Retirement Inside Out with Tom Lamendola
Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years. Questions for Tom? Want to be a guest? Inquire at [email protected] or by calling 800-527-1155.
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Growing a Successful Client-First Advisory Firm with Jaime Cowper
06/20/2025
Growing a Successful Client-First Advisory Firm with Jaime Cowper
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 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: Learn About FIG: 800-527-1155
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"Financial Trendsetters 2" is Here! With Leslie Lipscomb and Jessica Schloemp
05/23/2025
"Financial Trendsetters 2" is Here! With Leslie Lipscomb and Jessica Schloemp
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 about more than a book release- it’s about vulnerability, courage, connection, and lifting others as you rise. Plus, all proceeds from the book support an awesome cause that you’ll want to hear more about! Here’s some of what we discuss in this episode: 📚 Behind the scenes of Financial Trendsetters 2 🧠 Combating imposter syndrome 🤝 What it really means to be a “trendsetter” 🎯 The power of accountability circles 🎓 Fueling the future with scholarships for women in finance Resources for this episode: Get your copy of Financial Trendsetters 2: Learn About FIG: 800-527-1155
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Lifecycle Manager: Helping Advisors Create Better Outcomes For Clients with Keith Burger
05/16/2025
Lifecycle Manager: Helping Advisors Create Better Outcomes For Clients with Keith Burger
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 contracts, uncover new opportunities, and elevate the client experience. We’ll also explore some real-life examples of how this technology can drive superior outcomes for clients. If you're an advisor looking for ways to elevate service, stay competitive, and turn disruption into opportunity, this conversation is a must! Here’s some of what we discuss in this episode: 💻 What Lifecycle Manager is and why it matters 🤝 How tech enhances, rather than replaces, human relationships 🔄 Why “refinancing retirement” matters more now than ever 📊 What’s next: AI, life insurance integration & improved UI Learn About FIG: 800-527-1155
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Important Social Security Changes in 2025 with Hamilton Morales
04/25/2025
Important Social Security Changes in 2025 with Hamilton Morales
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 bases, earnings limits for early retirees, and the new cost-of-living adjustment (COLA). Plus, he previews potential legislation that could eliminate taxes on tips, overtime, and Social Security benefits altogether, while raising important questions about how to protect Social Security’s long-term solvency. Here’s some of what we discuss in this episode: 📈 Important 2024 and 2025 Social Security changes 🏛️ What is the Social Security Fairness Act? 📉 Impact of eliminating WEP and GPO penalties 💵 Future push for no tax on tips, overtime, and benefits 🛠️ How future reforms could affect Social Security solvency Learn About FIG: 800-527-1155
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The Heart of Operational Success with Jessica Schloemp
04/11/2025
The Heart of Operational Success with Jessica Schloemp
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 insights for leaders looking to build more engaged and effective teams. We also unpack what it means to lead authentically, how to build true self-awareness, and why being unapologetically yourself is a value worth holding onto at every level of business. Here’s some of what we discuss in this episode: 🛠️ Building operational teams that solve problems 🧠 Why culture should be intentional, not accidental 🤝 Intentional collaboration vs. meetings: what drives real progress 👥 Embracing authenticity and self-awareness at work 🌱 Hiring for potential, not just resumes Learn About FIG: 800-527-1155
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How The Power of Zero is Reshaping Advisor Success with David McKnight
03/28/2025
How The Power of Zero is Reshaping Advisor Success with David McKnight
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 Zero marketing program. If you’re tired of cold calls, dinner seminars, or unpredictable prospecting, this system might be what you’ve been searching for! Here’s some of what we discuss in this episode: David’s background, the Power of Zero message, and partnership with FIG Why David wrote his new book, The Guru Gap The benefits of starting a YouTube channel for financial advisors The success advisors are having inside the Power of Zero program Next steps if you’re interested in learning more about the Power of Zero Resources for this episode: Learn more about The Power of Zero: David’s YouTube Channel: Learn About FIG: 800-527-1155
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Why Financial Advisors Need a Marketing Plan with Mark Gaffney
03/07/2025
Why Financial Advisors Need a Marketing Plan with Mark Gaffney
