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Suzanne Carawan


Recent posts by Suzanne Carawan

35 min read

Charting Success in the Financial Advisory World With Chris Roper

By Suzanne Carawan on 8/27/24 2:12 PM

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.


Topics: Financial Planning Podcast Member Spotlight
2 min read

Winovich, Tostado, Scott, and Roper Named  Advisor Today’s 4 Under 40 Winners for 2024

By Suzanne Carawan on 7/29/24 4:21 PM

The award recognizes NAIFA members who achieve extraordinary professional success before age 40 and will be awarded at the combined Apex and National Leadership Conference in September 2024.

Topics: 4 Under 40 Leadership Advisor Today Press Release
3 min read

Membership Is Bigger in Texas

By Suzanne Carawan on 1/18/24 7:00 PM

This week we brought staff and leaders together to host a new member orientation for the Texas state chapter. With so many new members coming into the NAIFA Family from the merger with FSP, the NAIFA-Texas board thought it would be a great idea to supplement the orientation that NAIFA holds every week with their "Welcome to Your State Chapter" so that they could tell members all about the history, culture, and activities that make NAIFA-Texas uniquely NAIFA-Texas.

Topics: #NAIFAProud Membership NAIFA-Texas State Conference NAIFA Texas
3 min read

NAIFA Advocates for the Economic Security of Women

By Suzanne Carawan on 3/30/23 7:14 AM

 The leading association and most influential advocacy association in the financial services industry undertakes a multitude of events in celebration of Women’s History Month

The National Association of Insurance and Financial Advisors (NAIFA) has undertaken a series of events this month to raise awareness of the importance of women’s economic security in our country, as well as to highlight the importance of the voice of women financial advisors in their voting districts. The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.

Topics: Women Press Release Advocacy Partnerships
4 min read

Annuities Have a Great Batting Average

By Suzanne Carawan on 3/27/23 4:43 PM

Spring baseball is here and while Mike Downing, EVP, COO and Chief Actuary at Athene, didn’t disclose who he’s cheering for this year, our conversation was peppered with baseball analogies during our Friday afternoon meet-n-greet interview. Our topic? Annuities and specifically, how annuities can be used as a critical tool in ensuring that women achieve financial security.

Topics: Life Insurance & Annuities
36 min read

Connecting Financial Professionals Through Actionable Data With Ken Leibow

By Suzanne Carawan on 3/8/23 5:00 AM

Ken Leibow has over 36 years of insurance industry experience. He is the Founder and Chief Executive Officer of InsurTech Express, a one-stop shop for insurance resources. He has held strategic and executive roles in Fortune 500 companies and proactively managed operations in alignment with the company vision. He is a recipient of the NAILBA ID20 Award, ACORD Leadership Award, and was recognized in 2016 with the NAILBA Chairman’s Award.

Topics: Advisor Today
42 min read

Aligning Your Digital Documentation Vault With Martha Underwood and Shella Sylla

By Suzanne Carawan on 3/1/23 11:30 AM

Martha Underwood has been in the technology space for over 25 years and is skilled at successfully managing large-scale digital transformation initiatives. Co-founder of Prismm, a platform that allows you to securely store important documents, Martha focuses on executive advancement without compromising integrity or authenticity. She is a recognized speaker on the topic of women leading in technology and innovation within the business marketplace. 

Shella Sylla is the Chief Operating Officer at Prismm. With over 20 years of experience in commercial banking, commercial real estate financing, and portfolio management, she is skilled at networking and building strategic brand relationships. Before her work with Prismm, she was the Founder and CEO of SisterGolf, where she helped improve women’s confidence and accelerated their career development using golf as an ally. 

Topics: Podcast Advisor Today
37 min read

How a Coach Can Help You Grow With Joe Templin

By Suzanne Carawan on 2/8/23 5:00 AM

Joe Templin is the Co-founder and CEO of The Intro Machine, a training ecosystem for professionals who want to build an introduction-based business. Joe began his career in financial services with the Northwestern Mutual Life Insurance Company, eventually becoming a “Top 10 Mike Gish Qualifier” and a “Top 10 College Unit Director.” He also served on Northwestern Mutual's recruiting, retention, and diversity committee and has earned numerous Million Dollar Round Table (MDRT) and NAIFA Quality Award honors. 

Later in his career, Joe served NAIFA on the local, state, and national levels and was a recipient of NAFIA's Advisor Today 4 Under 40 Award. Recently, he helped found NAIFA’s Coaches Circle, which provides individual coaching to advisors. Joe has spoken all over the country, authored multiple best-sellers, and founded various companies that help professionals grow.

Topics: Podcast Advisor Today
28 min read

On the Path to Excellence and Financial Empowerment With Brian Haney

By Suzanne Carawan on 9/28/22 5:00 AM

Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor.

Topics: Podcast Advisor Today
29 min read

Empowering Strategies for a Better Tomorrow with Kevin Mayeux

By Suzanne Carawan on 9/21/22 5:00 AM

Kevin Mayeux is the CEO of NAIFA (National Association of Insurance and Financial Advisors), the premier professional home for agents and advisors. With immense leadership experience in international and domestic organizations for over 20 years, Kevin has been a strong advocate for organizational efficacy that brings exceptional results. He focuses his efforts on helping leaders achieve strategic financial success by sharing his expert opinion and building meaningful relationships with organizations and communities.

Topics: Podcast Advisor Today

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