NAIFA’s Impact and the Future of Advisors With Cliff Wilson

NAIFA's Advisor Today Podcast Series

Cliff Wilson is an industry veteran and past National President of NAIFA with a wealth of experience, having served in various leadership roles, including building and leading a general agency. With his roots in rural Idaho, he has spent over 50 years in the financial services industry, championing the importance of ethics, education, and advocacy. Cliff has left a lasting legacy mentoring young advisors, demonstrating a deep commitment to the growth and development of professionals in the field. His passion for the industry is evident in his dedication to serving clients, training new agents ethically, and advocating for the financial services sector both locally in Arizona and on a national level.

In this episode…

What makes an organization profoundly influential in its industry? The true measure of its influence extends far beyond its market share or brand recognition. It lies in the legacy it upholds, the commitment to ongoing education it provides, and the vibrant community it nurtures among its members.

Cliff Wilson, an industry veteran, addresses the challenges and opportunities faced by financial advisors today, particularly in the context of evolving industry standards and technological advancements. He stresses how NAIFA has been instrumental in maintaining core values such as ethics and education while adapting to new market demands. He emphasizes the importance of leadership and mentorship in nurturing future advisors, recounting personal experiences guiding emerging professionals like Peter Woods. Cliff's narrative underscores the impact that a supportive network can have on individual career growth and the collective advancement of the industry.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Cliff Wilson, past National President of NAIFA, about the enduring value of professional associations in financial advising. Cliff shares insights into NAIFA's impact and the evolution of the financial services industry, the mentorship culture within NAIFA, the continued relevance of advisors amidst advancing technologies, and the challenges and rewards of leading NAIFA.