play in handling career stress * Simple wellness practices advisors can use  Resources: * Listen to The Healthy Advisor on WealthManagement.com [https://www.wealthmanagement.com/program/the-healthy-advisor] * Subscribe and listen to The Healthy Advisor on Apple Podcasts [https://podcasts.apple.com/ca/podcast/healthy-advisor/id1486636079] * Subscribe and listen to The Healthy Advisor on Spotify [https://open.spotify.com/show/4alur1jkJX7RsPCVVMDdEP]  Connect with WealthManagement.com: * WealthManagement.com [https://www.wealthmanagement.com/] * LinkedIn: Diana Britton [https://www.linkedin.com/in/diana-britton-8826b53/] * diana.britton@informa.com * LinkedIn: Informa [https://www.linkedin.com/company/informa/] * LinkedIn: WealthManagement [https://bit.ly/WealthManagementLI]  Connect With Paula Nangle: * Marshall Financial [https://www.marshallfinancial.com/] * LinkedIn: Paula Nangle [https://www.linkedin.com/in/paulanangle/] * LinkedIn: Marshall Financial [https://www.linkedin.com/company/marshall-financial-doylestown-pa/] * pNangle@marshallfinancial.com [pNangle@marshallfinancial.com] About Our Guest: As President of the firm since November 2016, Paula is laser-focused on instilling the values that have guided Marshall Financial for 40+ years. “Running the firm is truly a team approach, with everyone in our management group working together seamlessly and in the same direction,” she says.  That allows Paula to spend most of her time doing what she loves best: Working with clients as a Senior Wealth Advisor. In fact, the opportunity to build close, impactful relationships played a big role in her transition from a pharmaceutical career to financial planning.   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: Overcoming Burnout and the Pressures of Leadership With Drew Shockley

Drew Shockley grew up on a dairy farm in Tennessee. He started working in insurance for $7.50/hour, and by his 30s had built and sold multiple companies—including an eight-figure exit in 2020. From the outside, it sounds like a dream. But the road to Drew’s success was not a straight path. Along the way, he experienced burnout and struggled with the pressure of leading a much larger team. The personal lessons really stuck with him. In this episode of the award-winning Healthy Advisor podcast, WealthManagement.com’s Diana Britton is joined by Drew Shockley, co-founder of Move Health, a platform that helps financial advisors forecast pre-retirement health insurance costs. He opens up about the struggles behind the success. He also reflects on building something more intentional this time around and how those lessons resonate with any entrepreneur or financial professional today. Drew discusses: * His unique path from the farm to forming and selling multiple companies * The personal struggles with burnout and the pressure of leadership * Balancing personal and professional life to find sustainable success * His passion for personality assessments and how that has shaped his career * How Move Health can help financial advisors forecast health insurance costs  Resources: * Listen to The Healthy Advisor on WealthManagement.com [https://www.wealthmanagement.com/program/the-healthy-advisor] * Subscribe and listen to The Healthy Advisor on Apple Podcasts [https://podcasts.apple.com/ca/podcast/healthy-advisor/id1486636079] * Subscribe and listen to The Healthy Advisor on Spotify [https://open.spotify.com/show/4alur1jkJX7RsPCVVMDdEP] Connect with WealthManagement.com: * WealthManagement.com [https://www.wealthmanagement.com/] * LinkedIn: Diana Britton [https://www.linkedin.com/in/diana-britton-8826b53/] * diana.britton@informa.com [diana.britton@informa.com] * LinkedIn: Informa [https://www.linkedin.com/company/informa/] * LinkedIn: WealthManagement [https://bit.ly/WealthManagementLI] Connect With Drew Shockley: * LinkedIn: Drew Shockley [https://www.linkedin.com/in/drewshockley/] * Move Health [https://movehealth.io/] * LinkedIn: Move Health [https://www.linkedin.com/company/move-health-partners/] * drew@movehealth.io [drew@movehealth.io]  About Our Guest: Born and raised in East Tennessee, Drew Shockley moved to Indiana for college and decided to make it home. He began his career in healthcare insurance in 2005 with Anthem Blue Cross Blue Shield, one of the nation’s largest carriers. Over the course of his 20-year career, Drew has trained thousands of agents in the health and Medicare space and has been a founding member or investor in three successful startups within the healthcare market. He’s been married for 19 years and is the proud father of two teenage boys. On weekends, you’ll likely find him on the golf course, cheering on the Vols at a sporting event, or spending quality time with his family. 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: Riding Out the Storm with Beth Bosworth

When natural disasters hit, your life can turn upside down. Beth Bosworth experienced this firsthand when Hurricane Helene hit her town of Asheville, N.C. on Sept. 27, 2024. The hurricane caused severe damage to the city, including fallen trees, destroyed power lines, and flooded roads. Her neighborhood is still feeling the effects of that storm several months later.  In this episode, Diana Britton, WealthManagement.com executive editor, speaks with Bosworth, head of financial planning and wealth advisor at Perigon Wealth Management, who shares how she and her community banded together under immense pressure to restore normalcy after the storm’s devastation. She did all this while continuing to serve clients and run an advisory practice.   Beth discusses:  * The unexpected impact of Hurricane Helene and how it reshaped entire communities  * Being prepared for natural disasters * The emotional rollercoaster of being cut off from communication in a world reliant on connectivity  * Finding strength in community solidarity amid nature’s chaos  * What the ordeal taught her about her own resiliency and strength Resources: * Listen to The Healthy Advisor on WealthManagement.com [https://www.wealthmanagement.com/program/the-healthy-advisor] * Subscribe and listen to The Healthy Advisor on Apple Podcasts [https://podcasts.apple.com/ca/podcast/healthy-advisor/id1486636079] * Subscribe and listen to The Healthy Advisor on Spotify [https://open.spotify.com/show/4alur1jkJX7RsPCVVMDdEP] Connect with WealthManagement.com: * WealthManagement.com [https://www.wealthmanagement.com/] * LinkedIn: Diana Britton [https://www.linkedin.com/in/diana-britton-8826b53/] * diana.britton@informa.com [diana.britton@informa.com] * LinkedIn: Informa [https://www.linkedin.com/company/informa/] * LinkedIn: WealthManagement [https://bit.ly/WealthManagementLI] Connect With Beth Bosworth: * Perigon Wealth [https://www.perigonwealth.com/] * LinkedIn: Beth Bosworth [https://www.linkedin.com/in/beth-bosworth-cfp%C2%AE-4962426/] * LinkedIn: Perigon Wealth [https://www.linkedin.com/company/perigonwealth/] About Our Guest: Beth is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her favorite part about her career is that she has the privilege of living life alongside her clients. She is an avid advocate of the independent wealth management space and values protecting her fee-only practice. Beth is a CFP® professional and holds a BA from the University of Georgia. She helps manage the Atlanta office and resides in midtown with her wife and two sons. She is an avid tennis player, enjoys golf, and spends the weekends hiking with her family and two dogs in the North Georgia Mountains. Beth is also passionate about dedicating her time to worthy causes, and currently serves as the Treasurer of USTA (United States Tennis Association) Georgia and on multiple Finance Committees for the Atlanta Ronald McDonald House Charities. 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.