NAIFA's Advisor Today Podcast Series
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Navigating Economic Uncertainty and the Evolving Financial Services Industry With Jamie Hopkins
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…
Building Industry Relationships and Elevating Advocacy in Financial Services With Brian Steiner
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…
The Many Faces of Leadership and Building a Transformative Culture With John D. Richardson
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…
Mentorship, Military Legacy, and Making a Difference With Susan Combs
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…
Building Financial Security Through Mentorship and Education With Brandon Smith
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…
Building a Purpose-Driven Financial Practice With Craig Wright
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…
Adapting to Change and Leading Through Decades of Financial Evolution With John Davidson
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…
Expanding the Reach of Fraternal Benefit Societies Through Technology and Advocacy With Kate Shafer
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…
Leadership, Endurance, and Ice Cream With Chris Gandy, Carina Hatfield, Kathleen Owings
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…
How Financial Advisors Can Stand Out: Marketing Strategies With Ryan Ross
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…
Balancing Life, Leadership, and Wellness With Carina Hatfield
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…
Building Legislative Bridges in Financial Services With Diane Boyle
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…
Marketing Tips for Financial Advisors With Grace Staten
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…
Leadership, Legacy, and Women in Financial Services With Juli McNeely
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…
Embracing Change, AI, and Strategic Acquisitions in Finance With David Wood
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…
Navigating Uncertainty With Life Insurance With Bobby Johnson and Joel Tabin
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…
State Policy, Privacy Laws, and Insurance Industry Wins With Leah Walters
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,…
Empowering Women in Finance With Lindsey Lewis
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…
Empowering Financial Voices With Erica McQuade
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…
The Power of Grassroots Advocacy With Bianca Alonso Weiss
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…
Frequently Asked Questions
NAIFA's Advisor Today Podcast Series has published 99 episodes since August 2022, covering topics in Business, Entrepreneurship.
NAIFA's Advisor Today Podcast Series is currently dormant with new episodes weekly. Average episode length is 49m.
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