Shows
NAIFA's Advisor Today Podcast SeriesMentorship, Military Legacy, and Making a Difference With Susan CombsSusan Combs is the Founder of Pancakes for Roger, a nonprofit that honors veterans and amplifies their stories through a grassroots "pancakes" movement. She created it after her father, a Major General, asked for pancakes while on hospice, inspiring a campaign, book, and advocacy project. Susan also leads Combs & Company, an insurance brokerage she launched at age 26, specializing in niche and non-traditional risks. She is a best-selling author and frequent speaker on mentorship, legacy, and service. In this episode… Balancing ambition, service, and purpose isn't easy, especially in a world that often values hustle over he...
2025-10-131h 02NAIFA's Advisor Today Podcast SeriesBuilding a Purpose-Driven Financial Practice With Craig WrightCraig Wright is a financial advisor with Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. He served as the NAIFA Missouri president and is a founding partner of a financial services firm with over 15 years of experience offering fee‑based financial and insurance planning to individuals, families, and small businesses. Craig holds a MBA from Southwest Baptist University. In this episode… Finding success in financial services takes more than numbers and strategy — it requires purpose. How do top advisors balance client needs, leadership responsibilities, and community impact to build a practice that truly matter...
2025-08-0458 minNAIFA's Advisor Today Podcast SeriesAdapting to Change and Leading Through Decades of Financial Evolution With John DavidsonJohn Davidson is a Life Underwriter Training Council Fellow and Financial Services Specialist serving a diverse client base, including municipalities, private schools, and public corporations. A long‑time leader in his profession, John is a certified Financial Security Advocate and has served in top roles within NAIFA, including National President in 2006-07. In this episode… Navigating a decades-long career in financial services demands adaptability, foresight, and a willingness to evolve with your clients and the world around you. From economic shifts to technological revolutions, how can financial professionals stay relevant without losing the human touch?
2025-07-281h 07NAIFA's Advisor Today Podcast SeriesExpanding the Reach of Fraternal Benefit Societies Through Technology and Advocacy With Kate ShaferKate Shafer is the Director of Member Engagement & Communications at the American Fraternal Alliance, a nonprofit that supports fraternal benefit societies across the US and Canada by offering advocacy, education, and financial services to over seven million members. In her role, she leads initiatives to enhance member engagement, communications, and programming across the Alliance's network. Kate plays a key part in organizing signature events like the Spring Symposium, which focuses on member engagement, digital transformation, and governance. In this episode… Fraternal benefit societies have quietly served millions for generations, blending life insurance with a mission to...
2025-07-2146 minNAIFA's Advisor Today Podcast SeriesBalancing Life, Leadership, and Wellness With Carina HatfieldCarina Hatfield is a Life Underwriting Training Council Fellow, Commercial Lines Coverage Specialist, and Life and Annuity Certified Professional. 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 this episode… Ba...
2025-06-2647 minNAIFA's Advisor Today Podcast SeriesThe Power of Grassroots Advocacy With Bianca Alonso WeissBianca 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...
2025-03-1752 minNAIFA's Advisor Today Podcast SeriesElevate Your Insurance Practice With Stacy Norton and Jeremy VidmarStacy 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 insurance...
2025-03-1249 minNAIFA'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 min