Advisor Today Spotlights NAIFA Members

With an expanded brand that features the print magazine, a blog, webinars, and podcasts, AT differentiates NAIFA members from the crowd.

NAIFA members are a cut above. By being active participants in their professional association, they show an extraordinary commitment to their own success, the insurance and financial services industry as a whole, and their clients and communities. Part of NAIFA’s membership promise is to spotlight NAIFA members and help them stand out, to differentiate them in a crowded marketplace.

The Advisor Today platform offers multiple avenues for differentiating NAIFA members. While our print magazine may be the most obvious product in the AT stable, it is just one part of an expanded AT brand focused on the extraordinary success of NAIFA members.

The Advisor Today Blog

AT’s online platform is an extension of the content in the print magazine. Widely read, with a weekly email digest going out to 40,000 recipients, the AT blog features NAIFA member profiles, agency profiles, reports on NAIFA members doing extraordinary work in their communities, and expert articles written by NAIFA members.

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Featured Contributors include: “How to Thrive During a Recession,” by Simon Reilly (loyal member since 2011); “Being a Great Advisor: Help Your Clients Stay Healthy,” by Dan Mangus (loyal member since 2019); and “A Question of Ethics: Examples of Following the Code,” by Frank Bearden (loyal member since 1977).

You can read the Advisor Today blog and sign up for weekly or monthly email updates at at.naifa.org.

The Advisor Today Webinar Series

Advisor Today webinars, launched earlier this year, feature NAIFA members and partners presenting on topics important to financial professionals with information designed to help NAIFA members grow their practices. Seasoned financial professionals draw on their experience and expertise to share challenges they have faced in the marketplace and what they have done to overcome them.

Recent AT Webinars include: “Women Matter: The Why and How of Gender Diversity in Financial Services,” featuring Daralee Barbera, Thomasina Skipper, and Linda Witham; “Intentional Gratitude,” by financial services veteran and leadership coach Dave Resseguie; “7 Keys to Create Relationships With the Adult Children of Your HNW Clients,” by Simon Reilly; and “The 3 Step Marketing Plan to Turn Clients Into Raving Fans That Refer and Never Leave,” by Luke Acree of ReminderMedia.

Advisor Today webinars are available for on-demand viewing at at.naifa.org/ webinar-archives.

The Advisor Today Podcast

Advisor Today Podcasts are the newest offering under the AT brand. They feature outstanding NAIFA members and partners sharing their stories and answering questions about their own professional success. Their insights offer practical ideas and inspire agents and advisors to reach their own levels of peak performance. Industry thought leaders featured on Advisor Today podcasts have a deep understanding of the insurance and financial services industry and what it takes to thrive in the profession.

The podcast series is hosted by NAIFA Trustee and Founder of Midwest Legacy Group (OneAmerica) Chris Gandy, LACP, and NAIFA Vice President

of Marketing and Communications

Suzanne Carawan.

The first episode in the series features Caleb Guilliams, the Founder and CEO of BetterWealth, a company that helps people gain control over their money today while maximizing their future wealth potential. Guilliams, a loyal NAIFA member since 2020, found professional success very early as the youngest person ever to run a life insurance unit at a bank. 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.

“I really enjoy sitting down and picking the brains of the most successful professionals in our industry, amazing people like Caleb Guilliams,” Gandy said. “We learn so much from exchanging ideas and sharing our experiences with other advisors who have made their mark – and continue to make their mark – on our profession. The Advisor Today podcast series offers an exciting new platform that allows NAIFA members and the entire community of financial professionals to be a part of these highenergy conversations.”

A second episode turns the tables on the host and features Chris Gandy answering questions and discussing his own success in the industry.

Upcoming episodes will feature NAIFA President Lawrence Holzberg, LACP, LUTFC, recipients of NAIFA’s top awards, including the Young Advisor Team Leader of the Year, NAIFA Diversity Champion, and the John Newton Russell Memorial Award. Listeners may also nominate NAIFA members to be featured on future episodes of the Advisor Today podcast. The Advisor Today podcast is available on Spotify, Apple Podcasts, Google Podcasts, TuneIn, Deezer, and other popular podcast platforms.

Something For Everyone

The expansion of the Advisor Today brand allows NAIFA to showcase more of its members and help them further differentiate themselves. It also caters to an audience with a variety of preferences for consuming content.

“Whether you are a reader, a listener, or a watcher – or a combination of all three – Advisor Today is bringing you topnotch content to help you excel in your financial practice,” said Carawan. “We are highlighting the success of NAIFA members and sharing the techniques and practices that raise them to the top of their profession.”

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Differentiate yourself with Advisor Today! Are you a NAIFA member who would like to write a regular column for the blog? Do you have an idea for an AT Webinar? How about an interesting story that would make you a good podcast interview? Let us know about it. Send your ideas to advisortoday@naifa.org. Note: We are interested in showcasing original, insightful content from NAIFA members.

November 13-15, 2022

Omni Shoreham, Washington, D.C.

NAIFA celebrates our leaders every year at the National Leadership Conference and Belong awards gala.

Being a NAIFA leader is a great way to give back to your industry and your colleagues. Contact your state or local NAIFA chapter to learn how you can get involved.