NAIFA's Advisor Today Podcast Series
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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.
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Tips for Professional Development in the Insurance and Financial Industry With Larry Holzberg
Lawrence (Larry) Holzberg is the Brokerage Director of Coastal Wealth, a single-source wealth management firm providing products and services to help address every aspect of your financial life. Larry’s 20 years of experience in brokerage, advanced sales, and solutions-based advice assists his responsibility in leading the firm’s financial professionals. He also serves as the National President of NAIFA, the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice. In this episode…
A career in the insurance and financial services industry can be lonely. While connecting with others in your industry is vital, it seems impossible when juggling your workload and personal life. What resources are available to help you network with like-minded professionals and grow in your knowledge and expertise?
Having extensive experience in financial services, brokerage, advanced sales, and solutions-based advice, Larry Holzberg discovered you can’t succeed alone. He recommends joining an association of flourishing insurance and financial advisors. The benefits of being involved in an industry-focused organization provide advocacy, education, diversity, the opportunity to grow your network, and strengthen your professional development.
In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Larry Holzberg, Brokerage Director of Coastal Wealth, to discuss how insurance agents and financial advisors can thrive as members of an association. Larry talks about how NAIFA has evolved, the importance of implementing diversity, equity, and inclusivity in your organization, the value of being an engaged NAIFA member, and the mission of NAIFAs Grassroots.
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May 24, 2023
The Impact of Continued Learning on Business Development With Joey Davenport
Joey Davenport is the Co-founder and President of Hoopis Performance Network (HPN), a LIMRA strategic partner providing innovative, web-based sales training and leadership development learning solutions for financial professionals. Joey is responsible for leading all sales and marketing, enterprise client relationships, solutions development, and team development for the organization. He is the executive producer for HPN and serves as a speaker, coach, and consultant to HPN clients worldwide. He served as the President of NAIFA Chicago and is a graduate of NAIFA's Leadership in Life Institute. In this episode…
The insurance and financial services industry is constantly evolving. Producers and advisors in the profession have learned how to adapt to continual changes. What resources are available to foster their self-development?
The pandemic has transformed the way business is conducted. A willingness to learn and develop is a fundamental criterion for any business professional. Having been in the financial services space as an advisor, manager, and entrepreneur for over 25 years, Joey Davenport understands the necessity of pursuing self-improvement in an ever-evolving industry. Through digital learning, he shares how he provides world-class solutions to promote, uplift, and support the development of financial professionals.
In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Joey Davenport, Co-founder and President of Hoopis Performance Network (HPN), to discuss the impact continual learning and self-development have on your professional life. Joey talks about HPNs introduction to the financial industry, the use of digital content as a recruiting strategy, and his thoughts on the future of career distribution.
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May 10, 2023
Leveraging Workshops to Grow Your Clientele With Lara Galloway
Lara Galloway is the SVP of Channel Management at White Glove, a marketing and management firm helping financial advisors connect and engage with quality leads. Lara collaborates with White Glove’s Resource Partners to provide educational resources to financial advisors on marketing practices, practice management, and presentation skills. She is also the host of White Glove’s FAST Podcast, featuring industry leaders who have discovered the secret to success. In this episode…
Many financial advisors excel at their jobs yet struggle to maintain longevity with clients. Why? Because they don't know how to get in front of the right people. What do you need to do as a financial advisor to get more quality leads into your pipeline?
Lara Galloway recommends providing financial education workshops. Gathering qualified prospects to glean from your expertise is a marketing technique to expand your client base. How you advertise your seminars can determine the success of your workshop initiative. Knowing what your target client is interested in is a framework for what material to include in your seminars — and which topics to avoid. Organizing workshops is a strategic way to build your professional credibility and connect with potential clients.
In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Lara Galloway, SVP of Channel Management at White Glove, to discuss how financial advisors can leverage workshops to grow their clientele. Lara shares how White Gloves serves financial professionals, knowing when to incorporate development coaching, and the mistakes financial advisors make when organizing a workshop.
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Apr 26, 2023
Why Advocacy Is Essential for Business Success With Andrew Holt and Cody Schoonover
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 regulatory 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.
Cody Schoonover is a PAC Manager for NAIFA. Before NAIFA, he was the Sr. Associate at PLUS Communications, a Beltway-based consulting firm specializing in coalition building, grassroots mobilization, advertising, digital engagement, message development, and media relations. Cody earned his BA in political science from The Ohio State University. In this episode…
What is advocacy? Do you need it for your business?
