Reach your peak potential by attending NAIFA-Greater Washington DC's signature event of the year!
At the Success Summit you will learn how to:
- Decipher investor behavior and create a compelling client experience
- Blueprint your business, attract top talent and scale your firm for growth
- Incorporate the 3 types of business stories successful advisors use
- Leverage technology to serve clients of all generations
- Avoid the biggest “sales killing” mistake most advisors make
This day represents the best our industry has to offer—a spirit of camaraderie, personal and professional development, career networking, sales ideas, motivation and inspiration right here in our own back yard!
Doubletree by Hilton McLean Tysons
1960 Chain Bridge Road
McLean, VA 22102
Registration Pricing:
Check out these event photos from last year's Success Summit!
An expert in the topic of millennials and Gen Z, Artificial Intelligence and Virtual & Augmented reality, digital transformation, internet marketing strategies, and cutting-edge technologies in the insurance profession,
He has an impressive record as an international public speaker with hundreds of hours on stage in more than 50 countries globally and at prominent events such as NASA Space Center, the main platform of MDRT, GAMA GLOBAL LAMP, and NAILBA annual meetings. His speaking style is characterized by his motivational and passionate approach, which captivates his audience's attention and provides an unforgettable experience.
He had received 11 global insurtech innovation awards from significant organizations such as MIT Enterprise Forum and voted among the 25 Top InsurTech CEOs of 2020 globally and many more.
Recently, Panos earned a diploma in “AI for Business” from Penn university, significantly bolstering his proficiency in weaving AI technologies into the Financial Planning and Insurance profession
With his vast knowledge, expertise, and experience, Panos is the go-to speaker when it comes to understanding the changing landscape of the insurance industry, especially for millennials and new generations. He had inspired thousands on many large global platforms with his motivational and passionate way of expression! His insights and strategies are invaluable, and he is sure to leave your audience with a renewed sense of excitement, tons of innovative and practical ideas, and motivation to embrace new opportunities in their business.
As Chief Operating Officer and Managing Partner at Cassaday & Company, Inc., Allison Felix (MBA) is responsible for scaling the firm’s operations, and helping achieve its strategic vision.
Since joining Cassaday & Company, Inc. in 2001, Allison has been instrumental in mentoring and expanding the firm’s management & leadership teams, executing the addition of several key service offerings, and launching the firm’s Client Advisory Board.
Allison earned her MBA from George Mason University in 2011 and subsequently was promoted to the role of Cassaday & Company’s Chief Operating Officer position.
In 2016, Allison founded the Northern Virginia (NOVA) Women’s COO Forum, as a place for local operations leaders, regardless of industry, to come together to discuss challenges, share experiences, and discuss resources with others who share the same role and level of responsibility.
Since 2022, Allison has served as a volunteer on the Board of the Radford University Foundation, a nonprofit established to advance and further the aims and purpose of Radford University, through raising, investing, and administering private gift funds, including endowments, for the benefit of the university. Allison was asked to serve on the Board’s Executive Committee in 2024.
A sought-after speaker, Allison has presented at several Barron’s events, Portfolio Summits, and been a featured guest on the Barron's Advisor Podcast Interview with Greg Bartalos, the Michael Kitces Financial Advisor Success Podcast, The COO Roundtable with Matt Sonnen Podcast & the Wealth Harmony Podcast with April Turch, to name a few.
In her down time, Allison spends time with family & friends, enjoys travelling, reading, and watching her favorite New England area sports teams. Allison and her family currently live in Sterling, Virginia.
Scott graduated from Bridgewater College in 1997 with a BA-Business Administration with a specialty in Finance. He built an extensive practice with MassMutual over the last 16 years while also obtaining FINRA series 6, 7, 63, and 65 securities licenses. Scott is the managing partner of Van Pelt and Associates.
Scott grew up in Harrisonburg, VA, establishing core family values, character and southern charm on a dairy farm with his mother and father. He currently resides in Bluemont, VA with his wife Heather, instilling those same qualities in his children Allison and Clayton on their 50-acre horse farm. Scott enjoys being outdoors as often as possible and is perpetually building something.
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