Shows
NAIFA's Advisor Today Podcast SeriesNavigating Financial Services in a Digital World With Ryan PinneyRyan Pinney is an insurance and financial services professional known for his innovative approach to leveraging technology to enhance client experiences. A past National Trustee and a respected figure in the industry, he is renowned for his contributions to tech integration within financial services and his dedication to serving his clients and the larger community. Ryan has a distinguished background in military service, complementing his commitment to providing outstanding service in his field. He advocates for technology, professional growth, and political advocacy in financial services. In this episode… In an era where rapid technological advancements re...2024-12-1842 minNAIFA's Advisor Today Podcast SeriesFinancial Decisions Are Family DecisionsDr. John Migliaccio is a financial services expert, recognized speaker, author, and thought leader on demographic trends and their impact on financial advising. He is a seasoned expert in financial gerontology, focusing on the interplay between aging and financial planning. Through his long-standing career, Dr. Migliaccio has contributed extensively to the field, from academic research to practical applications in financial services. His expertise in financial gerontology provides valuable insights into how financial professionals can better serve their clients in the context of aging and intergenerational wealth transfer. In this episode… Can demographic shifts and intergenerational we...2024-12-111h 00NAIFA's Advisor Today Podcast SeriesChoosing a Life of FulfillmentJohn Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. He was honored with NAIFA's Terry Headley Lifetime Defender Award in 2023, recognizing his significant contributions to the industry. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program. With a personal history deeply intertwined with life insurance and financial planning values, he brings a wealth of experience and a unique perspective to discussions on financial security and professional development.2024-12-0453 minNAIFA's Advisor Today Podcast SeriesLeveraging Military Fortitude in Financial Services With Joshua Herrington-VickersJoshua Herrington-Vickers is a dedicated financial services professional and US Air Force veteran. With a career rooted in service and a personal mission of bridging financial planning across borders, he embodies the core values of integrity, service before self, and excellence. Passionate about community and industry involvement, Joshua is also actively engaged with NAIFA, working to promote membership and collaboration among financial advisors. His journey from the military to the financial industry showcases a commitment to mentorship, advocacy, and protection of clients' futures, fostering growth at every step. In this episode… Could there be a va...2024-11-2752 minNAIFA's Advisor Today Podcast SeriesNavigating Financial Leadership Waves With Cheryl CanzanellaCheryl Canzanella is the incoming president of NAIFA-Florida, boasting over 25 years of experience in the financial services industry. She holds several designations, including CLU, ChSNC, LUTCF, and CAP. With a background that spans annuities, brokerage, and a recent pivot to the mortgage sector, Cheryl brings a wealth of knowledge and a diverse perspective to her leadership role. She is passionate about leveraging financial tools like reverse mortgages, advocating for industry professionals, and enhancing community engagement within NAIFA. As a dedicated NAIFA member for 15 years, Cheryl aims to inspire, support, and mentor others in the industry while focusing on the...2024-11-2046 minNAIFA's Advisor Today Podcast SeriesMaking Success AccessiblePeter 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. In this episode… In today’s dynamic professional landscape, the power of c...2024-11-1357 minNAIFA's Advisor Today Podcast SeriesNAIFA’s Impact and the Future of Advisors With Cliff WilsonCliff 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...2024-11-0632 minNAIFA's Advisor Today Podcast SeriesMastering Financial Planning, Coaching, and Diversification With Jason FosterJason 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. In this episode… In today's competitive financial landscape, the most successful advisors enhance their skill sets and actively diversify their services to me...2024-10-3052 minNAIFA's Advisor Today Podcast SeriesUnlocking the Game of Financial Services With Kevin TostadoKevin 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. 