Show cover of NAIFA's Advisor Today Podcast Series

NAIFA's Advisor Today Podcast Series

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.

Tracks

On the Path to Excellence and Financial Empowerment With Brian Haney
Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor. In this episode… Making financial decisions shouldn’t be a stressful event that fills you with angst. Understanding your available financial options will free you from constant uncertainty and let you plan and shape the future you want. But where should you start? A general perception of educational financial resources can always be helpful, but understanding the value of those tools will let you control your future. Harnessing that value also includes empowering your community to continue to develop aspiring advisors. Brian Haney believes that with a caring and informative community, everyone can benefit and succeed in their professional endeavors. In this episode of Advisor Today, Suzanne Carawan and Chris Gandy welcome Brian Haney, Founder and CEO of The Haney Company. Brian’s expertise in the financial sector sheds light on how to build meaningful community relationships for mutual value and financial success. They talk about association commitment, leveraging resources for successful and competitive business growth, understanding mentorship perspectives, and managing leadership opportunities.
37:58 09/28/2022
Empowering Strategies for a Better Tomorrow with Kevin Mayeux
Kevin Mayeux is the CEO of NAIFA (National Association of Insurance and Financial Advisors), the premier professional home for agents and advisors. With immense leadership experience in international and domestic organizations for over 20 years, Kevin has been a strong advocate for organizational efficacy that brings exceptional results. He focuses his efforts on helping leaders achieve strategic financial success by sharing his expert opinion and building meaningful relationships with organizations and communities. In this episode… Becoming a financial advisor can be daunting, especially if you are unaware of all the available resources that could enhance your professional journey. The opportunities for established advisors are invaluable assets for success. But how can you effectively take advantage of these resources to further your career? For Kevin Mayeux, making such opportunities available for all types of financial advisors means actively working toward a better future for our country and community. He believes in bringing value to members, volunteers, and organizations and advocates for educating and empowering our society in achieving financial security. In this episode of Advisor Today, Suzanne Carawan and Chris Gandy sit down with Kevin Mayeux, CEO of NAIFA (National Association of Insurance and Financial Advisors). Kevin is a longtime executive, entrepreneur, and community volunteer who actively advocates for building a better tomorrow. Suzanne, Chris, and Kevin break down advanced strategic methods for advisors, enhancing community engagement, and the upcoming opportunities for new and tenured thought leaders.
35:13 09/21/2022
Growing and Establishing Your Brand at NAIFA With Suzanne Carawan
Suzanne Carawan is the Vice President of Marketing and Communications at The National Association of Insurance and Financial Advisors (NAIFA), the premier professional home for agents and advisors. She has more than a decade of experience working in fast-growth tech companies in social networking, events, CRM, and virtualization. She is passionate about establishing and growing technology companies globally and leverages her social and high-tech digital marketing background to provide insightful commentary to audiences worldwide.  Suzanne holds an MBA in management of global information and high-tech marketing from the Kogod School of Business at American University and an MPH in international health economics and social marketing and research design from Tulane University. She also received her BA in philosophy with minors in biology and government and politics from the University of Maryland.  In this episode… How can you create a brand presence that sets you apart from the competition? Are you looking for expert guidance to accurately represent your business? If you want to realize your brand’s potential, consider what joining a like-minded community of professionals can offer. Building your brand can be difficult, but it doesn’t need to be. As a community driven to give and do better, NAIFA members offer valuable mentorship to help you navigate your brand’s development and position it for success. According to Suzanne Carawan, being a NAIFA member can help take your brand to the next level so you can create an impact within your industry. Suzanne helps guide members to generate new ideas and to get laser-focused on goal achievement. If you’re ready to drive your brand forward, this episode is for you.  In this episode of Advisor Today, Chris Gandy is joined by Suzanne Carawan, Vice President of Marketing and Communications at The National Association of Insurance and Financial Advisors (NAIFA), to discuss cultivating your professional development and the benefits of NAIFA membership. Suzanne talks about attracting consumers to your brand through authentic connections, effectively setting your brand above the competition to attract clients, and the characteristics and core values that encompass NAIFA members. 
46:44 08/31/2022
Grassroots & Relationships With NAIFA’s Andrew Holt
