Episode Description: Jessica B. Harris may have been born and raised in New York City, but she has Tennessee roots through her father and has spent much of her life split between homes in the Northeast and the South – specifically New Orleans. For more than fifty years, she has been a college professor, a writer, and a lecturer, and her many books have earned her a reputation as an authority on food of the African Diaspora, as well as a lifetime achievement award from the James Beard Foundation. A few years back, Netflix adapted her book, High on the Hog: A Culinary Journey from Africa to America , into a 4 part docuseries. And I’m very proud to say that she’s a longtime contributor to Southern Living with a regular column called The Welcome Table. This episode was recorded in the Southern Living Birmingham studios, and Sid and Jessica talked about her mother’s signature mac and cheese, the cast-iron skillet she’d be sure to save if ever her house were on fire, and her dear friend, the late New Orleans chef Leah Chase. For more info visit: southernliving.com/biscuitsandjam Biscuits & Jam is produced by : Sid Evans - Editor-in-Chief, Southern Living Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Jeremiah McVay - Producer Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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NAIFA's Advisor Today Podcast Series
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This is NAIFA’s Advisor Today Podcast Series where we focus on how financial advisors work, live, and give to their local communities and our greater financial services industry.
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Вміст надано NAIFA. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією NAIFA або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
This is NAIFA’s Advisor Today Podcast Series where we focus on how financial advisors work, live, and give to their local communities and our greater financial services industry.
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1 Marketing Tips for Financial Advisors With Grace Staten 1:00:24
1:00:24 
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Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяGrace Staten is a seasoned marketing executive with over 25 years of experience in the financial services industry. She has led comprehensive initiatives in branding, digital strategy, public relations, and advisor development, significantly enhancing organizational growth and visibility. Grace holds a MBA in finance from San Jose State University, FSCP designation, and multiple FINRA licenses. A passionate advocate for women in finance, she serves as National President of the Accounting and Financial Women’s Alliance and was named a Top 50 Woman Leader in Finance for 2025 by Women We Admire . In this episode… Many financial advisors rely heavily on referrals and outdated methods for business growth — often avoiding modern marketing out of fear, budget concerns, or a lack of understanding. Without a clear branding strategy, advisors struggle to differentiate themselves and connect meaningfully with target clients. How can advisors effectively build a recognizable presence and grow their business through intentional marketing? Grace Staten, a seasoned communications and marketing expert in the financial services space, provides clarity on this challenge by breaking down the essentials of branding versus marketing and advertising. She emphasizes starting with foundational branding — understanding mission, values, and client experience — before promoting that identity through campaigns. She offers tactical advice such as developing 12-week marketing plans, leveraging video and podcast content, using AI to simplify content creation, and measuring ROI through specific metrics like engagement and lead quality. Grace also shares a compelling story about an advisor who found unexpected success by narrowing his niche market. In this episode of the Advisor Today Podcast, Chris Gandy and Kathleen Owings interview Grace Staten, a seasoned marketing executive, about building effective marketing strategies for financial advisors. Grace outlines the importance of personal branding, how to start small and build up marketing efforts, and why embracing imperfect video content can humanize your brand. She discusses AI’s role in marketing, retention strategies for professional organizations, and the value of storytelling in advisor growth.…
Juli McNeely, CFP, CLU, LUTCF, is a seasoned financial services professional with over 25 years of experience. Through her consulting work and speaking engagements, she continues to empower financial professionals to define success on their own terms and excel in their careers. In 2014, Juli made history as the first female president of NAIFA. She is also the accomplished author of No Necktie Needed: A Woman’s Guide to Success in Financial Services , which offers insights into achieving a balanced and fulfilling career in the industry. In this episode… The financial services industry is shrinking its advisor workforce, limiting succession planning, and growing demand from clients across generations. As seasoned professionals retire, firms must grapple with maintaining client relationships, scaling services, and attracting new talent. So, what can advisors and firm leaders do today to build sustainable practices for the future? Juli McNeely, a veteran financial advisor and industry leader, shares how she addressed these issues through vision, mentoring, and succession planning. She emphasizes the importance of finding your advisory style, particularly for women entering the field. She suggests that firms implement structured internship programs to build future pipelines, adopt team-based service models to share client loads, and embrace self-care to improve career longevity. Juli also advocates for financial literacy outreach and proactively engaging the next generation of clients. In this episode of the Advisor Today podcast, Chris Gandy and Kathleen Owings interview Juli McNeely, a certified financial planner, about building a sustainable and scalable financial practice. Juli shares her journey from reluctant advisor to NAIFA’s first female president and highlights the power of personalized leadership. She also discusses her succession strategy, tips for women in finance, and leveraging team collaboration to meet growing client demand.…
David Wood is a seasoned financial services professional with nearly four decades of industry experience. He began his career in 1986, navigating early challenges like the 1987 market crash, which shaped his resilient approach to financial advising. Together with his firm, David has been empowering independent financial advisors through strategic support, innovative growth solutions, and client-centric strategies. Beyond his professional endeavors, he is actively involved in industry advocacy and mentorship, contributing to the advancement and education within the financial advisory community. In this episode… As the financial services industry faces accelerating technological disruption and a wave of advisor retirements, professionals are grappling with how to scale sustainably, meet rising client expectations, and remain competitive. Traditional models of independent practice are becoming increasingly difficult to sustain. So, what does the future hold for advisors who want to grow and thrive in this rapidly evolving environment? David Wood, a longtime financial industry leader and growth strategist, shares deep insights on navigating these challenges through strategic vision, smart acquisitions, and operational scalability. He emphasizes the importance of identifying whether advisors are best suited to hunt for new clients or serve existing ones — and then building teams accordingly. He advocates for leveraging technology, including AI, to enhance client experience at scale, and discusses how acquiring practices with outdated service models can yield significant opportunity. David also shares the value of internships and mentorship to attract younger talent and create longevity in the industry. In this episode of the Advisor Today podcast, Chris Gandy and Kathleen Owings interview David Wood, a seasoned financial services professional, about the future of financial advising. David discusses scalable growth, advisor succession, and evolving client expectations. He also explores how mindset shifts, peer collaboration, and targeted acquisitions can help advisors thrive in the modern landscape.…
Bobby Johnson is an experienced general agent and sales and distribution executive in the financial services industry. He leads life insurance distribution strategies, focusing on expanding agent partnerships and enhancing customer experiences. Bobby's commitment to collaboration and innovation is evident in his active involvement in initiatives that benefit both agents and clients alike. Joel Tabin is a Chartered Life Underwriter, a Chartered Financial Consultant, and an Accredited Estate Planner. Focusing on empowering independent financial professionals, he assists advisors in integrating life insurance into their practices as a vital component of comprehensive financial planning. Joel is recognized for his commitment to advisor development, regularly leading training sessions and celebrating agent achievements. His leadership emphasizes the importance of life insurance in financial strategies, aiming to enhance client outcomes and advisor success. In this episode… Too many Americans are underinsured or entirely uninsured, leaving families vulnerable to financial ruin when the unexpected happens. Despite market uncertainty and increased awareness around risk, life insurance continues to be an overlooked part of holistic financial planning. So why are so many advisors still hesitant to bring up life insurance with clients? Bobby Johnson, an experienced distribution leader, and Joel Tabin, a seasoned regional sales director, unpack this issue with practical guidance. Bobby emphasizes that education is the first step — advisors must be equipped to understand underwriting, product fit, and how life insurance fills gaps in comprehensive financial plans. Joel recommends starting with a life insurance policy review, which often uncovers outdated coverage and creates opportunities to deliver real client value. Both stress the need for human connection in an AI-driven world, pointing out that no algorithm can replace an advisor’s compassion during a life insurance claim. In this episode of the Advisor Today podcast, co-hosts Chris Gandy and Kathleen Owings interview Bobby Johnson and Joel Tabin, financial services professionals, about the evolving dynamics of life insurance. Bobby and Joel explore the critical role of life insurance in financial planning, discuss advisor education, the impact of technology on the industry, and strategies for attracting the next generation of financial professionals.…
Leah Walters is a state relations expert who leads legislative and regulatory advocacy efforts across all levels of state government. With over two decades of experience in state insurance advocacy, she has been instrumental in shaping policies that support the life insurance industry's mission to provide financial security to American families. Leah has a background in accounting and law. Her extensive experience in state advocacy makes her a formidable force in navigating complex legislative landscapes. In this episode… State-level legislation is increasingly affecting how financial advisors and insurance professionals operate — from privacy rules to AI regulations and tax proposals. With more states proposing sweeping reforms and operating under political trifectas, how can industry professionals effectively advocate for policies that support their clients and business models? To navigate these challenges, Leah Walters, an expert in state insurance advocacy and policy, shares key strategies for staying ahead of shifting regulations. She emphasizes the importance of proactive bill tracking, strong grassroots coalitions, and educating legislators on the unique nature of insurance products. She highlights the role of advisors in amplifying real-world implications. Leah also discusses her team’s approach to identifying existential threats — like sales tax expansions or restrictive underwriting laws — before they escalate. In this episode of the Advisor Today podcast, co-hosts Chris Gandy and Bianca Alonso Weiss interview Leah Walters, a state insurance advocacy expert, about the urgent need for informed state-level advocacy. Leah discusses how data-driven storytelling, boots-on-the-ground partnerships, and a deep understanding of legislative timelines protect the industry. She also explores the success of annuity model adoption, tax policy trends, and tips for future women leaders in financial services.…
Lindsey Lewis is a Chartered Financial Consultant and a Certified Financial Planner who champions the advancement of women in the financial industry through research, education, and advocacy. She leads various initiatives, encompassing podcasts, social media, and events fostering community and professional growth for women advisors. Recognized for her contributions, Lindsey has been honored with accolades, including InvestmentNews’ 40 Under 40 and the 2024 Female Trailblazer of the Year award. She volunteers at nonprofits and holds degrees in personal financial planning and an MBA from Utah Valley University. In this episode… As the financial services industry prepares for a significant generational transfer of wealth and the impending retirement of many advisors, a critical challenge emerges — there are not enough diverse and qualified professionals to meet the growing demand. Despite women increasingly becoming primary financial decision-makers, they remain underrepresented in advisory roles. So, what will it take to create a more inclusive, future-ready financial workforce? Lindsey Lewis, an expert in financial education and advocacy, addresses this gap by spotlighting the opportunities and systemic challenges facing women in finance. She shares actionable strategies to attract and retain female advisors, such as providing access to education, mentorship, and professional designations that enhance confidence and long-term success. Lindsey emphasizes the need for firms to modernize outdated business models while encouraging financial professionals to create personalized, inclusive client experiences grounded in trust and empathy. In this episode of the Advisor Today podcast, co-hosts Chris Gandy and Bianca Alonso Weiss sit down with Lindsey Lewis, a Chartered Financial Consultant and Certified Financial Planner, to discuss empowering women in finance and reshaping the industry. Lindsey discusses how education drives advisor success, why diversity boosts profitability, and how to support underrepresented groups in financial careers.…
