Kate Shafer is the Director of Member Engagement & Communications at the American Fraternal Alliance, a nonprofit that supports fraternal benefit societies across the US and Canada by offering advocacy, education, and financial services to over seven million members. In her role, she leads initiatives to enhance member engagement, communications, and programming across the Alliance’s network. Kate plays a key part in organizing signature events like the Spring Symposium, which focuses on member engagement, digital transformation, and governance.

Fraternal benefit societies have quietly served millions for generations, blending life insurance with a mission to build stronger communities. But in an increasingly digital world, these purpose-driven organizations face a crucial challenge: staying relevant while remaining true to their roots. So how can fraternal societies expand their reach and impact in today's fast-changing financial landscape?

According to Kate Shafer, a passionate advocate for community-driven insurance, the key lies in modernizing distribution and strengthening cross-sector partnerships. She highlights how fraternal societies are shedding outdated perceptions, embracing digital tools, and evolving beyond captive models to engage independent advisors. This transformation is unlocking new opportunities for growth, connection, and accessibility. From digitized member portals to cross-industry collaboration, Kate emphasizes that technology and advocacy together can help fraternal organizations thrive while honoring their founding values.

In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels sit down with Kate Shafer, Director of Member Engagement & Communications at the American Fraternal Alliance, to discuss expanding the reach of fraternal benefit societies through digital innovation and government advocacy. They explore how awareness gaps are being closed, why collaboration with advisors is essential, and how younger generations are entering the space.

Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments. He previously worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.

Carina Hatfield is a Life Underwriting Training Council Fellow (LUTCF), Commercial Lines Coverage Specialist (CLCS), and Life and Annuity Certified Professional (LACP). As a third-generation insurance agent, she specializes in property and casualty insurance and works with locally owned businesses. Carina serves NAIFA as a National Trustee and a moderator for Pennsylvania’s Leadership in Life Institute. She is also the immediate past President of NAIFA Pennsylvania. Recently, Carina helped develop the organization’s new online LACP prep course.

Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group, an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. Graduating from the US Military Academy at West Point in 2000, Kathleen served for eight years as an active duty officer in the Army Corp of Engineers. In 2007, she began her career in the financial services industry, obtaining licensure in life and health insurance and maintaining Series 6, 7, 63, and 65 securities registrations. Kathleen’s book, Put Your Money to Work: A Woman's Guide to Financial Confidence, helps women take control of their finances.

Leadership conferences and networking events often spark fresh ideas and motivation, but many attendees struggle to translate those insights into action within their organizations. Without widespread participation, valuable strategies are easily lost in translation. How can leaders ensure that what’s learned at these events effectively spreads, drives growth, and truly impacts their teams?

Chris Gandy, Carina Hatfield, and Kathleen Owings explore this challenge and offer practical strategies to overcome it. Carina, a leadership and membership development expert, suggests creating engaging cross-state activities like collectible pins and gamified networking to encourage broader interaction. Kathleen, an experienced financial advisor, emphasizes the importance of stepping outside comfort zones and using structured engagement tools, like participation-based incentives, to build stronger connections. Chris, a seasoned industry leader, highlights the need for leaders to embrace vulnerability, seek continuous self-improvement, and adopt a mindset of climbing rather than camping, meaning leaders must consistently push themselves beyond their current achievements to drive lasting change.

In this episode of the Advisor Today podcast, Chris Gandy, Carina Hatfield, and Kathleen Owings, financial experts, talk about building leadership endurance and fostering meaningful engagement. They discuss the power of community, the benefits of self-reflection, and the resources available through Life Happens to help advisors better serve their clients.

Ryan Ross is a seasoned marketing professional helping independent financial advisors grow their businesses through strategic content, SEO, and digital automation. With a background in financial services and marketing technology, he brings a unique perspective on how advisors can effectively build their online presence. Ryan is passionate about equipping financial professionals with the tools and strategies they need to stand out in a competitive marketplace. Outside of work, he enjoys endurance sports and has completed multiple triathlons, including several IRONMAN races.

Many financial advisors struggle to market themselves effectively in an industry crowded with misinformation and unqualified voices. Despite a growing public demand for financial advice, many professionals find it challenging to break through the noise, attract the right clients, and balance marketing with client service. How can advisors build trust, reach their audience, and remain competitive in today’s fast-moving digital world?

Marketing expert Ryan Ross helps financial advisors create impactful digital strategies. He emphasizes the importance of focusing on a niche to improve clarity and outreach. He encourages advisors to use AI tools to streamline content creation and build visibility across emerging answer engines like ChatGPT. Ryan also suggests balancing professionalism with authenticity, using personal stories and everyday moments to foster stronger client connections. He encourages advisors to start with their strengths, whether that’s writing, speaking, or social media, and develop simple, sustainable marketing systems.

In this episode of the Advisor Today podcast, co-hosts Chris Gandy and Carina Hatfield interview financial marketing strategist Ryan Ross about how advisors can grow their digital presence. Ryan shares insights on the power of niche marketing, the role of AI in modern outreach, and how to balance content creation with client service. He also discusses the rise of financial influencers, best practices for answering client questions online, and the benefits of using a consistent, strategic marketing calendar.