Get ready to meet Sanjay Tolani, a third-generation financial expert who became the world’s youngest MDRT member by turning retirement planning on its head—and who now leads a family office spanning five generations and 150+ years. 🌏

In this episode, Sanjay Tolani gets real about why wealth creators focus on concentration, not diversification, and what it truly means to secure a legacy. He unpacks the difference between inheritance and succession, challenges outdated retirement thinking, and shares actionable strategies for protecting your family’s future—no matter the size of your empire.

If you’re building a business, growing generational wealth, or rethinking how you set up your family for success, this conversation will inspire you to lead differently and create lasting impact.

Let’s break the rules, protect what matters, and design pathways beyond the numbers. 💡

📽️ To watch this episode: https://youtu.be/ZbXFBqempnw

🔗 To connect with Sanjay Tolani:

📲 Website: https://sanjaytolani.com

📲 LinkedIn: https://www.linkedin.com/in/sanjaytolani

📲 Instagram: https://www.instagram.com/srtolani

#pathwayswithamberstitt #wealthcreation #amberstitt #sanjaytolani #tolaniflow #sanjaymentoringfamily #successionplanning #naifae3 #amberstittmediacompany

📻 Thank you for tuning in to Pathways!

🔗 Connect with Amber on Social Media:

• AMBER’S INSTAGRAM
• AMBER’S LINKEDIN
• AMBER’S FACEBOOK

📲 Be sure to visit Amber's website:

www.AmberStitt.com

🎬 And remember, let's take action today!!!

=====================

💻 Content Creators, Here Are Some Must Have Apps:

🔥 Opus Clips AI Creates Short Videos From Your Full Length Videos: https://www.opus.pro?via=909178

🔥 Find Hosts & Guests for Your Podcast: https://www.joinpodmatch.com/pathways

🔥 For Blogs, Descriptions, or Any Type of AI Generated Text Needed for Your Project: https://www.castmagic.io/?via=amber

Meet Jamie Hopkins, the visionary behind the “Rewirement” concept, as he sits down with host Amber Stitt at the NAIFA e3 conference in Newport Beach, California. 🎙️

In this episode, Jamie reveals how he’s redefining the retirement conversation by focusing less on numbers and more on mindset, behavior change, and visualizing your future self. From naming your next chapter (hello, Bumpy’s Burgers food truck!) to reverse engineering your goals, Jamie shares actionable insights on embracing evolution—not just in your finances, but in your life.

If you’ve ever wondered what it really takes to design a fulfilling future (with or without the 4% rule), this episode will challenge your thinking and spark new possibilities.

Let’s talk about rewiring your path, building true financial confidence, and finding meaning at every stage. 🚀

🎧 To watch this episode: https://youtu.be/9WNimYmqM5A

🔗 To connect with Jamie Hopkins:

📲 Website #1: https://www.bmt.com

📲 Website #2: https://finservfoundation.org

📲 LinkedIn: https://www.linkedin.com/in/jamiehopkinsfinancialservices

📲 Instagram: https://www.instagram.com/retirementrisks

📲 Amazon Link for Jamie's Books

#financialservices #naifae3 #retirementplanning #pathwayswithamberstitt #amberstitt #jamiephopkins #brynmawrtrust #finservfoundation

📻 Thank you for tuning in to Pathways!

🔗 Connect with Amber on Social Media:

• AMBER’S INSTAGRAM
• AMBER’S LINKEDIN
• AMBER’S FACEBOOK

📲 Be sure to visit Amber's website:

www.AmberStitt.com

🎬 And remember, let's take action today!!!

=====================

💻 Content Creators, Here Are Some Must Have Apps:

🔥 Opus Clips AI Creates Short Videos From Your Full Length Videos: https://www.opus.pro?via=909178

🔥 Find Hosts & Guests for Your Podcast: https://www.joinpodmatch.com/pathways

🔥 For Blogs, Descriptions, or Any Type of AI Generated Text Needed for Your Project: https://www.castmagic.io/?via=amber

Introducing Daralee Barbera, a trailblazing leader in financial services, who’s on a mission to elevate the profession through collaboration, personal development, and inclusion. 🌟 Recorded live at the NAIFA e3 conference, Daralee Barbera and host Amber Stitt dive into practical leadership strategies, building community, and the power of letting go to grow.

