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NAIFA's Advisor Today Podcast Series
This is NAIFA’s Advisor Today Podcast Series where we focus on how financial advisors work, live, and give to their local communities and our greater financial services industry.
1 day ago
How a Coach Can Help You Grow With Joe Templin
Joe Templin is the Co-founder and CEO of The Intro Machine, a training ecosystem for professionals who want to build an introduction-based business. Joe began his career in financial services with the Northwestern Mutual Life Insurance Company, eventually becoming a “Top 10 Mike Gish Qualifier” and a “Top 10 College Unit Director.” He also served on NML’s recruiting, retention, and diversity committee and gained numerous MDRT and NQA qualifications. Later in his career, Joe served NAIFA on the local, state, and national levels and was an Advisor Today “4 under 40” winner. Recently, he helped found NAIFA’s coaching circle, which provides individual coaching to advisors. Joe has spoken all over the country, authored multiple best-sellers, and founded various companies that help professionals grow. In this episode… Many of us have had coaches or mentors in our lives. Through sports, hobbies, classes, or other activities, coaches have inspired and motivated us to reach our loftiest goals. But coaching doesn’t have to end once we’ve aged and established our careers. In fact, coaches can help us unlock our potential and grow professionally — no matter what industry we’re in. As Joe Templin points out, humans tend to become complacent after reaching a goal. However, a coach knows that there’s more on the horizon for you. They can see your potential and remove the things that are interfering with your success. Coaches fuel your fire to become a better version of yourself…even if it’s little by little each day. 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.
Jan 18, 2023
Navigating Technology and Social Media for Greater Engagement With Bryon Holz
Bryon Holz is the President of NAIFA, providing investments and insurance to successful individuals and business owners throughout the Southeast with Bryon Holz and Associates, which he oversees as President and Registered Principal. He has obtained numerous designations and certifications over the years, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL), and his LUTCF designation and LACP certification. Bryon is a graduate and Presidential Scholar from the University of Tampa. He is also a graduate of Leadership Brandon and NAIFA's prestigious Leadership in Life Institute (LILI). In this episode… Cracking the code of social media is not an easy task. How can you break through the bonds of technology holding you back? What type of content can you deliver to attract a wider audience? Crafting authentic content is a strategic method for connecting with people. Bryon Holz is no stranger to social media, using social platforms to connect and educate clients and advisors on best practices. The upside of utilizing social media is the ability to customize content for a catered experience. While Bryon supports his clients through social media platforms, he also dedicates time to recognize and celebrate his clients and their families. He strives to build lasting bonds and collaborations for growth. 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.
Dec 14, 2022
Year in Review: Camaraderie as a Strategy
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. 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 from the University of Maryland. In this episode… Connecting with your audience begins with sharing your message. With multiple social platforms available, sharing content is effortless — connecting with your audience requires strategy. How can you cultivate a platform that encourages thought leadership and conversations? When Chris Gandy and Suzanne Carawan began their podcast, they knew that their intentionality would determine the quality of their content. You can ask the right questions and strategize, but without enthusiasm and authenticity, success is difficult to obtain. Preparing for the unexpected and not being afraid to make mistakes is the key to achieving your goals. Presenting a humanistic element to your content allows you to connect with your audience and make meaningful connections. 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.
Dec 7, 2022
Ways To Serve and Give for Better Long-Term Care With Adam Sachs
Adam Sachs is a Financial Advisor for Centinel Financial Group, LLC. Since 1993, he has been serving clients by helping them understand their financial options — giving them the confidence to make decisions for their future. Adam is the recipient of the inaugural 2023 NAIFA President’s Citation. He has been a member of NAIFA (National Association of Insurance and Financial Advisors) since 1994, is currently a Vice Chair of the National Membership Committee, and continues to serve on the NAIFA-MA Board. Adam has served as the past president of the Massachusetts chapter and was the 2021 NAIFA-MA Membership Chair. In this episode… How can you build and cultivate relationships that become influential to your peers? Where can you turn for educational tools and professional networking? Adam Sachs knows that relationships are ways to build value in your work. If you’re not sure where to start, networking with other like-minded advisors is the key to success. Proper fact-finding and looking for resources outside traditional long-term care insurance can significantly help you provide better service for your clients, yielding satisfactory results. Adam believes that when you put in the work and follow through, you’re making a difference and standing out. 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.
