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NAIFA's Advisor Today Podcast Series


Sep 28, 2022

Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor.

In this episode…

Making financial decisions shouldn’t be a stressful event that fills you with angst. Understanding your available financial options will free you from constant uncertainty and let you plan and shape the future you want. But where should you start?

A general perception of educational financial resources can always be helpful, but understanding the value of those tools will let you control your future. Harnessing that value also includes empowering your community to continue to develop aspiring advisors. Brian Haney believes that with a caring and informative community, everyone can benefit and succeed in their professional endeavors.

In this episode of Advisor Today, Suzanne Carawan and Chris Gandy welcome Brian Haney, Founder and CEO of The Haney Company. Brian’s expertise in the financial sector sheds light on how to build meaningful community relationships for mutual value and financial success. They talk about association commitment, leveraging resources for successful and competitive business growth, understanding mentorship perspectives, and managing leadership opportunities.