NAIFA's Advisor Today Podcast Series

Jamie Hopkins is the Executive Vice President and Chief Wealth Officer at WSFS Bank, where he leads the wealth management segment, providing private wealth and trust services to clients through both WSFS Bank and Bryn Mawr Trust. Under Jamie's leadership, WSFS and its associated entities have served clients for over a century, and he has contributed to the financial services industry as an author, educator, and by helping launch over 700 FinServ Foundation fellowships for students. In this episode… From inflation and interest rates to housing market stagnation and evolving tax policies, uncertainty seems to be the only constant. How can financial professionals stay grounded while guiding clients through such unpredictable terrain? According to Jamie Hopkins, a nationally recognized financial educator and thought leader, the key lies in maintaining a long-term perspective amid short-term noise. He emphasizes that inflation is not a one-year issue but a 30-year concern, urging advisors to focus on sustainable financial habits rather than chasing short-term fixes. Jamie highlights that while higher costs and stagnant incomes squeeze Americans, strategic estate planning, diversified wealth management, and proactive communication can help restore confidence. In this episode of Advisor Today, Chris Gandy sits down with Jamie Hopkins, Executive Vice President and Chief Wealth Officer at WSFS Bank, to discuss navigating economic uncertainty and the evolving financial services landscape. They explore inflation's long-term impact on client behavior, the state of real estate and interest rates, and how AI is reshaping advisory work. Jamie also shares how education, trust, and technology can prepare advisors for the future.

11/3/25 • 45:48

Brian Steiner is the Executive Director of Life Happens, where he is responsible for fostering partner relations and engagement at NAIFA. These organizations are committed to promoting financial literacy and supporting insurance and financial advisors. Under his leadership, Life Happens has successfully distributed over $4 million in scholarships and collaborates on the widely recognized research report, the Insurance Barometer. This partnership underscores its significant influence on both industry professionals and consumers alike. In this episode… The financial services industry thrives on relationships, collaboration, and trust. But what does it take to build partnerships that truly strengthen advocacy and elevate the profession as a whole? Beyond selling policies and managing portfolios, how can advisors and leaders work together to create meaningful, lasting change that benefits both clients and colleagues? According to Brian Steiner, a respected leader in financial services advocacy, the answer lies in deep collaboration and consistent engagement across the industry. He explains that forming strong partnerships with organizations like LIMRA, ACLI, and IRI has allowed for greater influence in policy, education, and consumer protection efforts. Brian highlights that these alliances not only enhance NAIFA's impact but also ensure that agents, advisors, and carriers are aligned in advancing the profession. In this episode of Advisor Today, Chris Gandy and John D. Richardson sit down with Brian Steiner, Executive Director of Life Happens, to discuss how building industry relationships fuels advocacy in financial services. They explore NAIFA's collaborations with leading associations, the evolving role of advisors in a changing marketplace, and how Life Happens continues to educate and inspire through storytelling.

10/27/25 • 57:32

John D. Richardson is a Financial Planner at Capital Planning Group, where he specializes in retirement planning, investment advice, and risk management for clients seeking to align their financial decisions with their values. As a recognized leader in the financial services industry, John has served as president of both NAIFA-Nashville and NAIFA-Tennessee, received the NAIFA Young Advisors Team Leader of the Year award, and was named a NAIFA Presidential Citation recipient, in addition to being elected NAIFA National Trustee for 2025-2026. Beyond his professional achievements, John is active in politics, serving as State Executive Committeeman for Senate District 21 in Tennessee and as a delegate to the Republican National Convention. In this episode… Leadership takes many forms — from commanding figures who lead through authority to quiet mentors who inspire from behind the scenes. But what truly defines a great leader? Is it influence, humility, or the ability to elevate others beyond themselves? According to John D. Richardson, a purpose-driven leader and advocate for servant leadership, true leadership begins with service. He believes leadership is not about titles or control but about empowering others to succeed and replacing oneself by developing the next generation. He highlights that the most effective leaders balance strength with empathy, guiding teams through challenge and growth while fostering trust and collaboration. When leaders embrace service over ego, they create a culture that not only performs but transforms. In this episode of Advisor Today, Chris Gandy sits down with John D. Richardson, Financial Planner at Capital Planning Group, to discuss how servant leadership shapes lasting impact. They explore how to build transformative cultures, develop future leaders through followership, and navigate different leadership styles with integrity. John also shares insights on creating alignment through values and vision.

10/20/25 • 43:26

Susan 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 heart. What does it take to build a meaningful career while honoring those who paved the way before us? According to Susan Combs, a 20-year insurance professional and veteran advocate, true leadership comes from mentorship, gratitude, and grit. She shares how her father's military legacy and final wish sparked a global movement that now uplifts veterans and their families. Through Pancakes for Roger, Susan highlights the power of small acts that lead to big change, the importance of giving back, and the ripple effect of mentorship on personal and professional growth. In this episode of Advisor Today, Zack Huels and Kathleen Owings sit down with Susan Combs, Founder of Pancakes for Roger, to discuss how mentorship and legacy fuel purpose-driven leadership. They explore the origins of her nonprofit honoring veterans, lessons from her father's military service, and the role of empathy in business success. Susan also shares insights on building a lasting impact through mentorship and community.

