| Website / URL |
| https://www.thehaneycompany.com/ |
| Bio |
| I am currently the proud holder of the illustrious title of “World’s Most Embarrassing Dad!” While I uphold that title which is no small feat, I also masquerade as the Founder of my firm, The Haney Company, which is an independent family-owned practice I enjoy running with my father and brother in the Greater Washington DC area. We work hard to empower people to live their most successful lives unburdened by financial worries and stress. We help people develop a financial vision for themselves and give their money a purpose! |
| Tell us your best small idea for big business wins |
| Master your BRAND! Companies big and small need to master their brand to optimize their growth, marketing, and business development goals and objectives. Your brand is everything; it’s your company’s ethos, and when done well, helps you stand out from the crowd while also attracting the ideal customers to your business. |
| Tell us about you; your background; |
| As a speaker, author, podcast host, and 18+ year financial industry veteran, I’ve been extremely fortunate as a professional to have received some industry and non-industry recognition over the years: I am very proud to be a Million Dollar Roundtable (MDRT) Lifetime Qualifier since 2009, MDRT Court of Table Qualifier since 2014, and a Top of the Table Qualifier since 2015. MDRT is the premiere international financial industry association bringing together the best from across the world to improve their skills all while improving the financial industry overall. As an extremely proud and longtime member of the National Association of Insurance and Financial Advisors, I’ve been honored to be a NAIFA National Quality Award recipient since 2013 and was named one of NAIFA’s prestigious 4 Under 40 in 2017, their Diversity Champion in 2018, and the YAT Leader of the Year in 2021. My hard work as both a professional and community advocate helped me get named to the Washington Business Journal’s (WBJ) 40 under 40 in 2019, and my passion for creating a world where every person has a seat at the table earned me a WBJ Business of Pride Award in 2022. I was named as one of NAILBA’s ID 20 recipients in 2019 and recognized by Think Adviser as a 2021 LUMINARY award recipient for Diversity & Inclusion and was named the Insurance & Retirement Leader of the Year for North America in 2021 by Finance Monthly Magazine. |
| Business is all about overcoming obstacles and creating opportunities for growth. What do you see as the real challenge right now? |
| I think the biggest challenge businesses face is twofold: getting unstuck from the pandemic, or getting re-launched successfully into the digital marketplace given how much has changed in just the past 3 years. Some organizations are still working through what has been a rough past 36 months, and the road to recovery likely still looks a bit bumpy – for them a laser-focus on mission and vision is essential to help drive the organization forward, cut away nonessentials that might hinder progress, and capitalize on new opportunities. Other organizations made it through the pandemic without issue but are facing a business landscape that is simply radically different. The pandemic changed human behavior, from who we are, to how we work, to the way we buy things, and knowing how to see all of those changes in a manner specific to your company and then building a plan to grow is critical. |
| On a lighter note, if you had the ability to pick any business superpower, what would it be and how would you put it into practice? |
| The superpower of Empathy. Plain and simple – the ability to express genuine care for others, to understand not just what is going on in their lives, but meaningfully connect with them on an emotional level, and then hold space to help them move forward, break down the barriers holding them back, and step into a season of fruitfulness would be SOME superpower I’d love to have. |
| What does “success” in 2023 mean to you? It could be on a personal or business level, please share your vision. |
| Personal success looks like being the best husband to my wife and father to our daughter that I can be. They are two extraordinary women, and I just want to deposit as much grace and goodness into them each day that I can and help them be all they were made to be.Business success looks like positioning our company for continued growth in order to be successfully sold in the next 18 months. We have reached a wonderful critical mass, but the next phase of growth will need to happen through an acquisition. |
