Navigating Financial Leadership Waves With Cheryl Canzanella

NAIFA's Advisor Today Podcast Series

Cheryl Canzanella is the incoming president of NAIFA-Florida, boasting over 25 years of experience in the financial services industry. She holds several designations, including CLU, ChSNC, LUTCF, and CAP. With a background that spans annuities, brokerage, and a recent pivot to the mortgage sector, Cheryl brings a wealth of knowledge and a diverse perspective to her leadership role. She is passionate about leveraging financial tools like reverse mortgages, advocating for industry professionals, and enhancing community engagement within NAIFA. As a dedicated NAIFA member for 15 years, Cheryl aims to inspire, support, and mentor others in the industry while focusing on the importance of building relationships and personal development.

In this episode…

Have you ever wondered what the future of financial advising could look like? What if it involved more than just crunching numbers and forecasting returns? Could there be an untapped power in forming deeper connections — not just with clients, but among industry peers and communities?

Cheryl Canzanella, a financial services industry expert, paints a compelling picture of what lies ahead for financial advisors. She discusses her multifaceted career journey, how the industry has evolved, and how financial products like reverse mortgages can be essential tools in retirement planning. She emphasizes the significance of volunteerism and how it has fostered her growth as a professional and an advocate for the industry and NAIFA. With a look toward the future, Cheryl shares her goals for her presidency, focusing on member engagement, bolstering local chapters, and ensuring NAIFA remains a beacon for financial professionals nationwide.

In this episode of Advisor Today, co-hosts Chris Gandy and Suzanne Carawan sit down with Cheryl Canzanella, the incoming president of NAIFA-Florida, to discuss leveraging creativity and leadership in financial services. Cheryl shares her recognition and achievements within NAIFA and the significance of back-to-back female leadership, how to keep NAIFA membership exciting and engaging, how the financial services industry has evolved, and her focus as the incoming president of NAIFA-Florida and vision for its future.