Erica McQuade is a government relations expert specializing in federal lobbying and advocacy. With a strong background in political advocacy, she actively engages in legislative initiatives that impact the financial services industry. Erica is a featured speaker at events like the NAIFA Women’s Financial Security Fly-In, where she empowers women financial professionals to advocate for their clients and communities. Her dedication to public affairs underscores her commitment to advancing financial security and industry representation. In this episode… Many financial professionals struggle to make their voices heard in the policy decisions that shape their industry. While they’re busy building client relationships and managing portfolios, crucial legislative changes can pass by with little advisor input — potentially harming their businesses and clients. How can advisors break through the noise and make a lasting impact in advocacy without sacrificing their core responsibilities? Erica McQuade, a seasoned government relations specialist, shares how advisors can influence lawmakers effectively through grassroots efforts and personal storytelling. She emphasizes the unmatched value of showing up in person, whether in Washington, DC or at local district offices, to share client stories and humanize the financial services profession. She encourages professionals to get involved through trade associations, attend fly-ins, and leverage virtual meetings when in-person attendance isn’t possible. Her insights also reveal how advocacy isn’t just a civic duty but a business development opportunity that builds credibility and trust with clients. In this episode of the Advisor Today Podcast, co-hosts Chris Gandy and Bianca Alonso Weiss sit down with Erica McQuade, a government relations expert, to discuss the importance of financial advisor advocacy. Erica discusses the role of in-person storytelling, how the Tax Cuts and Jobs Act affects the industry, and why virtual lobbying still plays a crucial role. She also shares her career journey, the evolution of trade association engagement, and tips for advisors to amplify their voices.…
Bianca Alonso Weiss is the State Government Relations Director at NAIFA, overseeing advocacy efforts across all 50 state chapters. She specializes in bill tracking, analysis, and legislative outreach, ensuring that NAIFA members remain informed and engaged in shaping financial policies. Bianca also represents NAIFA at the National Council of Insurance Legislators, facilitating connections between lawmakers and industry experts to drive meaningful policy discussions. Her dedication to grassroots advocacy empowers financial professionals to actively participate in shaping the future of the insurance and financial services industry. In this episode… Many financial professionals recognize the importance of legislative advocacy but feel uncertain about how to engage with lawmakers effectively. With constantly changing regulations and policies, staying informed and making an impact can seem overwhelming. So, how can financial professionals use their voices to influence policies that directly affect their industry and clients? Bianca Alonso Weiss, an experienced strategic professional, emphasizes that financial advisors have more influence than they realize. She explains that meeting with lawmakers, attending state legislative days, and sharing real-life client stories are powerful tools for advocacy. Bianca highlights the importance of networking and community building, particularly for younger professionals, and encourages them to participate in NAIFA’s grassroots efforts. She also stresses that financial professionals should leverage their expertise by engaging with policymakers through direct meetings, written correspondence, and ongoing relationship-building. In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels interview Bianca Alonso Weiss, State Government Relations Director at NAIFA, about the power of grassroots advocacy and how financial advisors can take action. Bianca discusses the significance of advocacy at state and federal levels, the importance of connecting with legislators, the role of younger generations in shaping the industry, networking, professional development, and strategies for engaging millennials in financial advocacy.…
Stacy Norton is a seasoned financial advisor specializing in retirement planning, insurance solutions, and wealth protection. With over 17 years of experience in the industry, she has built a strong reputation for helping clients navigate complex financial decisions with a personal, hands-on approach. Stacy is deeply involved in NAIFA, serving as North Dakota’s state president and advocating for industry advancements and legislative initiatives. Passionate about client education, she emphasizes the importance of long-term care planning and leverages strategic partnerships to provide comprehensive solutions. Jeremy Vidmar, FIC, CLTC has a wealth of experience from his tenure in the insurance planning industry since 2018. With a background in banking and tax planning, he has extensive experience in estate planning, business succession, and long-term care solutions for clients across various industries. Jeremy holds a Bachelor of Arts in Philosophy and pursued advanced theological studies in Rome. He is passionate about helping advisors and clients navigate complex insurance solutions. In this episode… Navigating the complexities of long-term care planning and insurance brokerage can be overwhelming for both advisors and clients. Many financial professionals struggle with introducing these topics, while clients often delay making crucial decisions until it’s too late. So, how can advisors effectively integrate technology, deepen client relationships, and provide better solutions for long-term care planning? Stacy Norton, a financial advisor with expertise in retirement planning and risk management, and Jeremy Vidmar, an insurance brokerage expert specializing in estate planning and long-term care, offer valuable insights. Stacy emphasizes the importance of personal connections in financial advising, particularly in the Midwest, where face-to-face relationships are still highly valued. Jeremy shares how technology such as AI-driven underwriting tools is transforming the industry, while highlighting the continued need for personalized guidance. They stress the necessity of long-term care planning and debunk myths about affordability, offering hybrid policy options and alternative financial strategies for clients who don’t qualify for traditional coverage. In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels interview Stacy Norton and Jeremy Vidmar, experts in the financial services industry, about the evolving landscape of financial advising and insurance solutions. They discuss the role of technology, the importance of relationship-based advising, and strategies for overcoming client objections to long-term care. They also share regional client preferences and NAIFA’s impact on the industry.…
For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government. In this episode… In a world where political dynamics constantly shift, how do financial advisors navigate the complexities of new policies, executive orders, and legislative changes? With a new president in office and an administration eager to make its mark, there is much at stake for financial services professionals. How are they adapting to the rapidly evolving landscape, and what are the key issues that could impact their industry? Experienced financial services professional Diane Boyle delves into how she and her team have navigated the storm of political activity and uncertainty. With new executive orders and a Congress filled with fresh faces, she emphasizes the importance of understanding the legislative process and how it affects financial advisors. She explains the intricacies of Senate confirmation hearings, the potential impact of the Tax Cuts and Jobs Act, and the role of tariffs in shaping economic conditions. Diane also highlights how social media and news cycles influence public perception and political narratives, underscoring the need for financial professionals to remain informed and engaged. In this episode of Advisor Today , Chris Gandy interviews Diane Boyle, Senior Vice President of Government Relations for NAIFA, about the intersection of politics and financial advising. Diane discusses the fast-paced world of politics, the impacts of the Tax Cuts and Jobs Act on the financial services industry, the balance between executive orders and congressional powers, and how individual advisors can amplify their influence through collective action within NAIFA.…
Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. A dedicated NAIFA member since 1987, he has served as president of his local association and NAIFA Texas. Doug actively participated in the IFAPAC committee and recently played a crucial role in NAIFA's stand against the Department of Labor's fiduciary rule proposal. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests. Karen Easterling is a highly experienced insurance agent with over 41 years of service. As a dedicated member of NAIFA since the beginning of her career, she has long been deeply involved in advocacy and professional development within the financial services industry. Karen is passionate about leadership development and has played a key role in NAIFA’s Leadership in Life Institute program, where she mentors and inspires professionals to grow personally and professionally. She champions the importance of industry education, advocacy, and relationship-building. In this episode… Have you ever wondered how the giants in the financial services industry manage to stay sharp and lead by example? What if there was a way to elevate your practice by drawing from their knowledge and experience? Could joining a powerful network like NAIFA increase your business acumen and make you a part of changing the industry’s future? Financial services professionals Doug Massey and Karen Easterling delve into the collaborative strength of NAIFA's enduring community and the new frontiers formed from its merger with Financial Service Professionals. They share insights into the role of FSP Institute in delivering high-level continuing education and the unique opportunities the merger offers NAIFA members. Additionally, they passionately discuss their vision for the Leadership in Life Institute program, hoping to ignite broader participation across the states. They also elaborate on how to strike that perfect balance between volunteering and running a successful financial services practice. In this episode of Advisor Today , Chris Gandy and John Richardson sit down with financial service professionals Doug Massey and Karen Easterling to discuss the ongoing growth and integration within the financial services community. They discuss the significance of FSP Institute to the financial services industry, the potential for growth and new opportunities with FSP and NAIFA's collaborative efforts, and the instrumental role of LILI in shaping leadership within NAIFA and beyond.…
Adam Solano is a seasoned financial advisor with 32 years of industry experience. A member of NAIFA, he has served in numerous roles in NAIFA — including serving as President of NAIFA Chicago and Illinois — and is a recognized leader and mentor within the financial services community. Adam previously ran for public office, imparting a richer understanding of client advocacy on Capitol Hill, and has taken on the responsibilities of succession, acquiring other practices, and nurturing their growth. He is passionate about maintaining a work-life balance and is currently authoring books to share his professional insights and personal philosophies. In this episode… Is there more to a financial advisor than just number crunching and portfolio management? Can the discipline of financial services intersect with the dynamic world of politics? How does one champion the needs of their clients on a much larger stage, and why is advocacy so crucial? Adam Solano, an expert in the financial services industry, delves into his multifaceted career encompassing financial advising and active political lobbying. Starting with his roots in NAIFA and his leap into the political arena, he shares the crucial importance of advocacy efforts and the influence advisors have on policy-making. Adam highlights the resilience needed to face electoral defeats, manage client relationships through political divides, and continue to spearhead industry change. He opens up about his philosophy of being “top-of-the-table” at work and home, reflecting on the critical balance between professional accomplishments and personal fulfillment. In this episode of Advisor Today , Chris Gandy and John Richardson sit down with Adam Solano, a seasoned financial advisor, about balancing life as a financial advisor with political aspirations. Adam discusses the intersection between financial advising and political advocacy, key takeaways from running for political office, the importance of staying grounded and focused on clients amidst political shifts, and the role of advocacy in shaping the financial services industry.…
John D. Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels. Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group, an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. Graduating from the US Military Academy at West Point in 2000, Kathleen served for eight years as an active duty officer in the Army Corp of Engineers. In 2007, she began her career in the financial services industry, obtaining licensure in life and health insurance and maintaining Series 6, 7, 63, and 65 securities registrations. Kathleen’s book, Put Your Money to Work: A Woman's Guide to Financial Confidence , helps women take control of their finances. Zack Huels is the Membership Director at NAIFA, where he helps members advocate for the industry, educate themselves through customized programs, and advance their careers. He is an experienced association professional with a demonstrated history of working in the staffing and recruiting industry. Zack is also skilled in presenting, emceeing, event planning, program management, and social media. As a young and passionate Advisor Today podcast host, he aims to challenge the status quo and explore the future impacts of technology on financial services. In this episode… In a world where financial services are rapidly evolving, how can organizations reinvent themselves to stay ahead of the curve in the financial services industry? Can a pioneering spirit and the embrace of technology pave the way for an organization's thriving future? Will including diverse voices bolster the collective wisdom of financial advisors nationwide? Chris Gandy, John Richardson, Kathleen Owings, and Zack Huels, co-hosts of the Advisor Today podcast, delve into the exciting prospects awaiting NAIFA and its members in 2025. They share their enthusiasm for the rebrand of the Advisor Today podcast, highlighting the unique contributions each will bring to the table, from John's focus on leadership to Kathleen's infectious optimism. Zack looks forward to challenging the status quo, while Chris embodies the future-forward vision for the organization. They ponder the impending political changes and how it may impact tax laws and financial services. In this episode of Advisor Today , Chris Gandy sits down with his new co-hosts, John Richardson, Kathleen Owings, and Zack Huels, about the reinvigoration of Advisor Today . They discuss the reboot and rebrand, topics and narratives they are excited to tackle, how the impending political changes will impact the financial services industry, and how they will enhance the podcast.…