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 evolving landscape. If you’ve ever wondered how to take a smarter, more strategic approach to marketing, this conversation is for you! Here’s some of what we discuss in this episode: The challenges some advisors are facing as they look ahead to 2025 Becoming more efficient in business through technology Dedicating time to working only on your business Finding the ideal investment in marketing for advisors in growth mode The competitive advantage of having a marketing plan Learn About FIG: 800-527-1155
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Optimizing Your Business: Outsourcing, Personalization, and Scaling Your Practice with Nicholas Ross
02/21/2025
Optimizing Your Business: Outsourcing, Personalization, and Scaling Your Practice with Nicholas Ross
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 that adds real value. Then, we'll discuss how financial advisors can optimize their operations and step into more of a CEO role by outsourcing key business functions. Whether you're looking to enhance client relationships or optimize your firm’s day-to-day operations, this episode is packed with actionable takeaways! Here’s some of what we discuss in this episode: Navigating industry noise and prioritizing the different levels of your business Becoming a known resource for your client through personalized communication Differentiating yourself from your competition through the “RID” system Outsourcing business functions to scale and grow your business Learn About FIG: 800-527-1155
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A Glimpse Into 2025: Talking AI, Market Trends, and Economic Shifts with Tony Parish
02/07/2025
A Glimpse Into 2025: Talking AI, Market Trends, and Economic Shifts with Tony Parish
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 potential and limitations in portfolio management, the latest market trends, and exciting updates from Alphastar. Here’s some of what we discuss in this episode: AI’s role in investment management and market trends The bullish outlook for 2025 and the potential for market reversals The impact of global trade dynamics, tariffs, and immigration policies on the market The outlook for the jobs and housing market in 2025 Updates on Alphastar’s initiatives Learn About FIG: 800-527-1155
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State of the Markets: A Mid-Year Review with Tony Parish
07/26/2024
State of the Markets: A Mid-Year Review with Tony Parish
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 dives into the data, discusses the impact of elections on the markets, and offers insights on inflation trends. Then, at the end of the episode, he’ll also share some exciting updates from Alphastar, including their new Orion Enterprise Experience, which is launching this year. Here’s some of what we discuss in this episode: The U.S. economy's impressive resilience and strength in 2024 The lack of a strong correlation between U.S. elections and market performance Common misconceptions surrounding inflation + managing expectations about its impact on daily expenses Exciting updates and projects from Alphastar this year Learn About FIG: 800-527-1155
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Taking A Look At Current M&A Trends and More with Dave Hostetler
06/28/2024
Taking A Look At Current M&A Trends and More with Dave Hostetler
In this episode, we’re joined by the one and only Dave Hostetler to talk about the evolving world of mergers and acquisitions (M&A) for independent financial advisors. He’s here to share the insights he's gained from talking with small business owners, highlighting current trends like friend-to-friend deals and internal succession plans becoming more popular. Join us as we discuss key factors influencing the valuation of advisory practices and provide some helpful insights for buyers and sellers preparing for successful transactions. This conversation also touches on some broader practice management topics such as team building, talent acquisition, and the importance of structured training programs for new hires. Dave talks about how process manuals and standardized procedures can boost efficiency and create a positive workplace environment. Whether you're considering selling your advisory practice, exploring growth through acquisitions, or optimizing your operational framework, this episode is one you don’t want to miss! Here’s some of what we discuss in this episode: The increasing trend of internal transactions over open market sales Key factors that can enhance a business’ valuation for potential mergers and acquisitions The lengthy and complex nature of M&As + ensuring a good fit in terms of values, processes, technology, and more The importance of training and process manuals for new staff in financial advisory practices The considerations and challenges of hiring associate advisors Learn About FIG: 800-527-1155
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Engaging The Next Generation with Nicholas Ross
06/21/2024
Engaging The Next Generation with Nicholas Ross
