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NAIFA's Advisor Today Podcast Series

Business & Economics Podcasts

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.


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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.




Walking Together Through Life as a Servant Leader

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 and introduce new health products. In this episode… Insurance advisors can be incredible mentors, managing people’s executive affairs and guiding their futures. This comes with significant responsibility and requires complete immersion in the industry. How can you develop a service-based approach to gain traction in this industry? Becoming a reputable insurance agent entails developing servant leadership skills. With a career dedicated to serving his community through flexible insurance options, Chris Carothers maintains that joining organizations of like-minded professionals in the insurance industry is essential. Mentorship groups are valuable for gaining access to resources, networking opportunities, industry insights, and cutting-edge strategies that can help agents sharpen their expertise. With proper education and training, you can establish trust with your clients and build a value-driven career. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with insurance professional Chris Carothers to discuss service-based leadership in the insurance industry. Chris explains how he entered the insurance industry, success tips for young insurance agents, the importance of mentorship in the industry, and the value of joining NAIFA as an agent.


Manage Activity To Get Real Results

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 metric-driven performance management system. This system helps individuals and sales teams identify, manage, and measure high-payoff activities, enabling them to achieve their goals and steer their businesses in the right direction. In this episode… Are you struggling to spend your time wisely, achieve your goals, and maximize results? Make your day more productive with these strategies. Advisors and agents juggle multiple clients, projects, and deadlines constantly, which can be challenging. Consider investing in a high-quality activity management solution to take your sales game to the next level. According to Mickey Straub, hiring a company that provides custom solutions tailored to your specific management needs is essential. By managing your activities effectively, you can make the most of your time and achieve your goals more efficiently. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Mickey Straub, an entrepreneur, speaker, author, patriot, and mayor emeritus, to discuss activity management tips that drive results. Mickey talks about the importance of activity management, digital products for activity management, the sales activity management process, and advice for improving activities to produce results


Confident Compassion: How Corey Anderson Succeeded in Building a New DI Distribution Model

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 build and grow a disability insurance practice successfully? What can you learn from an expert who has already accomplished this feat? Corey Anderson, a DI expert, believes that obtaining disability insurance is essential because it provides financial security in the event of an unforeseen injury. However, establishing a disability insurance company can be challenging. It’s imperative to have a comprehensive understanding of the insurance industry, legal framework, and target market to thrive in the industry. Corey shares how his experience creating a DI distribution model educates fellow insurance agents on the topic of disability insurance. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Corey Anderson, a disability insurance expert, to discuss how to flourish in the disability insurance industry. Corey talks about disability insurance and its importance in financial planning, the challenges of disability insurance underwriting, and his journey to building a successful disability insurance company.


Don’t Wing It: Systems and Processes Prevail

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 advisory and coaching experience includes all three major distribution channels: wire-house, bank, and independent. Dan frequently speaks at branch offices, local chapters of the FPA, NAIFA, and national conferences. He is also the author of 101 Advisor Solutions: A Financial Advisor's Guide to Educate, Motivate, and Inspire! In this episode… Are you looking to build a successful business as a financial advisor? Where can you get the support you need to take your business to the next level? Part of being a successful financial advisor is building a thriving business — and if you're winging it, you will struggle to make that happen. Dan Finley recommends getting a coach as a game-changing strategy for your business. With a coach, you can get the guidance, support, and accountability necessary to build the systems and processes that will enable you to create a better business. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Dan Finley, an experienced financial advisor and professional coach, to discuss how he helps advisors flourish in the industry. Dan talks about his relationship with NAIFA, how he got started in the financial services and coaching industries, the difference between coaching an individual and a team, his process for coaching advisors, and how he overcame the challenges he faced in the industry.


