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41 min read

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

By NAIFA on 2/16/24 11:17 AM

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.

Topics: Podcast
47 min read

Seminar Strategies for Scaling Your Financial Business With Frank Maselli

By NAIFA on 2/7/24 10:54 AM

Frank Maselli

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.

Topics: Podcast
40 min read

Navigating the Complex Landscape of the Insurance Industry With Tom Palmeri

By NAIFA on 1/29/24 3:43 PM

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.

Topics: Podcast
43 min read

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

By NAIFA on 1/24/24 5:06 PM

Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), Delvin offers investment advisory services for retirement, education, and small business planning.

Topics: Podcast
39 min read

Thriving in the Financial Services Industry With Joseph Spinelli

By NAIFA on 1/2/24 10:51 AM

Joseph Spinelli, CLU, helps people prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. With a robust skill set that includes insurance, life insurance, customer service, disability insurance, term life insurance, and more, he contributes valuable insights to the industry. Joseph has a bachelor's degree in economics from Bridgewater College.

Topics: Podcast
47 min read

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

By NAIFA on 12/20/23 9:16 AM

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.

Topics: Podcast
39 min read

Walking Together Through Life as a Servant Leader

By NAIFA on 12/1/23 9:27 AM

Chris Carothers

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.

Topics: Podcast
35 min read

Manage Activity To Get Real Results

By NAIFA on 11/15/23 10:31 AM

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.

Topics: Podcast
41 min read

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

By NAIFA on 10/26/23 9:20 AM

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.

 

Topics: Disability Insurance Podcast
36 min read

Don’t Wing It: Systems and Processes Prevail

By NAIFA on 10/20/23 9:30 AM

Dan Finley

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.

Dan frequently speaks at branch offices, local chapters of the FPA, NAIFA, and national conferences. He is also the author of 101 Advisor Solutions: A Financial Advisor's Guide to Educate, Motivate, and Inspire!

Topics: Podcast

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