As the financial services industry continues to evolve, staying ahead of the curve means engaging with the next generation of clients and advisors. Today we are joined by FIG’s Chief Strategy Officer, Nicholas Ross, to discuss the transfer of wealth to younger generations and the integration of younger clients and advisors into financial firms. One key takeaway from this discussion is the importance of understanding what wealth means to the next generation. While incorporating technology into the planning process is crucial for attracting the right talent and clients, it is equally important to understand where younger demographics spend their time and what they value. By asking the right questions, you can develop more comprehensive strategies that resonate with the next generation. Tune in to learn more! Here’s some of what we discuss in this episode: The evolution of next-gen wealth management Engaging with the next generation + understanding their financial needs Integrating technology seamlessly into client interactions Strategies for attracting and retaining young talent and clients Learn About FIG: 800-527-1155
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Meet Keith Burger, FIG’s New EVP and Head of Institutional Channel Sales
04/19/2024
Meet Keith Burger, FIG’s New EVP and Head of Institutional Channel Sales
For the first ever time, we’re welcoming onto the Retirement Inside Out podcast! He recently joined the FIG team as the Executive Vice President and Head of Institutional Channel Sales. With over two decades of experience in the financial services industry, he brings a wealth of knowledge to the FIG team. Tune in as we chat with Keith about his extensive background, including his tenure at AIG Corebridge and Luma Financial Technologies, and what led him to join FIG. Then, we’ll dive into the opportunities and challenges facing insurance distribution in the broker-dealer and institutional channels, especially in light of evolving regulations. Join us as he shares his vision for the future and outlines how FIG is working to meet the unique needs of broker-dealers. Here’s some of what we discuss in this episode: Keith's journey to becoming EVP at FIG and his vision for institutional channel sales The importance of a broker-dealer-first strategy in today's regulatory environment How FIG is helping broker-dealers streamline and enhance their insurance planning models Learn About FIG: 800-527-1155
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The Future of Finance: FIG’s 2024 Spring Interns Graham Wald and Paul Matanovic
04/12/2024
The Future of Finance: FIG’s 2024 Spring Interns Graham Wald and Paul Matanovic
Ever wondered what it's like to be on the front lines of the financial services industry as an intern? We’ve got just the conversation for you this week! We are joined by Graham Wald and Paul Matanovic, our 2024 FIG spring interns in today’s episode. Tune in as we discuss their backgrounds, experiences, and takeaways from their internship here at FIG. From hands-on learning to relationship building, Graham and Paul have gained valuable insights into various aspects of the industry, from product knowledge to communication and networking skills. Stay tuned for a unique glimpse into the importance of internships and early talent development in shaping the future of the financial services industry. Here’s some of what we discuss in this episode: Graham and Paul’s backgrounds + what led them to the financial services industry The importance of early talent strategy and internships in the financial industry Paul and Graham’s key learnings from this internship experience at FIG Staying open-minded, continuously networking, and embracing learning opportunities throughout your career Learn About FIG: 800-527-1155
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Power Up Your Practice: Inside the Heroes of Zero Conference with David McKnight
04/05/2024
Power Up Your Practice: Inside the Heroes of Zero Conference with David McKnight
Join us for a special episode featuring David McKnight, our partner from Power of Zero. He’s here to talk about the upcoming in Nashville on May 16th and 17th at the Renaissance Hotel. Stay tuned as David shares the list of incredible financial experts that are going to be featured this year and discusses the details of the event. From understanding the latest tax law changes to implementing the most effective marketing strategies for your business, this event will bring you some of the most cutting-edge retirement planning education in the industry. This is an excellent opportunity to network with peers, learn from the best, and equip yourself with the knowledge to shield your clients and prospects from the impact of rising taxes. Stay tuned to learn more! Here’s some of what we discuss in this episode: What is the Heroes of Zero conference and who will be speaking? What topics will be covered during the event? How can attending the conference benefit financial professionals and their practices? How much does this event cost to attend and how do I register? Register for Heroes of Zero Learn About FIG: 800-527-1155
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Waterlily: Innovative Solutions for Long-Term Care Planning featuring Lily Vittayarukskul
03/29/2024
Waterlily: Innovative Solutions for Long-Term Care Planning featuring Lily Vittayarukskul
