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.

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. 

HERE’S A GLIMPSE OF WHAT YOU’LL LEARN: 

• Scott Blake shares his background and journey into the financial services industry 
• Tips for succeeding in any business 
• How Scott leverages lessons from his political career and athletics in financial services
• The value of having a financial advisor
• The challenges Scott had to overcome as a wealth management advisor
• What does the future of his practice look like? 
• How to get clients as a financial advisor 
• The importance of delegating tasks 
• How the pandemic impacted Scott’s practice and how he handled it

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.

RESOURCES MENTIONED IN THIS EPISODE:

• Chris Gandy on LinkedIn  
• Suzanne Carawan on LinkedIn 
• NAIFA  
• Scott Blake on LinkedIn  
• NAIFA Advisor Today’s 4 Under 40  

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.

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.

HERE’S A GLIMPSE OF WHAT YOU’LL LEARN: 

• Joe Jordan shares how he got started in the insurance industry
• Why is longevity a woman’s issue?
• The advice Joe would impart to himself if he were just starting in the industry — and the initiatives he’s implemented for connecting with others
• How has the financial services industry evolved?
• The inspiration for Joe’s book and what he hopes people take away from its content
• The challenges of providing sufficient housing as life expectancy increases
• Joe shares his involvement with NAIFA and his advice to retiring members

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.

RESOURCES MENTIONED IN THIS EPISODE:

• Chris Gandy on LinkedIn  
• Suzanne Carawan on LinkedIn
• Joe Jordan
• Joe Jordan on LinkedIn
• Living a Life of Significance by Joe Jordan
• Gary Sirak on LinkedIn
• Mitch Anthony on LinkedIn
• John Bultema on LinkedIn
• Nick Murray
• Million Dollar Round Table (MDRT)

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.