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.
Navigating Economic Uncertainty and the Evolving Financial Services Industry With Jamie Hopkins
45 mins; November 03, 2025
Building Industry Relationships and Elevating Advocacy in Financial Services With Brian Steiner
57 mins; October 27, 2025
The Many Faces of Leadership and Building a Transformative Culture With John D. Richardson
43 mins; October 20, 2025
Mentorship, Military Legacy, and Making a Difference With Susan Combs
62 hours 7 mins; October 13, 2025
Building Financial Security Through Mentorship and Education With Brandon Smith
53 mins; October 06, 2025
Building a Purpose-Driven Financial Practice With Craig Wright
58 mins; August 04, 2025
Adapting to Change and Leading Through Decades of Financial Evolution With John Davidson
67 hours 41 mins; July 28, 2025
Expanding the Reach of Fraternal Benefit Societies Through Technology and Advocacy With Kate Shafer
46 mins; July 21, 2025
Leadership, Endurance, and Ice Cream With Chris Gandy, Carina Hatfield, Kathleen Owings
59 mins; July 07, 2025
How Financial Advisors Can Stand Out: Marketing Strategies With Ryan Ross
54 mins; June 30, 2025
Balancing Life, Leadership, and Wellness With Carina Hatfield
47 mins; June 26, 2025
Building Legislative Bridges in Financial Services With Diane Boyle
52 mins; June 16, 2025
Marketing Tips for Financial Advisors With Grace Staten
60 hours 24 mins; June 09, 2025
Leadership, Legacy, and Women in Financial Services With Juli McNeely
53 mins; June 04, 2025
Embracing Change, AI, and Strategic Acquisitions in Finance With David Wood
50 mins; May 19, 2025
Navigating Uncertainty With Life Insurance With Bobby Johnson and Joel Tabin
48 mins; May 12, 2025
State Policy, Privacy Laws, and Insurance Industry Wins With Leah Walters
46 mins; May 05, 2025
Empowering Women in Finance With Lindsey Lewis
53 mins; April 28, 2025
Empowering Financial Voices With Erica McQuade
53 mins; April 24, 2025
The Power of Grassroots Advocacy With Bianca Alonso Weiss
52 mins; March 17, 2025
Elevate Your Insurance Practice With Stacy Norton and Jeremy Vidmar
49 mins; March 12, 2025
Navigating Political Issues in Finance With Diane Boyle
52 mins; February 17, 2025
Elevating Professional Growth in Financial Services With Doug Massey and Karen Easterling
46 mins; February 10, 2025
Navigating Politics and Financial Services With Adam Solano
47 mins; February 03, 2025
The Reboot and Rebrand of Advisor Today
31 mins; January 27, 2025
Navigating Financial Services in a Digital World With Ryan Pinney
42 mins; December 18, 2024
Financial Decisions Are Family Decisions
60 hours 51 mins; December 11, 2024
Choosing a Life of Fulfillment
53 mins; December 04, 2024
Leveraging Military Fortitude in Financial Services With Joshua Herrington-Vickers
52 mins; November 27, 2024
Navigating Financial Leadership Waves With Cheryl Canzanella
46 mins; November 20, 2024
Making Success Accessible
57 mins; November 13, 2024
NAIFA's Impact and the Future of Advisors With Cliff Wilson
32 mins; November 06, 2024
Mastering Financial Planning, Coaching, and Diversification With Jason Foster
52 mins; October 30, 2024
Unlocking the Game of Financial Services With Kevin Tostado
49 mins; October 23, 2024
Winning in Finance and Sports With Peter Winovich III
44 mins; October 16, 2024
Unlocking the Power of Medicare for Financial Advisors With Amanda Brewton
47 mins; September 18, 2024
Charting Success in the Financial Advisory World With Chris Roper
40 mins; August 21, 2024
Heart of a Servant Leader From the Start
51 mins; August 14, 2024
NAIFA Stops Regulatory Creep...Again with Special Guest, President-Elect Doug Massey
51 mins; August 01, 2024
Unlocking the Mindset of a Champion With Walter Bond
48 mins; July 31, 2024
Stepping Into Success With Medicare Supplements With Greg Etchison and Scott Wilson
59 mins; July 26, 2024
Marketing Meets Finance: Innovating Industry Boundaries With Shantell Wright and John Lewis
54 mins; July 17, 2024
Embracing Technology in Financial Advising With Panos Leledakis
45 mins; July 10, 2024
There's No Finish Line in Success
58 mins; June 12, 2024
ABL: Always Be Learning
45 mins; May 15, 2024
Find Your Passion Profile
66 hours 45 mins; May 08, 2024
From Croatia Comes Commitment to Care for the Community
56 mins; May 01, 2024
Make Simplicity Your Superpower
58 mins; April 24, 2024
A Hero of Zero: Modern Retirement Strategies
39 mins; April 17, 2024
Empowering Women in the Insurance Industry With Carina Hatfield