In this episode, you’ll get her take on succession planning, executive coaching, time management, task delegation, and why the “3 C’s” (Community, Connectivity, Communication) are game changers for your business and relationships. Whether you’re new to the industry, or a seasoned advisor, these insights will inspire you to take action and create a lasting impact—for your clients, your team, and future generations.

Let’s talk leadership, legacy, and designing a business where everyone truly belongs and thrives. 💪

📽️ To watch this podcast: https://youtu.be/Q0kG46aMAyM

🔗 To connect with Daralee Barbera:

📲 Website #1: https://divprocoach.com

📲 Website #2: https://www.daraleebarbera.com

📲 LinkedIn: https://www.linkedin.com/in/daraleebarbera

#financialservices #naifae3 #taskdelegation #successionplanning #diversityandinclusion #womeninfinance #pathwayswithamberstitt #amberstitt #daraleebarbera #diversifiedprofessionalcoaching #divprocoach

📻 Thank you for tuning in to Pathways!

🔗 Connect with Amber on Social Media:

• AMBER’S INSTAGRAM
• AMBER’S LINKEDIN
• AMBER’S FACEBOOK

📲 Be sure to visit Amber's website:

www.AmberStitt.com

🎬 And remember, let's take action today!!!

=====================

💻 Content Creators, Here Are Some Must Have Apps:

🔥 Opus Clips AI Creates Short Videos From Your Full Length Videos: https://www.opus.pro?via=909178

🔥 Find Hosts & Guests for Your Podcast: https://www.joinpodmatch.com/pathways

🔥 For Blogs, Descriptions, or Any Type of AI Generated Text Needed for Your Project: https://www.castmagic.io/?via=amber

We can't wait for you to meet George Grombacher, a driven advisor, podcaster, author, speaker, and former athlete, who’s built success through sheer determination—and learned the hard way that there’s both an art and a science to thriving in the financial services industry. 💡

In this episode, George gets candid about what really drives top performers, the surprising power of personality profiles, and why true accountability is the ultimate act of leadership.

Whether you’re building a career in financial services, or searching for your own “go muscle,” this conversation is packed with practical wisdom and real talk from the trenches.

Let’s talk about habits, self-management, hiring the ideal candidate, and creating meaningful success—on your own terms. 🚀

📽️ To watch this episode: https://youtu.be/DkP-5agmfBg

🔗 To connect with George Grombacher:

📲 Goerge's Website: https://moneyalignmentacademy.com

📲 LinkedIn: https://www.linkedin.com/in/georgegrombacher

📲 Instagram: https://www.instagram.com/glgrombacher

#financialwellness #pathwayswithamberstitt #amberstitt #naifae3 #georgegrombacher #financialadvice #mentorship #moneyalignmentacademy

📻 Thank you for tuning in to Pathways!

🔗 Connect with Amber on Social Media:

• AMBER’S INSTAGRAM
• AMBER’S LINKEDIN
• AMBER’S FACEBOOK

📲 Be sure to visit Amber's website:

www.AmberStitt.com

🎬 And remember, let's take action today!!!

=====================

💻 Content Creators, Here Are Some Must Have Apps:

🔥 Opus Clips AI Creates Short Videos From Your Full Length Videos: https://www.opus.pro?via=909178

🔥 Find Hosts & Guests for Your Podcast: https://www.joinpodmatch.com/pathways

🔥 For Blogs, Descriptions, or Any Type of AI Generated Text Needed for Your Project: https://www.castmagic.io/?via=amber

🚀 Get ready to be inspired by Alanah Philips—advisor advocate, author, and creative entrepreneur—who left the safety of a corporate gig to build 3 thriving brands, including the game-changing Catalyst and Advisor Launch Lab, both of which she co-founded, and her personal brand and brand new book: "Breaking Up With Your Broker-Dealer". 📖

In this episode, Alanah reveals how she knew it was time to break up with her broker-dealer, the power of building an authentic personal brand, and why “make more money, have more fun” is her favorite mantra.