2024-10-2349 minNAIFA's Advisor Today Podcast SeriesWinning in Finance and Sports With Peter Winovich IIIPeter 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...2024-10-1644 minNAIFA's Advisor Today Podcast SeriesUnlocking the Power of Medicare for Financial Advisors With Amanda BrewtonAmanda 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. In this episode… As financial advisors, it's essential to stay informed about the upcoming Medicare changes that wi...2024-09-1847 minNAIFA's Advisor Today Podcast SeriesCharting Success in the Financial Advisory World With Chris RoperChris 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...2024-08-2140 minNAIFA's Advisor Today Podcast SeriesHeart of a Servant Leader From the StartPadric 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. In this episode… What does it take to pivot from one career to...2024-08-1451 minNAIFA's Advisor Today Podcast SeriesNAIFA Stops Regulatory Creep...Again with Special Guest, President-Elect Doug MasseyDoug 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. In this episode… Regulations aim to protect, but there comes a point when they may encroach on professional autonomy and service del...2024-08-0151 minNAIFA's Advisor Today Podcast SeriesUnlocking the Mindset of a Champion With Walter BondWalter Bond is a former NBA professional who has successfully transitioned into a Hall of Fame motivational speaker and business accelerator. Starting his journey in the competitive world of professional basketball, he learned the value of mindset, support, and discipline. Walter is known for his Shark Mindset Selling training, which helps people become top performers in their respective fields. With a heart for mentoring and a belief in the power of support, he advises corporate leaders and coaches them toward radical growth, sustained culture, and business transformation. In this episode… In the fiercely competitive business wo...2024-07-3148 minNAIFA's Advisor Today Podcast SeriesStepping Into Success With Medicare Supplements With Greg Etchison and Scott WilsonGreg 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 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...2024-07-2659 minNAIFA's Advisor Today Podcast SeriesMarketing Meets Finance: Innovating Industry Boundaries With Shantell Wright and John LewisShantell Wright is a seasoned professional with 14 years of experience in the financial services industry. He is also the visionary behind a financial services company that offers solutions to build and grow wealth. Having overcome personal challenges, Shantell uses his experience to empower clients from all socio-economic backgrounds. With a commitment to adding value, making connections, and creating an impact, he partners with marketing expert John Lewis to reimagine financial services through technology. Shantell is also a NAIFA member and a graduate of the Life in Leadership Institute. John Lewis is a marketing expert, host of a...2024-07-1754 minNAIFA's Advisor Today Podcast SeriesEmbracing Technology in Financial Advising With Panos LeledakisPanos Leledakis, a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry. As a NAIFA member and a keynote speaker, Panos is committed to helping advisors implement technology into their practices to enhance productivity and service. He invented two software platforms for insurance needs analysis, which received innovation awards from organizations like MIT and the Chamber of Industrialists in Cyprus. In this episode… When the fas...2024-07-1045 minNAIFA's Advisor Today Podcast SeriesThere’s No Finish Line in SuccessCarson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development. Carson founded a mastermind group dedicated to empowering insurance agents and advisors through unbiased education, collaboration, and accountability. With a decade of industry experience, he has built and sold multiple brokerage businesses and shares his insights at live events, including NAIFA's APEX conference. In this episode… As an advisor, do you feel li...2024-06-1258 minNAIFA's Advisor Today Podcast SeriesABL: Always Be LearningIris Nance is an experienced insurance agent who helps people optimize their coverage to meet their needs. With a celebrated career of over 26 years in the insurance industry, she worked as a bank examiner for over 10 years. Iris is deeply committed to education, mentorship, and community service, actively participating in programs for students and young entrepreneurs. A proud member of NAIFA, she has served on the board and has taken on leadership roles within the association. Recognized for her perseverance, advocacy for continuous learning, and strategies for balancing work and family life, Iris inspires many as a role model...2024-05-1545 minNAIFA's Advisor Today Podcast SeriesFind Your Passion ProfileEvan Fabricant is a financial advisor committed to helping his clients achieve their financial goals, whether planning for retirement or exploring efficient strategies to pass on their wealth to the next generation. Evan has been advising clients since 1997 and is passionate about forming genuine relationships and positively influencing individuals and their families. As a firm believer in professional education, Evan holds several distinctions, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP). He is highly active in the Society of Financial Service Professionals (SFSP) and NAIFA, demonstrating his leadership by advocating...2024-05-081h 06NAIFA's Advisor Today Podcast SeriesFrom Croatia Comes Commitment to Care for the CommunitySue Kuraja is a brokerage director specializing in providing non-profit consultancy services. She focuses on aligning personal and professional goals to maximize outcomes for organizations. With her strategic guidance and personalized approach, she helps build successful and sustainable organizations that drive real-world impact. As an experienced tech researcher, journalist, and business transformation