In today’s episode, we’re focusing on a topic that is increasingly vital for our clients: long-term care planning. Joining us on the show is Lily Vittayarukskul, the CEO and founder of We’re so excited to partner with Waterlily and introduce you to its innovative approach to long-term care planning. Lily's personal journey, sparked by her aunt's battle with terminal cancer, led her to develop a solution aimed at easing the financial and emotional burdens of aging care. Waterlily harnesses the power of AI and machine learning to offer clients a better understanding of their long-term care needs, including cost projections and potential family involvement. Tune in as Lily discusses the role of predictive analytics in retirement planning and how Waterlily empowers advisors to better serve their clients' needs. Here’s some of what we discuss in this episode: Lily's journey and motivation for entering the long-term care industry What is Waterlily and how does it help advisors with long-term care conversations? The importance of holistic planning and incorporating long-term care considerations into retirement strategies What’s in the future for Waterlily? Resources for this episode: Waterlily Planning Lily on Linkedin Learn About FIG: 800-527-1155
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2024 Social Security Updates with Hamilton Morales
03/15/2024
2024 Social Security Updates with Hamilton Morales
Welcome back to the Retirement Inside Out podcast! Hamilton Morales, the Senior Vice President of Social Security here at FIG, is with us for this week’s episode. Amidst a busy start to the year, he has some important updates and insights to share surrounding Social Security. Listen in to learn how Hamilton assists financial professionals in staying informed about Social Security changes, and the various Social Security events and seminars he is available to host. He’ll discuss the latest adjustments to Social Security for 2024, including increases in maximum taxable earnings and changes to the earnings test exemption amount. He’ll also shed light on the complexities of Social Security taxation and reveal a surprising detail about state taxes on Social Security benefits in certain states. Don’t miss this enlightening discussion! Here’s some of what we discuss in this episode: Getting in touch with Hamilton to speak at your event The maximum taxable earnings for Social Security has increased in 2024 The earnings test exemption amount has increased from $21,240 in 2023 to $22,320 in 2024 While the COLA dropped from 8.7% in 2023 to 3.2% in 2024, Medicare Part B premiums increased by almost 6% Some states impose taxes on Social Security benefits + educating clients on federal and state taxation Understanding spousal benefits, widows' benefits, and benefits for children Learn About FIG: 800-527-1155
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Mastering Financial Advisor Marketing with Mark Gaffney
03/08/2024
Mastering Financial Advisor Marketing with Mark Gaffney
We’re very excited to have our friend, Mark Gaffney, on the show today. Mark is the founder and owner of a boutique consulting and marketing firm for the financial services industry, and partner of FIG. In today’s episode, he’s joining us to talk about the data-driven marketing approaches that MEG uses to generate significant returns for financial advisors. Stay tuned as Mark shares some of MEG’s success stories, demonstrating the power that even the smallest of tweaks to your marketing process can have. You’ll also get a sneak peek into the upcoming launch of FIG TV, powered by MEG’s turnkey marketing system. Join us to learn more about this process and the incredible benefits that TV marketing can bring to the right advisor! Here’s some of what we discuss in this episode: Mark’s history in marketing for financial advisors + the impact of minor adjustments to your marketing process The importance of paying attention to data in the current business landscape and being coachable The power of events (seminars and webinars) and database management marketing for financial firms The upcoming launch of FIG TV, the right candidates for this kind of service + the limited slots available with MEG Learn more about MEG Learn About FIG: 800-527-1155
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Crafting Your Choosy Life with Brian Herriot, Founder of Choosy Consultant
02/22/2024
Crafting Your Choosy Life with Brian Herriot, Founder of Choosy Consultant
Brian Herriot is the founder of He’s joining us on the podcast today to discuss his role as a lifestyle and wealth coach, working with successful individuals like consultants, coaches, and small business owners, to help them transition to a choosier life and achieve financial freedom. In our conversation, Brian shares his personal journey to financial freedom and how it led him to establish Choosy Consultant. He’ll share more about his unique coaching approach, which includes a one-week intensive session covering topics such as vision-setting, savings and investing, transitioning work to part-time, and emotional readiness. Tune in to learn more about how Brian helps individuals design a remarkable life and achieve financial freedom on their own terms! Here’s some of what we discuss in this episode: Brian’s transition from a traditional full-time job to becoming a lifestyle and wealth coach A need for a new sense of purpose and belonging at age 40 What it looks like to participate in Brian’s coaching program How to get involved with Brian’s coaching program + his financial freedom quiz and private podcast Learn more about Brian and Choosy Consultant: The Financial Freedom Accelerator Quiz Choosy Consultant Secret Podcast
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Empowering Financial Futures: Leslie Lipscomb’s Journey at FIG
