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.
…
continue reading
Welcome to the NaifHarthi podcast, where amazing things happen.
…
continue reading
Welcome to the Naif podcast, where amazing things happen.
…
continue reading
Welcome to the Naif Atb podcast, where amazing things happen.
…
continue reading
Tijdens deze natural podcast deelt Naïf alles wat je wilt weten over natuurlijke huidverzorging. Van workshop etiketten lezen tot aan de meestgestelde vragen over huidverzorging.
…
continue reading
1
NAIFA’s Impact and the Future of Advisors With Cliff Wilson
32:44
32:44
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
32:44
Cliff 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.…
…
continue reading
1
Mastering Financial Planning, Coaching, and Diversification With Jason Foster
52:18
52:18
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
52:18
Jason 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 o…
…
continue reading
1
Unlocking the Game of Financial Services With Kevin Tostado
49:20
49:20
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
49:20
Kevin 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 consultat…
…
continue reading
1
Winning in Finance and Sports With Peter Winovich III
44:06
44:06
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
44:06
Peter 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…
…
continue reading
1
Unlocking the Power of Medicare for Financial Advisors With Amanda Brewton
47:05
47:05
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
47:05
Amanda 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 cho…
…
continue reading
1
Charting Success in the Financial Advisory World With Chris Roper
40:29
40:29
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
40:29
Chris 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 trav…
…
continue reading
1
Heart of a Servant Leader From the Start
51:04
51:04
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
51:04
Padric 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…
…
continue reading
1
NAIFA Stops Regulatory Creep...Again with Special Guest, President-Elect Doug Massey
51:48
51:48
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
51:48
Doug 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 Departm…
…
continue reading
1
Unlocking the Mindset of a Champion With Walter Bond
48:31
48:31
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
48:31
Walter 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 b…
…
continue reading
1
Stepping Into Success With Medicare Supplements With Greg Etchison and Scott Wilson
59:35
59:35
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
59:35
Greg 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 supplemen…
…
continue reading
1
Marketing Meets Finance: Innovating Industry Boundaries With Shantell Wright and John Lewis
54:01
54:01
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
54:01
Shantell 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 commi…
…
continue reading
1
Embracing Technology in Financial Advising With Panos Leledakis
45:19
45:19
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
45:19
Panos 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,…
…
continue reading
Carson 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 t…
…
continue reading
Iris 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…
…
continue reading
Evan 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…
…
continue reading
1
From Croatia Comes Commitment to Care for the Community
56:17
56:17
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
56:17
Sue 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 …
…
continue reading
Richard 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 previou…
…
continue reading
1
A Hero of Zero: Modern Retirement Strategies
39:57
39:57
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
39:57
David 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 …
…
continue reading
1
Empowering Women in the Insurance Industry With Carina Hatfield
1:04:09
1:04:09
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:04:09
Carina 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 mo…
…
continue reading
1
Discovering and Rediscovering Your Economic Vitality
56:02
56:02
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
56:02
Jill 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, …
…
continue reading
1
Thriving in Financial Services: Robert Miller’s Leadership Journey
1:02:35
1:02:35
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:02:35
Robert 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…
…
continue reading
Demetrius 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 o…
…
continue reading
1
Do What You Say You Will and Be Who You Say You Are
1:02:42
1:02:42
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:02:42
Glenn 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 dedicat…
…
continue reading
1
Seminar Strategies for Scaling Your Financial Business With Frank Maselli
1:02:20
1:02:20
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:02:20
Frank 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 …
…
continue reading
1
Navigating the Complex Landscape of the Insurance Industry With Tom Palmeri
50:13
50:13
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
50:13
Tom 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 t…
…
continue reading
1
Journey to Success: A Financial Planner’s Story With Delvin Joyce
59:03
59:03
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
59:03
Delvin 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 Incom…
…
continue reading
1
Thriving in the Financial Services Industry With Joseph Spinelli
55:51
55:51
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:51
Joseph 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 valua…
…
continue reading
1
Strategies for Navigating the Financial Services Industry With John D. Richardson
56:25
56:25
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
56:25
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 (RICP) and a Life and Annuities Certified Professional (LACP), John…
…
continue reading
1
Walking Together Through Life as a Servant Leader
54:08
54:08
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
54:08
Chris 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 …
…
continue reading
Mickey 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…
…
continue reading
1
Confident Compassion: How Corey Anderson Succeeded in Building a New DI Distribution Model
53:17
53:17
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
53:17
Corey 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, inc…
…
continue reading
1
Don’t Wing It: Systems and Processes Prevail
44:02
44:02
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
44:02
Dan 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 coach…
…
continue reading
1
Listener or Looker: Understanding Yourself So You Can Understand Your Clients
49:43
49:43
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
49:43
Lynne 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 …
…
continue reading
1
Succeeding in Financial Services: Expert Insights With John Wheeler
50:34
50:34
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
50:34
John 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 Counc…
…
continue reading
Morris 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. Mo…
…
continue reading
Richard (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 F…
…
continue reading
1
Giving Your Financial Grace: How Laurie Adams Has Blazed Her Own Trail
58:06
58:06
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
58:06
Laurie 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 licen…
…
continue reading
1
How Participating in NAIFA Adds Value to Your Financial Services Career With Tom Cothron
55:03
55:03
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:03
Tom 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 p…
…
continue reading
1
Success Tips for Insurance Agents and Financial Advisors With Harry Hoopis
1:00:14
1:00:14
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:00:14
Harry 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 …
…
continue reading
1
Career Changing Success Pays Dividends in Happiness
49:57
49:57
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
49:57
Scott 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 Adv…
…
continue reading
1
How To Incorporate Cultural Diversity in the Financial Services Industry With Rith Nou
45:14
45:14
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
45:14
Rith 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 mad…
…
continue reading
1
The Difficult Reality of the Financial Service Industry With Joe Jordan
56:11
56:11
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
56:11
Joe 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…
…
continue reading
1
Tips for Professional Development in the Insurance and Financial Industry With Larry Holzberg
45:07
45:07
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
45:07
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 professi…
…
continue reading
1
The Impact of Continued Learning on Business Development With Joey Davenport
52:02
52:02
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
52:02
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 t…
…
continue reading
1
Leveraging Workshops to Grow Your Clientele With Lara Galloway
45:35
45:35
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
45:35
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 al…
…
continue reading
1
Why Advocacy Is Essential for Business Success With Andrew Holt and Cody Schoonover
41:23
41:23
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
41:23
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 spen…
…
continue reading
1
How to Thrive in Insurance and Financial Services With Marques Ogden
43:43
43:43
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
43:43
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 …
…
continue reading
1
Building Financial Confidence in Women
52:22
52:22
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
52:22
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…
…
continue reading
1
Embracing Empowerment and Education With Diane Boyle
50:52
50:52
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
50:52
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 aroun…
…
continue reading
1
Connecting Financial Professionals Through Actionable Data With Ken Leibow
44:50
44:50
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
44:50
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 A…
…
continue reading