Nov 30, 2022
Finding Financial Freedom With Jamie Hopkins
Jamie Hopkins is the Managing Partner of Wealth Solutions for Carson Group and is a Finance Professor of Practice at Creighton University’s Heider College of Business. He is the author of Rewirement: Rewiring The Way You Think About Retirement and Find Your Freedom: Financial Planning for a Life on Purpose. Jamie is a nationally recognized writer and researcher and has been published in dozens of financial, educational, and legal journals. He’s developed educational materials for The American College’s CFP, CLU, ChFC, and RICP programs as well as being a regular contributor to Forbes. He has been featured on Wall Street Journal podcasts, NPR radio, Fox radio, and is the host of the Framework Podcast. In this episode… How can you earn your clients’ trust after it’s been broken by a Ponzi scheme? When common misconceptions and bias get in the way, is it possible to show people actionable solutions to their financial needs? While niche marketing may not be for everyone, Jamie Hopkins takes a constructive approach to client relationships. By narrowing down the pain point of the client and showcasing upfront solutions, your client can feel content and happier when presented with a compensation model. As an agent, preparing clients for their financial future shouldn’t be stressful. Through education and preparation, you can be better equipped to provide the best solution to their financial needs. Jamie is helping to monetize and reshape how to plan for retirement. Listen to this episode for all of the details. 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.
Nov 23, 2022
Why Everyone Should Invest in Long-Term Care Insurance With Jeff Levin
A 35-year veteran in the insurance industry, Jeff Levin is the Vice President of Sales for Care Solutions at OneAmerica. OneAmerica is a leading mutual insurance company providing services and products, including retirement, individual life insurance, long-term care, and employee benefits. Aside from his genuine passion for care solutions, Jeff attributes his success to relationship management. He prides himself as a hands-on leader, quick to jump in to help others achieve their career goals. Outside of the office, Jeff is an avid reader, music lover, and triathlete. In this episode… For those of us who are fortunate enough to have insurance, whether it’s automobile or health coverage, it’s a privilege that gives us peace of mind. Bonus coverage often includes life insurance and short and long-term disability. But, have you ever pondered the reasons to invest in long-term care? Long-term care solutions expert, Jeff Levin, advises that all insurance holders opt for this type of coverage. Long-term care insurance helps to cover costs for those with a disorder, a chronic disease, or a disability, or to help plan for care later in life as we age. If you haven’t considered this important coverage or are looking for guidance on investing in long-term care insurance, this episode is for you. 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.
Nov 9, 2022
How Advisors Can Navigate Discussions About Aging and Long-Term Care Planning With Carroll Golden
Carroll Golden is a consultant, public speaker, and leader with a comprehensive background in business development and effective strategy implementation. She is the Executive Director of the Specialty Centers at the National Association of Insurance and Financial Advisors (NAIFA) and the President of C. Golden Consulting, LLC, where she provides strategic consulting, including business plan and sales strategy development. Carroll is the author of How Not To Tear Your Family Apart, an industry resource for professionals that addresses the challenges of working with today’s aging population. In this episode… As they age people wonder what kind of planning would help their families. Discussing a family’s long-term needs can be tricky, but does it have to be? How can professional advisors ease the strain of this conversation? According to Carroll Golden, you don’t need to be an expert to initiate the conversation — you need courage and education. She created a three-step formula that helps families discuss this sensitive subject. Her experience from looking behind the curtain of multi-generational families dealing with aging relatives and navigating the care it takes to handle that situation gave Carroll a unique picture of what’s truly needed when planning for the future. She shares the insights she’s gained and how advisors can help facilitate the conversation about extended and long-term care in a way that helps the whole family. 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.
Nov 2, 2022
The Benefits of Connecting With Professionals With Paul Dougherty
Paul Dougherty is a Board Member for Life Happens, a nonprofit organization focused on education based on unbiased opinions about insurance. He has been a State Farm insurance agent for nearly 25 years and previously served as a chairman for State Farm Agents & Associates of Maryland PAC. Paul is a former President, Secretary, and Trustee for NAIFA (National Association of Insurance and Financial Advisors). In this episode… How can you make sure you’re giving your clients and communities the best possible experience using your expertise? The world is shifting towards automation, so how can you present yourself in a genuine and authentic way? Paul Dougherty follows his personal philosophy of “give it all away.“ Serving your community and clients begins with education to be sure that you and your clients make informed decisions. Paul builds relationships with his clients so he doesn’t become just a touchpoint passing through but a genuine relationship translating growth and passion. In this episode of Advisor Today, join Chris Gandy and Suzanne Carawan as they sit down with Paul Dougherty, former president of NAIFA and a State Farm Agent, 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.
