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Who Would You Like to Hear on a Future Advisor Today Podcast?

Nominate a colleague (or yourself) to be interviewed for our new podcast series. Note: only NAIFA members in good standing will be interviewed and promoted to Advisor Today's audience. Not a member? Join!

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glenn-crawford

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Do What You Say You Will and Be Who You Say You Are

Glenn Crawford

February 16, 2024

Glenn 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.

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Coach Frank Maselli

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Seminar Strategies for Scaling Your Financial Business With Frank Maselli

Frank Maselli

February 7, 2024

Frank 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.

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tom-palmeri

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Navigating the Complex Landscape of the Insurance Industry With Tom Palmeri

Tom Palmeri

January 29, 2024

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 a past President of the New York and Suffolk County chapters of NAIFA.

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delvin-joyce

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Journey to Success: A Financial Planner’s Story With Delvin Joyce

Delvin Joyce, CFP, CLU, ChFC, RICP

January 24, 2024

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. 

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Joseph Spinelli

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Thriving in the Financial Services Industry With Joseph Spinelli

Joseph Spinelli, CLU

December 27, 2023

Joseph Spinelli is a winner of Advisor Today's 2023 4 Under 40 Award. He is an Advisor for Knights of Columbus Insurance in Tallahassee, FL. In his first year as an advisor, at the age of 21, he was named the International Knights of Columbus Rookie of the Year and is now a 14-time member of the Supreme Knights Club. Spinelli is also a 13-year qualifier for the Million Dollar Round Table. He is the youngest advisor in the Knights of Columbus to qualify for Lifetime MDRT membership. 

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John D.  Richardson

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Strategies for Navigating the Financial Services Industry With John D. Richardson

John D. Richardson, RICP, LACP

December 20, 2023

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.

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Chris Carothers

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Walking Together Through Life as a Servant Leader

Chris Carothers

DECEMBER 1, 2023

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.

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mickey-straub

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Manage Activity To Get Real Results

Mickey Straub

November 15, 2023

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.

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corey-anderson

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Confident Compassion: How Corey Anderson Succeeded in Building a New DI Distribution Model

Corey Anderson, DIA

October 23, 2023

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.

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dan-finley

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Don't Wing It: Systems and Processes Prevail

Dan Finley

October 18, 2023

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.

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Lynne-Franklin-1

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Listener or Looker: Understanding Yourself So You Can Understand Your Clients

Lynn Franklin

October 11, 2023

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. 

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john-wheeler

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Succeeding in Financial Services: Expert Insights With John Wheeler

John Wheeler

October 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. He 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. 

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morris-morrison

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The Morris Morrison Mindset

Morris Morrison

October 2, 2023

Morris 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. 

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rick-demko

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The Persistency Pathway

Rick Demko

September 11, 2023

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. 

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laurie-adams

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Giving Your Financial Grace: How Laurie Adams Has Blazed Her Own Trail

Laurie Adams

August 23, 2023

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. 

Laurie is a Financial Advisor of COUNTRY Trust Bank®️

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Tom Cothron - Crop2

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How Participating in NAIFA Adds Value to Your Financial Services Career

Tom Cothron

July 25, 2023

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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Harry Hoopis

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Success Tips for Insurance Agents and Financial Advisors

Harry Hoopis

July 11, 2023

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.

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Scott Blake, MBA

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Career Changing Success Pays Dividends in Happiness

Scott Blake, MBA

June 28, 2023

In 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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Rith Nou

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How to Incorporate Cultural Diversity in the Financial Services Industry

Rith Nou

June 21, 2023

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.

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Joe Jordan

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The Difficult Reality of the Financial Services Industry

Joe Jordan

June 14, 2023

On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Joe Jordan to discuss the evolution of financial services and products. Joe talks about the genesis behind his book, why longevity is a woman’s issue, and the challenges of providing housing for the elderly.

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Larry Holzberg

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Tips for Professional Development in the Insurance & Financial Industry

Larry Holzberg

June 6, 2023

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Larry Holzberg to discuss how insurance agents and financial advisors can thrive as members of an association. Larry talks about how NAIFA has evolved, the importance of implementing diversity in your organization, the value of being an engaged NAIFA member, and the mission of NAIFA's grassroots advocacy.

