NAIFA's Advisor Today Podcast Series

Robert Miller, a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City. As a graduate of the NAIFA Leadership in Life Institute (LILI), Robert served as the Chair of the NAIFA Governance Committee and was a member of the orga...

Demetrius Bryant is an insurance agent helping individuals safeguard their income against unforeseen expenses. He runs a multi-line insurance business that has been a NAIFA member since 2011. Through his company, Demetrius offers comprehensive insurance services, including automobile, home, life, and business policies. He believes that protecting one's financial interests is fundamental to improvi...

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being. Glenn has also dedicated a significant part of his practice to advising...

Frank Maselli is an accomplished keynote speaker, coach, and author of three best-selling books. With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. With his programs based on human psychology, Frank is known for his...

Tom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth. As a financial advisor, he has over 25 years of experience in insurance, investments, estate preservation, and employee benefit plans. Tom specializes in helping individuals and businesses achieve their financial goals through compassion and empathy. He has demonstrated...

Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), Delvin offers inv...

Joseph Spinelli is a Chartered life underwriter (CLU) who helps people prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. With a robust skill set that includes Insurance, Life Insurance, Customer Service, Disability Insurance, Term Life Insurance, and more, he contributes valuable insights to the industry. Joseph has a bachelo...

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 (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investmen...

Chris Carothers is an insurance professional and a Life Underwriter Training Council Fellow (LUTCF). As a second-generation veteran in the insurance industry, he has been serving and advocating for his community for 30 years. Chris works with over 300 licensed insurance agents to help Americans plan for their current and future insurance needs. He also partners with insurance carriers to develop a...

Mickey Straub is a successful entrepreneur, renowned speaker, accomplished author, devoted patriot, and mayor emeritus. He is passionate about inspiring people to set audacious goals with short deadlines so they can achieve more and regret less.  With 23 years of experience inspiring organizational success, Mickey provides the necessary resources to implement a goal-oriented, activity-based, and m...

Corey Anderson is an insurance agent specializing in counseling advisors on implementing insurance plans for disabled clients. As an industry leader, Corey is a frequently featured speaker at industry meetings on topics pertaining to disability insurance. He has served on the state and local NAIFA board for over 18 years, holding various roles, including president. In this episode… Do you want to...

Dan Finley is an experienced financial advisor and professional coach who founded a business consulting and coaching service dedicated to helping advisors enhance their business. He began his brokerage career in 1993, spent 13-plus years as a successful financial advisor, and since 2004, has conducted over 20,000 hours of individual and group coaching sessions for financial advisors. His financial...

Lynne Franklin is a persuasion expert, leadership communication consultant, coach, author, and TEDx speaker. As a neuroscience nerd, she studies how the brain works and how to use the findings to better connect with anyone and lead without manipulation. Since the inception of her communications practice in 1993, Lynne has worked with organizations that want to use persuasive communication skills t...

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC. In his current...

Morris Morrison is a world-class speaker, author, and entertainer who has learned the value of choosing to tell a better story and the power that comes from the stories we live. Drawing purpose and inspiration from his faith, family, and motivation to energize individuals and communities, Morris builds stronger, smarter, and kinder human beings.  Morris has a unique brand of engagement that captiv...

Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Prof...

Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services. She spent 21 years as a professional education instructor creating and teaching courses to CFP professionals, bank trust officers, CPAs, and insurance license holders. Laurie is a Chartered Life Underwriter...

Tom Cothron is an agency manager for a multi-line insurance company offering auto, home, and life insurance products. Tom is a seasoned expert, spending 40-plus years dedicated to the financial services industry. He is a certified Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Certified Professional (FSCP). He currently presides as NAIFAs President Elect. In this episode...

Harry Hoopis is an entrepreneur and industry leader in the insurance and financial services space who has built a successful firm based in Chicago, IL. He speaks, teaches, and inspires executives, advisors, and front-line salespeople — providing the systems, methods, efficiencies, and confidence needed to excel in the industry. He is the author of the best-selling book, The Road to the Bountiful L...

Scott Blake is a Wealth Management Advisor and Founder at a leading wealth management firm delivering comprehensive planning, investment, and insurance services for individuals, families, and businesses to help them achieve financial success and live rich, rewarding lives. A passionate leader in his community, Scott is a 2022 national winner of Advisor Today's 4 Under 40 Award and a board member o...

Rith Nou is an agent. Rith offers her clients products to help meet different insurance and financial needs including college funding, retirement, managing costs for extended care, and income strategies.   In this episode… Are you a young financial advisor trying to succeed in the market? Maybe you're working tirelessly, but feel like you haven't made the progress you were hoping to at the current...

Joe Jordan is an inspirational speaker and behavioral finance expert. In 2013, he released his award-winning book Living a Life of Significance , which has sold 90,000-plus copies in five languages. Additionally, Joe is a Founder of the Insured Retirement Institute and was featured on the cover of Life Insurance Selling Magazine . He was also honored by Irish America magazine as one of the "Top 50...

Lawrence (Larry) Holzberg is the Brokerage Director of Coastal Wealth, a single-source wealth management firm providing products and services to help address every aspect of your financial life. Larry's 20 years of experience in brokerage, advanced sales, and solutions-based advice assists his responsibility in leading the firm's financial professionals. He also serves as the National President of...

Joey Davenport is the Co-founder and President of Hoopis Performance Network (HPN), a LIMRA strategic partner providing innovative, web-based sales training and leadership development learning solutions for financial professionals. Joey is responsible for leading all sales and marketing, enterprise client relationships, solutions development, and team development for the organization. He is the ex...

Lara Galloway is the SVP of Channel Management at White Glove, a marketing and management firm helping financial advisors connect and engage with quality leads. Lara collaborates with White Glove's Resource Partners to provide educational resources to financial advisors on marketing practices, practice management, and presentation skills. She is also the host of White Glove's FAST Podcast , featur...