Tom Michel is the Immediate Past President of NAIFA (National Association of Insurance and Financial Advisors), where he has been a member since 1986. He is the Managing Director of Michel Financial Group, where he and his wife have over 70 years of combined experience in the industry. His prior experience includes working as the Managing Partner for New York Life Insurance Company and as a General Agent for UNIFI Companies.
36 min read
Creating Successful Leaders With Tom Michel
By Advisor Today on 10/5/22 6:00 AM
Topics: Podcast Advisor Today
28 min read
On the Path to Excellence and Financial Empowerment With Brian Haney
By Suzanne Carawan on 9/28/22 5:00 AM
Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor.
Topics: Podcast Advisor Today
29 min read
Empowering Strategies for a Better Tomorrow with Kevin Mayeux
By Suzanne Carawan on 9/21/22 5:00 AM
Kevin Mayeux is the CEO of NAIFA (National Association of Insurance and Financial Advisors), the premier professional home for agents and advisors. With immense leadership experience in international and domestic organizations for over 20 years, Kevin has been a strong advocate for organizational efficacy that brings exceptional results. He focuses his efforts on helping leaders achieve strategic financial success by sharing his expert opinion and building meaningful relationships with organizations and communities.
Topics: Podcast Advisor Today
37 min read
Growing and Establishing Your Brand at NAIFA With Suzanne Carawan
By Suzanne Carawan on 8/31/22 5:00 AM
Suzanne Carawan is the Vice President of Marketing and Communications at The National Association of Insurance and Financial Advisors (NAIFA), the premier professional home for agents and advisors. She has more than a decade of experience working in fast-growth tech companies in social networking, events, CRM, and virtualization. She is passionate about establishing and growing technology companies globally and leverages her social and high-tech digital marketing background to provide insightful commentary to audiences worldwide.
Suzanne holds an MBA in management of global information and high-tech marketing from the Kogod School of Business at American University and an MPH in international health economics and social marketing and research design from Tulane University. She also received her BA in philosophy with minors in biology and government and politics from the University of Maryland.
Topics: Podcast Advisor Today
35 min read
Grassroots & Relationships With NAIFA’s Andrew Holt
By Suzanne Carawan on 8/24/22 5:00 AM
Andrew Holt is the Government Relations and Grassroots Manager at the National Association of Insurance and Financial Advisors (NAIFA). NAIFA works on behalf of its members to promote a favorable regulative environment, provide professional education services, and ensure ethical professional conduct for insurance and financial advisors.
Andrew spent several years of his career in the political arena, getting his start as an intern for a senate race in South Carolina, where he found his passion for connecting voters with elected officials. This eventually led to his current position at NAIFA, where he influences public and elected officials on legislative priorities, engages volunteers in grassroots efforts, and leads grassroots lobbying efforts at the state level.
Topics: Podcast Advisor Today
22 min read
Becoming a Successful Financial Advisor With Chris Gandy
By Suzanne Carawan on 8/17/22 5:00 AM
Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.
Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France, after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.
Topics: Podcast Advisor Today
23 min read
Building Legacies Through Financial Planning With Chris Gandy
By Suzanne Carawan on 8/10/22 5:00 AM
Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in the areas of wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.
Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.
Topics: Podcast Advisor Today
3 min read
New Podcast Series Expands NAIFA’s Advisor Today Brand to Bring More High-Quality Content to Agents and Advisors
By NAIFA on 8/5/22 9:22 AM
NAIFA’s Advisor Today magazine has launched a new Podcast series featuring outstanding NAIFA members and partners sharing their stories and answering questions about their own professional success. Their insights will offer practical ideas and inspire agents and advisors to reach their own levels of peak performance. Industry thought leaders featured on Advisor Today podcasts have a deep understanding of the insurance and financial services industry and what it takes to thrive in the profession.
Topics: Advisor Today Press Release Apex
36 min read
How Did Caleb Guilliams Become the Youngest Person to Run a Life Insurance Unit in History at a Bank?
By Suzanne Carawan on 8/1/22 5:00 AM
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.
Topics: Podcast Advisor Today
1 min read
NAIFA's Advisor Today Launches Webinar Series
By NAIFA on 3/18/22 3:33 PM
Advisor Today, NAIFA’s flagship publication, is hosting a new monthly webinar series featuring leading thought leaders from the insurance and financial services industry presenting on compelling topics designed to encourage industry professionals to achieve their peak performance.
Advisor Today is the lifestyle magazine for the new American advisor. Print issues publish three times annually and are sent as an exclusive benefit to NAIFA members. The Advisor Today online platform publishes multiple posts per week highlighting successful NAIFA members and providing insights from industry experts. The Advisor Today webinar series is an additional stream of valuable, informative content.