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Joey Davenport

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The Impact of Continued Learning on Business Development

Joey Davenport

May 25, 2023

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Joey Davenport, Co-founder and President of Hoopis Performance Network (HPN), to discuss the impact continual learning and self-development have on your professional life. Joey talks about HPNs introduction to the financial industry, the use of digital content as a recruiting strategy, and his thoughts on the future of career distribution.

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Lara Galloway

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Leveraging Workshops to Grow Your Clientele

Lara Galloway
White Glove

May 10, 2023

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Lara Galloway, SVP of Channel Management at White Glove, to discuss how financial advisors can leverage workshops to grow their clientele. Lara shares how White Glove serves financial professionals, knowing when to incorporate development coaching and the mistakes financial advisors make when organizing a workshop. 

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Andrew Holt Cody Schoonover

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Why Advocacy Is Essential for Business Success

Andrew Holt
NAIFA
Cody Schoonover
NAIFA

April 26, 2023

In this episode of Advisor Today, Suzanne Carawan sits down with Andrew Holt, Government Relations and Grassroots Manager at NAIFA, and Cody Schoonover, PAC Manager at NAIFA. They talk about advocacy and why it's essential for businesses, how NAIFA's advocacy folks differentiate themselves in the industry, the typical issues NAIFA represents, and tips for using political advocacy to stand out from the competition as a business.

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Marques Ogden

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How to Thrive in Insurance and Financial Services

Marques Ogden
Keynote Speaker, Business Coach, Corporate Consultant

April 5, 2023

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Marques Ogden, former NFL player and keynote speaker, to discuss how to succeed in the insurance and financial services industry. Marques shares his experience in the NFL and the insurance and financial services industry, actionable tips to help you thrive in your profession, what to expect from the Get Authentic With Marques Ogden podcast, and his advice for young professionals.

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Kathleen Owings

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Building Financial Confidence in Women

Kathleen Owings
Westbilt Financial Group

March 29, 2023

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Kathleen Owings, Principal and Financial Advisor of Westbilt Financial Group, to discuss how women can gain financial confidence. Kathleen talks about her introduction to the financial services industry and the obstacles she had to overcome, advice for upcoming financial advisors, why she wrote "Put Your Money to Work: A Woman's Guide to Financial Confidence," and the discrepancies between men and women in the industry. 

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Diane Boyle

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Embracing Empowerment and Education

Diane Boyle
NAIFA

March 15, 2023

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Diane Boyle, Senior Vice President of Government Relations for NAIFA, to discuss the importance of engaging in the legislative process. Diane talks about opportunities for insurance agents to get involved with their local government, lobbying for legislation, and how familiarizing yourself with local government can bring awareness and acceptance to your community.

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Ken Leibow

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Connecting Financial Professionals Through Actionable Data With Ken Leibow

Ken Leibow
InsurTech Express

March 8, 2022

In this episode of Advisor Today, Suzanne Carawan and Chris Gandy sit down with Ken Leibow, Founder and Chief Executive Officer of InsurTech Express, to discuss working with advisors to solve challenging technology problems. Ken talks about why online platforms are a valuable resource, focusing on follow-up, and leveraging a blockchain for success.  

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Martha Underwood Shella Sylla

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Aligning Your Digital Documentation Vault

Martha Underwood
Prismm
Shella Sylla
Prismm

March 1, 2023

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Martha Underwood and Shella Sylla of Prismm to talk about securely storing end-of-life documents. Martha and Shella discuss centralizing documents, the wealth gap and education between cultures, and familiarizing advisors in end-of-life conversations.

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Ike Trotter

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The Mark of a True Professional

Ike Trotter
Ike Trotter Agency

February 15, 2023

In this episode of Advisor Today, join Suzanne Carawan and Ike Trotter, a Financial Professional at Ike Trotter Agency, to talk about appreciating insurance agents through the NAIFA Quality Award. Ike discusses the importance of community, keeping the focus on best practices for your clients, and maintaining focus and quality in your work.