Listener or Looker: Understanding Yourself So You Can Understand Your Clients

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 to increase their performance, productivity, and profits. In this episode… Communication is the backbone of any successful business. So how can you better serve your clients through communication as an advisor? According to Lynne Franklin, mastering the art of persuasive communication is fundamental in motivating your team and inspiring your customers to take action. It entails understanding body language, listening, and comprehending your audience and their needs to tailor your message to resonate with their interests and concerns, establishing trust and credibility. She shares her journey helping advisors connect and build good relationships with clients through communication to take their businesses to the next level. On this episode of Advisor Today, Suzanne Carawan sits down with Lynne Franklin, a leadership communication consultant, to discuss how to thrive through persuasive communication as an advisor. Lynne talks about body language tips for making good first impressions, communication tips for financial advisors to develop good relationships with clients, maintaining long-term client relationships, and personal development and team-building advice for financial advisors.


Succeeding in Financial Services: Expert Insights With John Wheeler

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 role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP. In this episode… As a financial advisor or an insurance agent, you know that the financial services industry can be challenging — but rewarding when done right. What fundamental skills and strategies should you have at your disposal to thrive in this space? lamen John Wheeler says most financial services professionals fail because they lack the education to help them maneuver the industry. They need to invest in education. He also recommends learning to communicate insurance jargon to clients in layman’s terms to build trust and establish strong relationships. Additionally, they should work together to avoid mistakes and join communities to stay current with the latest trends and best practices. With these strategies in place, financial professionals will thrive as insurance agents. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with John Wheeler, an accomplished Certified Financial Planner (CFP), to discuss how agents and advisors can flourish in the financial services industry. John explains how he got into the insurance industry, the value of education, communication tips for young advisors, and the importance of volunteering as a leader in the financial services industry.


The Morris Morrison Mindset

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 captivates his audience, whether live on stage or in his books. Leaders from Fortune 500 companies, non-profits, and churches worldwide have partnered with him to build fearless, focused leaders that drive uncomfortable change, growth, and disruption. In this episode… Do you have what it takes to become a fearless, focused leader who drives change, growth, and disruption in any industry? With the right mindset and approach, you can become the kind of leader that people look up to and admire. According to Morris Morrison, good leaders must communicate effectively, connect with their audience, and tell compelling stories that inspire action. Leaders should also have the ability to overcome business challenges, give back to their community, and create legacies for future generations. Taking care of their well-being is also fundamental, as they'll be able to lead with clarity, focus, and purpose — and inspire those around them to do the same. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Morris Morrison, a world-class speaker and author, to discuss how leaders become exceptional leaders. Morris shares how his adolescence influenced his profession, tips for building relationships through storytelling, fundamentals for aspiring financial leaders, and the correlation between leadership, self-care, and maturity.


The Persistency Pathway

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 Professional (LACP), and is currently challenging the CFP. Rick was Texas’ fourth Advisor Today national 4 Under 40 recipient, inaugural Texas Young Advisor of the Year, past NAIFA Houston President, and current State Director. In this episode… Life insurance is a crucial component of financial planning that provides peace of mind to individuals and their loved ones. As a life insurance agent, how can you cater to the needs and concerns of your clients to ensure they receive the best possible coverage? According to Rick Demko, being a successful life insurance agent requires knowledge, communication skills, persistence, and a commitment to ongoing professional development. By following these tips, you can build a successful career in the industry while providing invaluable protection to your clients and their families. His journey to success is fraught with industry knowledge, serving the next generation of aspiring agents. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Rick Demko, a licensed life insurance agent, to discuss tips for thriving in the life insurance industry. Rick explains how he got into the insurance industry, his involvement with NAIFA, marketing strategies for growth, persistence, and the challenges he had to overcome.


Giving Your Financial Grace: How Laurie Adams Has Blazed Her Own Trail

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 (CLU), Life Underwriter Training Council Fellow (LUTCF), Life and Annuity Certified Professional (LACP), and a long-time NAIFA member and top producer. In this episode… Are you struggling in the financial services industry as an advisor? What can you learn from an expert in the space to achieve your financial grace? According to Laurie Adams, success as an advisor is attainable with the right mindset and approach. One of her fundamental pieces of advice is to engage in continuous education. Even though there are many resources available, she recommends joining a community like NAIFA to help sharpen your skills. She now shares her journey to success in the financial services industry. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Laurie Adams, a Certified Financial Planner (CFP), to discuss how to achieve financial grace as an advisor. Laurie explains how she differentiated herself from the competition as an advisor, the value of continuous learning in the industry, the proudest moments in her career, and how she became a visionary leader and achieved financial grace.


