Scott welcomed Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA in studio for an informative discussion. Pete is a long-time friend and professional associate of Scott’s. Currently, Pete is President of Cohesive Insurance Brokerage and he is the Government Relations Chairperson of NAIFA – CA. NAIFA stands for the National Association of Insurance and Financial Advisors, the only organization of its kind that advocates for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of the members. Scott and Pete discuss how NAIFA is an important organization for Advisors to join, all the benefits it provides, and the advocacy efforts they deploy for Advisors and Insurance Professionals. Pete shares how he got involved in NAIFA, what he does in his current role, and much more about the current legislation and regulations within insurance and financial services. ** This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com
Scott welcomed Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA in studio for an informative discussion. Pete is a long-time friend and professional associate of Scott’s. Currently, Pete is President of Cohesive Insurance Brokerage and he is the Government Relations Chairperson of NAIFA – CA. NAIFA stands for the National Association of Insurance and Financial Advisors, the only organization of its kind that advocates for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of the members. Scott and Pete discuss how NAIFA is an important organization for Advisors to join, all the benefits it provides, and the advocacy efforts they deploy for Advisors and Insurance Professionals. Pete shares how he got involved in NAIFA, what he does in his current role, and much more about the current legislation and regulations within insurance and financial services.
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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com