Elevate Your Expertise: Estate Planning Webinar Series Preview with David Graham
Retirement Inside Out with Tom Lamendola
Release Date: 01/19/2024
Building a Business People Remember with Harley-Davidson’s Ken Schmidt
Retirement Inside Out with Tom Lamendola
This episode, - former Director of Communications at Harley-Davidson and the brand architect behind its iconic resurgence- joins Nicholas Ross to talk about what it really takes to stand out in a crowded, noisy market. Ken played a key role in Harley’s turnaround from financial ruin and he shares what the company got wrong, what they did to fix it, and why many businesses fail to differentiate meaningfully. What does any of this have to do with financial services? Everything. Ken breaks down how financial advisors (especially those running smaller, independent firms) can rise above the noise...
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Cybercrime Defense for Advisors with Cybersecurity Expert Theresa Payton
Retirement Inside Out with Tom Lamendola
Theresa Payton isn’t just a leading expert in cybersecurity and AI; she was the first female CIO at the White House and is now CEO of In this episode, she joins Tom for a conversation about digital manipulation, cybersecurity threats, ethical tech, and the second edition of her book, From deepfakes to credential stuffing, Theresa explains how fraudsters are getting smarter, faster, and more global, and why small businesses are squarely in the crosshairs. She also walks through why clients today (and especially the next generation) care deeply about privacy, data ethics, and digital...
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Growing a Successful Client-First Advisory Firm with Jaime Cowper
Retirement Inside Out with Tom Lamendola
In this episode, Tom is joined by Jaime Cowper, CLTC, NSSA®, founder and CEO of She shares how she went from a career in banking to building a successful, holistic financial planning firm- and the key moments and strategies that made it possible. We dive into her client-first approach, how she scaled her team, and why referrals have played a strong role in her business’ success. Jaime also discusses the challenges women face in the traditionally male-dominated financial industry and how mentorship has been a vital part of her journey. Now, she’s paying it forward through customized...
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"Financial Trendsetters 2" is Here! With Leslie Lipscomb and Jessica Schloemp
Retirement Inside Out with Tom Lamendola
What happens when women in finance stop waiting for permission and start telling their stories? In this episode, Leslie Lipscomb, Senior Vice President at FIG, sits down with Jessica Schloemp, Director of Operations at FIG, to share the heart behind a collaborative book written by 12 women who are redefining what it means to lead in financial services. They’ll give us a behind-the-scenes look at the creation of this book, all while discussing imposter syndrome, accountability tribes, and why women’s stories must be heard, especially in male-dominated industries. This conversation is...
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Lifecycle Manager: Helping Advisors Create Better Outcomes For Clients with Keith Burger
Retirement Inside Out with Tom Lamendola
As the financial world evolves at lightning speed, staying ahead means embracing smarter tools- not just for efficiency, but for better outcomes. In this episode, guest host Shawn Sigler sits down with Keith Burger, Executive Vice President and Head of Institutional Channel Sales at FIG, to unpack the power of Lifecycle Manager- FIG’s proprietary, advisor-focused technology that’s transforming how annuity and insurance portfolios are managed. Keith shares how this tool consolidates complex carrier data into a single, actionable platform, making it easier for advisors to evaluate legacy...
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Important Social Security Changes in 2025 with Hamilton Morales
Retirement Inside Out with Tom Lamendola
Today, Hamilton Morales, Senior VP and Social Security Strategist at FIG, is taking over as host to walk through some important Social Security changes taking place in 2025. He explains the newly signed Social Security Fairness Act, which eliminates the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). This change restores full Social Security benefits to millions of public sector workers who were previously penalized and even offers retroactive payments dating back to January 2024. He also covers important annual updates, including higher taxable wage...
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The Heart of Operational Success with Jessica Schloemp
Retirement Inside Out with Tom Lamendola
Today, Arron Price, COO at FIG, takes over as host and is joined by Jessica Schloemp, DOO at FIG. Jess is here to unpack what makes operations truly tick and how culture, collaboration, and self-awareness shape the way teams show up and succeed. Jess will share her experience building and leading a 34-person operations team, none of whom came from the insurance world, by focusing less on resumes and more on mindset, adaptability, and heart. From empowering team members to take ownership, to replacing meeting culture with real, solution-focused collaboration, this conversation is packed with...
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How The Power of Zero is Reshaping Advisor Success with David McKnight
Retirement Inside Out with Tom Lamendola
It’s an exciting day on The Retirement Inside Out Podcast! Guest host Shawn Sigler, Executive VP at FIG, is taking over the mic today for a special conversation with - best-selling author, speaker, and financial strategist. With over two decades of experience in the financial industry, David has helped countless advisors transform their approach to retirement planning through his David will share some powerful insights from his book, and discuss the inspiration behind his latest bestseller Shawn and David also dive into why financial advisors are seeing massive success with the Power of...
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Why Financial Advisors Need a Marketing Plan with Mark Gaffney
Retirement Inside Out with Tom Lamendola
In this episode, we’re excited to welcome a boutique marketing firm specializing in financial professionals. With over 15 years of experience in the financial services industry, Mark has dedicated his career to helping advisors refine their marketing strategies using one key element- data. Mark shares how analyzing key metrics, diagnosing inefficiencies, and implementing structured marketing plans can drive exponential growth for financial advisors. He also breaks down the importance of having a plan, tracking performance, and making data-backed refinements to stay competitive in an...
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Optimizing Your Business: Outsourcing, Personalization, and Scaling Your Practice with Nicholas Ross
Retirement Inside Out with Tom Lamendola
It’s always a treat to have Chief Strategy Officer at FIG, on the show! In this episode, we're diving into strategies that can help financial professionals stand out in a crowded industry and build deeper, more personalized relationships with their clients. From cutting through the noise in the financial world to leveraging data and communication effectively, Nicholas shares valuable insights on how to differentiate yourself and grow your business. Nicholas also explores the importance of truly understanding your clients' unique needs and how you can provide relevant, tailored information...
info_outlineWe're excited to feature David Graham, the Director of Advanced Strategies at FIG, on the podcast today. David plays a crucial role in educating advisors on advanced planning concepts that go beyond day-to-day financial planning. Today, he's here to give us insights into the upcoming estate planning webinar series hosted by FIG's Advanced Strategies division.
This series covers everything from the basics of estate planning to intricate strategies involving trusts, life insurance, and tax-efficient transfers. The aim is to provide advisors with a thorough understanding of advanced planning techniques so that they can better serve their clients.
If you're curious about how advanced strategies can elevate your financial planning expertise and want to learn more, stay tuned!
Here’s some of what we discuss in this episode:
- The estate planning topics that season 2 of David’s advanced strategies webinar series will focus on
- How this series is designed to help advisors improve their expertise and offer valuable solutions to clients of all net worths
- The process for advisors interested in attending the estate planning seminar series
Learn About FIG: https://www.figmarketing.com
800-527-1155