How Participating in NAIFA Adds Value to Your Financial Services Career With Tom Cothron

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… Financially planning for the future is fundamental for living a fulfilling life. So where can you get the support required to do so? And as an advisor, how do you foster good relationships with your clients and become the best version of yourself? Surviving family members can suffer the consequences of a loved one who's passed away without adequately planning for their family’s future. This was the case for Tom Cothron's grandmother. Hearing how his grandma faced humiliation to apply for a loan to bury her husband, Tom developed a passion for the financial services industry to help people plan financially and educate advisors on how to have better relationships with their clients. His 40-year journey in the industry highlights the challenges he faced and the lessons he learned that led to his career success. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Tom Cothron, an agency manager for a multi-line insurance company, to discuss how advisors can thrive in the industry. Tom talks about the struggles he had to overcome as an insurance agent, his involvement with NAIFA and its importance in the financial services industry, the challenges advisors, NAIFA advocates, and NAIFA ambassadors face, and his advice for advisors.


Success Tips for Insurance Agents and Financial Advisors With Harry Hoopis

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 Life, and recipient of NAIFA's prestigious John Newton Russell Award. In this episode… It's easy for financial service professionals to lose passion for their careers. Why? The industry poses many challenges, leading to waning hope of achieving success. So what can you learn from an experienced financial services industry leader? Thriving in the insurance and financial services industries entails having passion, commitment to long-term growth, and personal responsibility as an agent or advisor. Harry Hoopis also recommends self-development through education, networking, discipline, and maintaining a positive attitude. He shares his journey as a successful agent and advisor and provides vision, lean-on experience, and advice to guide the next generation of leaders in the field. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Harry Hoopis, an entrepreneur and industry leader in the insurance and financial services space. Harry explains why he’s committed to the insurance and financial services industry, his strategies for promoting healthy business growth, tips for agents' and advisors' development, and his experience receiving NAIFA's prestigious John Newton Russell Memorial Award.


Career Changing Success Pays Dividends in Happiness

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 of several organizations in Columbus, Ohio. He is the President of the Columbus chapter of the National Association of Insurance and Financial Advisors (NAIFA) and has an MBA in finance and financial management services from Capital University. In this episode… Are you looking for financial security? Do you want to be on the right track for retirement? Scott Blake recommends hiring a financial advisor, an expert who can help you plan and prepare for the future. Having pivoted to the financial services industry after several years in politics, Scott discovered how making sound financial decisions impacted his clients' lives positively. According to him, wealth management services should be accessible to people of different income levels — not limited to high-net-worth individuals. He shares how he's flourishing in this industry, helping his clients achieve financial security. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Scott Blake, a Wealth Management Advisor, to discuss his successful journey in the financial services industry. Scott shares the lessons he learned from his political career and being an athlete that he leverages in the financial service industry, the value of having a financial advisor, the challenge he had to overcome in his business career, and tips for getting clients as a financial advisor.


How To Incorporate Cultural Diversity in the Financial Services Industry With Rith Nou

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 stage of your career. When challenges arise, you can either be overtaken by obstacles or find innovative solutions. What practical solutions can you implement to ensure your business thrives in the face of opposition? Being a financial advisor is challenging — and even tougher for immigrants. Familiar with the adversity immigrants face, Rith Nou, a financial advisor, recommends networking, meeting other successful advisors, and having open conversations while genuinely asking the right questions to help you. She now shares how her background helping immigrants led to a successful career in the financial services industry. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Rith Nou, to discuss how to thrive in the financial services industry. Rith shares the struggles she had to overcome as a financial advisor, time management tips, how she incorporates different cultures in the market, and the impact the industry has on future generations.


