by NAIFA
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.
Language
🇺🇲
Publishing Since
8/1/2022
Email Addresses
1 available
Phone Numbers
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March 17, 2025
<p>Bianca Alonso Weiss is the State Government Relations Director at NAIFA, overseeing advocacy efforts across all 50 state chapters. She specializes in bill tracking, analysis, and legislative outreach, ensuring that NAIFA members remain informed and engaged in shaping financial policies. Bianca also represents NAIFA at the National Council of Insurance Legislators, facilitating connections between lawmakers and industry experts to drive meaningful policy discussions. Her dedication to grassroots advocacy empowers financial professionals to actively participate in shaping the future of the insurance and financial services industry.</p> <h3>In this episode…</h3> <p>Many financial professionals recognize the importance of legislative advocacy but feel uncertain about how to engage with lawmakers effectively. With constantly changing regulations and policies, staying informed and making an impact can seem overwhelming. So, how can financial professionals use their voices to influence policies that directly affect their industry and clients?</p> <p>Bianca Alonso Weiss, an experienced strategic professional, emphasizes that financial advisors have more influence than they realize. She explains that meeting with lawmakers, attending state legislative days, and sharing real-life client stories are powerful tools for advocacy. Bianca highlights the importance of networking and community building, particularly for younger professionals, and encourages them to participate in NAIFA’s grassroots efforts. She also stresses that financial professionals should leverage their expertise by engaging with policymakers through direct meetings, written correspondence, and ongoing relationship-building.</p> <p>In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels interview Bianca Alonso Weiss, State Government Relations Director at NAIFA, about the power of grassroots advocacy and how financial advisors can take action. Bianca discusses the significance of advocacy at state and federal levels, the importance of connecting with legislators, the role of younger generations in shaping the industry, networking, professional development, and strategies for engaging millennials in financial advocacy.</p>
March 12, 2025
<p>Stacy Norton is a seasoned financial advisor specializing in retirement planning, insurance solutions, and wealth protection. With over 17 years of experience in the industry, she has built a strong reputation for helping clients navigate complex financial decisions with a personal, hands-on approach. Stacy is deeply involved in NAIFA, serving as North Dakota’s state president and advocating for industry advancements and legislative initiatives. Passionate about client education, she emphasizes the importance of long-term care planning and leverages strategic partnerships to provide comprehensive solutions.</p> <p>Jeremy Vidmar, FIC, CLTC has a wealth of experience from his tenure in the insurance planning industry since 2018. With a background in banking and tax planning, he has extensive experience in estate planning, business succession, and long-term care solutions for clients across various industries. Jeremy holds a Bachelor of Arts in Philosophy and pursued advanced theological studies in Rome. He is passionate about helping advisors and clients navigate complex insurance solutions.</p> <h3>In this episode…</h3> <p>Navigating the complexities of long-term care planning and insurance brokerage can be overwhelming for both advisors and clients. Many financial professionals struggle with introducing these topics, while clients often delay making crucial decisions until it’s too late. So, how can advisors effectively integrate technology, deepen client relationships, and provide better solutions for long-term care planning?</p> <p>Stacy Norton, a financial advisor with expertise in retirement planning and risk management, and Jeremy Vidmar, an insurance brokerage expert specializing in estate planning and long-term care, offer valuable insights. Stacy emphasizes the importance of personal connections in financial advising, particularly in the Midwest, where face-to-face relationships are still highly valued. Jeremy shares how technology such as AI-driven underwriting tools is transforming the industry, while highlighting the continued need for personalized guidance. They stress the necessity of long-term care planning and debunk myths about affordability, offering hybrid policy options and alternative financial strategies for clients who don’t qualify for traditional coverage.</p> <p>In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels interview Stacy Norton and Jeremy Vidmar, experts in the financial services industry, about the evolving landscape of financial advising and insurance solutions. They discuss the role of technology, the importance of relationship-based advising, and strategies for overcoming client objections to long-term care. They also share regional client preferences and NAIFA’s impact on the industry.</p>
February 17, 2025
<p>For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government. </p> <h3>In this episode…</h3> <p>In a world where political dynamics constantly shift, how do financial advisors navigate the complexities of new policies, executive orders, and legislative changes? With a new president in office and an administration eager to make its mark, there is much at stake for financial services professionals. How are they adapting to the rapidly evolving landscape, and what are the key issues that could impact their industry?</p> <p>Experienced financial services professional Diane Boyle delves into how she and her team have navigated the storm of political activity and uncertainty. With new executive orders and a Congress filled with fresh faces, she emphasizes the importance of understanding the legislative process and how it affects financial advisors. She explains the intricacies of Senate confirmation hearings, the potential impact of the Tax Cuts and Jobs Act, and the role of tariffs in shaping economic conditions. Diane also highlights how social media and news cycles influence public perception and political narratives, underscoring the need for financial professionals to remain informed and engaged.</p> <p>In this episode of Advisor Today, Chris Gandy interviews Diane Boyle, Senior Vice President of Government Relations for NAIFA, about the intersection of politics and financial advising. Diane discusses the fast-paced world of politics, the impacts of the Tax Cuts and Jobs Act on the financial services industry, the balance between executive orders and congressional powers, and how individual advisors can amplify their influence through collective action within NAIFA.</p>
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