Ryan Pinney is an insurance and financial services professional known for his innovative approach to leveraging technology to enhance client experiences. A past National Trustee and a respected figure in the industry, he is renowned for his contributions to tech integration within financial services and his dedication to serving his clients and the larger community. Ryan has a distinguished background in military service, complementing his commitment to providing outstanding service in his field. He advocates for technology, professional growth, and political advocacy in financial services. In this episode… In an era where rapid technological advancements regularly redefine the business landscape, staying relevant is more critical than ever for professionals in service-based fields, particularly financial advising. Adapting to these changes requires an understanding of new tools and trends and a commitment to delivering personalized client experiences. So, how can advisors embrace innovation while maintaining a human touch to make a lasting impact in financial advising? Ryan Pinney, a seasoned financial advisor and innovative thinker, delves into the intricacies of selling insurance online and the significance of maintaining a robust digital presence. He shares his insights on the role of AI in refining advisors' approach to client interactions and underscores the importance of political advocacy in shaping the industry's future. Ryan recounts his early days in the field and the profound influence of delivering a death claim. With a view toward the future, he discusses his work and the challenges of providing financial services to global citizens. In this episode of Advisor Today , co-hosts Chris Gandy and Suzanne Carawan sit down with Ryan Pinney, an insurance and financial services professional, to discuss embracing technology in financial services. Ryan shares his unexpected entrance into the financial industry, how advisors utilizing new tech will outpace those who don't, the importance of embracing social media for lead generation and research, and his involvement with NAIFA.…
1 Financial Decisions Are Family Decisions 1:00:51
1:00:51 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:00:51
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяDr. John Migliaccio is a financial services expert, recognized speaker, author, and thought leader on demographic trends and their impact on financial advising. He is a seasoned expert in financial gerontology, focusing on the interplay between aging and financial planning. Through his long-standing career, Dr. Migliaccio has contributed extensively to the field, from academic research to practical applications in financial services. His expertise in financial gerontology provides valuable insights into how financial professionals can better serve their clients in the context of aging and intergenerational wealth transfer. In this episode… Can demographic shifts and intergenerational wealth transfers reshape the landscape of financial services? The interplay between aging populations and wealth distribution raises questions about economic preparedness and adaptability. As baby boomers retire, the financial services industry faces unprecedented challenges and opportunities. How are professionals adapting to these demographic changes, and what strategies are emerging to tackle the complexities of intergenerational wealth management? Dr. John Migliaccio, a financial services professional, offers insightful perspectives on the evolving field of financial gerontology, a discipline that merges financial planning with the study of aging. He discusses how the concept emerged in the 1980s to address changing demographics and the financial needs of aging populations. Dr. Migliaccio emphasizes the importance of understanding the nuances within generational cohorts, such as the diverse range of experiences of early, middle, and late baby boomers. The conversation extends to the longevity economy, highlighting the need for financial advisors to adapt their strategies to cater to clients' evolving needs, including long-term care, health expenses, and wealth transfer complexities. In this episode of Advisor Today , Suzanne Carawan sits down with Dr. John Migliaccio, an expert in financial gerontology, about the convergence of financial services and demographic trends. Dr. Migliaccio discusses the financial gerontology concept and its industry origins, the growing importance of understanding intergenerational wealth transfer, advice for financial planners on adopting a holistic and multi-generational approach, and the implications of financial decisions as family decisions.…
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NAIFA's Advisor Today Podcast Series
Panos Leledakis, a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry. As a NAIFA member and a keynote speaker, Panos is committed to helping advisors implement technology into their practices to enhance productivity and service. He invented two software platforms for insurance needs analysis, which received innovation awards from organizations like MIT and the Chamber of Industrialists in Cyprus. In this episode… When the fast-paced world of technology intersects with the stability of traditional finance, what does it take to keep up with the industry? Outdated methods may be holding you back from providing personalized services in today’s digital landscape. How can financial advisors leverage innovative tools to transform the status quo? As a visionary harnessing technology to redefine his financial advising practice, Panos Leledakis maintains that embracing change can lead to exponential growth. Financial advisors can experiment with AI and other emerging tech tools to enhance client meetings and manage portfolios. By refining AI prompts consistently and exploring new avenues for efficiency, you can ensure ongoing relevance and relentless innovation in the financial services industry. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Panos Leledakis to talk about using technology to transform your financial advisory practice. Panos explains how AI and NFC can streamline client communications, the importance of mindset and strategy when adopting technology in your practice, and why being a part of professional associations like NAIFA is crucial for advisors.…
Carson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development. Carson founded a mastermind group dedicated to empowering insurance agents and advisors through unbiased education, collaboration, and accountability. With a decade of industry experience, he has built and sold multiple brokerage businesses and shares his insights at live events, including NAIFA's APEX conference. In this episode… As an advisor, do you feel like you're working tirelessly without seeing the growth you desire? While success is a continuous endeavor, you can elevate your business and personal satisfaction. How can embracing openness and learning from diverse thought leaders catalyze transformation? Experienced financial services professional Carson Porter pivoted from the automotive industry to financial services, creating multiple income streams and a mastermind group to boost his and other agents’ success. He emphasizes the power of mastermind groups and other organizations to offer education and accountability. These valuable associations foster professional development and expand your network, allowing you to build trust with clients, cultivate industry relationships, and build a sustainable business and career path. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan chat with Carson Porter, an experienced financial advisor, about mastering the craft of financial advising. Carson dispels common industry myths, encourages joining supportive organizations like NAIFA, and proposes innovative perspectives on building sustainable business models in the financial services industry.…
Iris Nance is an experienced insurance agent who helps people optimize their coverage to meet their needs. With a celebrated career of over 26 years in the insurance industry, she worked as a bank examiner for over 10 years. Iris is deeply committed to education, mentorship, and community service, actively participating in programs for students and young entrepreneurs. A proud member of NAIFA, she has served on the board and has taken on leadership roles within the association. Recognized for her perseverance, advocacy for continuous learning, and strategies for balancing work and family life, Iris inspires many as a role model in the financial services industry. In this episode… The financial services industry is a complex and dynamic space that demands high expertise and professionalism, particularly in the insurance sector. What if you had the inspiration to conquer them through self-reliance, education, and perseverance? Would it make a difference to be guided by someone who's walked that path? Iris Nance, an accomplished insurance agent and a beacon of hope for many in the industry, has overcome adversity through dedication and a lifelong commitment to learning. Finding empowerment and independence as an entrepreneur in the insurance industry, she has embraced mentorship roles to guide the next generation. Iris emphasizes sharing your experiences with others to enrich their potential and perpetuate a culture of motivated professionals. Although industry changes can be intimidating, Iris suggests adopting new technology and tools to advance your practice areas. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with insurance agent Iris Nance to discuss how to build a successful career in the insurance industry while advocating for education and mentoring. Iris shares how she transitioned from a bank examiner to owning a successful insurance agency, the importance and impact of mentorship, and her experience rising through the ranks at NAIFA.…
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NAIFA's Advisor Today Podcast Series
1 Find Your Passion Profile 1:06:45
1:06:45 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:06:45
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяEvan Fabricant is a financial advisor committed to helping his clients achieve their financial goals, whether planning for retirement or exploring efficient strategies to pass on their wealth to the next generation. Evan has been advising clients since 1997 and is passionate about forming genuine relationships and positively influencing individuals and their families. As a firm believer in professional education, Evan holds several distinctions, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP). He is highly active in the Society of Financial Service Professionals (SFSP) and NAIFA, demonstrating his leadership by advocating for the industry's future and committing to legislative impact. In this episode… With the recent decline in financial service advisors, the industry is facing a labor crisis. How can industry professionals attract aspiring advisors and shape their careers? From a young boy awed by his father’s role in the financial services industry to becoming an influential force within it, Evan Fabricant emphasizes the symbiotic relationship between personal and professional development. He highlights the significance of authenticity and maintaining a learner's mindset in mentoring young professionals for a sustainable future in the industry. Through active participation in industry associations and advocacy efforts, financial advisors can shape policies and programs crucial to practice development. Evan's story is a testament to resilience, the power of relationships, and his unwavering belief in the industry's future as shaped by dedicated professionals like him. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with financial advisor Evan Fabricant to discuss the impactful moments that shape a financial advisor's career. Evan shares how he got into the financial industry and the profound impact of familial support, the core values he learned from competitive golf that apply to the financial advising industry, the importance of education, his involvement with SFSP and NAIFA, and the value of mentoring aspiring advisors.…
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NAIFA's Advisor Today Podcast Series
Sue Kuraja is a brokerage director specializing in providing non-profit consultancy services. She focuses on aligning personal and professional goals to maximize outcomes for organizations. With her strategic guidance and personalized approach, she helps build successful and sustainable organizations that drive real-world impact. As an experienced tech researcher, journalist, and business transformation advocate, Sue was recognized as the 2021 Women in Insurance & Financial Services Woman of the Year and achieved the Financial Security Advocate badge from NAIFA. In this episode… The financial services industry is composed of diverse professionals who bring unique perspectives to the field. Each individual’s background propels the industry forward and promotes client connections. How can you champion diversity and inclusion in your services? Financial advisor Sue Kuraja's journey is a testament to determination and resilience. As a Croatian immigrant, she had to navigate numerous systemic barriers to succeed in the financial services industry. Sue notes that by embracing cultural diversity in your work, you can build trust with customers and help them navigate language and cultural barriers. Additionally, you can reverse traditional mentor-mentee roles by supporting insights from younger generations who can foster innovation and adaptation in an evolving industry. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with brokerage director Sue Kuraja to discuss her journey to success in the financial services industry as an immigrant. Sue shares how her background as a Croatian immigrant informed her career, her involvement with WIFS and NAIFA, and women's role and empowerment in the financial services industry.…