The Difficult Reality of the Financial Service Industry With Joe Jordan

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 Irish Americans on Wall Street.” Before becoming an international speaker, Joe worked in insurance and retired from his role as Senior Vice President at MetLife. In this episode… One of the issues the United States faces today is longevity. More people are living beyond 80 due to better healthcare and healthier lifestyles. Though living beyond our golden age is considered a blessing, old age is a curse for some — especially elderly women. How can we rectify this issue? 95% of financial services industry professionals are male, and the products offered by insurance companies reflect this statistic. Coincidentally, 80% of women die single — with the vast majority outliving their husbands. Financial expert Joe Jordan recommends updating insurance products and recruiting women to pursue a career in the industry. Integrating more women into the field is an effective strategy to help women receive the financial support they need. On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Joe Jordan to discuss the evolution of financial services and products. Joe talks about the genesis behind his book, why longevity is a woman’s issue, and the challenges of providing housing for the elderly.


Tips for Professional Development in the Insurance and Financial Industry With Larry Holzberg

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 NAIFA, the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice. In this episode… A career in the insurance and financial services industry can be lonely. While connecting with others in your industry is vital, it seems impossible when juggling your workload and personal life. What resources are available to help you network with like-minded professionals and grow in your knowledge and expertise? Having extensive experience in financial services, brokerage, advanced sales, and solutions-based advice, Larry Holzberg discovered you can’t succeed alone. He recommends joining an association of flourishing insurance and financial advisors. The benefits of being involved in an industry-focused organization provide advocacy, education, diversity, the opportunity to grow your network, and strengthen your professional development. In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Larry Holzberg, Brokerage Director of Coastal Wealth, to discuss how insurance agents and financial advisors can thrive as members of an association. Larry talks about how NAIFA has evolved, the importance of implementing diversity, equity, and inclusivity in your organization, the value of being an engaged NAIFA member, and the mission of NAIFAs Grassroots.


The Impact of Continued Learning on Business Development With Joey Davenport

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 executive producer for HPN and serves as a speaker, coach, and consultant to HPN clients worldwide. He served as the President of NAIFA Chicago and is a graduate of NAIFA's Leadership in Life Institute. In this episode… The insurance and financial services industry is constantly evolving. Producers and advisors in the profession have learned how to adapt to continual changes. What resources are available to foster their self-development? The pandemic has transformed the way business is conducted. A willingness to learn and develop is a fundamental criterion for any business professional. Having been in the financial services space as an advisor, manager, and entrepreneur for over 25 years, Joey Davenport understands the necessity of pursuing self-improvement in an ever-evolving industry. Through digital learning, he shares how he provides world-class solutions to promote, uplift, and support the development of financial professionals. In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Joey Davenport, Co-founder and President of Hoopis Performance Network (HPN), to discuss the impact continual learning and self-development have on your professional life. Joey talks about HPNs introduction to the financial industry, the use of digital content as a recruiting strategy, and his thoughts on the future of career distribution.


Leveraging Workshops to Grow Your Clientele With Lara Galloway

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, featuring industry leaders who have discovered the secret to success. In this episode… Many financial advisors excel at their jobs yet struggle to maintain longevity with clients. Why? Because they don't know how to get in front of the right people. What do you need to do as a financial advisor to get more quality leads into your pipeline? Lara Galloway recommends providing financial education workshops. Gathering qualified prospects to glean from your expertise is a marketing technique to expand your client base. How you advertise your seminars can determine the success of your workshop initiative. Knowing what your target client is interested in is a framework for what material to include in your seminars — and which topics to avoid. Organizing workshops is a strategic way to build your professional credibility and connect with potential clients. In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Lara Galloway, SVP of Channel Management at White Glove, to discuss how financial advisors can leverage workshops to grow their clientele. Lara shares how White Gloves serves financial professionals, knowing when to incorporate development coaching, and the mistakes financial advisors make when organizing a workshop.