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Joe Templin

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How a Coach Can Help You Grow

Joe Templin
The Intro Machine

February 8, 2023

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan are joined by Joe Templin, Co-founder and CEO of The Intro Machine, to discuss why coaching is beneficial for professionals. Joe shares what inspired him to start coaching, why discipline and consistency are key to growth, and how a coach can guide you to reach your goals.

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NAIFA President Bryon Holz

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Navigating Technology and Social Media for Greater Engagement

Bryon Holz
NAIFA

January 18, 2023

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Bryon Holz, President of NAIFA, to discuss embracing the change of technology. Bryon talks about the value of mentorship, building authenticity through social media marketing, and the importance of partnerships. 

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Suzanne Carawan

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Year in Review: Camaraderie as a Strategy

Suzanne Carawan
NAIFA

December 14, 2022

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down to discuss the year in review. Chris and Suzanne talk about connecting through conversations, why holistic listening will resonate with your audience, and how NAIFA is leading the way for extraordinary knowledge in the industry.

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Adam Sachs

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Ways To Serve and Give for Better Long-Term Care With Adam Sachs

Adam Sachs
Centinel Financial Group, LLC

November 28, 2022

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Adam Sachs, Financial Advisor at Centinel Financial Group, LLC, to discuss building relationships for long-care solutions. Adam talks about networking to create better education tools, organizing ways to continuously serve the community, and advocating and preparing the next generation for the future.

 

 

 

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Jamie Hopkins

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Finding Financial Freedom With Jamie Hopkins

Jamie Hopkins
Carson Group

November 14, 2022

In this episode of Advisor Today, Chris Gandy sits down with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, to discuss retirement planning in a crowded industry. Jamie talks about evolving to meet client needs, being an advocate for retirement planning, and increasing your footprint within the industry through credibility.

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Jeff Levin

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Why Everyone Should Invest in Long-Term Care Insurance With Jeff Levin

Jeff Levin
OneAmerica

November 14, 2022

Join Chad Franzen of Rise25 in this episode of Advisor Today as he talks with Jeff Levin, Vice President of Sales for Care Solutions at OneAmerica, about how insurance holders can benefit from long-term care coverage. Jeff discusses why everyone should have a conversation about long-term care, factors to consider before making a decision, how long-term care products have evolved, and more.

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Carroll Golden

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How Advisors Can Navigate Discussions About Aging and Long-Term Care Planning With Carroll Golden

Carroll Golden
NAIFA

October 31, 2022

In this episode of Advisor Today, join Suzanne Carawan and Chris Gandy as they sit down with Carroll Golden, Executive Director of the Specialty Centers at NAIFA, to discuss how advisors can help families prepare for extended care. Carroll talks about the resources available to help with future planning, navigating the sensitive topic of aging and long-term care planning, and the framework to use for facilitating decision-making.

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Paul Dougherty

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The Benefits of Connecting With Professionals With Paul Dougherty

Paul Dougherty
Life Happens

October 24, 2022

In this episode of Advisor Today, join Chris Gandy and Suzanne Carawan as they sit down with Paul Dougherty, former president of NAIFA, to discuss coaching a team of advisors to shape the future. Paul talks about strengthening your career arc through mentorship, engaging with organizations to inform and educate lawmakers, and generating conversations about insurance with clients so they make the best possible decisions. 

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Brian Ashe

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Commitment and Education With Brian Ashe

Brian Ashe
Ashe and Associates, Ltd.

October 12, 2022

In this episode of Advisor Today, Suzanne Carawan and Chris Gandy sit down with Brian Ashe, President of Ashe and Associates, Ltd., to discuss compiling the foundation of life insurance based on mutual trust and commitment. Listen as Brian talks about steps to erasing the negative perception and impact that haunt the insurance industry, creating a sustainable future for your clients, and enhancing your commitment to your community through acts of giving.