Richard Dobson is a Certified Financial Planner (CFP) who strives to simplify communication between clients and financial advisors. As a keynote speaker, he has provided insurance and investment advice for over 40 years. Richard is the author of Make Simplicity Your Superpower! and The Trusted Professional . He is also a NAIFA member and has previously served as a former FINRA Broker Dealer Chief Compliance Officer (CCO). In this episode… Most high-net-worth individuals don’t care to understand their finances and prefer to leave the decision-making to their financial advisors. How can you become a trusted resource so your clients can secure their futures while focusing on their strengths? According to Richard Dobson, a keynote speaker in the financial industry, high-net-worth clients look for three key traits in financial advisors: intelligence, empathy, and logic. Clients want reassurance that their financial advisors have adequate expertise in the space, the empathy to understand their unique needs and situations, and the logic to forecast the economy and make informed financial decisions. With simple strategies and communication tactics like explaining finance fundamentals in methods your clients resonate with, you can retain them long-term. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Richard Dobson, a Certified Financial Planner (CFP), to discuss the value of simplicity in the financial services industry. Richard explains how he got into the financial services industry, the origin of Make Simplicity Your Superpower!, the importance of simplifying financial advice for clients, communication hacks every financial advisor should know, and the impetus for The Trusted Professional .…
David McKnight is a renowned financial advisor and expert in zero-tax retirement planning, having assisted thousands of Americans in achieving the zero percent tax bracket. He has frequently appeared in numerous national publications, including Forbes , USA Today , the New York Times , Fox Business , CBS Radio, and Bloomberg Radio. With four #1 Amazon best-selling books to his credit, including The Power of Zero , Look Before You LIRP , The Volatility Shield , and Tax-Free Income for Life , David has established himself as a leading authority in retirement planning. In his acclaimed book, The Power of Zero , he presents a comprehensive guide on how to achieve a 0% tax bracket in retirement through a carefully crafted, step-by-step approach. In this episode… Many individuals in the United States invest a significant portion of their retirement savings in tax-deferred accounts such as 401Ks and IRAs, leaving them vulnerable to a potential decrease in their savings if tax rates rise in the future. What’s more, many early-career financial advisors aren’t aware of alternative retirement savings methods and continue to advise their clients on traditional approaches. Where can financial advisors receive updated and forecasted retirement planning information to serve clients effectively? The escalating US debt has caused significant polarization, and it may disrupt traditional retirement options with an impending freight train of onerous taxes and stringent austerity measures. So, building a strategy that maximizes retirement savings and minimizes tax obligations is crucial. For emerging financial advisors, retirement expert David McKnight recommends attending industry conferences like Heroes of Zero to learn about the current and future tax environment as well as repositioning assets into cash-value life insurance policies. From there, these professionals can provide their clients with guidance and resources to make informed decisions. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with a renowned financial advisor and expert in zero-tax retirement planning, David McKnight. They discuss the Heroes of Zero conference, The Power of Zero book, the four-step process for attaining the 0% tax bracket in retirement, and the benefits of attending the Heroes of Zero conference.…
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NAIFA's Advisor Today Podcast Series
1 Empowering Women in the Insurance Industry With Carina Hatfield 1:04:09
1:04:09 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:04:09
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяCarina Hatfield is a Life Underwriting Training Council Fellow (LUTCF), Commercial Lines Coverage Specialist (CLCS), and Life and Annuity Certified Professional (LACP). As a third-generation insurance agent, she specializes in property and casualty insurance and works with locally owned businesses. Carina serves NAIFA as a National Trustee and a moderator for Pennsylvania’s Leadership in Life Institute. She is also the immediate past President of NAIFA Pennsylvania. Recently, Carina helped develop the organization’s new online LACP prep course. Her passion and dedication to the association earned her the 2020 Young Advisor Team Leader of the Year award. In this episode… Traditionally, a career in the financial services industry entailed working late nights and having little control over your schedule, making it difficult for women and mothers to find balance. Although this has changed with the onset of remote work, women still aren’t eager to assume leadership roles in this field. How can we empower women to lead the industry? As a third-generation insurance agent and leader, Carina Hatfield began taking ownership of her schedule by being realistic and honest with her clients about her commitments. She maintains that by owning an insurance company, you can have the flexibility to give back to your industry and community. To encourage other women to take charge in the field, Carina says to act as mentors and build relationships with them through associations and events. These groups and events should be casual and include trips and opportunities for wider community and family involvement. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Carina Hatfield, a LUTCF, CLCS, and LACP, to discuss how women can thrive in the financial services industry. Carina shares how she got into the insurance industry and founded her practice, the importance of empowering women in the insurance industry, techniques for increasing women's involvement in financial services and NAIFA, and the leadership challenges she overcame.…
Jill Judd is a distinguished Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS), and Retirement Income Certified Professional (RICP) with extensive experience in the insurance industry. Her professional mission is to provide individuals with the necessary tools and resources to manage the risks of everyday life, recover from unexpected events, and achieve their aspirations. Jill's expertise in the field has also led her to serve as a past President of NAIFA. Before her career in financial services, Jill was an accomplished marketer who ran an advertising and marketing firm. Today, she leverages her knowledge and skills in the insurance industry to help clients navigate complex financial situations and make informed decisions about their future. In this episode… Financial services is a male-dominated industry, often making it difficult for women to advance to leadership positions and achieve career growth. If you’re navigating this space for the first time, how can you establish yourself as an authoritative force and advocate for your clients’ economic vitality? As a sports professional turned insurance provider, Jill Judd possesses the tenacity and leadership acumen needed to carve a path for herself in the industry. She notes that women are skilled multitaskers with a keen sense of emotional intelligence. This allows them to connect with their clients and position themselves as risk advisors to impact clients’ financial futures. By discovering your unique place in the industry, you can achieve economic and financial vitaly that extends to your customers. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Jill Judd, a LUTCF, FSS, and RICP, to discuss how women can discover their economic vitality in the insurance industry. Jill shares how she got into the financial services industry, the role of sports in the success of her career, how to thrive as a woman in the financial services industry, discovering economic vitality through insurance, and techniques for becoming a great leader.…
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NAIFA's Advisor Today Podcast Series
1 Thriving in Financial Services: Robert Miller’s Leadership Journey 1:02:35
1:02:35 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:02:35
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяRobert Miller, a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City. As a graduate of the NAIFA Leadership in Life Institute (LILI), Robert served as the Chair of the NAIFA Governance Committee and was a member of the organization’s Finance Committee. His extensive experience and contributions to the financial advising industry make him a highly respected and accomplished professional. In this episode… Leadership is a significant undertaking, especially when you’re responsible for driving the success of an industry organization. Learn what it takes to create meaningful change and drive an industry into the future from a seasoned association leader in the financial industry. Having disrupted the status quo of a stagnant organization, Robert Miller’s career is characterized by progressive action, tenacity, and influence. If you want to make a lasting difference in your industry, you must challenge the decisions of past leaders and actively listen to members’ ideas and concerns. Robert maintains that discipline and commitment are the keys to accomplishing meaningful endeavors and strengthening your organization. Even when facing opposition and apprehension in your ventures, Robert encourages financial industry leaders to persevere and stand up for their values. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Robert Miller, a retired second-generation financial advisor, to discuss his leadership journey in the financial services industry. Robert shares what he did to thrive as NAIFA’s president, how he stays inspired and motivated as a leader, his career journey in the financial services industry, and the value of listening to others.…
Demetrius Bryant is an insurance agent helping individuals safeguard their income against unforeseen expenses. He runs a multi-line insurance business that has been a NAIFA member since 2011. Through his company, Demetrius offers comprehensive insurance services, including automobile, home, life, and business policies. He believes that protecting one's financial interests is fundamental to improving the overall quality of life. In this episode… Older generations were taught to secure a stable job and work for the rest of their lives to provide for their families. Yet this doesn’t guarantee stability and success for their children and future generations. Older people, especially those in disadvantaged and underserved communities, don’t understand how to build generational wealth and leave sustainable legacies. How can you educate this group on insurance benefits and financial well-being? Insurance expert Demetrius Bryant bridges the knowledge gap in rural Mississippi by educating people about the value of home and life insurance policies for generational wealth. Insurance agents can offer opportunities for children to purchase life insurance policies, encouraging them to begin investing early to ensure lasting wealth. Demetrius also recommends hosting educational sessions and groups to teach members of the community how to invest, manage finances, and file claims effectively. By customizing financial and insurance education for each individual rather than simply selling policies, you can demonstrate the benefits of insurance in their lives. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Demetrius Bryant, an experienced insurance agent, to discuss the value of insurance in building generational wealth. Demetrius shares his journey in the insurance industry, his approach to running a multi-line insurance agency, and the value of insurance education and awareness in the black community.…
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NAIFA's Advisor Today Podcast Series
1 Do What You Say You Will and Be Who You Say You Are 1:02:42
1:02:42 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:02:42
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяGlenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being. Glenn has also dedicated a significant part of his practice to advising clients on the financial aspects of divorce. Before entering the wealth management industry, he enjoyed a career in information technology and was a partner in a $65 million consultancy firm. In this episode… Imagine waking up every day excited to work because you're doing what you love. It's not just a dream; it can be your reality! By taking the courageous step to change your career, you can become the person you've always wanted to be and achieve your full potential. Shifting careers can be daunting, especially if you’ve dedicated most of your life to a single field. Yet hoping for change without taking action leads to complacency. Certified Divorce Financial Analyst (CDFA®) Glenn Crawford's journey is an inspiring example of how visualization and affirmations can help you achieve your goals. By focusing on what he wanted and believing in himself, he transitioned from IT to financial services at 57 years old. As Glenn’s experience demonstrates, it's never too late to transition to a new industry you love. By taking the leap to fulfill your desires, you can live and work authentically. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Glenn Crawford, a Series 65 Investment Advisor Representative distinction holder, to discuss his journey transitioning careers. Glenn talks about how he got into the insurance and financial services industry, transitioning from IT to financial services, the correlation between sports and financial services, and his involvement with NAIFA.…
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NAIFA's Advisor Today Podcast Series
1 Seminar Strategies for Scaling Your Financial Business With Frank Maselli 1:02:20
1:02:20 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:02:20