Oct 12, 2022
Commitment and Education With Brian Ashe
Brian Ashe is the President of Brian Ashe and Associates, Ltd. and a financial professional for Equitable Advisors. He has been a NAIFA member for 51 years and served as the President of the DuPage County Chapter. Since 1969, Brian has assisted clients with life, health, disability, annuity, and equity products in the insurance and investment business. His work concentrates on estate conservation, retirement planning, employee benefits, and business insurance strategies. Brian specializes in business continuity, transition, succession planning, executive benefits, and estate and legacy planning. Brian is also a partner at The Business Strategies Group of Illinois, helping business owners implement strategies to protect, preserve and pursue more value from their business more tax-efficiently for 15 years. He served as the Executive Vice President at LIFE Foundation for 10 years, as a financial professional at AXA Advisors, LLC for 13 years, and was also the Chair at the Life and Health Insurance Foundation for Education. In this episode… Understanding and planning for your financial future can be disorienting. When you’re making a decision to protect your business, life, and family, you want to make the right choice. What can you do to optimize your decisions in the midst of uncertainty? Brian Ashe follows the guideline of “no involvement, no commitment” when it comes to being a financial professional. During an important time in the life of his clients, Brian is dedicated to serving and educating individuals to make the best possible choices. 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 erase 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.
Oct 5, 2022
Creating Successful Leaders With Tom Michel
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. Tom is a public speaker, promoting the insurance industry and shattering common misconceptions. He is active in advocacy and has discussed policies with Vice President Kamala Harris, congressional leaders, governors, and prominent mayors. In this episode… Forging a new path can be strenuous, especially in a competitive industry. How can you find strength and believe in yourself while moving forward? When leaders face difficult times, how do they navigate the rough waters? When Tom Michel began his journey in the insurance industry, he was bound by a fear of failure until he took the first step. Through the guidance of mentors who excelled in the industry, Tom found his footing, found a way to believe in himself, and launched a successful career. He knows the importance of giving back to the community and guiding other wayward agents, which is why he helps others build the confidence to complete a successful sale. In this episode of Advisor Today, join Chris Gandy and Suzanne Carawan as they talk with Immediate Past President of NAIFA, 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.
Sep 28, 2022
On the Path to Excellence and Financial Empowerment With Brian Haney
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. In this episode… Making financial decisions shouldn’t be a stressful event that fills you with angst. Understanding your available financial options will free you from constant uncertainty and let you plan and shape the future you want. But where should you start? A general perception of educational financial resources can always be helpful, but understanding the value of those tools will let you control your future. Harnessing that value also includes empowering your community to continue to develop aspiring advisors. Brian Haney believes that with a caring and informative community, everyone can benefit and succeed in their professional endeavors. 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.
Sep 21, 2022
Empowering Strategies for a Better Tomorrow with Kevin Mayeux
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. In this episode… Becoming a financial advisor can be daunting, especially if you are unaware of all the available resources that could enhance your professional journey. The opportunities for established advisors are invaluable assets for success. But how can you effectively take advantage of these resources to further your career? For Kevin Mayeux, making such opportunities available for all types of financial advisors means actively working toward a better future for…
Aug 31, 2022
Growing and Establishing Your Brand at NAIFA With Suzanne Carawan
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. In this episode… How can you create a brand presence that sets you apart from the compet…
Aug 24, 2022
Grassroots & Relationships With NAIFA’s Andrew Holt
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. In this episode… What does “grassroots” really mean? It’s more than just knocking door-to-door and making phone calls. The heart of grassroots is about teaching, coaching, and helping guide people to make a differ…
Aug 17, 2022
Becoming a Successful Financial Advisor With Chris Gandy
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. In this episode… Financial advisors today are expected to do everything and be everything to everybody. That means they must be well-versed in banking, budgeting, and real estate advice. Especially now, financial advisors have to wear the hat of an economist since everyone wants to know what's going on wit…
Aug 10, 2022
Building Legacies Through Financial Planning With Chris Gandy
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. In this episode… The insurance industry is one of the oldest economic engines, but what happens when you find yourself sinking because of the obstacles that exist between you and financial freedom? If you’re an insurance professional, where can you turn for education and development to furthe…
Aug 1, 2022
How Did Caleb Guilliams Become the Youngest Person to Run a Life Insurance Unit in History at a Bank?
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. In this episode… Caleb Guilliams became the youngest person to run a life insurance unit in history at a bank. At age 21, he went on to start his company, BetterWealth. Now, he’s grown his team and services clients in all 50 states. So, how did Caleb do it? In this insightful episode, he shares all the details. One of Caleb’s top drivers of success is leading a life of giving. He’s learned how to become an active listener, ask thoughtful questions, and open up to clients so that he can understand their…