From drawing doodles to writing a blueprint for real business pivots, her story is proof that you can chart your own path. 🛤️

If you’re craving more purpose, freedom, or just a nudge to trust your gut, this conversation with Amber Stitt is for you.

Let’s talk breaking rules, building networks, and making bold moves—on your own terms. ✨

📽️ To watch this episode: https://youtu.be/ofJpPZkTb0k

🔗 To connect with Alanah, or to buy her book:

📲 "Breaking Up With Your Broker-Dealer" book: https://www.amazon.com/dp/B0FNHDKXNM

📲 Catalyst website: https://startwithcatalyst.com/

📲 Alanah on LinkedIn: https://www.linkedin.com/in/alanahphillips/

#pathwayswithamberstitt #amberstitt #makemoremoneyhavemorefun #alanahphilips #breakupwithyourbrokerdealer #naifae3 #advisorlaunchlab #startwithcatalyst

📻 Thank you for tuning in to Pathways!

🔗 Connect with Amber on Social Media:

• AMBER’S INSTAGRAM
• AMBER’S LINKEDIN
• AMBER’S FACEBOOK

📲 Be sure to visit Amber's website:

www.AmberStitt.com

🎬 And remember, let's take action today!!!

=====================

💻 Content Creators, Here Are Some Must Have Apps:

🔥 Opus Clips AI Creates Short Videos From Your Full Length Videos: https://www.opus.pro?via=909178

🔥 Find Hosts & Guests for Your Podcast: https://www.joinpodmatch.com/pathways

🔥 For Blogs, Descriptions, or Any Type of AI Generated Text Needed for Your Project: https://www.castmagic.io/?via=amber

You’re about to meet Panos Leledakis, a global advocate for AI in financial services who’s reshaping the way advisors connect, educate, and serve clients around the world. 🚀

In this episode, Panos Leledakis sits down with Amber Stitt to reveal how technology transformed his life and practice—from pioneering Skype meetings in 2003 to embracing virtual reality and AI-powered solutions today.

Discover his exact strategies for adapting to rapid tech revolutions, his favorite hacks to unplug, and why the next wave of success in financial services is about being a superhuman advisor, not a robot.

We talk pivoting (not just surviving change, but thriving with it), building systems that give you more freedom, and the secret to staying ethically sharp in an AI-driven world.

If you’ve ever worried about being left behind, or want to future-proof your business, this episode is your invitation to embrace innovation and action. 🙌

Let’s dive into global perspectives, tech tools, and the human side of transformation.

📽️ To watch this episode: https://youtu.be/bAf1jiEfoyQ

🔗 To connect with Panos Leledakis:

📲 Website: https://ifaacademy.global

📲 LinkedIn: https://www.linkedin.com/in/panos-leledakis

📲 Instagram: https://www.instagram.com/panosleledakis1

#AI #financialservices #naifa #pathwayswithamberstitt #amberstitt #panosleledakis #metaverse #ethicsinai #ifaacademy #e3conference #naifae3

📻 Thank you for tuning in to Pathways!

🔗 Connect with Amber on Social Media:

• AMBER’S INSTAGRAM
• AMBER’S LINKEDIN
• AMBER’S FACEBOOK

📲 Be sure to visit Amber's website:

www.AmberStitt.com

🎬 And remember, let's take action today!!!

=====================

💻 Content Creators, Here Are Some Must Have Apps:

🔥 Opus Clips AI Creates Short Videos From Your Full Length Videos: https://www.opus.pro?via=909178

🔥 Find Hosts & Guests for Your Podcast: https://www.joinpodmatch.com/pathways

🔥 For Blogs, Descriptions, or Any Type of AI Generated Text Needed for Your Project: https://www.castmagic.io/?via=amber

🎙️ You’re about to meet Jason Foster, an industry leader with a passion for collaboration, who helped create the NAIFA e3 conference to bridge the gap between insurance and wealth management professionals. 🌟

In this episode, Jason reveals the origin story behind the e3 brand, why bringing these fields together matters, and how events like e3 empower real transformation.