10/13/25 • 62:07

Brandon Smith is an Executive Vice President at Milestone Financial Solutions, a firm that offers financial planning, investment, retirement, and estate-planning services to help clients reach key life goals. In his role, he provides comprehensive short-term and long-term financial and business planning catered to the needs of each client. His professional designations include CLU, ChFC, LUTCF, and CPFA. Before joining Milestone, Brandon began his career with AXA Advisors and later became a Registered Representative with The Leaders Group. In this episode… The financial services industry is constantly evolving, and new advisors face steep challenges as they enter the profession. From gaining client trust to learning complex planning strategies, early career professionals must find ways to build credibility and confidence. So what makes the difference between struggling to get started and building a sustainable practice? According to Brandon Smith, a seasoned financial advisor and industry leader, the key is a strong foundation built through mentorship and education. He highlights how designations like LUTCF equip advisors with the skills to handle objections, develop meaningful client relationships, and avoid early missteps. Mentorship, he emphasizes, is "pretty much everything" in shaping a career; it helps new advisors learn from experience, accelerate their growth, and avoid costly mistakes. In this episode of the Advisor Today podcast, Chris Gandy and Kathleen Owings are joined by Brandon Smith, Executive Vice President at Milestone Financial Solutions, to discuss building financial security through mentorship and education. They explore why professional designations give advisors an edge, how mentorship accelerates success, and where the industry is headed with new generations of advisors. Brandon also shares how balancing technology and health plays a role in long-term career growth.

10/6/25 • 53:58

Craig 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 matters? According to Craig Wright, a seasoned financial advisor and advocate for servant leadership, purpose-driven success comes from giving freely to others while maintaining focus on clients' financial well-being. He highlights that engaging in leadership roles and mentorship opportunities not only strengthens the profession but also sharpens skills like time management and delegation. By combining risk management, investment strategies, and a commitment to developing future leaders, he has created a practice that thrives on relationships and community impact. Craig emphasizes that approaching business with service first leads to lasting client trust and professional fulfillment. In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels sit down with financial advisor Craig Wright to discuss building a purpose-driven financial practice. They explore how leadership and mentorship fuel professional growth, why balancing risk and investment strategies benefits clients, and how AI tools can increase efficiency without losing the human touch. Craig also shares his proudest client success story and advice for future leaders in the industry.

8/4/25 • 58:15

John 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? According to John Davidson, a seasoned financial advisor, staying relevant starts with embracing change while remaining grounded in core client relationships. He highlights how technology — from AI to digital communication — can enhance rather than replace the advisor's personal connection. This balance of high-tech and high-touch is what enables long-term advisors to continue delivering value. John also emphasizes the importance of planning ahead, not just for clients, but for one's own business succession and legacy. In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels sit down with John Davidson, LUTCF, FSS, to talk about adapting to change and leading through decades of financial evolution. They discuss how to transition a legacy practice, mentor the next generation, and integrate AI into modern advising. John also shares insights on long-term care, estate planning, and maintaining client trust over time.

7/28/25 • 67:41

Kate 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 build stronger communities. But in an increasingly digital world, these purpose-driven organizations face a crucial challenge: staying relevant while remaining true to their roots. So how can fraternal societies expand their reach and impact in today's fast-changing financial landscape? According to Kate Shafer, a passionate advocate for community-driven insurance, the key lies in modernizing distribution and strengthening cross-sector partnerships. She highlights how fraternal societies are shedding outdated perceptions, embracing digital tools, and evolving beyond captive models to engage independent advisors. This transformation is unlocking new opportunities for growth, connection, and accessibility. From digitized member portals to cross-industry collaboration, Kate emphasizes that technology and advocacy together can help fraternal organizations thrive while honoring their founding values. In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels sit down with Kate Shafer, Director of Member Engagement & Communications at the American Fraternal Alliance, to discuss expanding the reach of fraternal benefit societies through digital innovation and government advocacy. They explore how awareness gaps are being closed, why collaboration with advisors is essential, and how younger generations are entering the space.

