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40 min read

Making Success Accessible with Peter Wood

By NAIFA on 11/14/24 9:33 AM

Peter Wood

Peter Wood is an accomplished financial advisor and active member of NAIFA with over a decade of experience in the industry. Starting as a multi-line captive agent, he now co-owns a multi-state firm that spans over 12 states and runs a mastermind coaching program for insurance agents. Apart from insurance, Peter coaches competitive bands and drumlines, matching his passion for mentorship in music with his professional endeavors. As a NAIFA member, he is dedicated to growing membership and inspiring the next generation of financial professionals.

Topics: Podcast
27 min read

NAIFA’s Impact and the Future of Advisors With Cliff Wilson

By NAIFA on 11/7/24 3:57 PM

Cliff Wilson

Cliff Wilson is an industry veteran and past National President of NAIFA with a wealth of experience, having served in various leadership roles, including building and leading a general agency. With his roots in rural Idaho, he has spent over 50 years in the financial services industry, championing the importance of ethics, education, and advocacy. Cliff has left a lasting legacy mentoring young advisors, demonstrating a deep commitment to the growth and development of professionals in the field. His passion for the industry is evident in his dedication to serving clients, training new agents ethically, and advocating for the financial services sector both locally in Arizona and on a national level.

Topics: Podcast
38 min read

Mastering Financial Planning, Coaching, and Diversification With Jason Foster

By NAIFA on 10/31/24 4:24 PM

Jason Foster is a wealth management advisor who believes in making finance enjoyable, personalized, compassionate, relatable, and realistic. With over 22 years of experience, he has achieved significant milestones, including earning the Rookie of the Year title early in his career and now running an independent practice. Jason serves as President of NAIFA California, demonstrating his dedication to shaping the industry's future. In addition to his financial career, he co-owns a promotional marketing company.

Topics: Podcast
43 min read

Unlocking the Game of Financial Services with Kevin Tostado

By NAIFA on 10/24/24 6:25 PM

Kevin Tostado

Kevin Tostado is a San Diego-based financial advisor and a former film producer with three Emmys. After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story, he transitioned to financial services. As a career changer, Kevin brings a unique perspective on consultation, utilizing storytelling and strategic thinking to advise clients. He has received recognition as a 40 Under 40 winner and is now an engaged NAIFA member. With his engineering background, he takes an analytical approach to financial planning and strives to educate clients while advocating for industry best practices.

Topics: Podcast
34 min read

Winning in Finance and Sports With Peter Winovich III

By NAIFA on 10/16/24 9:45 AM

Peter Winovich III

Peter Winovich III, a dedicated financial advisor based in Toledo, Ohio, has built a successful national practice primarily serving sports figures and business owners. With 16 years of experience, he transitioned from college football to a career where he tailors holistic plans encompassing estate planning and asset management. A recipient of NAIFA's Four Under 40 National Award, Peter embodies the characteristics of a driven individual in sports and finance, carrying the ethos of hard work, leadership, and accountability into his professional life. Recognizing the impact of financial guidance, he thrives on creating positive changes for his clients and aspires to leave a lasting legacy through his work.

Topics: Podcast
33 min read

Unlocking the Power of Medicare for Financial Advisors With Amanda Brewton

By NAIFA on 10/9/24 12:21 PM

Amanda Brewton

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.

Topics: Medicare Podcast Medicare Part D
42 min read

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

By NAIFA on 9/26/24 10:58 AM

Greg Etchison

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

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.

Topics: Podcast
40 min read

Heart of a Servant Leader From the Start featuring Padric Scott

By NAIFA on 9/22/24 8:48 PM

Padric Scott is a former professional football player who transitioned into wealth management. With a background in science and plans to become a neurosurgeon, he channeled his discipline and strategic thinking into financial services instead. Six years into his new career, Padric has achieved impressive accolades, including MDRT's Top of the Table and earning a spot on Forbes' list of best-in-state financial security professionals. Passionate about giving back, he serves on various boards and is committed to enhancing financial literacy and community support. 

Topics: Podcast
35 min read

Charting Success in the Financial Advisory World With Chris Roper

By Suzanne Carawan on 8/27/24 2:12 PM

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. Beyond his professional endeavors, Chris harbors a love for travel, seeking experiences and lessons to bring back to his practice. His approach to business is characterized by his servant leadership, collaborative spirit, and personal goal to help over a million people. Chris has been honored as one of the National Four Under 40 by Advisor Today, recognizing his outstanding contributions to the financial advising industry.


Topics: Financial Planning Podcast Member Spotlight
38 min read

NAIFA Stops Regulatory Creep...Again with Special Guest, President-Elect Doug Massey

By NAIFA on 8/13/24 5:00 AM

Doug Massey

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. Doug actively participated in the IFAPAC committee and recently played a crucial role in NAIFA's stand against the Department of Labor's fiduciary rule proposal. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests.


 

Here’s a glimpse of what you’ll learn: 

  • [2:45] Doug Massey discusses how the DOL fiduciary rule may reshape the financial services landscape
  • [4:47] Why NAIFA opposes the DOL's proposal 
  • [9:04] The potential implications of the
Topics: Podcast

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