advocate, Sue was recognized as the 2021 Women in Insurance & Financial Services Woman of the Year and achieved the Financial Security Advocate badge from NAIFA. In this episode… The financial services industry is composed of diverse professionals who bring unique perspectives to the field. Eac...2024-05-0156 minNAIFA's Advisor Today Podcast SeriesMake Simplicity Your SuperpowerRichard Dobson is a Certified Financial Planner (CFP) who strives to simplify communication between clients and financial advisors. As a keynote speaker, he has provided insurance and investment advice for over 40 years. Richard is the author of Make Simplicity Your Superpower! and The Trusted Professional. He is also a NAIFA member and has previously served as a former FINRA Broker Dealer Chief Compliance Officer (CCO). In this episode… Most high-net-worth individuals don’t care to understand their finances and prefer to leave the decision-making to their financial advisors. How can you become a trusted resource so y...2024-04-2458 minNAIFA's Advisor Today Podcast SeriesA Hero of Zero: Modern Retirement StrategiesDavid McKnight is a renowned financial advisor and expert in zero-tax retirement planning, having assisted thousands of Americans in achieving the zero percent tax bracket. He has frequently appeared in numerous national publications, including Forbes, USA Today, the New York Times, Fox Business, CBS Radio, and Bloomberg Radio. With four #1 Amazon best-selling books to his credit, including The Power of Zero, Look Before You LIRP, The Volatility Shield, and Tax-Free Income for Life, David has established himself as a leading authority in retirement planning. In his acclaimed book, The Power of Zero, he presents a comprehensive guide on how...2024-04-1739 minNAIFA's Advisor Today Podcast SeriesEmpowering Women in the Insurance Industry With Carina HatfieldCarina Hatfield is a Life Underwriting Training Council Fellow (LUTCF), Commercial Lines Coverage Specialist (CLCS), and Life and Annuity Certified Professional (LACP). As a third-generation insurance agent, she specializes in property and casualty insurance and works with locally owned businesses. Carina serves NAIFA as a National Trustee and a moderator for Pennsylvania’s Leadership in Life Institute. She is also the immediate past President of NAIFA Pennsylvania. Recently, Carina helped develop the organization’s new online LACP prep course. Her passion and dedication to the association earned her the 2020 Young Advisor Team Leader of the Year award. In t...2024-03-201h 04NAIFA's Advisor Today Podcast SeriesDiscovering and Rediscovering Your Economic VitalityJill Judd is a distinguished Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS), and Retirement Income Certified Professional (RICP) with extensive experience in the insurance industry. Her professional mission is to provide individuals with the necessary tools and resources to manage the risks of everyday life, recover from unexpected events, and achieve their aspirations. Jill's expertise in the field has also led her to serve as a past President of NAIFA. Before her career in financial services, Jill was an accomplished marketer who ran an advertising and marketing firm. Today, she leverages her knowledge and...2024-03-1356 minNAIFA's Advisor Today Podcast SeriesThriving in Financial Services: Robert Miller’s Leadership JourneyRobert Miller, a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City. As a graduate of the NAIFA Leadership in Life Institute (LILI), Robert served as the Chair of the NAIFA Governance Committee and was a member of the organization’s Finance Committee. His extensive experience and contributions to the financial advising industry make him a highly respected and accomplished professional. In this episode… Leadership is a significant undertaking, espe...2024-03-061h 02NAIFA's Advisor Today Podcast SeriesTo Walk With You on This JourneyDemetrius Bryant is an insurance agent helping individuals safeguard their income against unforeseen expenses. He runs a multi-line insurance business that has been a NAIFA member since 2011. Through his company, Demetrius offers comprehensive insurance services, including automobile, home, life, and business policies. He believes that protecting one's financial interests is fundamental to improving the overall quality of life. In this episode… Older generations were taught to secure a stable job and work for the rest of their lives to provide for their families. Yet this doesn’t guarantee stability and success for their children and futu...2024-02-2958 minNAIFA's Advisor Today Podcast SeriesDo What You Say You Will and Be Who You Say You AreGlenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being. Glenn has also dedicated a significant part of his practice to advising clients on the financial aspects of divorce. Before entering the wealth management industry, he enjoyed a career in information technology and was a partner in a $65 million consultancy firm. In this episode… Imagine waking up every day excited to...2024-02-141h 02NAIFA's Advisor Today Podcast SeriesSeminar Strategies for Scaling Your Financial Business With Frank MaselliFrank Maselli is an accomplished keynote speaker, coach, and author of three best-selling