7/21/25 • 46:21

Chris 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. He previously 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. 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 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. 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. Graduating from the US Military Academy at West Point in 2000, Kathleen served for eight years as an active duty officer in the Army Corp of Engineers. In 2007, she began her career in the financial services industry, obtaining licensure in life and health insurance and maintaining 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. In this episode… Leadership conferences and networking events often spark fresh ideas and motivation, but many attendees struggle to translate those insights into action within their organizations. Without widespread participation, valuable strategies are easily lost in translation. How can leaders ensure that what's learned at these events effectively spreads, drives growth, and truly impacts their teams? Chris Gandy, Carina Hatfield, and Kathleen Owings explore this challenge and offer practical strategies to overcome it. Carina, a leadership and membership development expert, suggests creating engaging cross-state activities like collectible pins and gamified networking to encourage broader interaction. Kathleen, an experienced financial advisor, emphasizes the importance of stepping outside comfort zones and using structured engagement tools, like participation-based incentives, to build stronger connections. Chris, a seasoned industry leader, highlights the need for leaders to embrace vulnerability, seek continuous self-improvement, and adopt a mindset of climbing rather than camping, meaning leaders must consistently push themselves beyond their current achievements to drive lasting change. In this episode of the Advisor Today podcast, Chris Gandy, Carina Hatfield, and Kathleen Owings, financial experts, talk about building leadership endurance and fostering meaningful engagement. They discuss the power of community, the benefits of self-reflection, and the resources available through Life Happens to help advisors better serve their clients.

7/7/25 • 59:37

Ryan Ross is a seasoned marketing professional helping independent financial advisors grow their businesses through strategic content, SEO, and digital automation. With a background in financial services and marketing technology, he brings a unique perspective on how advisors can effectively build their online presence. Ryan is passionate about equipping financial professionals with the tools and strategies they need to stand out in a competitive marketplace. Outside of work, he enjoys endurance sports and has completed multiple triathlons, including several IRONMAN races. In this episode… Many financial advisors struggle to market themselves effectively in an industry crowded with misinformation and unqualified voices. Despite a growing public demand for financial advice, many professionals find it challenging to break through the noise, attract the right clients, and balance marketing with client service. How can advisors build trust, reach their audience, and remain competitive in today's fast-moving digital world? Marketing expert Ryan Ross helps financial advisors create impactful digital strategies. He emphasizes the importance of focusing on a niche to improve clarity and outreach. He encourages advisors to use AI tools to streamline content creation and build visibility across emerging answer engines like ChatGPT. Ryan also suggests balancing professionalism with authenticity, using personal stories and everyday moments to foster stronger client connections. He encourages advisors to start with their strengths, whether that's writing, speaking, or social media, and develop simple, sustainable marketing systems. In this episode of the Advisor Today podcast, co-hosts Chris Gandy and Carina Hatfield interview financial marketing strategist Ryan Ross about how advisors can grow their digital presence. Ryan shares insights on the power of niche marketing, the role of AI in modern outreach, and how to balance content creation with client service. He also discusses the rise of financial influencers, best practices for answering client questions online, and the benefits of using a consistent, strategic marketing calendar.

6/30/25 • 54:23

Carina 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… Balancing career demands, personal wellness, and community leadership can feel overwhelming, especially for those in high-impact, client-focused professions. Many professionals struggle to manage time effectively, maintain healthy boundaries with technology, and prioritize self-care while meeting professional expectations. How can busy leaders stay present, productive, and aligned with their personal goals amid constant external demands? Experienced financial advisor and advocate Carina Hatfield explores practical strategies to address these challenges. She emphasizes disciplined calendar management, the importance of scheduling self-care as non-negotiable appointments, and the power of incremental progress over perfection. Carina encourages professionals to create intentional time blocks for wellness, embrace personalized routines, and push back against the pressures of instant communication. She shares insights on focusing on internal priorities instead of adopting others' agendas and highlights the value of building professional networks that support individual growth and authenticity. In this episode of the Advisor Today podcast, co-hosts Chris Gandy and Zack Huels interview Carina Hatfield, a LUTCF, CLCS, and LACP, about creating balance in life and business. Carina shares her approaches to time management, personal well-being, and leadership through community involvement. She also discusses her experiences with advocacy events, the benefits of disconnecting from technology, and the importance of customized success strategies.

6/26/25 • 47:57

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… Creating effective government relations in a rapidly shifting political and regulatory environment can feel overwhelming, especially for professionals navigating federal and state-level advocacy. With political landscapes evolving and stakeholder engagement becoming more nuanced, how can organizations build a cohesive and influential advocacy strategy that drives policy impact? Diane Boyle, a seasoned expert in government relations, outlines a dynamic, team-centered approach to advocacy. She emphasizes hiring team members with technical experience and collaborative personalities, ensuring everyone contributes to a shared mission. She shares how policy development begins with committee recommendations and moves strategically through lobbying channels. Diane also stresses mentorship and pairing new members with veterans to foster inclusive engagement. She recommends relationship-building over partisanship and highlights the need for personalized, respectful interactions with lawmakers. In this episode of the Advisor Today podcast, co-hosts Chris Gandy and Bianca Alonso Weiss interview Diane Boyle, Senior Vice President of Government Relations at NAIFA, about building and leading high-performing advocacy teams. Diane discusses tips for attracting emerging talent, creating effective policy pipelines, and coordinating grassroots efforts. She also shares tips for navigating Congressional Conference meetings, aligning generational perspectives, and handling politically sensitive moments professionally.

