When advisor Robert Schein’s father died, his mother was thrust into taking care of the finances, which she knew little about. The experience inspired him to launch an organization dedicated to helping women take control of their financial lives.

In her first year of building a wealth management firm, advisor Anne Marie Stonich was also caring for a newborn baby and struggling with her mother’s death. But the events have positively shaped her view on life and her work as an advisor.

Silvia Tergas’ journey into financial planning was not easy. But her father, who escaped from Cuba during the Cuban Revolution, and the lessons he taught her paved the way.

Advisor Denika Tokunaga’s family was impacted directly by the racial wealth gap in inner city Baltimore. She opens up about fighting to overcome her circumstances and change her life’s path.

Kestra Private Wealth Services CEO Rob Bartenstein opens up about the emotional and physical abuse and financial hardships he experienced as a child. But it developed a resiliency that he has carried with him throughout his life.

The tragic death of her father on 9/11 set advisor Chloe Wohlforth on a life journey influenced by that day.

Regulatory disclosures from Justin Reckers’ personal life hurt his career and financial stability.

Between a near-fatal car accident and his day-to-day life on the police force, advisor Brian Walsh Jr. has had his fair share of personal trauma. Talking about it was the first step toward healing.

Medical doctors did not take advisor Douglas Duerr’s health warnings seriously. But it’s a good thing he did.

Guest host David Lenok talks with Craig Hersch about how his brush with death turned around his outlook on life and his practice.