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяFrank Maselli is an accomplished keynote speaker, coach, and author of three best-selling books. With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. With his programs based on human psychology, Frank is known for his pioneering ideas, dynamic thinking, and engaging delivery. He is a sought-after presenter, recognized as a top industry speaker. In this episode… As a financial advisor, it’s critical to generate a robust client pipeline and establish yourself as a trusted authority in your field. Seminars and presentations can help you achieve these goals by enabling you to expand your business and gain new clients. How can you deliver compelling and informative seminars to elevate your position in the industry? Frank Maselli, a prominent coach and keynote speaker in the financial industry, has created a flourishing and reputable business by delivering presentations and seminars. These platforms help you showcase your knowledge and services and allow you to connect with potential clients to build long-lasting relationships. However, delivering a successful presentation requires more than just knowledge of your subject matter; it also demands exceptional public speaking skills, confidence, authenticity, and a deep understanding of your audience's needs and interests. Frank offers valuable tips and strategies to help financial professionals deliver engaging, informative, and persuasive presentations that captivate audiences and convert them into clients. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Frank Maselli, an accomplished keynote speaker, coach, and author, to discuss how financial advisors can host engaging seminars. Frank shares his professional background in the financial services industry, seminar success strategies for advisors, how to execute them virtually, and the common mistakes advisors make when delivering seminars.…
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NAIFA's Advisor Today Podcast Series
Tom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth. As a financial advisor, he has over 25 years of experience in insurance, investments, estate preservation, and employee benefit plans. Tom specializes in helping individuals and businesses achieve their financial goals through compassion and empathy. He has demonstrated his leadership acumen by serving as the past President of the New York and Suffolk County chapters of NAIFA and other organizations. In this episode… Working in the insurance industry is more than just a job; it’s a lifelong profession necessitating compassion and understanding for people’s lives and assets. If you’re prepared for the leadership, training, and tenacity it takes to become an insurance agent, how can you gain a reputation in the industry? The insurance industry is a rewarding and lucrative career path that requires dedication, hard work, and a passion for helping others. However, like any other industry, insurance has a significant learning curve. To overcome this barrier, Tom Palmeri suggests investing in education and training to keep up with industry trends and best practices, networking, and joining communities in the industry for support. By doing so, professionals can navigate the complex landscape of the insurance industry and build a reputable and sustainable business. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Tom Palmeri, a Life Underwriting Training Council Fellow (LUTCF), to discuss how to break into the insurance industry. Tom shares his professional background in the insurance industry, his experience issuing life insurance policies as a young professional, how to overcome industry challenges through education and community support, and his involvement with NAIFA.…
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NAIFA's Advisor Today Podcast Series
Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), Delvin offers investment advisory services for retirement, education, and small business planning. In this episode… Financial literacy is crucial in planning a prosperous future, but many people struggle with this skill. It takes a devoted financial advisor to help people achieve their long-term goals. How can financial planners and advisors build a mission-driven and education-based practice? After a career in professional football, financial planner Delvin Joyce obtained the self-motivation to launch a financial services business. By identifying a clear purpose, he structured his services and leadership around providing financial literacy and support to young athletes preparing for careers. Delvin believes that financial planning is fundamental to the future, so by building a practice that emphasizes managing people’s funds and loans, you can execute your purpose, elevate your status in the industry, and create a lucrative business. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Certified Financial Planner Delvin Joyce to discuss building a financial planning practice. Delvin shares his journey in the financial services industry, how he stays focused and motivated, the value of promoting financial literacy, his involvement with NAIFA, and how to recruit and train new financial advisors.…
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NAIFA's Advisor Today Podcast Series
Joseph Spinelli is a Chartered life underwriter (CLU) who helps people prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. With a robust skill set that includes Insurance, Life Insurance, Customer Service, Disability Insurance, Term Life Insurance, and more, he contributes valuable insights to the industry. Joseph has a bachelor's degree in economics from Bridgewater College. In this episode… Being a financial advisor is both challenging and rewarding. So what can you learn from an expert who has successfully been in the industry for years? According to Joseph Spinelli, financial advisors have the privilege of helping individuals and families achieve their financial goals. However, being in the financial services industry comes with its own set of challenges, ranging from the ever-changing market trends and financial regulations to building trust with clients. He shares his journey of overcoming all the hurdles and becoming a thriving insurance agent. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Joseph Spinelli, a Chartered life underwriter (CLU), to discuss how to thrive as a financial advisor. Joseph explains how he got into the financial services industry, building a career in insurance sales from the ground up, his daily routine and priorities as a financial advisor, and the career lessons he learned from his father.…
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NAIFA's Advisor Today Podcast Series
John D. Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels. In this episode… Financial services is a diverse industry with many possible career paths. Some professionals venture into the insurance space while others prefer to advise on personal investments. Yet some finance professionals struggle to identify their passions and choose a company that aligns with their values. How can you find satisfaction in your career and begin serving clients effectively? NAIFA leader John Richardson experienced similar struggles. For years, he tried to take his career in the financial services industry to the next level with little success. After joining multiple industry associations, John built strategic alliances with other professionals, delegated areas he was no longer interested in, and added value to clients by tapping into his expertise and remaining authentic. When you identify your professional strengths, you can grow your leadership and service clients with transparency, professionalism, and care. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with financial planner John D. Richardson to discuss his secrets for thriving in the financial services industry. John explains how he got started in the financial services industry, the value of being authentic and transparent as a financial advisor, his involvement with NAIFA, and his insights on time management.…
Chris Carothers is an insurance professional and a Life Underwriter Training Council Fellow (LUTCF). As a second-generation veteran in the insurance industry, he has been serving and advocating for his community for 30 years. Chris works with over 300 licensed insurance agents to help Americans plan for their current and future insurance needs. He also partners with insurance carriers to develop and introduce new health products. In this episode… Insurance advisors can be incredible mentors, managing people’s executive affairs and guiding their futures. This comes with significant responsibility and requires complete immersion in the industry. How can you develop a service-based approach to gain traction in this industry? Becoming a reputable insurance agent entails developing servant leadership skills. With a career dedicated to serving his community through flexible insurance options, Chris Carothers maintains that joining organizations of like-minded professionals in the insurance industry is essential. Mentorship groups are valuable for gaining access to resources, networking opportunities, industry insights, and cutting-edge strategies that can help agents sharpen their expertise. With proper education and training, you can establish trust with your clients and build a value-driven career. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with insurance professional Chris Carothers to discuss service-based leadership in the insurance industry. Chris explains how he entered the insurance industry, success tips for young insurance agents, the importance of mentorship in the industry, and the value of joining NAIFA as an agent.…
Mickey Straub is a successful entrepreneur, renowned speaker, accomplished author, devoted patriot, and mayor emeritus. He is passionate about inspiring people to set audacious goals with short deadlines so they can achieve more and regret less. With 23 years of experience inspiring organizational success, Mickey provides the necessary resources to implement a goal-oriented, activity-based, and metric-driven performance management system. This system helps individuals and sales teams identify, manage, and measure high-payoff activities, enabling them to achieve their goals and steer their businesses in the right direction. In this episode… Are you struggling to spend your time wisely, achieve your goals, and maximize results? Make your day more productive with these strategies. Advisors and agents juggle multiple clients, projects, and deadlines constantly, which can be challenging. Consider investing in a high-quality activity management solution to take your sales game to the next level. According to Mickey Straub, hiring a company that provides custom solutions tailored to your specific management needs is essential. By managing your activities effectively, you can make the most of your time and achieve your goals more efficiently. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Mickey Straub, an entrepreneur, speaker, author, patriot, and mayor emeritus, to discuss activity management tips that drive results. Mickey talks about the importance of activity management, digital products for activity management, the sales activity management process, and advice for improving activities to produce results…
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NAIFA's Advisor Today Podcast Series
Corey Anderson is an insurance agent specializing in counseling advisors on implementing insurance plans for disabled clients. As an industry leader, Corey is a frequently featured speaker at industry meetings on topics pertaining to disability insurance. He has served on the state and local NAIFA board for over 18 years, holding various roles, including president. In this episode… Do you want to build and grow a disability insurance practice successfully? What can you learn from an expert who has already accomplished this feat? Corey Anderson, a DI expert, believes that obtaining disability insurance is essential because it provides financial security in the event of an unforeseen injury. However, establishing a disability insurance company can be challenging. It’s imperative to have a comprehensive understanding of the insurance industry, legal framework, and target market to thrive in the industry. Corey shares how his experience creating a DI distribution model educates fellow insurance agents on the topic of disability insurance. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Corey Anderson, a disability insurance expert, to discuss how to flourish in the disability insurance industry. Corey talks about disability insurance and its importance in financial planning, the challenges of disability insurance underwriting, and his journey to building a successful disability insurance company.…
Dan Finley is an experienced financial advisor and professional coach who founded a business consulting and coaching service dedicated to helping advisors enhance their business. He began his brokerage career in 1993, spent 13-plus years as a successful financial advisor, and since 2004, has conducted over 20,000 hours of individual and group coaching sessions for financial advisors. His financial advisory and coaching experience includes all three major distribution channels: wire-house, bank, and independent. Dan frequently speaks at branch offices, local chapters of the FPA, NAIFA, and national conferences. He is also the author of 101 Advisor Solutions: A Financial Advisor's Guide to Educate, Motivate, and Inspire! In this episode… Are you looking to build a successful business as a financial advisor? Where can you get the support you need to take your business to the next level? Part of being a successful financial advisor is building a thriving business — and if you're winging it, you will struggle to make that happen. Dan Finley recommends getting a coach as a game-changing strategy for your business. With a coach, you can get the guidance, support, and accountability necessary to build the systems and processes that will enable you to create a better business. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Dan Finley, an experienced financial advisor and professional coach, to discuss how he helps advisors flourish in the industry. Dan talks about his relationship with NAIFA, how he got started in the financial services and coaching industries, the difference between coaching an individual and a team, his process for coaching advisors, and how he overcame the challenges he faced in the industry.…
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NAIFA's Advisor Today Podcast Series
Lynne Franklin is a persuasion expert, leadership communication consultant, coach, author, and TEDx speaker. As a neuroscience nerd, she studies how the brain works and how to use the findings to better connect with anyone and lead without manipulation. Since the inception of her communications practice in 1993, Lynne has worked with organizations that want to use persuasive communication skills to increase their performance, productivity, and profits. In this episode… Communication is the backbone of any successful business. So how can you better serve your clients through communication as an advisor? According to Lynne Franklin, mastering the art of persuasive communication is fundamental in motivating your team and inspiring your customers to take action. It entails understanding body language, listening, and comprehending your audience and their needs to tailor your message to resonate with their interests and concerns, establishing trust and credibility. She shares her journey helping advisors connect and build good relationships with clients through communication to take their businesses to the next level. On this episode of Advisor Today , Suzanne Carawan sits down with Lynne Franklin, a leadership communication consultant, to discuss how to thrive through persuasive communication as an advisor. Lynne talks about body language tips for making good first impressions, communication tips for financial advisors to develop good relationships with clients, maintaining long-term client relationships, and personal development and team-building advice for financial advisors.…