6/16/25 • 52:00

Grace 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 heavily on referrals and outdated methods for business growth — often avoiding modern marketing out of fear, budget concerns, or a lack of understanding. Without a clear branding strategy, advisors struggle to differentiate themselves and connect meaningfully with target clients. How can advisors effectively build a recognizable presence and grow their business through intentional marketing? Grace Staten, a seasoned communications and marketing expert in the financial services space, provides clarity on this challenge by breaking down the essentials of branding versus marketing and advertising. She emphasizes starting with foundational branding — understanding mission, values, and client experience — before promoting that identity through campaigns. She offers tactical advice such as developing 12-week marketing plans, leveraging video and podcast content, using AI to simplify content creation, and measuring ROI through specific metrics like engagement and lead quality. Grace also shares a compelling story about an advisor who found unexpected success by narrowing his niche market. In this episode of the Advisor Today Podcast, Chris Gandy and Kathleen Owings interview Grace Staten, a seasoned marketing executive, about building effective marketing strategies for financial advisors. Grace outlines the importance of personal branding, how to start small and build up marketing efforts, and why embracing imperfect video content can humanize your brand. She discusses AI's role in marketing, retention strategies for professional organizations, and the value of storytelling in advisor growth.

6/9/25 • 60:24

Juli 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 workforce, limiting succession planning, and growing demand from clients across generations. As seasoned professionals retire, firms must grapple with maintaining client relationships, scaling services, and attracting new talent. So, what can advisors and firm leaders do today to build sustainable practices for the future? Juli McNeely, a veteran financial advisor and industry leader, shares how she addressed these issues through vision, mentoring, and succession planning. She emphasizes the importance of finding your advisory style, particularly for women entering the field. She suggests that firms implement structured internship programs to build future pipelines, adopt team-based service models to share client loads, and embrace self-care to improve career longevity. Juli also advocates for financial literacy outreach and proactively engaging the next generation of clients. In this episode of the Advisor Today podcast, Chris Gandy and Kathleen Owings interview Juli McNeely, a certified financial planner, about building a sustainable and scalable financial practice. Juli shares her journey from reluctant advisor to NAIFA's first female president and highlights the power of personalized leadership. She also discusses her succession strategy, tips for women in finance, and leveraging team collaboration to meet growing client demand.

6/4/25 • 53:15

David 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 advisor retirements, professionals are grappling with how to scale sustainably, meet rising client expectations, and remain competitive. Traditional models of independent practice are becoming increasingly difficult to sustain. So, what does the future hold for advisors who want to grow and thrive in this rapidly evolving environment? David Wood, a longtime financial industry leader and growth strategist, shares deep insights on navigating these challenges through strategic vision, smart acquisitions, and operational scalability. He emphasizes the importance of identifying whether advisors are best suited to hunt for new clients or serve existing ones — and then building teams accordingly. He advocates for leveraging technology, including AI, to enhance client experience at scale, and discusses how acquiring practices with outdated service models can yield significant opportunity. David also shares the value of internships and mentorship to attract younger talent and create longevity in the industry. In this episode of the Advisor Today podcast, Chris Gandy and Kathleen Owings interview David Wood, a seasoned financial services professional, about the future of financial advising. David discusses scalable growth, advisor succession, and evolving client expectations. He also explores how mindset shifts, peer collaboration, and targeted acquisitions can help advisors thrive in the modern landscape.

5/19/25 • 50:16

Bobby 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 his commitment to advisor development, regularly leading training sessions and celebrating agent achievements. His leadership emphasizes the importance of life insurance in financial strategies, aiming to enhance client outcomes and advisor success. In this episode… Too many Americans are underinsured or entirely uninsured, leaving families vulnerable to financial ruin when the unexpected happens. Despite market uncertainty and increased awareness around risk, life insurance continues to be an overlooked part of holistic financial planning. So why are so many advisors still hesitant to bring up life insurance with clients? Bobby Johnson, an experienced distribution leader, and Joel Tabin, a seasoned regional sales director, unpack this issue with practical guidance. Bobby emphasizes that education is the first step — advisors must be equipped to understand underwriting, product fit, and how life insurance fills gaps in comprehensive financial plans. Joel recommends starting with a life insurance policy review, which often uncovers outdated coverage and creates opportunities to deliver real client value. Both stress the need for human connection in an AI-driven world, pointing out that no algorithm can replace an advisor's compassion during a life insurance claim. In this episode of the Advisor Today podcast, co-hosts Chris Gandy and Kathleen Owings interview Bobby Johnson and Joel Tabin, financial services professionals, about the evolving dynamics of life insurance. Bobby and Joel explore the critical role of life insurance in financial planning, discuss advisor education, the impact of technology on the industry, and strategies for attracting the next generation of financial professionals.