books. With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. With his programs based on human psychology, Frank is known for his pioneering ideas, dynamic thinking, and engaging delivery. He is a sought-after presenter, recognized as a top industry speaker. In this episode… As a financial advisor, it’s critical to generate a robust client pipeline and estab...2024-02-071h 02NAIFA's Advisor Today Podcast SeriesNavigating the Complex Landscape of the Insurance Industry With Tom PalmeriTom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth. As a financial advisor, he has over 25 years of experience in insurance, investments, estate preservation, and employee benefit plans. Tom specializes in helping individuals and businesses achieve their financial goals through compassion and empathy. He has demonstrated his leadership acumen by serving as the past President of the New York and Suffolk County chapters of NAIFA and other organizations. In this episode… Working in the insurance industry is more than just a job; it’s a life...2024-01-2550 minNAIFA's Advisor Today Podcast SeriesJourney to Success: A Financial Planner’s Story With Delvin JoyceDelvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), Delvin offers investment advisory services for retirement, education, and small business planning. In this episode… Financial literacy is crucial in planning a prosperous future, but many people struggle with this skill. It takes a devoted financial advisor to help people achieve their long-term go...2024-01-1759 minNAIFA's Advisor Today Podcast SeriesThriving in the Financial Services Industry With Joseph SpinelliJoseph Spinelli is a Chartered life underwriter (CLU) who helps people prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. With a robust skill set that includes Insurance, Life Insurance, Customer Service, Disability Insurance, Term Life Insurance, and more, he contributes valuable insights to the industry. Joseph has a bachelor's degree in economics from Bridgewater College. In this episode… Being a financial advisor is both challenging and rewarding. So what can you learn from an expert who has successfully been in the industry for years? A...2023-12-2755 minNAIFA's Advisor Today Podcast SeriesStrategies for Navigating the Financial Services Industry With John D. RichardsonJohn 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 (RICP) and a Life and Annuities Certified Professional (LACP), 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. In this episode… Financial services is a diverse industry with many possible ca...2023-12-2056 minNAIFA's Advisor Today Podcast SeriesWalking Together Through Life as a Servant LeaderChris Carothers is an insurance professional and a Life Underwriter Training Council Fellow (LUTCF). As a second-generation veteran in the insurance industry, he has been serving and advocating for his community for 30 years. Chris works with over 300 licensed insurance agents to help Americans plan for their current and future insurance needs. He also partners with insurance carriers to develop and introduce new health products. In this episode… Insurance advisors can be incredible mentors, managing people’s executive affairs and guiding their futures. This comes with significant responsibility and requires complete immersion in the industry. How can...2023-11-2254 minNAIFA's Advisor Today Podcast SeriesManage Activity To Get Real ResultsMickey Straub is a successful entrepreneur, renowned speaker, accomplished author, devoted patriot, and mayor emeritus. He is passionate about inspiring people to set audacious goals with short deadlines so they can achieve more and regret less. With 23 years of experience inspiring organizational success, Mickey provides the necessary resources to implement a goal-oriented, activity-based, and metric-driven performance management system. This system helps individuals and sales teams identify, manage, and measure high-payoff activities, enabling them to achieve their goals and steer their businesses in the right direction. In this episode… Are you struggling to spend you...2023-11-1545 minNAIFA's Advisor Today Podcast SeriesConfident Compassion: How Corey Anderson Succeeded in Building a New DI Distribution ModelCorey Anderson is an insurance agent specializing in counseling advisors on implementing insurance plans for disabled clients. As an industry leader, Corey is a frequently featured speaker at industry meetings on topics pertaining to disability insurance. He has served on the state and local NAIFA board for over 18 years, holding various roles, including president. In this episode… Do you want to build and grow a disability insurance practice successfully? What can you learn from an expert who has already accomplished this feat? Corey Anderson, a DI expert, believes that obtaining disability insurance is ess...2023-10-2553 minNAIFA's Advisor Today Podcast SeriesDon’t Wing It: Systems and Processes PrevailDan Finley is an experienced financial advisor and professional coach who founded a business consulting and coaching service dedicated to helping advisors enhance their business. He began his brokerage career in 1993, spent 13-plus years as a successful financial advisor, and since 2004, has conducted over 20,000 hours of individual and group coaching sessions