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NAIFA's Advisor Today Podcast Series
John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP. In this episode… As a financial advisor or an insurance agent, you know that the financial services industry can be challenging — but rewarding when done right. What fundamental skills and strategies should you have at your disposal to thrive in this space? lamen John Wheeler says most financial services professionals fail because they lack the education to help them maneuver the industry. They need to invest in education. He also recommends learning to communicate insurance jargon to clients in layman’s terms to build trust and establish strong relationships. Additionally, they should work together to avoid mistakes and join communities to stay current with the latest trends and best practices. With these strategies in place, financial professionals will thrive as insurance agents. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with John Wheeler, an accomplished Certified Financial Planner (CFP), to discuss how agents and advisors can flourish in the financial services industry. John explains how he got into the insurance industry, the value of education, communication tips for young advisors, and the importance of volunteering as a leader in the financial services industry.…
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NAIFA's Advisor Today Podcast Series
1 The Morris Morrison Mindset 1:30:59
1:30:59 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:30:59
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяMorris Morrison is a world-class speaker, author, and entertainer who has learned the value of choosing to tell a better story and the power that comes from the stories we live. Drawing purpose and inspiration from his faith, family, and motivation to energize individuals and communities, Morris builds stronger, smarter, and kinder human beings. Morris has a unique brand of engagement that captivates his audience, whether live on stage or in his books. Leaders from Fortune 500 companies, non-profits, and churches worldwide have partnered with him to build fearless, focused leaders that drive uncomfortable change, growth, and disruption. In this episode… Do you have what it takes to become a fearless, focused leader who drives change, growth, and disruption in any industry? With the right mindset and approach, you can become the kind of leader that people look up to and admire. According to Morris Morrison, good leaders must communicate effectively, connect with their audience, and tell compelling stories that inspire action. Leaders should also have the ability to overcome business challenges, give back to their community, and create legacies for future generations. Taking care of their well-being is also fundamental, as they'll be able to lead with clarity, focus, and purpose — and inspire those around them to do the same. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Morris Morrison, a world-class speaker and author, to discuss how leaders become exceptional leaders. Morris shares how his adolescence influenced his profession, tips for building relationships through storytelling, fundamentals for aspiring financial leaders, and the correlation between leadership, self-care, and maturity.…
Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently challenging the CFP. Rick was Texas’ fourth Advisor Today national 4 Under 40 recipient, inaugural Texas Young Advisor of the Year, past NAIFA Houston President, and current State Director. In this episode… Life insurance is a crucial component of financial planning that provides peace of mind to individuals and their loved ones. As a life insurance agent, how can you cater to the needs and concerns of your clients to ensure they receive the best possible coverage? According to Rick Demko, being a successful life insurance agent requires knowledge, communication skills, persistence, and a commitment to ongoing professional development. By following these tips, you can build a successful career in the industry while providing invaluable protection to your clients and their families. His journey to success is fraught with industry knowledge, serving the next generation of aspiring agents. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Rick Demko, a licensed life insurance agent, to discuss tips for thriving in the life insurance industry. Rick explains how he got into the insurance industry, his involvement with NAIFA, marketing strategies for growth, persistence, and the challenges he had to overcome.…
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NAIFA's Advisor Today Podcast Series
Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services. She spent 21 years as a professional education instructor creating and teaching courses to CFP professionals, bank trust officers, CPAs, and insurance license holders. Laurie is a Chartered Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF), Life and Annuity Certified Professional (LACP), and a long-time NAIFA member and top producer. In this episode… Are you struggling in the financial services industry as an advisor? What can you learn from an expert in the space to achieve your financial grace? According to Laurie Adams, success as an advisor is attainable with the right mindset and approach. One of her fundamental pieces of advice is to engage in continuous education. Even though there are many resources available, she recommends joining a community like NAIFA to help sharpen your skills. She now shares her journey to success in the financial services industry. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Laurie Adams, a Certified Financial Planner (CFP), to discuss how to achieve financial grace as an advisor. Laurie explains how she differentiated herself from the competition as an advisor, the value of continuous learning in the industry, the proudest moments in her career, and how she became a visionary leader and achieved financial grace.…
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NAIFA's Advisor Today Podcast Series
Tom Cothron is an agency manager for a multi-line insurance company offering auto, home, and life insurance products. Tom is a seasoned expert, spending 40-plus years dedicated to the financial services industry. He is a certified Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Certified Professional (FSCP). He currently presides as NAIFAs President Elect. In this episode… Financially planning for the future is fundamental for living a fulfilling life. So where can you get the support required to do so? And as an advisor, how do you foster good relationships with your clients and become the best version of yourself? Surviving family members can suffer the consequences of a loved one who's passed away without adequately planning for their family’s future. This was the case for Tom Cothron's grandmother. Hearing how his grandma faced humiliation to apply for a loan to bury her husband, Tom developed a passion for the financial services industry to help people plan financially and educate advisors on how to have better relationships with their clients. His 40-year journey in the industry highlights the challenges he faced and the lessons he learned that led to his career success. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Tom Cothron, an agency manager for a multi-line insurance company, to discuss how advisors can thrive in the industry. Tom talks about the struggles he had to overcome as an insurance agent, his involvement with NAIFA and its importance in the financial services industry, the challenges advisors, NAIFA advocates, and NAIFA ambassadors face, and his advice for advisors.…
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NAIFA's Advisor Today Podcast Series
1 Success Tips for Insurance Agents and Financial Advisors With Harry Hoopis 1:00:14
1:00:14 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:00:14
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяHarry Hoopis is an entrepreneur and industry leader in the insurance and financial services space who has built a successful firm based in Chicago, IL. He speaks, teaches, and inspires executives, advisors, and front-line salespeople — providing the systems, methods, efficiencies, and confidence needed to excel in the industry. He is the author of the best-selling book, The Road to the Bountiful Life , and recipient of NAIFA's prestigious John Newton Russell Award. In this episode… It's easy for financial service professionals to lose passion for their careers. Why? The industry poses many challenges, leading to waning hope of achieving success. So what can you learn from an experienced financial services industry leader? Thriving in the insurance and financial services industries entails having passion, commitment to long-term growth, and personal responsibility as an agent or advisor. Harry Hoopis also recommends self-development through education, networking, discipline, and maintaining a positive attitude. He shares his journey as a successful agent and advisor and provides vision, lean-on experience, and advice to guide the next generation of leaders in the field. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Harry Hoopis, an entrepreneur and industry leader in the insurance and financial services space. Harry explains why he’s committed to the insurance and financial services industry, his strategies for promoting healthy business growth, tips for agents' and advisors' development, and his experience receiving NAIFA's prestigious John Newton Russell Memorial Award.…
Scott Blake is a Wealth Management Advisor and Founder at a leading wealth management firm delivering comprehensive planning, investment, and insurance services for individuals, families, and businesses to help them achieve financial success and live rich, rewarding lives. A passionate leader in his community, Scott is a 2022 national winner of Advisor Today’s 4 Under 40 Award and a board member of several organizations in Columbus, Ohio. He is the President of the Columbus chapter of the National Association of Insurance and Financial Advisors (NAIFA) and has an MBA in finance and financial management services from Capital University. In this episode… Are you looking for financial security? Do you want to be on the right track for retirement? Scott Blake recommends hiring a financial advisor, an expert who can help you plan and prepare for the future. Having pivoted to the financial services industry after several years in politics, Scott discovered how making sound financial decisions impacted his clients' lives positively. According to him, wealth management services should be accessible to people of different income levels — not limited to high-net-worth individuals. He shares how he's flourishing in this industry, helping his clients achieve financial security. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Scott Blake, a Wealth Management Advisor, to discuss his successful journey in the financial services industry. Scott shares the lessons he learned from his political career and being an athlete that he leverages in the financial service industry, the value of having a financial advisor, the challenge he had to overcome in his business career, and tips for getting clients as a financial advisor.…
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NAIFA's Advisor Today Podcast Series
Rith Nou is an agent. Rith offers her clients products to help meet different insurance and financial needs including college funding, retirement, managing costs for extended care, and income strategies. In this episode… Are you a young financial advisor trying to succeed in the market? Maybe you’re working tirelessly, but feel like you haven’t made the progress you were hoping to at the current stage of your career. When challenges arise, you can either be overtaken by obstacles or find innovative solutions. What practical solutions can you implement to ensure your business thrives in the face of opposition? Being a financial advisor is challenging — and even tougher for immigrants. Familiar with the adversity immigrants face, Rith Nou, a financial advisor, recommends networking, meeting other successful advisors, and having open conversations while genuinely asking the right questions to help you. She now shares how her background helping immigrants led to a successful career in the financial services industry. On this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Rith Nou, to discuss how to thrive in the financial services industry. Rith shares the struggles she had to overcome as a financial advisor, time management tips, how she incorporates different cultures in the market, and the impact the industry has on future generations.…
John Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. He was honored with NAIFA's Terry Headley Lifetime Defender Award in 2023, recognizing his significant contributions to the industry. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program. With a personal history deeply intertwined with life insurance and financial planning values, he brings a wealth of experience and a unique perspective to discussions on financial security and professional development. In this episode… Many people leave a comfortable career path behind to pursue financial services. Most of them transition because of their personal experiences, but how do these experiences shape the motivations and ambitions of those who enter this industry? And what factors contribute to a journey of exploration and fulfillment within financial advising? A seasoned financial advisor, John Davidson, delves into his journey in the financial services industry, which began with a serendipitous encounter and a pivotal question about life fulfillment. He candidly shares the lessons learned from early career struggles, the importance of mentorship, and the power of a giving mindset that helped him become NAIFA President. He discusses the complex challenge of leading an organization with diverse needs and how staying true to core values can simplify difficult decisions. John also reveals the rejuvenating experience of mentoring the next generation, ensuring the legacy of financial advising continues strong. In this episode of Advisor Today , co-hosts Chris Gandy and Suzanne Carawan sit down with John Davidson, a storied professional in the financial services industry, about his journey in the financial services industry. John discusses how he shifted from a car salesman toward a fulfilling career in financial services, his involvement with NAIFA, how he navigated the challenges of starting and growing his own financial services firm, and the impact of mentoring the next generation.…