According to Andrew Holt and Cody Schoonover, advocacy is fundamental for your business’s success. To understand how your industry operates and to stay ahead of competitors, you need help from financial advisors who ascribe to a code of ethics and actively participate in advocating on behalf of yourself and your business. Having an advocate's involvement allows you to focus on running your business — undistracted.
In this episode of Advisor Today, Suzanne Carawan sits down with Andrew Holt, Government Relations and Grassroots Manager at NAIFA, and Cody Schoonover, PAC Manager at NAIFA to discuss why advocacy is essential to the success of your business. Andrew and Cody share how NAIFA’s advocates differentiate themselves from their competitors, the political issues NAIFA represents, and tips for how business owners can leverage political advocacy to their advantage.
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Apr 5, 2023
How to Thrive in Insurance and Financial Services With Marques Ogden
Former NFL player Marques Ogden is a keynote speaker, business coach, and corporate consultant, passionate about elevating his clients' success. From an early age, Marques learned how to define his values and set goals for himself. He attended Howard University from 1998-2002 on a football scholarship and received his bachelor’s in finance — being drafted by the NFL in 2003. Marques is a best-selling author and host of the Get Authentic With Marques Ogden podcast. In this episode…
Are you a young professional struggling to stand out in the insurance or financial service industry? You are not alone. What do you need to know to thrive in your profession?
According to Marques Ogden, it's very challenging to succeed in the insurance or financial service industry — and even more difficult for those in minority groups. As an African American making a name for himself as a young professional coming out of the NFL, Marques had to work hard to overcome obstacles. He’s now a keynote speaker who shares his experience to help young professionals turn their goals into accomplishments.
In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Marques Ogden, former NFL player and keynote speaker, to discuss how to succeed in the insurance and financial services industry. Marques shares his experience in the NFL and the insurance and financial services industry, actionable tips to help you thrive in your profession, what to expect from the Get Authentic With Marques Ogden podcast, and his advice for young professionals.
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Mar 29, 2023
Building Financial Confidence in Women
Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group, an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. In 2007, Kathleen began her career in the financial services industry with New England Financial. Her licensure is in life and health insurance and she maintains Series 6, 7, 63, and 65 securities registrations. Kathleen’s book, Put Your Money to Work: A Woman's Guide to Financial Confidence, helps women take control of their finances.
Kathleen graduated from the United States Military Academy at West Point in 2000. After serving for eight years as an active duty officer in the Army Corps of Engineers, she retired — but continued to commit herself to selfless service. In this episode…
For decades, the financial service industry has been known as a male-dominated field. This has caused women to shy away from pursuing a career in the industry. How can we boost women’s confidence and encourage them in the profession?
Kathleen Owings resolved to pursue a uniquely challenging and rewarding life as an army officer. After eight years of service, she transitioned to the financial service industry — two unrelated professions that share underlying values. The meticulous planning, thoughtful design, and flexible execution Kathleen learned as an army officer are what she utilizes to find confidence, traction, and success in the financial service space. She wrote Put Your Money to Work as a woman's guide to financial confidence.
In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Kathleen Owings, Principal and Financial Advisor of Westbilt Financial Group, to discuss how women can gain financial confidence. Kathleen talks about her introduction to the financial service industry and the obstacles she had to overcome, advice for upcoming financial advisors, why she wrote Put Your Money to Work, and the discrepancies between men and women in the industry.
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Mar 15, 2023
Embracing Empowerment and Education With Diane Boyle
For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government. In this episode…
When your passion and career revolve around making sure clients are on the right financial track, knowing how to politically advocate for them can be tricky. What should you do?
Get involved! You can help shape the policies put in place by advocating for the good of your constituents. Diane Boyle does just that. By examining the legislative component at local, state, and federal levels, Diane knows the advantage of staying active and educating political heads. But you have to be willing to continue conversations with people you disagree with — because they need education the most.
In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Diane Boyle, Senior Vice President of Government Relations for NAIFA, to discuss the importance of engaging in the legislative process. Diane talks about opportunities for insurance agents to get involved with their local government, lobbying for legislation, and how familiarizing yourself with local government can bring awareness and acceptance to your community.
