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Advisor Today Podcasts are available on popular podcast platforms. 

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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!

Make Your Suggestion

Joey Davenport

This podcast is brought to you by
Hoopis Performance Network

The Impact of Continued Learning on Business Development

Joey Davenport
Hoopis Performance Network

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

This podcast is brought to you by
White Glove

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

This podcast is brought to you by
NAIFA's Advocacy

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

This podcast is brought to you by
NAIFA's 8th Annual Diversity, Equity & Inclusion Symposium

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

This podcast is brought to you by
Westbilt Financial Group

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

This podcast is brought to you by
NAIFA Advocacy

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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