In her role as head of culture and field experience at RBC Wealth Management US, Shareen Luze is responsible for ensuring that the firm's 2,200 financial advisors feel supported and have a similar employee experience to those in the office. home.
One particular area of focus, which has become more acute in the global pandemic, has been mental well-being.
But Shareen has had her own mental health challenges, struggling with anxiety for years. She first realized she had a mental health disorder after the birth of her first child, a son. At the time, she wanted to make it look like she had it all together to the outside world. But on the inside, she was dealing with feelings of excessive worry, an inability to relax or settle down, and a lack of sleep. She was diagnosed with postpartum anxiety.
WealthManagement.com Managing editor Diana Britton talks to Shareen Luze, head of culture and field experience at RBC Wealth Management US, who opens up about her mental health and how these experiences have shaped her approach to employee wellness.
Shareen Luze with her son.
Shareen discusses:
- Her journey with postpartum anxiety and her awareness of her mental health
- The influence of perfectionistic tendencies and social pressures on mental well-being
- Why she initially avoided talking about her mental health at work
- How her life changed after she was more vulnerable at work
- Her experience with breast cancer and how she dealt with her anxiety during that time
- The biggest mental health challenges facing financial advisors
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About our guest:
In her role as head of culture and field experience for RBC Wealth Management–US, Shareen Luze is dedicated to ensuring that the firm's strong culture and values are at the core of every business decision. She has built a career around providing compassionate advice and counsel to employees, managers and executives.
If you are struggling and would like to share your experiences and help others in similar situations, please contact Diana at (email protected).
The Healthy Advisor Podcast is available at Apple Podcasts, Android, Sewing machine, Spotify and wherever podcasts are found.