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Showing episodes and shows of
Zack Huels
Shows
NAIFA's Advisor Today Podcast Series
The Power of Grassroots Advocacy With Bianca Alonso Weiss
Bianca Alonso Weiss is the State Government Relations Director at NAIFA, overseeing advocacy efforts across all 50 state chapters. She specializes in bill tracking, analysis, and legislative outreach, ensuring that NAIFA members remain informed and engaged in shaping financial policies. Bianca also represents NAIFA at the National Council of Insurance Legislators, facilitating connections between lawmakers and industry experts to drive meaningful policy discussions. Her dedication to grassroots advocacy empowers financial professionals to actively participate in shaping the future of the insurance and financial services industry. In this episode… Many financial professionals recognize the importance of legislative ad...
2025-03-17
52 min
NAIFA's Advisor Today Podcast Series
Elevate Your Insurance Practice With Stacy Norton and Jeremy Vidmar
Stacy Norton is a seasoned financial advisor specializing in retirement planning, insurance solutions, and wealth protection. With over 17 years of experience in the industry, she has built a strong reputation for helping clients navigate complex financial decisions with a personal, hands-on approach. Stacy is deeply involved in NAIFA, serving as North Dakota’s state president and advocating for industry advancements and legislative initiatives. Passionate about client education, she emphasizes the importance of long-term care planning and leverages strategic partnerships to provide comprehensive solutions. Jeremy Vidmar, FIC, CLTC has a wealth of experience from his tenure in the in...
2025-03-12
49 min
NAIFA's Advisor Today Podcast Series
The Reboot and Rebrand of Advisor Today
John 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...
2025-01-27
31 min