Shows
NAIFA's Advisor Today Podcast SeriesMarketing Tips for Financial Advisors With Grace StatenGrace Staten is a seasoned marketing executive with over 25 years of experience in the financial services industry. She has led comprehensive initiatives in branding, digital strategy, public relations, and advisor development, significantly enhancing organizational growth and visibility. Grace holds a MBA in finance from San Jose State University, FSCP designation, and multiple FINRA licenses. A passionate advocate for women in finance, she serves as National President of the Accounting and Financial Women’s Alliance and was named a Top 50 Woman Leader in Finance for 2025 by Women We Admire. In this episode… Many financial advisors rely heav...2025-06-091h 00NAIFA's Advisor Today Podcast SeriesLeadership, Legacy, and Women in Financial Services With Juli McNeelyJuli McNeely, CFP, CLU, LUTCF, is a seasoned financial services professional with over 25 years of experience. Through her consulting work and speaking engagements, she continues to empower financial professionals to define success on their own terms and excel in their careers. In 2014, Juli made history as the first female president of NAIFA. She is also the accomplished author of No Necktie Needed: A Woman’s Guide to Success in Financial Services, which offers insights into achieving a balanced and fulfilling career in the industry. In this episode… The financial services industry is shrinking its advisor workf...2025-06-0453 minNAIFA's Advisor Today Podcast SeriesEmbracing Change, AI, and Strategic Acquisitions in Finance With David WoodDavid Wood is a seasoned financial services professional with nearly four decades of industry experience. He began his career in 1986, navigating early challenges like the 1987 market crash, which shaped his resilient approach to financial advising. Together with his firm, David has been empowering independent financial advisors through strategic support, innovative growth solutions, and client-centric strategies. Beyond his professional endeavors, he is actively involved in industry advocacy and mentorship, contributing to the advancement and education within the financial advisory community. In this episode… As the financial services industry faces accelerating technological disruption and a wave of ad...2025-05-1950 minNAIFA's Advisor Today Podcast SeriesNavigating Uncertainty With Life Insurance With Bobby Johnson and Joel TabinBobby Johnson is an experienced general agent and sales and distribution executive in the financial services industry. He leads life insurance distribution strategies, focusing on expanding agent partnerships and enhancing customer experiences. Bobby's commitment to collaboration and innovation is evident in his active involvement in initiatives that benefit both agents and clients alike. Joel Tabin is a Chartered Life Underwriter, a Chartered Financial Consultant, and an Accredited Estate Planner. Focusing on empowering independent financial professionals, he assists advisors in integrating life insurance into their practices as a vital component of comprehensive financial planning. Joel is recognized for...2025-05-1248 min
Art Dealer Diaries PodcastRay Dewey: Art Dealer & Expert - Epi. 343, Host Dr. Mark SubletteI had Ray Dewey on my podcast today. I had him on a couple of years ago (episode 259) and we went through his life story, from his childhood up until he closed his gallery in Santa Fe, which was one of the best Southwest art galleries of all time.Well, he happened to be in Tucson today so I asked him if he'd do another podcast and he obliged. Ray loves Maynard Dixon just like I do so we always have plenty to talk about. In fact, he had a Maynard Dixon and Ed Mell show in 1985...2025-04-231h 20NAIFA's Advisor Today Podcast SeriesThe Reboot and Rebrand of Advisor TodayJohn 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 and a Life and Annuities Certified Professional, 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. Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group, an independent financial advisory...2025-01-2731 minNAIFA's Advisor Today Podcast SeriesBuilding Financial Confidence in WomenKathleen 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 dut...2023-03-2952 min
The Public Affairs PodcastEp. 23 - CVS Health | Katleen Ownings | TFAHDr. Garth Graham, a leader at CVS Health and one of the top healthcare experts in the country with extensive experience providing care for minority communities. He’ll discuss why we cannot let screening, treatment and care for other debilitating and life-threatening conditions be another casualty in this fight against COVID-19.
Next is Financial Advisor, Kathleen Owings who discusses the topic of how to go about finding and hiring the right financial planner for your individual or family needs.
Finally we speak with Adam Lustig, Manager at Trust for America’s Health (TFAH). Beyond School Walls...2020-07-2640 min
The Public Affairs PodcastEp. 23 - CVS Health | Katleen Ownings | TFAHDr. Garth Graham, a leader at CVS Health and one of the top healthcare experts in the country with extensive experience providing care for minority communities. He’ll discuss why we cannot let screening, treatment and care for other debilitating and life-threatening conditions be another casualty in this fight against COVID-19. Next is Financial Advisor, Kathleen Owings who discusses the topic of how to go about finding and hiring the right financial planner for your individual or family needs. Finally we speak with Adam Lustig, Manager at Trust for America’s Health (TFAH). Beyond School Walls...2020-07-2640 min