5/12/25 • 48:24

Leah Walters is a state relations expert who leads legislative and regulatory advocacy efforts across all levels of state government. With over two decades of experience in state insurance advocacy, she has been instrumental in shaping policies that support the life insurance industry's mission to provide financial security to American families. Leah has a background in accounting and law. Her extensive experience in state advocacy makes her a formidable force in navigating complex legislative landscapes. In this episode… State-level legislation is increasingly affecting how financial advisors and insurance professionals operate — from privacy rules to AI regulations and tax proposals. With more states proposing sweeping reforms and operating under political trifectas, how can industry professionals effectively advocate for policies that support their clients and business models? To navigate these challenges, Leah Walters, an expert in state insurance advocacy and policy, shares key strategies for staying ahead of shifting regulations. She emphasizes the importance of proactive bill tracking, strong grassroots coalitions, and educating legislators on the unique nature of insurance products. She highlights the role of advisors in amplifying real-world implications. Leah also discusses her team's approach to identifying existential threats — like sales tax expansions or restrictive underwriting laws — before they escalate. In this episode of the Advisor Today podcast, co-hosts Chris Gandy and Bianca Alonso Weiss interview Leah Walters, a state insurance advocacy expert, about the urgent need for informed state-level advocacy. Leah discusses how data-driven storytelling, boots-on-the-ground partnerships, and a deep understanding of legislative timelines protect the industry. She also explores the success of annuity model adoption, tax policy trends, and tips for future women leaders in financial services.

5/5/25 • 46:46

Lindsey Lewis is a Chartered Financial Consultant and a Certified Financial Planner who champions the advancement of women in the financial industry through research, education, and advocacy. She leads various initiatives, encompassing podcasts, social media, and events fostering community and professional growth for women advisors. Recognized for her contributions, Lindsey has been honored with accolades, including InvestmentNews' 40 Under 40 and the 2024 Female Trailblazer of the Year award. She volunteers at nonprofits and holds degrees in personal financial planning and an MBA from Utah Valley University. In this episode… As the financial services industry prepares for a significant generational transfer of wealth and the impending retirement of many advisors, a critical challenge emerges — there are not enough diverse and qualified professionals to meet the growing demand. Despite women increasingly becoming primary financial decision-makers, they remain underrepresented in advisory roles. So, what will it take to create a more inclusive, future-ready financial workforce? Lindsey Lewis, an expert in financial education and advocacy, addresses this gap by spotlighting the opportunities and systemic challenges facing women in finance. She shares actionable strategies to attract and retain female advisors, such as providing access to education, mentorship, and professional designations that enhance confidence and long-term success. Lindsey emphasizes the need for firms to modernize outdated business models while encouraging financial professionals to create personalized, inclusive client experiences grounded in trust and empathy. In this episode of the Advisor Today podcast, co-hosts Chris Gandy and Bianca Alonso Weiss sit down with Lindsey Lewis, a Chartered Financial Consultant and Certified Financial Planner, to discuss empowering women in finance and reshaping the industry. Lindsey discusses how education drives advisor success, why diversity boosts profitability, and how to support underrepresented groups in financial careers.

4/28/25 • 53:39

Erica McQuade is a government relations expert specializing in federal lobbying and advocacy. With a strong background in political advocacy, she actively engages in legislative initiatives that impact the financial services industry. Erica is a featured speaker at events like the NAIFA Women's Financial Security Fly-In, where she empowers women financial professionals to advocate for their clients and communities. Her dedication to public affairs underscores her commitment to advancing financial security and industry representation.​ In this episode… Many financial professionals struggle to make their voices heard in the policy decisions that shape their industry. While they're busy building client relationships and managing portfolios, crucial legislative changes can pass by with little advisor input — potentially harming their businesses and clients. How can advisors break through the noise and make a lasting impact in advocacy without sacrificing their core responsibilities? Erica McQuade, a seasoned government relations specialist, shares how advisors can influence lawmakers effectively through grassroots efforts and personal storytelling. She emphasizes the unmatched value of showing up in person, whether in Washington, DC or at local district offices, to share client stories and humanize the financial services profession. She encourages professionals to get involved through trade associations, attend fly-ins, and leverage virtual meetings when in-person attendance isn't possible. Her insights also reveal how advocacy isn't just a civic duty but a business development opportunity that builds credibility and trust with clients. In this episode of the Advisor Today Podcast, co-hosts Chris Gandy and Bianca Alonso Weiss sit down with Erica McQuade, a government relations expert, to discuss the importance of financial advisor advocacy. Erica discusses the role of in-person storytelling, how the Tax Cuts and Jobs Act affects the industry, and why virtual lobbying still plays a crucial role. She also shares her career journey, the evolution of trade association engagement, and tips for advisors to amplify their voices.

