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Upcoming Episodes

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The Advisor Today Podcast

John A. Davidson LUTCF FSS
Davidson Insurance And Financial Services, Inc.

November 18, 2024

John A. Davidson, LUTCF, FSS, President and CEO of Davidson Insurance & Financial Services, Inc., in Moorpark, CA, He is the 2023 recipient of NAIFA’s Terry Headley Lifetime Defender Award.

Davidson, a loyal member since 1982, was NAIFA’s National President in 2006-2007. He had previously served on NAIFA’s National Board of Trustees beginning in 2001 and as NAIFA-California’s President in 1999-2000. He was also President of NAIFA-San Fernando Valley from 1988-1989. In 2010 he was a candidate for U.S. Congress in California’s 23rd Congressional District and finished second in the Primary.




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Ryan J. Pinney
The Pacific Bridge Companies

December 2, 2024

Ryan J. Pinney has been a loyal member since 2004.  He is the Chief Distribution Officer of The Pacific Bridge Companies located in Monrovia California.

As a recognized leader in the U.S. life insurance distribution industry, I bring two decades of experience in driving business growth, innovation, and operational excellence. My career has been marked by a passion for empowering agents and advisors with the tools, strategies, and insights needed to succeed in an increasingly competitive market.

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Steven Saladino CLF RICP LACP LUTCF
Principal Financial Network

December 9, 2024

In 1991 Steven Saladino, RICP, LACP, LUTCF, took a very important step: He decided to become a member of NAIFA. 

That step has turned out to be highly beneficial for Saladino. He is now a managing director with Principal Financial Group, the recipient of many accolades and awards, and a proud member of NAIFA’s Board of Trustees.


Past Episodes

Joshua M. Herrington-Vickers

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Joshua M. Herrington-Vickers
The Pacific Bridge Companies

November 11, 2024

Joshua M. Herrington-Vickers has been a member since 2023.  He is the Director of The Pacific Bridge Companies located in Monrovia California.

As a leader at The Pacific Bridge Company (TPBC), Joshua Herrington-Vickers embodies a commitment to globalizing financial planning and providing holistic support to high-net-worth clients and their advisors. He focuses on aligning financial strategies with each client’s unique needs, fostering an environment of collaboration and shared growth.

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Cheryl Canzanella LUTCF CLU ChSNC
Movement Mortgage

October 21, 2024

Cheryl Canzanella has been a loyal member since 2010. Cheryl will take over the role of HECM Business Development Manager - Retirement Solutions.

Cheryl has been active in the NAIFA community. She is a Past President of NAIFA-Northeast Florida and has served in leadership positions at the local, state, and national levels.


Jason Foster
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Mastering Financial Planning, Coaching, and Diversification With Jason Foster

Jason J. Foster LACP
JF Wealth Strategies & Insurance Solutions

October 18, 2024

Jason  Foster has been a member since 2009. He is currently the President for NAIFA California. Born and raised in Southern California, He is the CEO of JF Wealth Strategies & Insurance Solutions.


READ, WATCH, AND LISTEN TO THE EPISODE   **PLUS! GET THE AT-A-GLANCE TRANSCRIPT


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Unlocking the Game of Financial Services with Kevin Tostado

Kevin J. Tostado
Eagle Strategies -New York Life

September 23, 2024

Kevin Tostado  has been a member since February 2024. He is a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, I specialize in providing personalized advisory services and financial solutions.


READ, WATCH, AND LISTEN TO THE EPISODE   **PLUS! GET THE AT-A-GLANCE TRANSCRIPT


Amanda Brewton

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Unlocking the Power of Medicare for Financial Advisors With Amanda Brewton

Amanda Brewton
Medicare Answers Now

September 9, 2024

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.


READ, WATCH, AND LISTEN TO THE EPISODE   **PLUS! GET THE AT-A-GLANCE TRANSCRIPT


Peter Winovich, III

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Winning in Finance and Sports With Peter Winovich III

Peter Winovich III
Wilcox Financial

August 26, 2024

Peter J. Winovich  has been a loyal member since 2013. He joined Wilcox Financial after graduating from Bowling Green State University with a Bachelors of Science degree in Financial Economics. 

Since joining the financial services industry, he has had 8 consecutive qualifications of the Million Dollar Round Table (MDRT), including 3 Top of the Table Qualifications. The Top of the Table qualification is the highest level of MDRT membership achievable and Peter is among the top professionals in the global life insurance and financial services. 


READ, WATCH, AND LISTEN TO THE EPISODE   **PLUS! GET THE AT-A-GLANCE TRANSCRIPT


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Charting Success in the Financial Advisory World With Chris Roper

Chris Roper, AIF
Prime Capital Financial

August 19, 2024

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.


READ, WATCH, AND LISTEN TO THE EPISODE   **PLUS! GET THE AT-A-GLANCE TRANSCRIPT


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Heart of a Servant Leader From the Start featuring Padric Scott

Padric H. Scott
Crossroad Capital Partners

August 5, 2024

Padric H. Scott CFP, AEP, CLU has been a loyal member since 2021. He is the COE of Crossroad Capital Partners which is supported by Northwestern Mutual – a FORTUNE 100 company that has been in business since 1857.