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Mar 8, 2023
Connecting Financial Professionals Through Actionable Data With Ken Leibow
Ken Leibow has over 36 years of insurance industry experience. He is the Founder and Chief Executive Officer of InsurTech Express, a one-stop shop for insurance resources. He has held strategic and executive roles in Fortune 500 companies and proactively managed operations in alignment with the company vision. He is a recipient of the NAILBA ID20 Award, ACORD Leadership Award, and was recognized in 2016 with the NAILBA Chairman’s Award. In this episode…
In a technology-run world, is it possible to present information to maximize leads?
It’s crucial to engage with customers using relevant information and a value-give. Ken Leibow knows that once you continuously engage and bring solid information to people, you can build a community. The essential part is to maintain a stream of resources and engage after the initial touchpoint. Using new AI technology, clients have access to fast information, and you have the opportunity for sales and client meetings.
In this episode of Advisor Today, Suzanne Carawan and Chris Gandy sit down with Ken Leibow, Founder and Chief Executive Officer of InsurTech Express, to discuss working with advisors to solve challenging technology problems. Ken talks about why online platforms are a valuable resource, focusing on follow-up, and leveraging a blockchain for success.
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Mar 1, 2023
Aligning Your Digital Documentation Vault With Martha Underwood and Shella Sylla
Martha Underwood has been in the technology space for over 25 years and is skilled at successfully managing large-scale digital transformation initiatives. Co-founder of Prismm, a platform that allows you to securely store important documents, Martha focuses on executive advancement without compromising integrity or authenticity. She is a recognized speaker on the topic of women leading in technology and innovation within the business marketplace.
Shella Sylla is the Chief Operating Officer at Prismm. With over 20 years of experience in commercial banking, commercial real estate financing, and portfolio management, she is skilled at networking and building strategic brand relationships. Before her work with Prismm, she was the Founder and CEO of SisterGolf, where she helped improve women’s confidence and accelerated their career development using golf as an ally. In this episode…
When the unexpected occurs, how can you access important information and be prepared for end-of-life care? Locating life planning documents shouldn’t be a challenge — especially during a crisis — but it is for many people. What resources are available for individuals and families who need to organize their documents?
As an advisor, empowering and educating clients with information to make the best choices is pertinent. Martha Underwood and Shella Sylla have been in a crisis without the ability to access important documents, which is why they created Prismm, a resource to assist families in the event of unforeseen circumstances. Organizing and compiling important documents and consent forms onto a singular platform helps all parties involved during end-of-life transition.
In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Martha Underwood and Shella Sylla of Prismm to talk about securely storing end-of-life documents. Martha and Shella discuss centralizing documents, the wealth gap and education between cultures, and familiarizing advisors in end-of-life conversations.
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Feb 15, 2023
The Mark of a True Professional With Ike Trotter
Ike Trotter began his journey in the insurance world when he was 22 years old. Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. As a Financial Services Professional for Ike Trotter Agency, he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses. He is an active member and volunteer of NAIFA.
Ike holds a multitude of educational credentials including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP) from The American College of Financial Services in Bryn Mawr, PA. He is also credentialed through The National Association of Estate Planning Councils as an Accredited Estate Planner. Ike is also a recipient of the NAIFA Quality Award. In this episode…
If you’re selling insurance, how can you demonstrate your quality and commitment to insurance standards? Where can you turn for camaraderie in the insurance industry?
With decades of experience in the insurance industry, Ike Trotter, NAIFA Quality Award recipient, has committed himself to providing quality service to his clients. Ike knows that to give back to your community and your clients, you need to keep the focus on the consumer and their needs. Through the NAIFA Quality Award, advisors at any career stage have the opportunity to demonstrate their commitment to quality and excellence in the insurance industry.
In this episode of Advisor Today, join Suzanne Carawan and Ike Trotter, a Financial Professional at Ike Trotter Agency, to talk about appreciating insurance agents through the NAIFA Quality Award. Ike discusses the importance of community, keeping the focus on best practices for your clients, and maintaining focus and quality in your work.
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Feb 8, 2023
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 Northwestern Mutual's recruiting, retention, and diversity committee and has earned numerous Million Dollar Round Table (MDRT) and NAIFA Quality Award honors.
Later in his career, Joe served NAIFA on the local, state, and national levels and was a recipient of NAFIA's Advisor Today 4 Under 40 Award. 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.
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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…
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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, CR…
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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…
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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, Jami…
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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…
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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 formul…
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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 p…
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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…
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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 f…
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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 car…
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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…
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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…
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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…
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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…
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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…
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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…
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