4/24/25 • 53:22

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 advocacy but feel uncertain about how to engage with lawmakers effectively. With constantly changing regulations and policies, staying informed and making an impact can seem overwhelming. So, how can financial professionals use their voices to influence policies that directly affect their industry and clients? Bianca Alonso Weiss, an experienced strategic professional, emphasizes that financial advisors have more influence than they realize. She explains that meeting with lawmakers, attending state legislative days, and sharing real-life client stories are powerful tools for advocacy. Bianca highlights the importance of networking and community building, particularly for younger professionals, and encourages them to participate in NAIFA's grassroots efforts. She also stresses that financial professionals should leverage their expertise by engaging with policymakers through direct meetings, written correspondence, and ongoing relationship-building. In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels interview Bianca Alonso Weiss, State Government Relations Director at NAIFA, about the power of grassroots advocacy and how financial advisors can take action. Bianca discusses the significance of advocacy at state and federal levels, the importance of connecting with legislators, the role of younger generations in shaping the industry, networking, professional development, and strategies for engaging millennials in financial advocacy.

3/17/25 • 52:23

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 insurance planning industry since 2018. With a background in banking and tax planning, he has extensive experience in estate planning, business succession, and long-term care solutions for clients across various industries. Jeremy holds a Bachelor of Arts in Philosophy and pursued advanced theological studies in Rome. He is passionate about helping advisors and clients navigate complex insurance solutions. In this episode… Navigating the complexities of long-term care planning and insurance brokerage can be overwhelming for both advisors and clients. Many financial professionals struggle with introducing these topics, while clients often delay making crucial decisions until it's too late. So, how can advisors effectively integrate technology, deepen client relationships, and provide better solutions for long-term care planning? Stacy Norton, a financial advisor with expertise in retirement planning and risk management, and Jeremy Vidmar, an insurance brokerage expert specializing in estate planning and long-term care, offer valuable insights. Stacy emphasizes the importance of personal connections in financial advising, particularly in the Midwest, where face-to-face relationships are still highly valued. Jeremy shares how technology such as AI-driven underwriting tools is transforming the industry, while highlighting the continued need for personalized guidance. They stress the necessity of long-term care planning and debunk myths about affordability, offering hybrid policy options and alternative financial strategies for clients who don't qualify for traditional coverage. In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels interview Stacy Norton and Jeremy Vidmar, experts in the financial services industry, about the evolving landscape of financial advising and insurance solutions. They discuss the role of technology, the importance of relationship-based advising, and strategies for overcoming client objections to long-term care. They also share regional client preferences and NAIFA's impact on the industry.

3/12/25 • 49:32

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… In a world where political dynamics constantly shift, how do financial advisors navigate the complexities of new policies, executive orders, and legislative changes? With a new president in office and an administration eager to make its mark, there is much at stake for financial services professionals. How are they adapting to the rapidly evolving landscape, and what are the key issues that could impact their industry? Experienced financial services professional Diane Boyle delves into how she and her team have navigated the storm of political activity and uncertainty. With new executive orders and a Congress filled with fresh faces, she emphasizes the importance of understanding the legislative process and how it affects financial advisors. She explains the intricacies of Senate confirmation hearings, the potential impact of the Tax Cuts and Jobs Act, and the role of tariffs in shaping economic conditions. Diane also highlights how social media and news cycles influence public perception and political narratives, underscoring the need for financial professionals to remain informed and engaged. In this episode of Advisor Today, Chris Gandy interviews Diane Boyle, Senior Vice President of Government Relations for NAIFA, about the intersection of politics and financial advising. Diane discusses the fast-paced world of politics, the impacts of the Tax Cuts and Jobs Act on the financial services industry, the balance between executive orders and congressional powers, and how individual advisors can amplify their influence through collective action within NAIFA.

2/17/25 • 52:36

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 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. Karen Easterling is a highly experienced insurance agent with over 41 years of service. As a dedicated member of NAIFA since the beginning of her career, she has long been deeply involved in advocacy and professional development within the financial services industry. Karen is passionate about leadership development and has played a key role in NAIFA's Leadership in Life Institute program, where she mentors and inspires professionals to grow personally and professionally. She champions the importance of industry education, advocacy, and relationship-building.  In this episode… Have you ever wondered how the giants in the financial services industry manage to stay sharp and lead by example? What if there was a way to elevate your practice by drawing from their knowledge and experience? Could joining a powerful network like NAIFA increase your business acumen and make you a part of changing the industry's future? Financial services professionals Doug Massey and Karen Easterling delve into the collaborative strength of NAIFA's enduring community and the new frontiers formed from its merger with Financial Service Professionals. They share insights into the role of FSP Institute in delivering high-level continuing education and the unique opportunities the merger offers NAIFA members. Additionally, they passionately discuss their vision for the Leadership in Life Institute program, hoping to ignite broader participation across the states. They also elaborate on how to strike that perfect balance between volunteering and running a successful financial services practice. In this episode of Advisor Today, Chris Gandy and John Richardson sit down with financial service professionals Doug Massey and Karen Easterling to discuss the ongoing growth and integration within the financial services community. They discuss the significance of FSP Institute to the financial services industry, the potential for growth and new opportunities with FSP and NAIFA's collaborative efforts, and the instrumental role of LILI in shaping leadership within NAIFA and beyond.

