Thriving in the Financial Services Industry With Joseph Spinelli

NAIFA's Advisor Today Podcast Series

Joseph Spinelli is a Chartered life underwriter (CLU) who helps people prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. With a robust skill set that includes Insurance, Life Insurance, Customer Service, Disability Insurance, Term Life Insurance, and more, he contributes valuable insights to the industry. Joseph has a bachelor's degree in economics from Bridgewater College.

In this episode…

Being a financial advisor is both challenging and rewarding. So what can you learn from an expert who has successfully been in the industry for years?

According to Joseph Spinelli, financial advisors have the privilege of helping individuals and families achieve their financial goals. However, being in the financial services industry comes with its own set of challenges, ranging from the ever-changing market trends and financial regulations to building trust with clients. He shares his journey of overcoming all the hurdles and becoming a thriving insurance agent.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Joseph Spinelli, a Chartered life underwriter (CLU), to discuss how to thrive as a financial advisor. Joseph explains how he got into the financial services industry, building a career in insurance sales from the ground up, his daily routine and priorities as a financial advisor, and the career lessons he learned from his father.