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NAIFA's Advisor Today Podcast Series
Joshua Herrington-Vickers is a dedicated financial services professional and US Air Force veteran. With a career rooted in service and a personal mission of bridging financial planning across borders, he embodies the core values of integrity, service before self, and excellence. Passionate about community and industry involvement, Joshua is also actively engaged with NAIFA, working to promote membership and collaboration among financial advisors. His journey from the military to the financial industry showcases a commitment to mentorship, advocacy, and protection of clients' futures, fostering growth at every step. In this episode… Could there be a valuable connection between military service and financial advising? The discipline, camaraderie, and values carried from one can empower success in the other. But how can the lessons learned from serving a country translate to serving a community in finance? Joshua Herrington-Vickers, a financial services expert, shares his journey from the US Air Force to becoming a director within a financial brokerage firm. He highlights how the military values of integrity, service before self, and excellence have propelled his success in the financial sector. Joshua opens up about his journey, from overcoming moments of loneliness in his service days to finding solidarity and support within the NAIFA community. His story illustrates how the discipline and commitment learned in the military can be seamlessly applied to advising clients and building a thriving practice, underscoring the importance of doing what is right for the client, even at the cost of personal gain. In this episode of Advisor Today , co-hosts Chris Gandy and Suzanne Carawan interview Joshua Herrington-Vickers, a dedicated financial services professional and US Air Force veteran, about transitioning from military service to financial advising. Joshua shares the parallels between Air Force core values and the ethos of a financial advisor, the challenges and rewards of serving in the military and transitioning to a financial advisor, his involvement with NAIFA, and the impact of mentorship and therapy.…
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NAIFA's Advisor Today Podcast Series
Cheryl Canzanella is the incoming president of NAIFA-Florida, boasting over 25 years of experience in the financial services industry. She holds several designations, including CLU, ChSNC, LUTCF, and CAP. With a background that spans annuities, brokerage, and a recent pivot to the mortgage sector, Cheryl brings a wealth of knowledge and a diverse perspective to her leadership role. She is passionate about leveraging financial tools like reverse mortgages, advocating for industry professionals, and enhancing community engagement within NAIFA. As a dedicated NAIFA member for 15 years, Cheryl aims to inspire, support, and mentor others in the industry while focusing on the importance of building relationships and personal development. In this episode… Have you ever wondered what the future of financial advising could look like? What if it involved more than just crunching numbers and forecasting returns? Could there be an untapped power in forming deeper connections — not just with clients, but among industry peers and communities? Cheryl Canzanella, a financial services industry expert, paints a compelling picture of what lies ahead for financial advisors. She discusses her multifaceted career journey, how the industry has evolved, and how financial products like reverse mortgages can be essential tools in retirement planning. She emphasizes the significance of volunteerism and how it has fostered her growth as a professional and an advocate for the industry and NAIFA. With a look toward the future, Cheryl shares her goals for her presidency, focusing on member engagement, bolstering local chapters, and ensuring NAIFA remains a beacon for financial professionals nationwide. In this episode of Advisor Today , co-hosts Chris Gandy and Suzanne Carawan sit down with Cheryl Canzanella, the incoming president of NAIFA-Florida, to discuss leveraging creativity and leadership in financial services. Cheryl shares her recognition and achievements within NAIFA and the significance of back-to-back female leadership, how to keep NAIFA membership exciting and engaging, how the financial services industry has evolved, and her focus as the incoming president of NAIFA-Florida and vision for its future.…
Peter Wood is an accomplished financial advisor and active member of NAIFA with over a decade of experience in the industry. Starting as a multi-line captive agent, he now co-owns a multi-state firm that spans over 12 states and runs a mastermind coaching program for insurance agents. Apart from insurance, Peter coaches competitive bands and drumlines, matching his passion for mentorship in music with his professional endeavors. As a NAIFA member, he is dedicated to growing membership and inspiring the next generation of financial professionals. In this episode… In today’s dynamic professional landscape, the power of community can be a game changer for your career. Consider the immense benefits of belonging to an organization that champions your growth and opens doors to industry leaders and experts. What if you could access a wealth of knowledge just by being part of a group? Peter Wood, an insurance agent, shares how he navigated the complexities of the financial services industry by leveraging the power of mentorship and active involvement in industry associations. He emphasizes the importance of time blocking and maintaining a work-life balance. Highlighting the accessibility to industry giants, Peter illustrates how these connections provide unparalleled learning and growth opportunities. His story underscores the critical role of mentoring and the need for younger professionals to join and rejuvenate the association, ensuring its mission and benefits reach future generations. In this episode of Advisor Today , co-hosts Chris Gandy and Suzanne Carawan sit down with Peter Wood, an accomplished financial advisor, to talk about leveraging the NAIFA community for growth. Peter shares his background and career journey in financial services, the challenges of maintaining a work-life balance alongside a demanding career, his involvement with NAIFA, and the value of joining NAIFA as a young professional.…
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NAIFA's Advisor Today Podcast Series
Cliff Wilson is an industry veteran and past National President of NAIFA with a wealth of experience, having served in various leadership roles, including building and leading a general agency. With his roots in rural Idaho, he has spent over 50 years in the financial services industry, championing the importance of ethics, education, and advocacy. Cliff has left a lasting legacy mentoring young advisors, demonstrating a deep commitment to the growth and development of professionals in the field. His passion for the industry is evident in his dedication to serving clients, training new agents ethically, and advocating for the financial services sector both locally in Arizona and on a national level. In this episode… What makes an organization profoundly influential in its industry? The true measure of its influence extends far beyond its market share or brand recognition. It lies in the legacy it upholds, the commitment to ongoing education it provides, and the vibrant community it nurtures among its members. Cliff Wilson, an industry veteran, addresses the challenges and opportunities faced by financial advisors today, particularly in the context of evolving industry standards and technological advancements. He stresses how NAIFA has been instrumental in maintaining core values such as ethics and education while adapting to new market demands. He emphasizes the importance of leadership and mentorship in nurturing future advisors, recounting personal experiences guiding emerging professionals like Peter Woods. Cliff's narrative underscores the impact that a supportive network can have on individual career growth and the collective advancement of the industry. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Cliff Wilson, past National President of NAIFA, about the enduring value of professional associations in financial advising. Cliff shares insights into NAIFA's impact and the evolution of the financial services industry, the mentorship culture within NAIFA, the continued relevance of advisors amidst advancing technologies, and the challenges and rewards of leading NAIFA.…
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NAIFA's Advisor Today Podcast Series
Jason Foster is a wealth management advisor who believes in making finance enjoyable, personalized, compassionate, relatable, and realistic. With over 22 years of experience, he has achieved significant milestones, including earning the Rookie of the Year title early in his career and now running an independent practice. Jason serves as President of NAIFA California, demonstrating his dedication to shaping the industry's future. In addition to his financial career, he co-owns a promotional marketing company. In this episode… In today's competitive financial landscape, the most successful advisors enhance their skill sets and actively diversify their services to meet their clients' evolving needs. This drive for continuous improvement is not just about personal achievement — it's about creating a lasting impact on their communities and the broader industry. But how do they balance their professional lives while contributing significantly to their community and industry? Jason Foster, a seasoned financial advisor, delves into how he's significantly impacted the finance world and beyond. He talks candidly about his evolution from multi-line agency work to becoming an independent financial advisor and President of NAIFA California. Jason shares his innovative approaches to marketing, network-building, and the importance of diversifying into investments. He also speaks of his passion for coaching youth soccer, which he parallels with mentorship in the financial world, emphasizing the development and passion that drive success in both arenas. In this episode of Advisor Today , co-hosts Chris Gandy and Suzanne Carawan sit down with Jason Foster, a wealth management advisor, about shaping success in financial services. Jason shares his career journey, strategies for balancing insurance and investment services, innovative approaches for marketing and prospecting in the financial services industry, and the importance of mentoring and coaching.…
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NAIFA's Advisor Today Podcast Series
Kevin Tostado is a San Diego-based financial advisor and a former film producer with three Emmys. After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story , he transitioned to financial services. As a career changer, Kevin brings a unique perspective on consultation, utilizing storytelling and strategic thinking to advise clients. He has received recognition as a 40 Under 40 winner and is now an engaged NAIFA member. With his engineering background, he takes an analytical approach to financial planning and strives to educate clients while advocating for industry best practices. In this episode… Transitioning to financial services from an unrelated career presents notable challenges. How does an individual from a distinct professional background establish themselves as a high-performing figure within the insurance and financial services sector? Moreover, can the strategies and insights acquired from a prior industry effectively inform one's approach to financial advising and client relationships? Kevin Tostado, an esteemed 40 Under 40 award winner, shares his fascinating transition from an award-winning film producer to a financial advisor. He discusses the strategic parallels between the game Monopoly and financial advising, emphasizing the value of education and systematic approaches to client interactions. He shares his strategy for educating clients first and selling second and the role of NAIFA in advocacy. Kevin emphasizes the importance of being client-focused, prioritizing trust-building over immediate sales. In this episode of Advisor Today , co-hosts Chris Gandy and Suzanne Carawan sit down with Kevin Tostado, financial advisor and former film producer, about his transition from film to financial services. Kevin shares his background in engineering and film and how they influence his approach to financial services, early challenges and strategies in financial services, his unique sales process inspired by filmmaking, and the benefits of joining NAIFA.…
Peter Winovich III, a dedicated financial advisor based in Toledo, Ohio, has built a successful national practice primarily serving sports figures and business owners. With 16 years of experience, he transitioned from college football to a career where he tailors holistic plans encompassing estate planning and asset management. A recipient of NAIFA's Four Under 40 National Award, Peter embodies the characteristics of a driven individual in sports and finance, carrying the ethos of hard work, leadership, and accountability into his professional life. Recognizing the impact of financial guidance, he thrives on creating positive changes for his clients and aspires to leave a lasting legacy through his work. In this episode… Transitioning from a career in athletics to the financial advisory industry might seem daunting, but it is a reality for many former athletes. As similarly competitive fields, financial advisory presents unique challenges and opportunities for those up to the task. So, what does it take to utilize the skills honed in the field and translate them into success in the financial world? Peter Winovich III, a celebrated financial advisor, shares his journey from collegiate football to becoming a recognized figure in the financial services industry. He emphasizes the importance of building relationships, a lesson learned from sports, which has been instrumental in his ability to serve clients effectively. Peter highlights the critical role of mentors in his transition from athlete to advisor, underscoring the value of seeking guidance from those familiar with the rigors of sports. He also reflects on the integral role of stress in sports and financial advising as a catalyst for growth rather than an impediment. In this episode of Advisor Today , co-hosts Chris Gandy and Suzanne Carawan sit down with Peter Winovich III, a dedicated financial advisor, about the intersection of sportsmanship and financial advising. Peter discusses the transition from college football to a successful career in finance, sports lessons people can leverage in the business world, and his approach to building trust with clients and overcoming early career stress.…