2/10/25 • 46:50

Adam Solano is a seasoned financial advisor with 32 years of industry experience. A member of NAIFA, he has served in numerous roles in NAIFA — including serving as President of NAIFA Chicago and Illinois — and is a recognized leader and mentor within the financial services community. Adam previously ran for public office, imparting a richer understanding of client advocacy on Capitol Hill, and has taken on the responsibilities of succession, acquiring other practices, and nurturing their growth. He is passionate about maintaining a work-life balance and is currently authoring books to share his professional insights and personal philosophies. In this episode… Is there more to a financial advisor than just number crunching and portfolio management? Can the discipline of financial services intersect with the dynamic world of politics? How does one champion the needs of their clients on a much larger stage, and why is advocacy so crucial? Adam Solano, an expert in the financial services industry, delves into his multifaceted career encompassing financial advising and active political lobbying. Starting with his roots in NAIFA and his leap into the political arena, he shares the crucial importance of advocacy efforts and the influence advisors have on policy-making. Adam highlights the resilience needed to face electoral defeats, manage client relationships through political divides, and continue to spearhead industry change. He opens up about his philosophy of being "top-of-the-table" at work and home, reflecting on the critical balance between professional accomplishments and personal fulfillment. In this episode of Advisor Today, Chris Gandy and John Richardson sit down with Adam Solano, a seasoned financial advisor, about balancing life as a financial advisor with political aspirations. Adam discusses the intersection between financial advising and political advocacy, key takeaways from running for political office, the importance of staying grounded and focused on clients amidst political shifts, and the role of advocacy in shaping the financial services industry.

2/3/25 • 47:58

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 firm providing comprehensive planning for clients wanting to achieve personal goals. Graduating from the US Military Academy at West Point in 2000, Kathleen served for eight years as an active duty officer in the Army Corp of Engineers. In 2007, she began her career in the financial services industry, obtaining licensure in life and health insurance and maintaining 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. Zack Huels is the Membership Director at NAIFA, where he helps members advocate for the industry, educate themselves through customized programs, and advance their careers. He is an experienced association professional with a demonstrated history of working in the staffing and recruiting industry. Zack is also skilled in presenting, emceeing, event planning, program management, and social media. As a young and passionate Advisor Today podcast host, he aims to challenge the status quo and explore the future impacts of technology on financial services. In this episode… In a world where financial services are rapidly evolving, how can organizations reinvent themselves to stay ahead of the curve in the financial services industry? Can a pioneering spirit and the embrace of technology pave the way for an organization's thriving future? Will including diverse voices bolster the collective wisdom of financial advisors nationwide? Chris Gandy, John Richardson, Kathleen Owings, and Zack Huels, co-hosts of the Advisor Today podcast, delve into the exciting prospects awaiting NAIFA and its members in 2025. They share their enthusiasm for the rebrand of the Advisor Today podcast, highlighting the unique contributions each will bring to the table, from John's focus on leadership to Kathleen's infectious optimism. Zack looks forward to challenging the status quo, while Chris embodies the future-forward vision for the organization. They ponder the impending political changes and how it may impact tax laws and financial services. In this episode of Advisor Today, Chris Gandy sits down with his new co-hosts, John Richardson, Kathleen Owings, and Zack Huels, about the reinvigoration of Advisor Today. They discuss the reboot and rebrand, topics and narratives they are excited to tackle, how the impending political changes will impact the financial services industry, and how they will enhance the podcast.

1/27/25 • 31:47

Ryan 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 regularly redefine the business landscape, staying relevant is more critical than ever for professionals in service-based fields, particularly financial advising. Adapting to these changes requires an understanding of new tools and trends and a commitment to delivering personalized client experiences. So, how can advisors embrace innovation while maintaining a human touch to make a lasting impact in financial advising? Ryan Pinney, a seasoned financial advisor and innovative thinker, delves into the intricacies of selling insurance online and the significance of maintaining a robust digital presence. He shares his insights on the role of AI in refining advisors' approach to client interactions and underscores the importance of political advocacy in shaping the industry's future. Ryan recounts his early days in the field and the profound influence of delivering a death claim. With a view toward the future, he discusses his work and the challenges of providing financial services to global citizens. In this episode of Advisor Today, co-hosts Chris Gandy and Suzanne Carawan sit down with Ryan Pinney, an insurance and financial services professional, to discuss embracing technology in financial services. Ryan shares his unexpected entrance into the financial industry, how advisors utilizing new tech will outpace those who don't, the importance of embracing social media for lead generation and research, and his involvement with NAIFA.