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 regulative environment, provide professional education services, and ensure ethical professional conduct for insurance and financial advisors. Andrew spent several years of his career in the political arena, getting his start as an intern for a senate race in South Carolina, where he found his passion for connecting voters with elected officials. This eventually led to his current position at NAIFA, where he influences public and elected officials on legislative priorities, engages volunteers in grassroots efforts, and leads grassroots lobbying efforts at the state level.  In this episode… What does “grassroots” really mean? It’s more than just knocking door-to-door and making phone calls.  The heart of grassroots is about teaching, coaching, and helping guide people to make a difference. Grassroots is about mobilizing the public's passion for tackling the issues that directly affect them. There are many ways to get involved and make a difference in the world, and voting is just one of them — not just at the federal level but also at the state level. Financial advisors are trusted advisors who help people and businesses make sound financial decisions, but legislation also impacts their advice. Knowing what’s going on in politics is essential for financial advisors because they must be in the political fold in order to protect their clients. What else can you do to be engaged and advocate for the decisions that affect your life? In this episode of Advisor Today, host Chris Gandy and co-host Chad Franzen of Rise25 welcome Andrew Holt to the show. Andrew is the Government Relations and Grassroots Manager for NAIFA, the National Association of Insurance and Financial Advisors. Andrew shares his thoughts on what “grassroots” means, discusses how business and politics interrelate, and reflects on the importance of making connections with your elected officials.
44:00 08/24/2022
Becoming a Successful Financial Advisor With Chris Gandy
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. Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France, after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago. In this episode… Financial advisors today are expected to do everything and be everything to everybody. That means they must be well-versed in banking, budgeting, and real estate advice. Especially now, financial advisors have to wear the hat of an economist since everyone wants to know what's going on with the economy.   These expectations leave you, the financial advisor, grappling to stay abreast of all the industry changes. Your ability to do all that and communicate it to clients proactively sets you apart from the rest. To thrive and grow, you must also know how to brand, attract clients, and build relationships effectively. In this episode of Advisor Today, join Chad Franzen of Rise25 as he hosts a conversation with Chris Gandy, Founder of Midwest Legacy Group LLC. Chris explains the struggles in the career path of a financial advisor, how a financial advisor makes a living, branding yourself and attracting clients, building a circle of influence, and more! 
29:59 08/17/2022
Building Legacies Through Financial Planning With Chris Gandy
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 the areas of wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments. Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago. In this episode… The insurance industry is one of the oldest economic engines, but what happens when you find yourself sinking because of the obstacles that exist between you and financial freedom? If you’re an insurance professional, where can you turn for education and development to further your career? For Chris Gandy, being in the financial industry is a way to give back and give a voice to the community. Financial literacy and understanding your financial situation make it possible to pursue financial goals and dreams and protect your finances against rogue waves. Chris recommends implementing solid financial planning and for financial advisors to use readily available resources. With the technology available, advisors from across the globe can connect to ensure the best financial practices are being used. In this episode of Advisor Today, join Jeremy Weisz of Rise25 as he joins Chris Gandy, Founder of Midwest Legacy Group LLC, to talk about understanding the financial environment and building a better future. Chris discusses how the financial services industry brings value to businesses and families, why a healthier work environment is crucial for attracting more professionals, and creating improved strategies and conversations to become a great leader.
32:36 08/10/2022
How Did Caleb Guilliams Become the Youngest Person to Run a Life Insurance Unit in History at a Bank?
Caleb Guilliams is the Founder and CEO of BetterWealth, a company that helps people gain control over their money today while maximizing their future wealth potential. At an early age, Caleb read every financial book he could get his hands on. Now, he’s one of the youngest leaders in the industry and is quickly becoming “the new face of finance.” Caleb is the Author of The AND Asset, hosts the BetterWealth podcast, and is on a mission to impact as many lives as possible. In this episode… Caleb Guilliams became the youngest person to run a life insurance unit in history at a bank. At age 21, he went on to start his company, BetterWealth. Now, he’s grown his team and services clients in all 50 states. So, how did Caleb do it? In this insightful episode, he shares all the details.  One of Caleb’s top drivers of success is leading a life of giving. He’s learned how to become an active listener, ask thoughtful questions, and open up to clients so that he can understand their most important needs. With a giving attitude, Caleb is able to build trust with clients and help them live the life they truly want.  In this episode of Advisor Today, Chris Gandy and Suzanne Carawan are joined by Caleb Guilliams, the Founder and CEO of BetterWealth, to talk about his journey in the financial industry. Caleb shares what inspired him to found his company, his proudest moments and biggest pitfalls, advice to gain credibility, and why giving to others is one of the most important values.
40:57 08/01/2022