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FutureLeaders-1

 

Welcome Future Leaders!


Blake Gillies, DIAI would like to formally welcome you to our Future Leaders Program!

My name is Blake Gillies and I am the chair of the National Young Advisor Team committee which we call YAT. The YATs in NAIFA are composed of those members who are either under 40 years old, or have been in the business 5 years or less.

We are the next generation of possible state chapter presidents and members of the National Board of Trustees. Our role is to ensure that NAIFA develops the programming and culture to attract and retain young advisors.

On behalf of the YATs, I'm delighted to welcome you into our fold as we recognize you as the next generation of financial services professionals.

We look forward to having you join our Future Leaders Program that we've put together especially for you so that you can make personal connections to grow your professional network. 

I look forward to meeting you!

Blake Gillies

We are now taking names for students who are interested to participate in our next session in early 2021.

Last Session's Schedule

All times are eastern

October 6
10:00 AM
Welcome
with Blake Gillies
Overview of the Program and Introduction of Speakers
10:05-10:20
Your Power to Provide Financial Security
with Chris Gandy
As an advisor, you have the power to protect and ensure financial security in your clients. What's the real meaning of this and, more importantly, what's the bigger impact you could have in serving others? NAIFA aims to be the driver of changing financial literacy & security and we need you. Hear from former NBA star and University of Illinois alum about the deeper meaning of being a financial advisor and why it's more critical to have one now more than ever in a changing America.
10:20-10:40
Career Options: SharkTank Style
with Cheryl Canzanella, Becky Brothers, Derek Scheetz & Isaac Amaya
Let 4 financial services professionals pitch you to follow in their footsteps by telling you what they do, how they got there & why they love it.
10:40-10:50
The Power of Mindset
with Delvin Joyce
85% of people that enter into financial services production leave, but that means that the 15% know how to compete. What does it take to make it as an advisor? Learn from former NFL player and star in TV commercials for Prudential, Delvin Joyce.
10:50-11:00
Using NAIFA for Your Personal Brand
with Brian Haney
Wrap up the session by hearing tips and tricks from Brian Haney as to how to make the most of NAIFA this week and in your future.
12:00-3:00
October 6
Day One
Performance+Purpose Conference
12:00-3:00
October 7
Day Two
Performance+Purpose Conference
12:00-3:00
October 8
Day Three
Performance+Purpose Conference
3:00-4:00
Wrap Up
with Cambridge Investment Research
Regroup with our Young Advisor Team members and learn about Cambridge Investment Research. We will hold an interactive discussion on what we've learned together.

Sponsored by

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People You Will Meet:

Isaac Amaya

Isaac Amaya

JACKSONVILLE, FL
University of North Florida

Annuity Sales Agent,
The Pinnacle Group
Loyal Member Since 2020

becky

Becky Brothers

Denver, CO
Colorado State University

Regional Marketing Strategist,
Principal
Loyal Member Since 2012

Canzanella_Cheryl-FINAL-1

Cheryl Canzanella, LUTCF

JACKSONVILLE, FL
Palm Beach Atlantic University

Brokerage Director,
MassMutual
Loyal Member Since 2010

Christopher Gandy

Christopher Gandy

LISLE, IL
University of Illinois

CEO & Founder,
Midwest Legacy Group, LLC
Loyal Member Since 2003

Blake Gillies

Blake Gillies, DIA

METAIRIE, LA
Huntington College

Brokerage Director,
Acacia Financial Group
Loyal Member Since 2012

Brian Haney

Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE

SILVER SPRING, MD
Indiana University

Vice President,
The Haney Company
Loyal Member Since 2013

Delvin Joyce

Delvin Joyce, CLU, ChFC

CHARLOTTE, NC
James Madison University

Managing Director,
Prudential
Loyal Member Since 2010

Derek Scheetz

Derek Scheetz

Columbus, OH
The Ohio State University

Agent,
Lifetime Financial Growth, LLC
Loyal Member Since 2019

Suzanne Carawan

Suzanne Carawan

WESTERVILLE, OH
University of Maryland

Vice President of Marketing & Communications,
NAIFA

brian steiner

Brian Steiner

Washington, D.C.
University of Richmond

Vice President of Business Development
NAIFA

Emily Cabbage

Emily Cabbage

Waterloo, IA
Loras College

Director of Marketing
NAIFA

Brian Money

Brian Money

Burke, VA
George Mason University

Program Manager, Business Development
NAIFA

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Interested in Getting Your School Involved?


We look forward to learning more about you and how we can partner together to transition more students into careers in the financial services industry.