for financial advisors. His financial advisory and coaching experience includes all three major distribution channels: wire-house, bank, and independent. Dan frequently speaks at branch offices, local chapters of the FPA, NAIFA, and national conferences. He is also the author of 101 Advisor Solutions: A Financial Advisor's Guide...2023-10-1844 minNAIFA's Advisor Today Podcast SeriesListener or Looker: Understanding Yourself So You Can Understand Your ClientsLynne Franklin is a persuasion expert, leadership communication consultant, coach, author, and TEDx speaker. As a neuroscience nerd, she studies how the brain works and how to use the findings to better connect with anyone and lead without manipulation. Since the inception of her communications practice in 1993, Lynne has worked with organizations that want to use persuasive communication skills to increase their performance, productivity, and profits. In this episode… Communication is the backbone of any successful business. So how can you better serve your clients through communication as an advisor? According to Lynne Fran...2023-10-1149 minNAIFA's Advisor Today Podcast SeriesSucceeding in Financial Services: Expert Insights With John WheelerJohn Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP. In this episode… ...2023-10-0450 minNAIFA's Advisor Today Podcast SeriesThe Morris Morrison MindsetMorris Morrison is a world-class speaker, author, and entertainer who has learned the value of choosing to tell a better story and the power that comes from the stories we live. Drawing purpose and inspiration from his faith, family, and motivation to energize individuals and communities, Morris builds stronger, smarter, and kinder human beings. Morris has a unique brand of engagement that captivates his audience, whether live on stage or in his books. Leaders from Fortune 500 companies, non-profits, and churches worldwide have partnered with him to build fearless, focused leaders that drive uncomfortable change, growth, and disruption.2023-10-021h 30NAIFA's Advisor Today Podcast SeriesThe Persistency PathwayRichard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently challenging the CFP. Rick was Texas’ fourth Advisor Today national 4 Under 40 recipient, inaugural Texas Young Advisor of the Year, past NAIFA Houston President, and current State Director. In this episode… Life insurance is a crucial component of financial planning that provi...2023-09-2059 minNAIFA's Advisor Today Podcast SeriesGiving Your Financial Grace: How Laurie Adams Has Blazed Her Own TrailLaurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services. She spent 21 years as a professional education instructor creating and teaching courses to CFP professionals, bank trust officers, CPAs, and insurance license holders. Laurie is a Chartered Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF), Life and Annuity Certified Professional (LACP), and a long-time NAIFA member and top producer. In this episode… Are you struggling in the financial services industry as an advisor? What can you learn from an exp...2023-08-2358 minNAIFA's Advisor Today Podcast SeriesHow Participating in NAIFA Adds Value to Your Financial Services Career With Tom CothronTom Cothron is an agency manager for a multi-line insurance company offering auto, home, and life insurance products. Tom is a seasoned expert, spending 40-plus years dedicated to the financial services industry. He is a certified Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Certified Professional (FSCP). He currently presides as NAIFAs President Elect. In this episode… Financially planning for the future is fundamental for living a fulfilling life. So where can you get the support required to do so? And as an advisor, how do you foster good relationships with your clients an...2023-07-2655 minNAIFA's Advisor Today Podcast SeriesSuccess Tips for Insurance Agents and Financial Advisors With Harry HoopisHarry Hoopis is an entrepreneur and industry leader in the insurance and financial services space who has built a successful firm based in Chicago, IL. He speaks, teaches, and inspires executives, advisors, and front-line salespeople — providing the systems, methods, efficiencies, and confidence needed to excel in the industry. He is the author of the best-selling book, The Road to the Bountiful Life, and recipient of NAIFA's prestigious John Newton Russell Award. In this episode… It's easy for financial service professionals to lose passion for their careers. Why? The industry poses many challenges, leading to waning hope...2023-07-051h 00NAIFA's Advisor Today Podcast SeriesCareer Changing Success Pays Dividends in HappinessScott Blake is a Wealth Management Advisor and Founder at a leading wealth management firm delivering comprehensive planning, investment, and insurance services for individuals, families, and businesses to help them achieve financial success and live rich, rewarding lives. A passionate leader in his community, Scott is a 2022 national winner of Advisor Today’s 4 Under 40 Award and a board member of several organizations in Columbus, Ohio. He is the President of the Columbus chapter of the National Association of Insurance and Financial Advisors (NAIFA) and has an MBA in finance and financial management services from