12/18/24 • 42:45

Dr. 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 wealth transfers reshape the landscape of financial services? The interplay between aging populations and wealth distribution raises questions about economic preparedness and adaptability. As baby boomers retire, the financial services industry faces unprecedented challenges and opportunities. How are professionals adapting to these demographic changes, and what strategies are emerging to tackle the complexities of intergenerational wealth management? Dr. John Migliaccio, a financial services professional, offers insightful perspectives on the evolving field of financial gerontology, a discipline that merges financial planning with the study of aging. He discusses how the concept emerged in the 1980s to address changing demographics and the financial needs of aging populations. Dr. Migliaccio emphasizes the importance of understanding the nuances within generational cohorts, such as the diverse range of experiences of early, middle, and late baby boomers. The conversation extends to the longevity economy, highlighting the need for financial advisors to adapt their strategies to cater to clients' evolving needs, including long-term care, health expenses, and wealth transfer complexities. In this episode of Advisor Today, Suzanne Carawan sits down with Dr. John Migliaccio, an expert in financial gerontology, about the convergence of financial services and demographic trends. Dr. Migliaccio discusses the financial gerontology concept and its industry origins, the growing importance of understanding intergenerational wealth transfer, advice for financial planners on adopting a holistic and multi-generational approach, and the implications of financial decisions as family decisions.

12/11/24 • 60:51

John 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. In this episode… Many people leave a comfortable career path behind to pursue financial services. Most of them transition because of their personal experiences, but how do these experiences shape the motivations and ambitions of those who enter this industry? And what factors contribute to a journey of exploration and fulfillment within financial advising? A seasoned financial advisor, John Davidson, delves into his journey in the financial services industry, which began with a serendipitous encounter and a pivotal question about life fulfillment. He candidly shares the lessons learned from early career struggles, the importance of mentorship, and the power of a giving mindset that helped him become NAIFA President. He discusses the complex challenge of leading an organization with diverse needs and how staying true to core values can simplify difficult decisions. John also reveals the rejuvenating experience of mentoring the next generation, ensuring the legacy of financial advising continues strong. In this episode of Advisor Today, co-hosts Chris Gandy and Suzanne Carawan sit down with John Davidson, a storied professional in the financial services industry, about his journey in the financial services industry. John discusses how he shifted from a car salesman toward a fulfilling career in financial services, his involvement with NAIFA, how he navigated the challenges of starting and growing his own financial services firm, and the impact of mentoring the next generation.

12/4/24 • 53:15

Joshua 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 valuable connection between military service and financial advising? The discipline, camaraderie, and values carried from one can empower success in the other. But how can the lessons learned from serving a country translate to serving a community in finance? Joshua Herrington-Vickers, a financial services expert, shares his journey from the US Air Force to becoming a director within a financial brokerage firm. He highlights how the military values of integrity, service before self, and excellence have propelled his success in the financial sector. Joshua opens up about his journey, from overcoming moments of loneliness in his service days to finding solidarity and support within the NAIFA community. His story illustrates how the discipline and commitment learned in the military can be seamlessly applied to advising clients and building a thriving practice, underscoring the importance of doing what is right for the client, even at the cost of personal gain. In this episode of Advisor Today, co-hosts Chris Gandy and Suzanne Carawan interview Joshua Herrington-Vickers, a dedicated financial services professional and US Air Force veteran, about transitioning from military service to financial advising. Joshua shares the parallels between Air Force core values and the ethos of a financial advisor, the challenges and rewards of serving in the military and transitioning to a financial advisor, his involvement with NAIFA, and the impact of mentorship and therapy.

11/27/24 • 52:33

Cheryl 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 importance of building relationships and personal development. In this episode… Have you ever wondered what the future of financial advising could look like? What if it involved more than just crunching numbers and forecasting returns? Could there be an untapped power in forming deeper connections — not just with clients, but among industry peers and communities? Cheryl Canzanella, a financial services industry expert, paints a compelling picture of what lies ahead for financial advisors. She discusses her multifaceted career journey, how the industry has evolved, and how financial products like reverse mortgages can be essential tools in retirement planning. She emphasizes the significance of volunteerism and how it has fostered her growth as a professional and an advocate for the industry and NAIFA. With a look toward the future, Cheryl shares her goals for her presidency, focusing on member engagement, bolstering local chapters, and ensuring NAIFA remains a beacon for financial professionals nationwide. In this episode of Advisor Today, co-hosts Chris Gandy and Suzanne Carawan sit down with Cheryl Canzanella, the incoming president of NAIFA-Florida, to discuss leveraging creativity and leadership in financial services. Cheryl shares her recognition and achievements within NAIFA and the significance of back-to-back female leadership, how to keep NAIFA membership exciting and engaging, how the financial services industry has evolved, and her focus as the incoming president of NAIFA-Florida and vision for its future.

11/20/24 • 46:44