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January 21, 2021

(All times are EST)

  8:50 am:  Sign-in to Zoom and Join Meeting

  9:00 am - 10:00 am:  Presentation




                      "Developing Your Brand Identity"

                     Brian Haney, LACP, CFS, CLTC, CFBS
Founder and Vice President, Haney Company

                     (1 hour Indiana Insurance CE approved)

Brian has been in the Financial Services Business since 2003, working with a diverse group of clients representing a slice of the Washington DC marketplace. As a native of the Washington area, he grew up in Chevy Chase, Maryland, attending high school in Bethesda. He founded The Haney Company with his father 6 years ago, to combine 2 generations of industry experience. With more than a decade of experience in Banking, Investments, Asset management and insurance, Brian's expertise and keen insights provide organizations, businesses and individuals with unique and innovative strategies to meet their insurance needs and financial goals. The marriage between his father’s association/non-profit expertise and his private industry background give the Haney Company a substantial edge in the marketplace.

Brian is active in the industry and has received much recognition during his time. He was a SunTrust Bank EdgeMaster Conference Qualifier 2006, the West Financial Group New Agent of the year in 2008, MassMutual Life Insurance Company Rising Leader 2009, 2010, 2011, MassMutual Life Insurance Company Leaders Qualifier 2009, 2010, 2011, 2013, 2016, MDRT Qualifier every year since 2009, MDRT Court of Table Qualifier in 2014, 2015, 2016, & 2017, 2018 and a Top of the Table Qualifier for the last 3 years. Brian is also a NAIFA National Quality Award recipient each year since 2013. Brian was also named one of NAIFA’s prestigious 4 Under 40 in 2017, as well as their Diversity Champion in 2018. Brian was honored to be one NAILBA's ID 20 winners and one of the Washington Business Journal's 2019 40 UNDER 40 winners. He is an active Board member of NAIFA Greater Washington, currently serving as Immediate Past President.


Brian was formerly a Private Banker & Investment Associate for SunTrust Investment Services, and a Licensed Banker at Wachovia bank where he began his career. Brian resides in Silver Spring, Maryland with his wife and daughter. He is a 2002 Graduate of Indiana University.

Brand thinking connects to how your clients and prospects feel about you.  Consumers value experiences over function, so it is important for your brand to convey that experience and not focus on selling or delivering products (which your competitors can also deliver.)  When we experience something extraordinary, we tend to share that experience with others.  What is it like for someone to experience you as a professional?

In this session, Brian will cover the following topic:

  • Brand thinking

  • Developing your unique brand

  • How can you differentiate yourself

  • Digitize yourself

  • Brand elements


Brian Haney 2020.jpg

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