The Vault: AFG Podcasts

Brian Simon went from covering touchdowns on TV to helping clients score financial wins. In this episode of AFG Update, Brian shares how his experience as a sports anchor unexpectedly prepared him for a successful career in financial advising. With an emphasis on communication, curiosity, and genuine relationships, he offers fresh perspective on how to save more, stay calm in volatile markets, and...

Chelsea Davis returns to the AFG Update podcast to share her journey over the past few months—transitioning into her new role while staying connected to her family’s tax firm. In this candid conversation, Chelsea opens up about:- The excitement of working in both Naples and Fort Myers offices and building new professional relationships.- Her initial fears about clients questioning her ties to the...

What happens when a TV meteorologist leaves the news desk and dives headfirst into financial services? In this episode of AFG Update, Mike Longo sits down with Scott Zediker, who shares his fascinating journey from forecasting sunny skies in Santa Barbara to building a thriving financial services career in Fort Myers. Scott opens up about:- Why he walked away from a 17-year television career at WI...

AFG is evolving our podcast to be warmer, more relatable, and more useful. Chelsea Davis and Mike sit down to unpack what worked, what did not, and why viewer feedback will drive the next phase. We cover real stories from the office, the realities of Zoom culture, and how we use AI for meeting summaries, follow ups, and workflow efficiency that frees advisors to spend more time with people. We are...

Keith Smith just wrapped his first year as a financial advisor at AFG, and he is doubling down on what actually moves the needle for clients: protection from catastrophic events, disciplined saving, and investing with a plan. In this episode we get practical about building authentic relationships in the community, why many high earners still miss their goals, and how small habits compound into rea...

This episode is different. We recorded on Friday, September 12, after a difficult week that included the killing of Charlie Kirk and the viral release of a separate train stabbing video. We are not here to make a political statement. We are acknowledging a hard moment, offering empathy to the families and communities affected, and sharing how events like these ripple through a workplace, a communi...

This episode focuses on timely tax filings and how to avoid the last-minute scramble around the September 15 deadline for business clients. We talk about why people procrastinate, what advisors actually need from clients, and how better communication turns panic into a proactive plan. We also share a quick update on our new studio build that will add 3 to 4 seats for more advisor and client voices...