Why Advocacy Is Essential for Business Success With Andrew Holt and Cody Schoonover

Andrew Holt is the Government Relations and Grassroots Manager at the National Association of Insurance and Financial Advisors (NAIFA). NAIFA works on behalf of its members to promote a favorable regulatory environment, provide professional education services, and ensure ethical professional conduct for insurance and financial advisors. Andrew spent several years of his career in the political arena, getting his start as an intern for a senate race in South Carolina, where he found his passion for connecting voters with elected officials. This eventually led to his current position at NAIFA, where he influences public and elected officials on legislative priorities, engages volunteers in grassroots efforts, and leads grassroots lobbying efforts at the state level. Cody Schoonover is a PAC Manager for NAIFA. Before NAIFA, he was the Sr. Associate at PLUS Communications, a Beltway-based consulting firm specializing in coalition building, grassroots mobilization, advertising, digital engagement, message development, and media relations. Cody earned his BA in political science from The Ohio State University. In this episode… What is advocacy? Do you need it for your business? According to Andrew Holt and Cody Schoonover, advocacy is fundamental for your business’s success. To understand how your industry operates and to stay ahead of competitors, you need help from financial advisors who ascribe to a code of ethics and actively participate in advocating on behalf of yourself and your business. Having an advocate's involvement allows you to focus on running your business — undistracted. In this episode of Advisor Today, Suzanne Carawan sits down with Andrew Holt, Government Relations and Grassroots Manager at NAIFA, and Cody Schoonover, PAC Manager at NAIFA to discuss why advocacy is essential to the success of your business. Andrew and Cody share how NAIFA’s advocates differentiate themselves from their competitors, the political issues NAIFA represents, and tips for how business owners can leverage political advocacy to their advantage.


How to Thrive in Insurance and Financial Services With Marques Ogden

Former NFL player Marques Ogden is a keynote speaker, business coach, and corporate consultant, passionate about elevating his clients' success. From an early age, Marques learned how to define his values and set goals for himself. He attended Howard University from 1998-2002 on a football scholarship and received his bachelor’s in finance — being drafted by the NFL in 2003. Marques is a best-selling author and host of the Get Authentic With Marques Ogden podcast. In this episode… Are you a young professional struggling to stand out in the insurance or financial service industry? You are not alone. What do you need to know to thrive in your profession? According to Marques Ogden, it's very challenging to succeed in the insurance or financial service industry — and even more difficult for those in minority groups. As an African American making a name for himself as a young professional coming out of the NFL, Marques had to work hard to overcome obstacles. He’s now a keynote speaker who shares his experience to help young professionals turn their goals into accomplishments. In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Marques Ogden, former NFL player and keynote speaker, to discuss how to succeed in the insurance and financial services industry. Marques shares his experience in the NFL and the insurance and financial services industry, actionable tips to help you thrive in your profession, what to expect from the Get Authentic With Marques Ogden podcast, and his advice for young professionals.

Building Financial Confidence in Women

Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group, an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. In 2007, Kathleen began her career in the financial services industry with New England Financial. Her licensure is in life and health insurance and she maintains Series 6, 7, 63, and 65 securities registrations. Kathleen’s book, Put Your Money to Work: A Woman's Guide to Financial Confidence, helps women take control of their finances. Kathleen graduated from the United States Military Academy at West Point in 2000. After serving for eight years as an active duty officer in the Army Corps of Engineers, she retired — but continued to commit herself to selfless service. In this episode… For decades, the financial service industry has been known as a male-dominated field. This has caused women to shy away from pursuing a career in the industry. How can we boost women’s confidence and encourage them in the profession? Kathleen Owings resolved to pursue a uniquely challenging and rewarding life as an army officer. After eight years of service, she transitioned to the financial service industry — two unrelated professions that share underlying values. The meticulous planning, thoughtful design, and flexible execution Kathleen learned as an army officer are what she utilizes to find confidence, traction, and success in the financial service space. She wrote Put Your Money to Work as a woman's guide to financial confidence. In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Kathleen Owings, Principal and Financial Advisor of Westbilt Financial Group, to discuss how women can gain financial confidence. Kathleen talks about her introduction to the financial service industry and the obstacles she had to overcome, advice for upcoming financial advisors, why she wrote Put Your Money to Work, and the discrepancies between men and women in the industry.