Making Success Accessible

NAIFA's Advisor Today Podcast Series

Peter Wood is an accomplished financial advisor and active member of NAIFA with over a decade of experience in the industry. Starting as a multi-line captive agent, he now co-owns a multi-state firm that spans over 12 states and runs a mastermind coaching program for insurance agents. Apart from insurance, Peter coaches competitive bands and drumlines, matching his passion for mentorship in music with his professional endeavors. As a NAIFA member, he is dedicated to growing membership and inspiring the next generation of financial professionals.

In this episode…

In today’s dynamic professional landscape, the power of community can be a game changer for your career. Consider the immense benefits of belonging to an organization that champions your growth and opens doors to industry leaders and experts. What if you could access a wealth of knowledge just by being part of a group?

Peter Wood, an insurance agent, shares how he navigated the complexities of the financial services industry by leveraging the power of mentorship and active involvement in industry associations. He emphasizes the importance of time blocking and maintaining a work-life balance. Highlighting the accessibility to industry giants, Peter illustrates how these connections provide unparalleled learning and growth opportunities. His story underscores the critical role of mentoring and the need for younger professionals to join and rejuvenate the association, ensuring its mission and benefits reach future generations.

In this episode of Advisor Today, co-hosts Chris Gandy and Suzanne Carawan sit down with Peter Wood, an accomplished financial advisor, to talk about leveraging the NAIFA community for growth. Peter shares his background and career journey in financial services, the challenges of maintaining a work-life balance alongside a demanding career, his involvement with NAIFA, and the value of joining NAIFA as a young professional.