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Tom Michel

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Creating Successful Leaders With Tom Michel

Tom Michel
Michel Financial Group

October 5, 2022

In this episode of Advisor Today, join Chris Gandy and Suzanne Carawan as they talk with NAIFA Immediate Past President, Tom Michel, about his inspiring journey as a leader in the insurance industry. Tom discusses why everyone needs accountability, the difference a strong mentor can make, and the importance of solid leadership during uncertain times.

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Brian Haney

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On the Path to Excellence and Financial Empowerment With Brian Haney

Brian Haney
The Haney Company

September 28, 2022

In this episode of Advisor Today, Suzanne Carawan and Chris Gandy welcome Brian Haney, Founder and CEO of The Haney Company. Brian’s expertise in the financial sector sheds light on how to build meaningful community relationships for mutual value and financial success. They talk about association commitment, leveraging resources for successful and competitive business growth, understanding mentorship perspectives, and managing leadership opportunities. 

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Kevin Mayeux

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Empowering Strategies for a Better Tomorrow With Kevin Mayeux

Kevin Mayeux
NAIFA

September 21, 2022

In this episode of Advisor Today, Suzanne Carawan and Chris Gandy sit down with Kevin Mayeux, CEO of NAIFA (National Association of Insurance and Financial Advisors). Kevin is a longtime executive, entrepreneur, and community volunteer who actively advocates for building a better tomorrow. Suzanne, Chris, and Kevin break down advanced strategic methods for advisors, enhancing community engagement, and the upcoming opportunities for new and tenured thought leaders.

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Suzanne Carawan

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Growing and Establishing Your Brand at NAIFA With Suzanne Carawan

Suzanne Carawan
NAIFA

August 31, 2022

In this episode of Advisor Today, Chris Gandy is joined by Suzanne Carawan, Vice President of Marketing and Communications at The National Association of Insurance and Financial Advisors (NAIFA), to discuss cultivating your professional development and the benefits of NAIFA membership. Suzanne talks about attracting consumers to your brand through authentic connections, effectively setting your brand above the competition to attract clients, and the characteristics and core values that encompass NAIFA members. 

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Andrew Holt

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Grassroots & Relationships With NAIFA’s Andrew Holt

Andrew Holt
NAIFA

August 24, 2022

In this episode of Advisor Today, host Chris Gandy and co-host Chad Franzen of Rise25 welcome Andrew Holt to the show. Andrew is the Government Relations and Grassroots Manager for NAIFA, the National Association of Insurance and Financial Advisors. Andrew shares his thoughts on what “grassroots” means, discusses how business and politics interrelate, and reflects on the importance of making connections with your elected officials.

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Chris Gandy

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Becoming a Successful Financial Advisor With Chris Gandy

Chris Gandy
Midwest Legacy Group

August 17, 2022

In this episode of Advisor Today, join Chad Franzen of Rise25 as he hosts a conversation with Chris Gandy, Founder of Midwest Legacy Group LLC. Chris explains the struggles in the career path of a financial advisor, how a financial advisor makes a living, branding yourself and attracting clients, building a circle of influence, and more! 

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Chris Gandy

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Building Legacies Through Financial Planning With Chris Gandy

Chris Gandy
Midwest Legacy Group

August 10, 2022

In this episode of Advisor Today, join Jeremy Weisz of Rise25 as he joins Chris Gandy, Founder of Midwest Legacy Group LLC, to talk about understanding the financial environment and building a better future. Chris discusses how the financial services industry brings value to businesses and families, why a healthier work environment is crucial for attracting more professionals, and creating improved strategies and conversations to become a great leader.

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Caleb Guilliams

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Guardian

How Did Caleb Guilliams Become the Youngest Person to Run a Life Insurance Unit in History at a Bank?

Caleb Guilliams
BetterWealth

August 1, 2022

Caleb Guilliams is the Founder and CEO of BetterWealth, a company that helps people gain control over their money today while maximizing their future wealth potential. At an early age, Caleb read every financial book he could get his hands on. Now, he’s one of the youngest leaders in the industry and is quickly becoming “the new face of finance.” Caleb is the Author of The AND Asset, hosts the BetterWealth podcast, and is on a mission to impact as many lives as possible.

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