We have some exciting content coming your way at Retirement Inside Out and FIG! Today, we’ll break down these office updates, upcoming FIG events, and some summer marketing tips that will help you generate business over the “slow” summer months. Events are coming back stronger than ever and we all need a refresh on the importance of events in our marketing plan. We’re going to get back to the strong basics. From the Elevate You event to the Capstone Recruiting event, there will be plenty of oppo...
Jun 03, 2022•23 min
On today’s episode, Bobby Samuelson joins us once again to discuss product concepts for investors and for insurance carriers. Bobby is the President of Life Innovators, a product development and research company that helps insurance carriers develop product solutions that fit their client’s needs. With more people interested in life insurance than ever, advisors and clients realize there isn’t a tool like it in the financial industry. Bobby is helping make introductions between companies, allowi...
May 27, 2022•29 min
On today’s episode, sales coach, Sarano Kelly joins us to discuss how we can define and optimize our sales process as financial professionals. He loves to coach, working with top performers and CEOs to market and communicate effectively to their audiences. Being a confident and effective communicator can help you stand out from the crowd in a world that’s increasingly isolated by technology. Authentic communication truly allows you to connect with people, but it can be a difficult skill to maste...
May 20, 2022•26 min
Over the past two years, life insurance and long-term care insurance have been growing at a rapid pace. On today’s episode, Alecia Barnette, FIG’s Senior Vice President of Care Planning, joins us to discuss the growing role long-term care is playing in financial and retirement planning. With not a lot of departments offering such services, Alecia is changing the field with FIG’s Care Planning team. With a record start to the year, Alecia helps advisors serve the growing needs of their clients, w...
May 13, 2022•22 min
Today we’ll move outside of the FIG framework and moves more into variable, registered, and structured products with our partners at Barnabas Capital. We asked our friends Joe Powell, President, and Josh Lewis, Head of Structured Products, to join us to take us inside their business and what they offer. This should be a highly educational episode for advisors who want to learn more about the different asset classes available and the lines of business they provide. Plus, they’ll tell us how they ...
May 06, 2022•30 min
Over the past two years, life insurance sales and therefore the evolution of the product has skyrocketed. On today’s episode, FIG’s Executive Vice President of Life Insurance, Dave Henry, joins us to unpack new product concepts and the industry’s shift into solution-based services. With different regulations coming into place, carriers are able to be more flexible with their product design leading to new market trends. One such trend is a resurgence in whole life policies. These new regulations ...
Apr 29, 2022•31 min
Welcome back to our monthly discussion with FIG COO, Arron Price. We’re going to break down FIG’s Quinci Platform, the industry’s first end-to-end insurance, and registered products planning system. Launched in July of 2021, we’ve continued to integrate this application to help agents and advisors get contracted and educated. Quinci pulls in all things contracting, carrier appointments, education, insurance planning, and registered products through partnerships. These technological solutions are...
Apr 22, 2022•32 min
Finding and retaining talent isn’t as easy as it used to be. 47 million Americans resigned last year, looking for new opportunities. On today’s episode the Vice President of Talent Solutions at FIG, Lori Miller joins us to discuss recruiting, employment trends, and more. Talent Solutions helps FIG firms and advisors hire all positions, educating them on company culture and team cohesiveness in this competitive employment market. The Great Resignation over the past months is very real and it’s im...
Apr 14, 2022•33 min
When it comes to planning for retirement as a federal or government employee, you often face unique challenges that not every advisor will be ready to face. On today’s episode, an experienced financial advisor inside of the Federal Retirement Program joins us to discuss federal employee specialization and how he serves this niche. Rich Zeitz is the founder of Bravias Financial and he is helping federal employees navigate the world of finance and save for the future. This is a tough niche for adv...
Apr 08, 2022•42 min
If you want to go fast, go alone. If you want to go far, go together. But how often are we forgetting what growth, together as a team, looks like? On today’s episode, the President of Boss LLC, Lawrence Henderson, joins us to discuss leadership and developing proper communication in our personal and professional life. In a short amount of time since our own training session with Lawrence, we’ve already seen tremendous improvement and growth within our team. Boss LLC works with teams to frame pro...
