INFORMATION PUBLISHED ON AT.NAIFA.ORG
Lawrence (Larry) Holzberg is the Brokerage Director of 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 is also the Immediate Past President of NAIFA, the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice.
HERE’S A GLIMPSE OF WHAT YOU’LL LEARN:
- Larry Holzberg talks about NAIFA's evolution
- The journey to becoming the National President of NAIFA
- Why it’s important to implement diversity in your company
- The value of being an engaged NAIFA member
- Larry shares how he overcame challenges in his role as president during and post-pandemic
- The mission and objectives of NAIFA's grassroots advocacy
- What can we expect from NAIFA moving forward?
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 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 in your organization, the value of being an engaged NAIFA member, and the mission of NAIFA's grassroots advocacy.
RESOURCES MENTIONED IN THIS EPISODE:
- Chris Gandy on LinkedIn
- Suzanne Carawan on LinkedIn
- NAIFA
- Larry Holzberg on LinkedIn
- American Civil Liberties Union (ACLU)
- Merton Council
SPONSOR FOR THIS EPISODE...
This episode is brought to you by the National Association of Insurance and Financial Advisors, or NAIFA, the #1 association for producers in financial services.
At NAIFA, we enhance professional skills, promote ethical conduct, and advocate for legislative and regulatory environments.
By joining NAIFA, you gain access to a partnership that elevates your performance while providing greater purpose to your professional work. NAIFA members are happier, make more money, and stay in the business longer.
Get in touch with NAIFA and learn more about how to join NAIFA by visiting NAIFA.org.
