Tips for Professional Development in the Insurance and Financial Industry With Larry Holzberg

NAIFA's Advisor Today Podcast Series

Lawrence (Larry) Holzberg is the Brokerage Director of Coastal Wealth, 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 also serves as the National President of NAIFA, the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice.

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, Brokerage Director of Coastal Wealth, 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, equity, and inclusivity in your organization, the value of being an engaged NAIFA member, and the mission of NAIFAs Grassroots.