Apr 01, 2022•32 min
On today’s episode, the lead investment advisor at Ruggeri Financial, Logan Sadler, joins us to discuss his story and how a succession plan helped him transition into his current role after the passing of Ruggeri’s founder. As a second-generation financial advisor, Logan joined the industry shortly after finishing school and was brought on as the future succession plan for Ruggeri Financial that lead to a reliable transition for clients. They focused on communication, meaning everyone met and kn...
Mar 25, 2022•38 min
When Arron went out looking for a new Director of Operations, he was looking for true leaders who understand the impact individuals can make in an organization. A lot of businesses are looking for this type of change and shift in culture. Leadership is evolving and teams want to be more involved in business development and growth. On today’s episode, our COO Arron Price and Director of Operations Jessica Schloemp join us to discuss coaching, empowerment, and important changes within FIG. Jessica...
Mar 18, 2022•23 min
On today’s episode, Reno Frazzita, the founder of Smart Money Financial Advisors, and his Senior Paraplanner Nicole Andridge join us to discuss growing a financial business and the importance of digital marketing. As a small business, they are truly making a difference in their clients’ lives. Becoming an RIA allowed Reno and Nicole to grow their business with flexible marketing. Now they are helping other advisors with their digital marketing strategy through Advisor Distillery. We’ll discuss t...
Mar 11, 2022•38 min
What does it take to be successful in a sport? In business? The similarities between success in both may be more similar than you realize. On today’s episode, the record-breaking Paralympic star, Jessica Long joins us to discuss her story and what motivates and inspires her to achieve greatness. Training for hours a day, consistency has always been a key component in Jessica's life. It’s not always easy, but showing up and starting is the first step. Once you have mastered consistency and techni...
Mar 04, 2022•27 min
There has been a big push for businesses to become more aligned with their mission and goals in the past few years. In today’s complex world it is getting more difficult for business owners to stay focused. At FIG we are working to help recenter and empower our advisors. On the other side, employers have been caught off guard by “The Great Resignation.” Companies are realizing they have to offer new values to their employees. How do we keep people engaged? You have to have a strong strategy when...
Feb 25, 2022•22 min
What kind of unique insurance policy services are available for advisors in today’s market? Your clients face unique factors in life, meaning they need customizable and innovative insurance. On today’s episode, we are joined by a group from Exceptional Risk Advisors, Sean McNiff and Ryan Moore. We’ll be discussing exactly what they do at Exceptional Risk Advisors, their relationship with Lloyd’s, and how they are educating advisors on customizable insurance solutions. Their clients are typically...
Feb 18, 2022•29 min
The market has been relatively stable over the past few years, but this could be changing. What do you need to know to help your clients make the best decisions possible? On today’s show, Tony Parish joins us to discuss his state of the market presentation. Tony provides advisors with thorough information on important financial topics like inflation, investments, and market trends. 2022 has started off rocky in January. To truly understand where we stand today, Tony explores the events leading u...
Feb 11, 2022•26 min
When it comes to professional sports, a lot of marketing goes into the events they hold, similar to the financial industry. On today’s episode the Chief Operating Officer of the Charlotte Checkers Hockey Team, Tera Black, joins us to discuss challenges we face as business owners and leaders. Starting her journey on the west coast, Tera explains some of the main differences she’s seen now that she’s on the east coast when it comes to marketing. How does this apply to advisors trying to expand the...
Feb 04, 2022•27 min
What should small businesses be on the lookout for this year? How can we optimize our operations to have productive workflows and outcomes? We are excited to speak with our recurring guest, Arron Price the Chief Operating Officer at FIG on today’s episode. We’ll discuss emerging trends and efficiencies inside of FIG that you need to be aware of. A lot of trends are being driven by technology and it’s important to stay informed as an industry, whether you are an advisor or a client. There are so ...
Jan 28, 2022•31 min
The day of door-to-door financial planning is coming to an end. So how do you get your business to stand out from others? You have to be willing to enhance your practice and focus on factors that will bring your ideal client to you. On today’s episode, we are joined by Ken Van Leeuwen of Van Leeuwen Company. They serve corporate executive clients with high-end financial planning and an elevated client experience. We are going to discuss how he’s differentiating his business through the Rembrandt...