02/16/2024
Empowering Financial Futures: Leslie Lipscomb’s Journey at FIG
Senior Vice President at FIG, joins us for this week’s episode. She’s here to share her inspiring journey since joining the organization in 2006, starting as a sales associate and progressing to her current role. Join us as she highlights the company's resilience and growth after the passing of its thought leader, Bo Johnson, and her passion for building strong relationships, advocating for advisors, and uplifting women in the field. We’ll dive more into Leslie’s role as SVP, which focuses on empowering and serving advisors to build efficient and refined firms and learn more about her involvement in the book - an anthology featuring stories from 15 women in financial services. Don't miss the pre-order details for the book below and this great conversation with Leslie! Here’s some of what we discuss in this episode: Leslie’s 20-year journey at FIG from a sales associate to Senior Vice President + the impact of Bo Johnson’s mentorship What Leslie’s role as the Senior Vice President at FIG entails Leslie’s passion for building relationships with people in the field + empowering women in financial their careers Leslie’s experience contributing to the book, Financial Trendsetters + receiving the Bo Johnson Award in 2023 Pre-order the book, Financial Trendsetters Learn About FIG: 800-527-1155
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Building a Thriving Financial Advisory Practice with Ben and Kaitlin Schrock
02/09/2024
Building a Thriving Financial Advisory Practice with Ben and Kaitlin Schrock
We’ve got a great conversation for you today! Ben and Kaitlin Schrock, two of our elevate coaches here at FIG and founders of are here to dive into their journey of building a successful RIA firm from the ground up. They’ll discuss the challenges they faced, the pivotal moments that shaped their journey, and the strategies they employed to achieve remarkable growth. Stay tuned to learn how they navigated the initial struggles of business ownership, built a highly efficient team, and implemented effective marketing strategies to propel their business to new heights. Ben and Kaitlin have some powerful insights for financial professionals looking to scale their businesses and cultivate lasting success. If you’re looking to take your practice to the next level, this episode is sure to inspire! Here’s some of what we discuss in this episode: Ben and Kaitlin’s journey into financial advisory services + how they’ve worked to propel BA Schrock Financial Group into success Navigating the transition to independent advisory + how Ben and Kaitlin have found a balance between corporate training and entrepreneurial spirit How BA Schock’s marketing efforts have evolved + the importance of nurturing client relationships and community involvement The value of opportunistic hiring + bringing in individuals who align with your firm’s goals Learn more about Ben and Kaitlin: Learn About FIG: 800-527-1155
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2023 Recap & Anticipated Trends of 2024 with FIG COO Arron Price
02/02/2024
2023 Recap & Anticipated Trends of 2024 with FIG COO Arron Price
Arron Price, the Chief Operating Officer at FIG, joins us today for our annual beginning-of-the-year prognostication. Get ready for insights into what lies ahead in financial services, InsurTech, data culture, and operations. We’ll look back on the predictions and forecasts he made for 2023 and explore how the industry has evolved. To kick off our discussion, we’ll revisit Arron’s forecast that the “great resignation” would be forgotten in 2023 and chat about the evolving mindset of different generations in the workforce. Then, we’ll focus on the industry's remarkable operational scalability achievements in 2023 and shift toward real-time data access, transparency, and ultra-personalization in the world of marketing. Here’s some of what we discuss in this episode: Arron’s prediction that the “great resignation” would be forgotten in 2023 + the mindset shifts of both younger and older generations regarding retirement and work The impressive performance of insurance operations in 2023+ the growing role of AI in achieving greater efficiencies Why real-time data access is the next crucial step in operational efficiency The shift towards comprehensive marketing plans and ultra-personalization in the coming years Learn About FIG: 800-527-1155
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2024’s Market Landscape with Tony Parish
01/26/2024
2024’s Market Landscape with Tony Parish
Tony Parish, CFA, CQF, the Chief Investment Officer at AlphaStar Capital Management, is with us for today’s episode. He joins us twice a year to talk about the state of the market and share his halftime report. Stay tuned as we dive into market updates, the US and world economy, and get a glimpse into Tony’s market forecasts for 2024. We’ll kick off this episode by reflecting on the remarkable resilience of the economy and the markets in 2023. Then, we’ll talk about the impact of inflation on our day-to-day expenses, the likelihood of market surprises in the upcoming year, and discuss the evolving landscape of artificial intelligence in the financial industry. Here’s some of what we discuss in this episode: The market’s unexpected resilience in 2023 + how economists measure inflation and how consumers perceive it Why investors may face disappointment in 2024 with more modest returns Unforeseen events and surprises may play a significant role in shaping the economic landscape throughout the year How politics will impact the markets globally in 2024 AI’s impact on the financial markets Learn About FIG: 800-527-1155
