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Talks That Transform!


Developing Talent & Equipping Leaders

With a clear but simple mission of helping and inspiring others, Brian Haney is a proud Author and Speaker known for making a memorable impact. His unique approach combined with exceptional guidance and contagious enthusiasm makes him perfect for a large variety of audiences and events.

By providing the right tools and knowledge, Brian has helped countless people unleash their potential, paving the way towards both personal and professional success. Brian engages audiences of all sizes, with humor, memorable stories and strategic ideas that are easily implemented the same day. If you’re looking for a talented, energetic, funny, and engaging speaker that can cover a variety of topics, then look no further.

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Professional Speaking

Brian is the consummate storyteller. With expertise and experience covering a variety of topics, audiences leave their talks entertained and inspired. From Keynotes on Leadership, to Workshops on Digital Branding, Brian offers a variety of engaging subjects your audience will love.

Leadership Development

A graduate of NAIFA’s Leadership In Life Institute, current MDRT mentor, Brian’s experience in leadership development has helped industry professionals realize the importance of emotional intelligence, building effective relationships, standing out and being the authority in their market. A leader himself, Brian is an active Board member of NAIFA Greater Washington and serves on the NAIFA National YAT committee, Independent Advisor Committee, and on NAIFA’s Diversity and Inclusion committee and is the acting NAIFA LACP Chairman, playing a vital role in launching and promoting this important designation. He is also active in the Association community as a member of American Society of Association Executives (ASAE), on the ASAE Diversity & Inclusion committee, and the ASAE Consultants committee. Brian encourages his audiences to develop the leader within.

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Diversity, Inclusion, & Equity

Recognized by the National Association of Insurance and Financial Advisors (NAIFA), as their 2018 Diversity Champion, Brian has been a passionate advocate, ally, and catalyst for change. He has written multiple articles on developing diverse business practices and made exceptional efforts promoting the full and equal participation of diverse people within the insurance and financial services profession. Brian knows it all begins with helping people see things for what they are: Opportunity is not something each person can reach up and grasp. For many members of underrepresented groups, accessing opportunity requires a stepladder and a supporting cast of people holding it firmly in place.  Brian works to move individuals & organizations away from excitement, interest, and social pressure toward action and systemic engagement.

Branding, Marketing & Technology

A self-avowed “tech junkie,” Brian launched the “That’s My Financial Guy” podcast in June of 2019 and published his 1st book, “The Retirement Income Pyramid” June 1st of 2020, two prime examples of his online content, marketing and PR prowess. He is a routine author for publications, such as Associations NOW, Insurancenewsnet, Advisor Today, and a frequent guest on several podcasts. Recognizing the need to rise above digital disruption and stand out from the crowd, Brian helps producers develop a strategic digital brand and marketing framework to catapult their practices forward.


Sample presentations


Using Technology to Market Your Practice

NAIFA Big Ideas

As featured at...

Prolific Industry Speaker & Workshop Presenter

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Where Money & Media Meet

MDRT Top of the Table

Best of the best


Elevating the Advisor Experience

ASAE Annual 2022

Equipping Association Professionals


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Media expertise

Dynamic media talent



Wealth author, retirement expert


Purse Strings Approved

Empowering women in finance

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Industry expert


ASAE contributor

Association subject matter expert


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Supporting women professionally & financially


Green America Certified

Socially responsible financial expert

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FinCon supporter

Money and media expert