A new year brings renewed focus on what matters most: helping more families achieve lasting financial security.
In the first edition of The Monday Brief, our CEO, Marc Cadin, kicks off the year with a timely and candid conversation about leadership, advocacy, and the future of the profession. At a moment when too many Americans remain underserved because critical financial conversations never take place, stepping forward — not stepping back — is essential.
In this episode, Marc is joined by Bill Shelow, President and CEO of LIBRA Insurance Partners, to discuss the real challenges facing the profession and the responsibility shared to address them head-on. Their conversation reflects the urgency of the moment and the importance of partnership, courage, and sustained engagement.
We are deeply grateful to LIBRA Insurance Partners and the many organizations that are investing in this shared mission through Enterprise membership and active engagement. These partners are leaning in to support advocacy, elevate the collective voice of the profession, and help build the scale needed to move forward.
This discussion highlights why leadership and collaboration matter now more than ever — and how committed organizations can help ensure more families gain access to the financial guidance they deserve.