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Elevate Your Expertise: Estate Planning Webinar Series Preview with David Graham
01/19/2024
Elevate Your Expertise: Estate Planning Webinar Series Preview with David Graham
We'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: 800-527-1155
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Empowering Wealth: A Conversation with Lisa Crosta of BPP Wealth Solutions
01/12/2024
Empowering Wealth: A Conversation with Lisa Crosta of BPP Wealth Solutions
Welcome to the first official episode of 2024! We’re thrilled to be joined by Lisa Crosta, CFP®, CPA, MBA, this week, the Director of Wealth Management at She’s here to share her journey into financial services and insights into BPP’s comprehensive financial planning process, collaborative team structure, and Security Income Plan®. Lisa also shares her passion for educating and empowering female investors. As an all-women firm, BPP Wealth Solutions is uniquely positioned to cater to women's financial needs and ensure they are well informed about their investments, income, and retirement plans. Here’s some of what we discuss in this episode: Lisa’s financial career + passion for developing intimate client relationships BPP Wealth Solutions’ process, which starts with a comprehensive financial plan and goes on to build a roadmap for building, protecting, and preserving wealth BPP Wealth’s collaborative process, training efforts, and note-taking procedures Why BPP chose to start charging for their financial plans + the value this change has brought to their clients BPP Wealth Solutions' commitment to financial awareness among female investors Learn About FIG: 800-527-1155
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The Future of Finance Tech with Andrew Barnett
12/15/2023
The Future of Finance Tech with Andrew Barnett
As the world continues to technologically evolve, staying ahead of the curve in the financial services industry has never been more crucial. Andrew Barnett, the Director of Technology Innovation at FIG, joins us on the podcast today to talk to us about his role and the important technology and business solutions being developed inside FIG. From the industry's race to modernize and embrace emerging technologies to the evolving intersection of wealth management and insurance, Andrew talks about the pressing need for a more seamless customer experience. Stay tuned as we explore the impact of tools like AI, share a behind-the-scenes look at the ongoing efforts to enhance the user experience, and reflect on the exciting yet demanding journey of the financial industry's technological evolution. Here’s some of what we discuss in this episode: What Andrew’s role entails, including collaboration with the engineering team to enhance the customer and client experience and integrating AI The need for the insurance sector to catch up and modernize, the rapid growth of tools available for financial professionals, and creating a more seamless experience for users with a unified platform The new platform that FIG recently rolled out + plans for the future to continue streamlining processes for financial professionals FIG's attention to security and compliance as the industry continues to innovate The rising prominence of AI in the insurance technology landscape Learn About FIG: 800-527-1155
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Social Security Updates For 2024: Catching Up With Hamilton Morales
10/27/2023
Social Security Updates For 2024: Catching Up With Hamilton Morales
Hamilton Morales, our Senior Vice President and Social Security Specialist here at FIG, joins us for today’s episode. We love having him on once or twice a year to update our audience on what’s happening inside the world of Social Security. In today’s episode, we’ll discuss the latest news for Social Security in 2024, including the 3.2% cost of living adjustment, rising Medicare Part B premiums, and the importance of comprehensive retirement planning to combat inflation and changing financial landscapes. We also dive into the value of partnering with experts like Hamilton to provide clients with the best information and guidance on the ever-changing world of Social Security. Learn more about the presentations he offers, including Social Security seminars and webinars, as well as his new membership with the Society of Financial Awareness (SOFA) to offer even more educational opportunities for advisors and clients. Here’s some of what we discuss in this episode: Social Security COLA for 2024 is announced at 3.2%, which may not be sufficient to cover the rising Medicare Part B premiums How can retirees address the challenge of inflation and rising expenses? The Social Security presentations that Hamilton has been putting on this year + what’s to come in 2024 The value of partnering with experts like Hamilton to provide clients with the best information and guidance regarding Social Security Learn About FIG: 800-527-1155
