Diana Clark & Arden O'Connor

Beyond The Balance Sheet Podcast

Health EN ↓ 158 episodes

Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional...

Author

Diana Clark & Arden O'Connor

Episodes

Fragile Power With Dr. Paul L. Hokemeyer 03.02.2021 28:01

Dr. Paul L. Hokemeyer, a licensed marriage and family therapist, consultant, and author. He is one of the world's foremost experts on resolving the complex, sensitive, and highly nuanced issues that arise among the world's most prominent families. Dr. Paul describes how he developed his expertise in working with the wealthy and powerful. We discuss how some behavioral health providers may not be t...

Weaving Gratitude and Appreciation Into Our Lives With Diana Clark & Arden O'Connor 27.01.2021 3:52

Arden and Diana discuss the ways a structure of practicing gratitude increases measurable happiness.

Aging Gracefully: A Conversation on Family and Caregiver Considerations With Joanna Gordon Martin 20.01.2021 31:36

Joanna Gordon Martin has spent years as a respected entrepreneur, investor, and biotech industry executive. Joanna founded Theia Senior Solutions to meet the clients' needs that she understands well: adult children facing the decline of a parent's health and cognitive function while at the peak of their own career and family obligations. Joanna gives tips on when it's time to have a conversation w...

New Year's Resolutions Versus Goals With Diana Clark & Arden O'Connor 13.01.2021 4:46

Arden and Diana discuss the benefits of small steps towards changing the status quo.

Talking Turkey With Diana Clark & Arden O'Connor 16.12.2020 7:53

Arden and Diana discuss the ways to approach this holiday season in the middle of a pandemic that may actually result in a silver lining for families.

An Advisor Shares: Tough Conversations with Clients in Crisis With Eric Brotman 07.12.2020 30:35

Eric Brotman opens the show speaking about how he helps clients through a crisis as a financial advisor. When there is a spouse's loss, Eric will make sure that there is a multi-generational approach when it comes to the family. As a financial advisor, Eric needs to be alerted when a family crisis occurs. However, Eric understands that he is not a therapist, and he doesn't cross that fine line. Wh...

A First-Person Account: How Mental Illness Impacted My Success With Dr. Leon Rosenburg 07.12.2020 25:58

Dr. Leon speaks about his mental health diagnosis, establishing his diagnosis of bipolar two disorder later in life. Dr. Leon believes if he had been diagnosed early on in his life, he might not have had so many creative experiences. Although, Dr. Leon thinks that his personal life would not have been as tumultuous if he had been diagnosed earlier. Tune in as Dr. Leon reveals the close relationshi...

Why We Started Beyond The Balance Sheet With Diana Clark & Arden O'Connor 03.12.2020 26:46

Our goal is to promote a sense of family recovery by educating people on mental wellbeing and physical wellbeing. When one of your clients has a serious issue, we provide information that will help you have a meaningful conversation with them. Mental illness is a massive topic that we will cover throughout this podcast. If someone you know has a mental illness, there is not a limited trajectory fo...