The Art of Building Legacy: Multi-Generational Wealth Transfer, Motive, & Advisor Relationships With Joe Strazzeri, Esq.
Put on your family planning thinking caps because you’re about to meet Joe Strazzeri, a tax attorney and entrepreneur who’s helped countless families…
Financial Planning Retirement Myths: Sanjay Tolani on Crystallizing Multi-Generational Wealth
Get ready to meet Sanjay Tolani, a third-generation financial expert who became the world’s youngest MDRT member by turning retirement planning on its…
Rethinking Retirement: The Rewirement Approach and Future Planning with Jamie Hopkins
Meet Jamie Hopkins, the visionary behind the “Rewirement” concept, as he sits down with host Amber Stitt at the NAIFA e3 conference in Newport Beach,…
Leadership, Delegation, & Time: Preparing Your Financial Advisory Business for the Next Gen with Daralee Barbera
Introducing Daralee Barbera, a trailblazing leader in financial services, who’s on a mission to elevate the profession through collaboration, personal…
The Art & Science of Success in Finance: Identify Top Talent with George Grombacher
We can’t wait for you to meet George Grombacher, a driven advisor, podcaster, author, speaker, and former athlete, who’s built success through sheer…
Alanah Philips: The Catalyst Launching Advisors & Advising When to Break Up With Broker-Dealers
Get ready to be inspired by Alanah Philips—advisor advocate, author, and creative entrepreneur—who left the safety of a corporate gig to build 3 thriving…
How AI Is Transforming Insurance & Risk Management: Panos Leledakis on Revolutionizing the Industry
You’re about to meet Panos Leledakis, a global advocate for AI in financial services who’s reshaping the way advisors connect, educate, and serve clients…
Bringing Insurance & Wealth Management Together: NAIFA e3’s Vision with Jason Foster
You’re about to meet Jason Foster, an industry leader with a passion for collaboration, who helped create the NAIFA e3 conference to bridge the gap…
Building a Lasting Legacy: Succession & Mentorship in Financial Services with Shane Westhoelter
Welcome to a special episode of The Amber Stitt Show, recorded live at the NAIFA e3 conference in Newport Beach, California! Host Amber Stitt sits down…