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The Power of a Personalized Digital Marketing Strategy with Anna Shea
10/13/2023
The Power of a Personalized Digital Marketing Strategy with Anna Shea
This week we are joined by the founder and president of , Anna Shea, to dive deep into the world of digital marketing in the financial services industry. She will discuss the path that led her to establish a boutique digital marketing firm, the power of personalized content, and share some insightful strategies to stay ahead in the rapidly evolving digital landscape. As Anna offers her unique perspective on what's hot within this dynamic realm, we also delve into the exciting possibilities of AI in marketing. You might be surprised to find out that you've been interacting with AI in your digital experiences for longer than you think. Thanks for listening and hope you enjoy the show! Here’s some of what we discuss in this episode: Anna’s career background + what inspired her to start Illuminated Advisors How having a dedicated marketing or COO person in a financial advisory firm can improve efficiency + success Adapting to new marketing strategies and technologies while maintaining the personal touch that financial advisors provide The importance of creating a personalized and resonating experience for website users through original and consistent content Learn more about Anna and Illuminated Advisors: Learn About FIG: 800-527-1155
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Hiring & Retaining Next-Gen Talent with Lori Miller and Alex Batdorf
10/06/2023
Hiring & Retaining Next-Gen Talent with Lori Miller and Alex Batdorf
Welcome back to the Retirement Inside Out podcast! Today are joined by FIG’s Talent Solutions team to talk about generational differences in the workplace and the changing landscape of talent acquisition. Tune in as we chat with Lori Miller and Alex Batdorf about how to effectively identify, attract, and retain next generation talent for your independent financial professional or financial services firm. The conversation covers various aspects of hiring and working with the next generation of talent, including their unique communication styles, preferences for transparency in compensation, and the importance of flexibility. We also discuss the evolving expectations candidates have during interviews, such as the need for clear salary discussions and the impact of technology on the hiring process. Join us for valuable insights into talent strategy in the ever-changing landscape of the financial services industry! Here’s some of what we discuss in this episode: Business owners and hiring managers need to adapt to changing times and evolving generational expectations. The job market has shifted, and businesses should evolve their talent strategies accordingly. Next-gen talent, in particular, values open communication about salary, benefits, and expectations. The younger generation values flexibility in their work arrangements. Having the option for remote work, flexible hours, or mental health days can be a significant attraction for them. Next-gen workers are comfortable with technology, and they expect companies to provide up-to-date tools and systems. Outdated technology can deter them from considering a job opportunity. Employers should think about ways to retain their current employees. Addressing issues like salary competitiveness, growth opportunities, and benefits can help prevent valuable employees from seeking new opportunities elsewhere. Learn About FIG: 800-527-1155
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Own the Narrative for Your Firm with Nicholas Ross
09/15/2023
Own the Narrative for Your Firm with Nicholas Ross
Join us for a conversation with FIG Chief Strategy Officer Nicholas Ross, where we tackle the need for strategic thinking in the financial professional world. We discuss everything from the impact of global economic trends on your clients to the importance of owning your narrative in your financial business. Tune in to gain insight on how to stay ahead of the curve in this ever-evolving industry, the need to operate at both macro and micro levels, and the importance of becoming the CEO of your firm. The episode also puts a spotlight on the significance of continuous education and learning for financial advisors. Ross stresses the value of staying updated with key concepts and building relationships with key partners. Plus, you'll discover why it's vital to control the information your clients receive, and how this aids in fostering a trusted advisor relationship. So, don't miss out on this episode filled with strategies, tactics, and tips to help you succeed in the financial world. Here is an overview of what we discuss in this episode: The importance of understanding the macro and micro influences of the economy and how this plays into effective strategy and decision-making. Why advisors should prioritize learning and staying updated with key concepts in the industry. Proactively providing valuable and timely information allows you to control the narrative and build trust with clients. How to utilize digital platforms to communicate effectively with clients and distribute necessary information. Learn About FIG: 800-527-1155
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