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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
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

Carroll Golden Talks Washington Care Act on Podcast

By Jaquetta Gooden on 8/24/21 3:50 PM

NAIFA’s LECP Executive Director Carroll Golden joins Angie Hughes on the  Producers XL broadcast: The Long-Term, Angie's Advice for Agents on August 31st, at 11 am eastern to discuss the Washington Care Act.

Topics: Long-Term Care Professional Development Podcast Limited & Extended Care Planning Center

AT Podcast: Success Strategies from a Leader

By NAIFA on 7/9/14 12:55 PM

In this installment of the AT Podcast Series, MDRT President Michelle Hoesly shares her secrets for achieving success in both her personal and professional lives.

Topics: Grow Your Business Podcast

Success Strategies from a Leader: AT Podcast Series

By NAIFA on 5/15/14 3:42 PM

Listen carefully to this podcast interview as NAIFA member and Top Producer Michele Lee Fine describes the critical steps she took on her way to the top.

Topics: Grow Your Business Podcast

AT Podcast Series: It's All in the Questions

By NAIFA on 2/20/14 9:16 AM

It's All in the Questions

Topics: Grow Your Business Podcast
1 min read

MDRT Offers Succession Planning Podcast to Advisors

By NAIFA on 12/5/13 3:00 PM

MDRT is making one of its exclusive Talk segment podcasts addressing successful succession planning strategies available to all advisors.

Topics: Grow Your Business MDRT Podcast

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