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NAIFA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 NAIFA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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The Reboot and Rebrand of Advisor Today

31:47
 
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Manage episode 463350187 series 3558872
NAIFA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 NAIFA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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 and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels.

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. Graduating from the US Military Academy at West Point in 2000, Kathleen served for eight years as an active duty officer in the Army Corp of Engineers. In 2007, she began her career in the financial services industry, obtaining licensure in life and health insurance and maintaining 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.

Zack Huels is the Membership Director at NAIFA, where he helps members advocate for the industry, educate themselves through customized programs, and advance their careers. He is an experienced association professional with a demonstrated history of working in the staffing and recruiting industry. Zack is also skilled in presenting, emceeing, event planning, program management, and social media. As a young and passionate Advisor Today podcast host, he aims to challenge the status quo and explore the future impacts of technology on financial services.

In this episode…

In a world where financial services are rapidly evolving, how can organizations reinvent themselves to stay ahead of the curve in the financial services industry? Can a pioneering spirit and the embrace of technology pave the way for an organization's thriving future? Will including diverse voices bolster the collective wisdom of financial advisors nationwide?

Chris Gandy, John Richardson, Kathleen Owings, and Zack Huels, co-hosts of the Advisor Today podcast, delve into the exciting prospects awaiting NAIFA and its members in 2025. They share their enthusiasm for the rebrand of the Advisor Today podcast, highlighting the unique contributions each will bring to the table, from John's focus on leadership to Kathleen's infectious optimism. Zack looks forward to challenging the status quo, while Chris embodies the future-forward vision for the organization. They ponder the impending political changes and how it may impact tax laws and financial services.

In this episode of Advisor Today, Chris Gandy sits down with his new co-hosts, John Richardson, Kathleen Owings, and Zack Huels, about the reinvigoration of Advisor Today. They discuss the reboot and rebrand, topics and narratives they are excited to tackle, how the impending political changes will impact the financial services industry, and how they will enhance the podcast.

  continue reading

79 에피소드

Artwork
icon공유
 
Manage episode 463350187 series 3558872
NAIFA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 NAIFA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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 and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels.

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. Graduating from the US Military Academy at West Point in 2000, Kathleen served for eight years as an active duty officer in the Army Corp of Engineers. In 2007, she began her career in the financial services industry, obtaining licensure in life and health insurance and maintaining 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.

Zack Huels is the Membership Director at NAIFA, where he helps members advocate for the industry, educate themselves through customized programs, and advance their careers. He is an experienced association professional with a demonstrated history of working in the staffing and recruiting industry. Zack is also skilled in presenting, emceeing, event planning, program management, and social media. As a young and passionate Advisor Today podcast host, he aims to challenge the status quo and explore the future impacts of technology on financial services.

In this episode…

In a world where financial services are rapidly evolving, how can organizations reinvent themselves to stay ahead of the curve in the financial services industry? Can a pioneering spirit and the embrace of technology pave the way for an organization's thriving future? Will including diverse voices bolster the collective wisdom of financial advisors nationwide?

Chris Gandy, John Richardson, Kathleen Owings, and Zack Huels, co-hosts of the Advisor Today podcast, delve into the exciting prospects awaiting NAIFA and its members in 2025. They share their enthusiasm for the rebrand of the Advisor Today podcast, highlighting the unique contributions each will bring to the table, from John's focus on leadership to Kathleen's infectious optimism. Zack looks forward to challenging the status quo, while Chris embodies the future-forward vision for the organization. They ponder the impending political changes and how it may impact tax laws and financial services.

In this episode of Advisor Today, Chris Gandy sits down with his new co-hosts, John Richardson, Kathleen Owings, and Zack Huels, about the reinvigoration of Advisor Today. They discuss the reboot and rebrand, topics and narratives they are excited to tackle, how the impending political changes will impact the financial services industry, and how they will enhance the podcast.

  continue reading

79 에피소드

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