Jan 21, 2022•31 min
ESG investing (Environmental, Social, and Governance investing) is a growing buzzword in the financial industry. More and more people are interested in aligning their values with their investments. On today’s show, Luke Wilcox the founder of Ethos ESG joins us to discuss ESG and how his company is helping advisors elevate their services. There is a lot of information out there about this type of service and it can be overwhelming. That’s why Luke started this journey. He wants to simplify ESG an...
Jan 14, 2022•21 min
Welcome to 2022 and our 2nd season of Retirement Inside Out. We believe that it’s never too late to create your business plan or marketing plan for the year. So on today’s episode, Tom will discuss some best practices, strategies, and tactics to follow as you build out your plan for 2022. Do you have an events calendar? People want to hear from you and know when they can get information from you. An event is a really simple way to get your information out there. We’ll also go over the strategies...
Jan 07, 2022•19 min
Disney World, the happiest place on earth, certainly knows the importance of brand imagery and cultural impact. On today’s episode, we speak with 30-year Disney employee Dani Bridgers about cultural influence and advocacy. She’s worked for MGM studio, ESPN, and at the Disney parks. At Disney, they value a cultural experience for everyone involved, the characters, the employees, and the customers. In similar ways, we want to provide an excellent client experience to our own clients and provide a ...
Nov 19, 2021•33 min
As independent advisors, it's important we develop an inclusive and diverse environment for our clients and employees. On today's episode, we speak with Sandra Cho, the founder and CEO of Pointwealth Capital Management. Sandra knew she wanted to help people from all walks of life, to give them the skills to ensure their families were taken care of. We will be discussing her journey as an independent advisor, what we can learn from facing adversity, and how we can be part of a more diverse and in...
Nov 12, 2021•32 min
Educating our clients in financial literacy is a great way to empower them to make capable decisions. There are various ways to reach clients and potential clients through webinars and seminars. On today's show, Karen Altfest the founder of Altfest Wealth Management joins us. She has focused her career to help women gain financial literacy and independence. She is passionate about teaching her clients and giving them the tools, they need to understand their own financial decisions. We will be di...
Nov 05, 2021•35 min
Many of us joined the financial industry to help others. David Rosell has combined his passion for helping people with his love for storytelling. On today's episode, David Rosell joins us to speak on his approach to the art of storytelling and the importance it plays in our marketing and financial planning strategy. He's an author, speaker, and financial planner that is educating his clients and other advisors. We will be discussing his approach to marketing, his risk blueprint, and how retireme...
Oct 29, 2021•29 min
In the financial world and beyond we must be capable of overcoming adversity. We need to grow from our experiences. On today's show, Austin Hatch is joining us to share his G.R.I.T. framework and how it helps teams develop into their best selves. Austin was in two separate plane crashes as a child and young adult, he then went on to play basketball at Michigan University. He has used his experiences to help others build their resilience. We are going to discuss his story and how G.R.I.T. is help...
Oct 22, 2021•25 min
As the world starts to open back up, live events are starting up again. The importance of events whether they are live, online, or a hybrid can not be understated. Events are crucial for our education and business development. You can learn a lot when attending one of these events and you should focus on implementing this new knowledge into your business. On today’s show, Tom is going to discuss why we need to be attending events as financial professionals. He will also be highlighting upcoming ...
Oct 15, 2021•26 min
A few episodes ago we interviewed Gino with Icon Trust. Today we are continuing the conversation with his partner, Brian Simmons. Brian has been in the field for over a decade, accommodating clients with asset protection through trusts. Icon Trust values being advisor-friendly, encouraging partnerships rather than competition. Instead of trying to get into the world of investments, they focus on trust management and providing asset protection to the clients of financial advisors. On today’s epis...
Oct 08, 2021•25 min
Hiring new employees looks a lot different than it did a few years ago. Small business owners and independent financial advisors are finding it harder than ever to recruit quality candidates on their own. To explain this change in the job market we invited Lori Miller, Vice President of FIG Talent Solutions, onto the show. Lori is an expert at connecting financial advisors with talented employees. She is going to discuss the current candidate market, wages, and how Talent Solutions can help fina...
Oct 01, 2021•32 min