Discover Jason’s personal approach to turning conference takeaways into action and learn about the power of authentic networking, leadership, and significance over mere success.

If you’re ready for fresh ideas, strategic partnerships, and inspiration to level up your impact, this conversation is your invitation to take action and build meaningful connections.

Let’s talk about collaboration, leadership, and building a legacy in your industry. 🚀

📽️ To watch this episode: https://youtu.be/o8y-117VoDk

🔗 To connect with Jason Foster:

📲 LinkedIn: https://www.linkedin.com/in/jasonjfoster1/

📲 Website: https://pinnacleifs.com/

#pathwayswithamberstitt #amberstitt #naifae3 #jasonfoster #jfwealthstrategies

📻 Thank you for tuning in to Pathways!

🔗 Connect with Amber on Social Media:

• AMBER’S INSTAGRAM
• AMBER’S LINKEDIN
• AMBER’S FACEBOOK

📲 Be sure to visit Amber's website:

www.AmberStitt.com

🎬 And remember, let's take action today!!!

=====================

💻 Content Creators, Here Are Some Must Have Apps:

🔥 Opus Clips AI Creates Short Videos From Your Full Length Videos: https://www.opus.pro?via=909178

🔥 Find Hosts & Guests for Your Podcast: https://www.joinpodmatch.com/pathways

🔥 For Blogs, Descriptions, or Any Type of AI Generated Text Needed for Your Project: https://www.castmagic.io/?via=amber

🎙️ Welcome to a special episode of Pathways with Amber Stitt, recorded live at the NAIFA e3 conference in Newport Beach, California!

Host Amber Stitt sits down with industry leader Shane Westhoelter for an inspiring and insightful conversation on legacy, succession planning, and the evolution of the insurance profession.

In this episode, Shane shares moving personal stories—including the transformative moment he delivered his first death claim check—and how that experience shaped his perspective on the value and dignity that insurance brings to families in their most difficult times.

From his beginnings as a cable lineman to building a remarkable career in financial services, Shane discusses the challenges and rewards of finding purpose both inside and outside of your professional identity.

Amber and Shane dig into:

💡 The changing landscape of legacy planning and succession in today's financial services industry.

💡 Why mentorship and bringing new talent into the business are crucial for the sector’s future.

💡 Actionable advice for those getting started—and those considering transitioning out of the industry.

💡 The vital role that education, compassion, and a sense of purpose play in building a career that truly impacts lives.

💡 Plus, don’t miss Shane’s “four ifs” of life planning, his perspective on building legacy vs. wealth, and a fascinating historical anecdote about Colonel Custer and the origins of life insurance in America.

✨ Whether you’re a financial professional, business owner, or simply interested in stories of growth, impact, and legacy, this episode is packed with practical insights and heartfelt moments.

Listen, learn, and take action on your unique path!

📽️ To watch this episode: https://youtu.be/XTn-iBH-Qvw

🔗 To connect with Shane:

📲 Websites: https://gfainvestments.com & https://qualitylifeplan.com

📲 LinkedIn: https://www.linkedin.com/in/shane-westhoelter-aep-clu-lutcf-ltcp-58a9511a

#pathwayswithamberstitt #amberstitt #shanewesthoelter #naifae3 #legacyplanning #mentorship #insurancestories #financialservices #lifeinsurance #successionplanning #takeaction

📻 Thank you for tuning in to Pathways!

🔗 Connect with Amber on Social Media:

• AMBER’S INSTAGRAM
• AMBER’S LINKEDIN
• AMBER’S FACEBOOK

📲 Be sure to visit Amber's website:

www.AmberStitt.com

🎬 And remember, let's take action today!!!

=====================

💻 Content Creators, Here Are Some Must Have Apps:

🔥 Opus Clips AI Creates Short Videos From Your Full Length Videos: https://www.opus.pro?via=909178

🔥 Find Hosts & Guests for Your Podcast: https://www.joinpodmatch.com/pathways

🔥 For Blogs, Descriptions, or Any Type of AI Generated Text Needed for Your Project: https://www.castmagic.io/?via=amber