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ILLUMINATING YOUR PATH TO A BRIGHTER FUTURE
Luminary is designed with one simple goal in mind: To shine the light on the critical sales, marketing, operations and leadership insights you need to take yourself and your business into a brighter future.
The series consists of spotlight videos featuring successful and dynamic financial services professionals. Each Luminary will share what they’ve done to build thriving practices. They’ll get into the nitty-gritty of what’s worked, what hasn’t, and how they’ve been able to overcome challenges on the way to success.
These are the financial services professionals you want to emulate!
LUMINARIES
BRAD C. LEADERSHIP LUMINARY
Inspired by the loss of his beloved brother, Brad left his law enforcement career behind in 1993 and founded his own financial services company. During his career, Brad has become an advocate for educating clients in a way that has them looking toward their financial futures with more confidence and excitement.
On Brad’s episode, he will focus on the leadership techniques that have helped him grow a successful practice.
NICK J. MARKETING LUMINARY
During his more than 20-year career, Nick has worked for some of the world’s largest financial institutions and earned several licenses, including Certified Financial Planner and Chartered Life Underwriter. Nick is passionate about teaching, communicating, and understanding the financial needs of his clients.
Nick’s episode discusses tried and true marketing techniques as well as how to tailor your marketing to the changing, technology-driven marketplace.
HALEY S. SALES LUMINARY
Haley began her career in the financial services industry by making coffee and answering phones at her father’s retirement planning company. After graduating from college in 2006, Haley became Steve’s apprentice, eventually expanding her role and building the practice into what it is today.
Haley is committed to helping her clients achieve their financial goals by providing them with more confidence about their financial futures.
In this episode, Haley details the sales methods and lessons that have helped her build a booming practice.
BRAD C. LEADERSHIP LUMINARY
Inspired by the loss of his beloved brother, Brad left his law enforcement career behind in 1993 and founded his own financial services company. During his career, Brad has become an advocate for educating clients in a way that has them looking toward their financial futures with more confidence and excitement.
On Brad’s episode, he will focus on the leadership techniques that have helped him grow a successful practice.
NICK J. MARKETING LUMINARY
During his more than 20-year career, Nick has worked for some of the world’s largest financial institutions and earned several licenses, including Certified Financial Planner and Chartered Life Underwriter. Nick is passionate about teaching, communicating, and understanding the financial needs of his clients.
Nick’s episode discusses tried and true marketing techniques as well as how to tailor your marketing to the changing, technology-driven marketplace.
HALEY S. SALES LUMINARY
Haley began her career in the financial services industry by making coffee and answering phones at her father’s retirement planning company. After graduating from college in 2006, Haley became Steve’s apprentice, eventually expanding her role and building the practice into what it is today.
Haley is committed to helping her clients achieve their financial goals by providing them with more confidence about their financial futures.
In this episode, Haley details the sales methods and lessons that have helped her build a booming practice.
MIKE B. OPERATIONS LUMINARY
With nearly a quarter-century of experience in the financial services industry, Mike has become adept at taking complex financial issues and terminology and translating it into terms that clients and audiences can quickly grasp and feel comfortable with. During his career, Mike co-authored a book and has appeared often on Fox News as a financial analyst.
On Mike’s episode, he describes the operations practices he and his team have used to keep their practice growing, thriving, and ready for the future.
GARY M. & LAUREL S. LEADERSHIP LUMINARIES
Gary began his financial services career in the U.S. Air Force and during the subsequent three decades he’s been dedicated to serving individuals, families, and small businesses throughout the country. Gary is a fiduciary and holds his Series 65 license and is also a Life, Accident, and Health Insurance professional.
After graduating from college in 2014, Laurel joined her dad and began assisting retirees on their financial journeys. Laurel is also a fiduciary with a Series 65 license and is a Life, Accident, and Health Insurance professional. The two also co-host a radio show and TV segments.
On this episode, Gary and Laurel will spotlight many of the leadership skills they’ve learned on their own and as a multi-generational team.
MIKE B. OPERATIONS LUMINARY
With nearly a quarter-century of experience in the financial services industry, Mike has become adept at taking complex financial issues and terminology and translating it into terms that clients and audiences can quickly grasp and feel comfortable with. During his career, Mike co-authored a book and has appeared often on Fox News as a financial analyst.
On Mike’s episode, he describes the operations practices he and his team have used to keep their practice growing, thriving, and ready for the future.
GARY M. & LAUREL S. LEADERSHIP LUMINARIES
Gary began his financial services career in the U.S. Air Force and during the subsequent three decades he’s been dedicated to serving individuals, families, and small businesses throughout the country. Gary is a fiduciary and holds his Series 65 license and is also a Life, Accident, and Health Insurance professional.
After graduating from college in 2014, Laurel joined her dad and began assisting retirees on their financial journeys. Laurel is also a fiduciary with a Series 65 license and is a Life, Accident, and Health Insurance professional. The two also co-host a radio show and TV segments.
On this episode, Gary and Laurel will spotlight many of the leadership skills they’ve learned on their own and as a multi-generational team.
