Growing a Successful Client-First Advisory Firm with Jaime Cowper
Retirement Inside Out with Tom Lamendola
Release Date: 06/20/2025
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...
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A Glimpse Into 2025: Talking AI, Market Trends, and Economic Shifts with Tony Parish
Retirement Inside Out with Tom Lamendola
We’re shaking it up here on the Retirement Inside Out Podcast! In 2025, we’re bringing you a fresh lineup of voices, featuring guest hosts from the Financial Independence Group team, along with advisors, industry experts, and business owners. But don’t worry- Tom will still be making regular appearances to share his valuable insights! To kick off the first episode of the year, we’re thrilled to welcome back the highly popular . As AI technology continues to evolve, its role in investment management is growing stronger. Tune in as we dive into a discussion with Tony about AI’s...
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State of the Markets: A Mid-Year Review with Tony Parish
Retirement Inside Out with Tom Lamendola
In this week’s episode, we welcome back Tony Parish, CFA, CQF, Chief Investment Officer at for another insightful conversation about the U.S. economy and market trends. This episode offers an exclusive preview of our upcoming State of the Markets presentation. Stay tuned as Tony sheds light on the overarching theme for 2024: the incredible persistence and resilience of the U.S. economy and markets. Despite global challenges and inflation concerns, the U.S. economy has demonstrated unparalleled strength and recovery, which is reflected in this year’s market performance. Join us as Tony...
info_outlineIn this episode, Tom is joined by Jaime Cowper, CLTC, NSSA®, founder and CEO of Unity Financial Advisors. 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 coaching, offering guidance to next-gen advisors and female professionals navigating this field of work.
Whether you’re just starting out or looking to grow your business with purpose, you’ll want to tune into this conversation with Jaime!
Here’s some of what we discuss in this episode:
💼 How Jaime got into the financial industry + what pushed her to start her own firm
📈 The most successful marketing funnels for Jaime when creating her new business
🧩Jaime’s playbook for hiring, training, and scaling a team
🤝 Jaime’s mission to mentor advisors- especially women- and help them thrive in the industry
Resources for this episode:
Learn more about Unity Financial Advisors:
https://www.unityfinancialadvisors.net/
Learn About FIG: https://www.figmarketing.com
800-527-1155