64 hours 9 mins; March 20, 2024
Discovering and Rediscovering Your Economic Vitality
56 mins; March 13, 2024
Thriving in Financial Services: Robert Miller's Leadership Journey
62 hours 35 mins; March 06, 2024
To Walk With You on This Journey
58 mins; February 29, 2024
Do What You Say You Will and Be Who You Say You Are
62 hours 42 mins; February 14, 2024
Seminar Strategies for Scaling Your Financial Business With Frank Maselli
62 hours 20 mins; February 07, 2024
Navigating the Complex Landscape of the Insurance Industry With Tom Palmeri
50 mins; January 25, 2024
Journey to Success: A Financial Planner's Story With Delvin Joyce
59 mins; January 17, 2024
Thriving in the Financial Services Industry With Joseph Spinelli
55 mins; December 27, 2023
Strategies for Navigating the Financial Services Industry With John D. Richardson
56 mins; December 20, 2023
Walking Together Through Life as a Servant Leader
54 mins; November 22, 2023
Manage Activity To Get Real Results
45 mins; November 15, 2023
Confident Compassion: How Corey Anderson Succeeded in Building a New DI Distribution Model
53 mins; October 25, 2023
Don't Wing It: Systems and Processes Prevail
44 mins; October 18, 2023
Listener or Looker: Understanding Yourself So You Can Understand Your Clients
49 mins; October 11, 2023
Succeeding in Financial Services: Expert Insights With John Wheeler
50 mins; October 04, 2023
The Morris Morrison Mindset
90 hours 59 mins; October 02, 2023
The Persistency Pathway
59 mins; September 20, 2023
Giving Your Financial Grace: How Laurie Adams Has Blazed Her Own Trail
58 mins; August 23, 2023
How Participating in NAIFA Adds Value to Your Financial Services Career With Tom Cothron
55 mins; July 26, 2023
Success Tips for Insurance Agents and Financial Advisors With Harry Hoopis
60 hours 14 mins; July 05, 2023
Career Changing Success Pays Dividends in Happiness
49 mins; June 28, 2023
How To Incorporate Cultural Diversity in the Financial Services Industry With Rith Nou
45 mins; June 21, 2023
The Difficult Reality of the Financial Service Industry With Joe Jordan
56 mins; June 14, 2023
Tips for Professional Development in the Insurance and Financial Industry With Larry Holzberg
45 mins; May 31, 2023
The Impact of Continued Learning on Business Development With Joey Davenport
52 mins; May 24, 2023
Leveraging Workshops to Grow Your Clientele With Lara Galloway
45 mins; May 10, 2023
Why Advocacy Is Essential for Business Success With Andrew Holt and Cody Schoonover
41 mins; April 26, 2023
How to Thrive in Insurance and Financial Services With Marques Ogden
43 mins; April 05, 2023
Building Financial Confidence in Women
52 mins; March 29, 2023
Embracing Empowerment and Education With Diane Boyle
50 mins; March 15, 2023
Connecting Financial Professionals Through Actionable Data With Ken Leibow
44 mins; March 08, 2023
Aligning Your Digital Documentation Vault With Martha Underwood and Shella Sylla
51 mins; March 01, 2023
The Mark of a True Professional With Ike Trotter
42 mins; February 15, 2023
How a Coach Can Help You Grow With Joe Templin
45 mins; February 08, 2023
Navigating Technology and Social Media for Greater Engagement With Bryon Holz
39 mins; January 18, 2023
Year in Review: Camaraderie as a Strategy
37 mins; December 14, 2022
Ways To Serve and Give for Better Long-Term Care With Adam Sachs
42 mins; December 07, 2022
Finding Financial Freedom With Jamie Hopkins
43 mins; November 30, 2022
Why Everyone Should Invest in Long-Term Care Insurance With Jeff Levin
33 mins; November 23, 2022
How Advisors Can Navigate Discussions About Aging and Long-Term Care Planning With Carroll Golden
39 mins; November 09, 2022
The Benefits of Connecting With Professionals With Paul Dougherty
39 mins; November 02, 2022
Commitment and Education With Brian Ashe
40 mins; October 12, 2022
Creating Successful Leaders With Tom Michel
48 mins; October 05, 2022
On the Path to Excellence and Financial Empowerment With Brian Haney
37 mins; September 28, 2022
Empowering Strategies for a Better Tomorrow with Kevin Mayeux
35 mins; September 21, 2022
Growing and Establishing Your Brand at NAIFA With Suzanne Carawan
46 mins; August 31, 2022
Grassroots & Relationships With NAIFA's Andrew Holt
44 mins; August 24, 2022
Becoming a Successful Financial Advisor With Chris Gandy
29 mins; August 17, 2022
Building Legacies Through Financial Planning With Chris Gandy
32 mins; August 10, 2022
How Did Caleb Guilliams Become the Youngest Person to Run a Life Insurance Unit in History at a Bank?