Capital University. In thi...2023-06-2849 minNAIFA's Advisor Today Podcast SeriesHow To Incorporate Cultural Diversity in the Financial Services Industry With Rith NouRith Nou is an agent. Rith offers her clients products to help meet different insurance and financial needs including college funding, retirement, managing costs for extended care, and income strategies. In this episode… Are you a young financial advisor trying to succeed in the market? Maybe you’re working tirelessly, but feel like you haven’t made the progress you were hoping to at the current stage of your career. When challenges arise, you can either be overtaken by obstacles or find innovative solutions. What practical solutions can you implement to ensure your business thrives in the...2023-06-2145 minNAIFA's Advisor Today Podcast SeriesThe Difficult Reality of the Financial Service Industry With Joe JordanJoe Jordan is an inspirational speaker and behavioral finance expert. In 2013, he released his award-winning book Living a Life of Significance, which has sold 90,000-plus copies in five languages. Additionally, Joe is a Founder of the Insured Retirement Institute and was featured on the cover of Life Insurance Selling Magazine. He was also honored by Irish America magazine as one of the “Top 50 Irish Americans on Wall Street.” Before becoming an international speaker, Joe worked in insurance and retired from his role as Senior Vice President at MetLife. In this episode… One of the issues the Un...2023-06-1456 minNAIFA's Advisor Today Podcast SeriesTips for Professional Development in the Insurance and Financial Industry With Larry HolzbergLawrence (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 connect...2023-05-3145 minNAIFA's Advisor Today Podcast SeriesThe Impact of Continued Learning on Business Development With Joey DavenportJoey 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...2023-05-2452 minNAIFA's Advisor Today Podcast SeriesLeveraging Workshops to Grow Your Clientele With Lara GallowayLara 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 o...2023-05-1045 minNAIFA's Advisor Today Podcast SeriesWhy Advocacy Is Essential for Business Success With Andrew Holt and Cody SchoonoverAndrew 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...2023-04-2641 minNAIFA's Advisor Today Podcast SeriesHow to Thrive in Insurance and Financial Services With Marques OgdenFormer 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 al...2023-04-0543 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 minNAIFA's Advisor Today Podcast SeriesEmbracing Empowerment and Education With Diane BoyleFor 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 go...2023-03-1550 minNAIFA's Advisor Today Podcast SeriesConnecting Financial Professionals Through Actionable Data With Ken LeibowKen 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 inform...2023-03-0844 minNAIFA's Advisor Today Podcast SeriesAligning Your Digital Documentation Vault With Martha Underwood and Shella SyllaMartha 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. B...2023-03-0151 minNAIFA's Advisor Today Podcast SeriesThe Mark of a True Professional With Ike TrotterIke 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...2023-02-1542 minNAIFA's Advisor Today Podcast SeriesHow a Coach Can Help You Grow With Joe TemplinJoe 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. Rec...2023-02-0845 minNAIFA's Advisor Today Podcast SeriesNavigating Technology and Social Media for Greater Engagement With Bryon HolzBryon 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...2023-01-1839 minNAIFA's Advisor Today Podcast SeriesYear in Review: Camaraderie as a StrategyChris 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.2022-12-1437 minNAIFA's Advisor Today Podcast SeriesWays To Serve and Give for Better Long-Term Care With Adam SachsAdam 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 epis...2022-12-0742 minNAIFA's Advisor Today Podcast SeriesHow Advisors Can Navigate Discussions About Aging and Long-Term Care Planning With Carroll GoldenCarroll 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...2022-11-0939 minNAIFA's Advisor Today Podcast SeriesThe Benefits of Connecting With Professionals With Paul DoughertyPaul 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 pres...2022-11-0239 minNAIFA's Advisor Today Podcast SeriesCommitment and Education With Brian AsheBrian 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...2022-10-1240 minNAIFA's Advisor Today Podcast SeriesCreating Successful Leaders With Tom MichelTom 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 l...2022-10-0548 minNAIFA's Advisor Today Podcast SeriesOn the Path to Excellence and Financial Empowerment With Brian HaneyBrian 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 sh...2022-09-2837 minNAIFA's Advisor Today Podcast SeriesEmpowering Strategies for a Better Tomorrow with Kevin MayeuxKevin 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 pr...2022-09-2135 minNAIFA's Advisor Today Podcast SeriesGrowing and Establishing Your Brand at NAIFA With Suzanne CarawanSuzanne 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 M...2022-08-3146 minNAIFA's Advisor Today Podcast SeriesHow 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 li...2022-08-0140 min