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NAIFA's Advisor Today Podcast Series
Amanda Brewton is a seasoned Medicare expert with over 17 years in the industry. Opening her agency five years ago, she now oversees approximately 500 agents across 40 states and hosts two national conferences designed to empower and educate professionals in her field. Amanda is passionate about advocacy for seniors, ensuring they don't have to choose between essential needs due to Medicare complexities. Her innovative approach involves using themed training to enhance engagement and creating supportive communities for independent insurance agents. In this episode… As financial advisors, it's essential to stay informed about the upcoming Medicare changes that will impact millions of people across all industries. Advisors' engagement and advocacy in this space are pivotal for positively influencing the policies governing this vital healthcare coverage. So, how can they make a meaningful impact in shaping the future of Medicare for the better? Amanda Brewton, an expert in the Medicare industry, shares her dynamic approach to navigating and impacting the healthcare insurance world. She unravels industry complexities and sheds light on the profound changes set to take place by 2025, emphasizing the importance of financial advisors diversifying their understanding of Medicare, regardless of specialty. Amanda advocates for agents' involvement in policy discussions and highlights how they can use their voices constructively. Through her personal anecdotes and professional journey, she illustrates the power of expert knowledge and thematic education in transforming client experiences and building industry communities. In this episode of Advisor Today , co-hosts Chris Gandy and Suzanne Carawan sit down with Amanda Brewton, a seasoned Medicare expert, to talk about making a difference in the Medicare landscape. Amanda shares her inspiration that led her to become an industry leader, why financial advisors in all sectors need to understand Medicare's role in financial security, and how NAIFA members and the larger agent community can contribute to Medicare advocacy.…
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NAIFA's Advisor Today Podcast Series
Chris Roper is a seasoned financial advisor who is passionate about helping individuals navigate their financial journeys as a fiduciary and an educator. With over 14 years in the industry, he specializes in 401K advising and personal finance management for high-net-worth individuals. Beyond his professional endeavors, Chris harbors a love for travel, seeking experiences and lessons to bring back to his practice. His approach to business is characterized by his servant leadership, collaborative spirit, and personal goal to help over a million people. Chris has been honored as one of the National Four Under 40 by Advisor Today , recognizing his outstanding contributions to the financial advising industry. In this episode… Are you passionate about helping people achieve financial success and lead a life of adventure and continuous learning? Imagine the impact of guiding over a million individuals to thrive in their financial lives. What is required to realize this vision and embark on such a rewarding journey? Financial advisor Chris Roper delves into the ingredients of a successful career in financial services, emphasizing the significance of passion, perseverance, and seizing the right opportunities. He reflects on his journey from arduous beginnings in the industry to attaining prestigious recognition as an Advisor Today National Four Under 40 recipient. Chris imparts valuable insights on the importance of striking a harmonious balance between a robust work ethic and self-care while underscoring the pivotal role of mentors in personal and professional development. Furthermore, he offers guidance to young advisors on navigating the complexities of the industry and expresses a strong commitment to collaboration for the collective advancement of clients. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Chris Roper, a seasoned financial advisor, about his journey and success in the financial advising world. Chris discusses how his early struggles forged a resilient financial advising career, the segmentation of his practice, why current financial advisors should consider acquiring practices as a growth strategy, and strategies for maintaining work-life balance.…
Padric Scott is a former professional football player who transitioned into wealth management. With a background in science and plans to become a neurosurgeon, he channeled his discipline and strategic thinking into financial services instead. Six years into his new career, Padric has achieved impressive accolades, including MDRT's Top of the Table and earning a spot on Forbes ' list of best-in-state financial security professionals. Passionate about giving back, he serves on various boards and is committed to enhancing financial literacy and community support. In this episode… What does it take to pivot from one career to become a top-performing financial advisor in another? There are many overlapping skills and disciplines that can be applied to financial advising. How can you broaden your horizons and excel as a financial advisor? Having transitioned from the NFL to financial services, Padric Scott leveraged a service-oriented mindset and self-discipline from the field to build a customer-focused financial advising practice. When making a career transition into financial advising, he emphasizes the importance of repetition and strategic relationship building. Padric also recommends connecting with industry leaders, mentoring others once you’ve established yourself, and engaging in your community, stating that these factors have been instrumental in his ascent in the field. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Padric Scott to talk about his transition from professional sports to financial advising. Padric discusses his pivot from football to financial advising, the role science and pattern recognition play in the finance industry, the value of harnessing sports discipline and fundamentals in financial practices, and strategies for effective communication and client engagement in wealth management.…
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NAIFA's Advisor Today Podcast Series
Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. A dedicated NAIFA member since 1987, he has served as president of his local association and NAIFA Texas. Doug actively participated in the IFAPAC committee and recently played a crucial role in NAIFA's stand against the Department of Labor's fiduciary rule proposal. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests. In this episode… Regulations aim to protect, but there comes a point when they may encroach on professional autonomy and service delivery. When proposed changes to the fiduciary rule jeopardize an entire industry, what are the next steps? How can associations make a difference and safeguard their members’ interests against regulatory overreach? Seasoned financial advisor Doug Massey delves into NAIFA's proactive measures to confront the Department of Labor's proposed fiduciary rule — a move that could transform the landscape of financial advising. The rule can significantly impact advisors' practices, particularly within retirement planning and life insurance. With a steadfast commitment to the industry and a strong belief in NAIFA's advocacy, Doug recounts the internal workings of the legal challenge, highlighting the need for advisors to advocate and contribute to the industry's defense against restrictive regulations. In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Doug Massey, a financial services expert, to talk about protecting financial advisors from overreaching regulations. Doug discusses how the DOL fiduciary rule may reshape the financial service landscape, NAIFA's opposition to the DOL's proposal, and why NAIFA members need to share their voices and engage politically.…
Walter Bond is a former NBA professional who has successfully transitioned into a Hall of Fame motivational speaker and business accelerator. Starting his journey in the competitive world of professional basketball, he learned the value of mindset, support, and discipline. Walter is known for his Shark Mindset Selling training, which helps people become top performers in their respective fields. With a heart for mentoring and a belief in the power of support, he advises corporate leaders and coaches them toward radical growth, sustained culture, and business transformation. In this episode… In the fiercely competitive business world, attaining top-tier performance as an advisor in your industry presents a formidable challenge. Nevertheless, you can achieve success with a resilient mindset, unwavering support, and a commitment to perpetual skill enhancement. Walter Bond, a former NBA player turned motivational speaker, exhibited sheer determination and discipline both on the court and on stage. He emphasizes the crucial role of support systems in achieving peak performance and underscores the profound impact of organizations like NAIFA in shaping careers in financial advising. Walter stresses the significance of mindset, skill set, reciprocal mentorship, and continuous improvement, drawing from the drive and resilience that propelled him to success. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Walter Bond, a Hall of Fame motivational speaker, about his path from sports to motivational speaking. Walter shares his professional journey and the importance of being supported and connected through associations like NAIFA, his mindset and skill sets for high performance, and why NAIFA members should step up, mentor others, and strengthen the association.…
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NAIFA's Advisor Today Podcast Series
Greg Etchison is an experienced professional in the Medicare supplement business. With a career spanning over 25 years in the healthcare industry, he also has extensive experience across major carriers. Greg is passionate about educating people about healthcare options and optimizing coverage for seniors. He is a leading voice in Medicare supplement education, guiding individuals through the complexities of healthcare. Scott Wilson is a seasoned professional with 23 years of experience in the Medicare supplement business. He has extensive knowledge in all aspects of the business, from product strategy to compliance. With a focus on product development and operations, Scott has also overseen aspects of financial management, including profit and loss responsibilities. His comprehensive background enables him to offer holistic insight into the industry, ensuring a thorough understanding of the intricacies of Medicare for anyone seeking guidance. In this episode… Navigating the intricate Medicare landscape can be challenging, especially with the ever-changing regulatory environment. How can you offer clients competitive rates and comprehensive coverage while remaining compliant? Medicare supplement experts Scott Wilson and Greg Etchison understand how to balance market trends, regulatory changes, product development, and strategic planning. They maintain that Medicare supplement plans offer dependability and value for customers, so offering compelling incentives and value-added services can increase customer loyalty and retention. By staying abreast of state and federal regulations in the space, you can ensure compliance and expand coverage options. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Scott Wilson and Greg Etchison, seasoned professionals in the Medicare supplement business, to discuss how to demystify Medicare supplement sales. They share the Medicare supplement plans that offer predictability and flexibility for clients, the regulatory changes affecting Medicare supplement products, and what it takes to be a successful seller of Medicare supplements.…
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NAIFA's Advisor Today Podcast Series
Shantell Wright is a seasoned professional with 14 years of experience in the financial services industry. He is also the visionary behind a financial services company that offers solutions to build and grow wealth. Having overcome personal challenges, Shantell uses his experience to empower clients from all socio-economic backgrounds. With a commitment to adding value, making connections, and creating an impact, he partners with marketing expert John Lewis to reimagine financial services through technology. Shantell is also a NAIFA member and a graduate of the Life in Leadership Institute. John Lewis is a marketing expert, host of a community-focused podcast, and a dedicated social strategist providing financial information to underserved communities. His disadvantaged upbringing empowers him to educate and enrich his community with life-enhancing financial strategies. Alongside his professional pursuit, Lewis embodies a passion for creating meaningful connections and a genuine commitment to social service. In this episode… Those in low-income, urban communities often lack the financial knowledge and resources to plan for retirement and other life goals. How can financial advisors expand their practices to reach customers in these communities? Financial services veteran Shantell Wright and marketing expert John Lewis educate and empower individuals across diverse communities, providing them with the tools and knowledge to secure their financial futures. As business partners, John and Shantell maintain that professional relationships provide additional resources and expertise to expand into untapped markets and communities. They leverage technology in their joint practice to expand service offerings and increase engagement with their communities. In this episode of Advisor Today , Chris Gandy and Suzanne Carawan sit down with Shantell Wright and John Lewis to talk about revitalizing financial services through innovation and technological integration. They share their journeys, insights, and strategies to creating inclusive, comprehensive, and proactive approaches to financial education, emphasizing the transformative power of CRM automation and the profound impact of building genuine relationships to foster trust, loyalty, and community resilience.…
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