READ, WATCH, AND LISTEN TO THE EPISODE   **PLUS! GET THE AT-A-GLANCE TRANSCRIPT


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NAIFA Stops Regulatory Creep

Douglas B. Massey
Doug Massey Financial Services

July 29, 2024

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. 


READ, WATCH, AND LISTEN TO THE EPISODE   **PLUS! GET THE AT-A-GLANCE TRANSCRIPT


Walter Bond

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Unlocking the Mindset of a Champion With Walter Bond

Walter T. Bond
Peak Performers Huddle

July 22, 2024

Walter Bond has been a member since April 12, 2024. 
While many know Walter Bond as a former NBA player, more and more people know Walter as a passionate and motivated speaker, author, and business coach with one goal: to help people see their full potential

READ, WATCH, AND LISTEN TO THE EPISODE   **PLUS! GET THE AT-A-GLANCE TRANSCRIPT


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Stepping Into Success With Medicare Supplements With Greg Etchison and Scott Wilson

Greg Etchison and Scott Wilson

July 15, 2024

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.

READ, WATCH, AND LISTEN TO THE EPISODE 
 **PLUS! GET THE AT-A-GLANCE TRANSCRIPT


Shantell L. Wright

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Marketing Meets Finance: Innovating Industry Boundaries With Shantell Wright and John Lewis

Shantell L. Wright
Financial Success Consultants

JULY 1, 2024

Shantell Wright has been a loyal member since March 13, 2019. He is the Co Founder & CEO of  Financial Success Consultants located in Greater Nashville Area, TN. 

He talks about how his personal struggles and persistence in the industry has been bolstered by NAIFA and especially, his participation in LILI.

READ, WATCH, AND LISTEN TO THE EPISODE 
 **PLUS! GET THE AT-A-GLANCE TRANSCRIPT


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Embracing Technology in Financial Advising With Panos Leledakis

Panos Leledakis
IFA - International Financial Architects

June 25, 2024

Panos Leledakis has been a loyal member since January 7, 2023.  Leledakis is the CEO of IFA Academy, an educational and research organization focused on training insurance and financial professionals to better serve their clients.

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Iris Nance

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ABL: Always Be Learning

Iris Nance
Iris C Nance Insurance Agency, Inc.

MAY 6, 2024

Iris C. Nance, She has been a loyal member since May 21, 2011. She is CEO of Nance Insurance Agency, Inc. founded in 1998 and is a multi-lines Farmers Insurance Agency in Hampton Roads, Virginia. 

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Find Your Passion Profile

Evan Fabricant CLUChFC
Legacy Partners LLC

APRIL 29, 2024

Evan Fabricant, has been a loyal member since December 6, 2004. He is a registered representative of and offer securities, investment advisory and financial planning services through Legacy Partners LLC in Mechanicsville, Virginia.

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From Croatia Comes Commitment to Care for the Community

Sue Kuraja
MassMutual Arizona

April 15, 2024

Sue Kuraja got her start in financial services at an early age. When she immigrated from Croatia with her family as a young child, she translated financial documents for her parents as they learned English. Her ability to conduct business in a foreign language was sought after and she continued to demonstrate financial aptitude early in her career. Twenty years later, she still serves Main Street USA as a representative and advocate for consumers, while maintaining strong relations with corporate clients and enterprises.

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A Hero of Zero: Modern Retirement Strategies

David C. McKnight
Signature Financial Group

April 9, 2024

David McKnight has been a loyal member since December 31, 1998.  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.

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Make Simplicity Your Superpower

Dick Dobson
Moss Valley Group, LLC

April 8, 2024

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).

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Carina Hatfield

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Empowering Women in the Insurance Industry With Carina Hatfield

Carina Hatfield
Weigner Insurance & Financial Services, Inc

March 20, 2024

Carina 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.

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Jill Judd

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Discovering and Rediscovering Your Economic Vitality

Jill Judd
State Farm Insurance Companies

March 15, 2024

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.

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Robert Miller

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Thriving in Financial Services: Robert Miller’s Leadership Journey

Robert Miller

March 11, 2024

Robert 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.

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Demetrius Bryant

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To Walk With You on This Journey

Demetrius Bryant

March 1, 2024

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.

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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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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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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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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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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

The podcast is brought to you by
InsurTech Express

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

This podcast is brought to you by
Illinois Mutual

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

This podcast is brought to you by
The NAIFA Quality Award

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

The podcast is brought to you by
NAIFA's Business Performance Center

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

This podcast is brought to you by
Advisor Group

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

This podcast is brought to you by
NAIFA's Advisor Today

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

This podcast is brought to you by
NAIFA's Limited & Extended Care Planning Center

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

This podcast is brought to you by
NAIFA's Advisor Today

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

This podcast is brought to you by
NAIFA's Limited & Extended Care Planning Center

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

This podcast is brought to you by
NAIFA's Limited & Extended Care Planning Center

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

This podcast is brought to you by
Life Happens

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

This podcast is brought to you by
NAIFA's Advisor Today

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

This podcast is brought to you by
NAIFA's Advisor Today

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

This podcast is brought to you by
The Haney Company

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

This podcast is brought to you by
Life Happens

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

This podcast is brought to you by
Life Happens

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

This podcast is brought to you by
NAIFA's Advocacy in Action Center

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

This podcast is brought to you by
Rise25

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

This podcast is brought to you by
Rise25

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

This podcast is brought to you by
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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