Today, we are back with our COO here at Financial Independence Group, Arron Price. Arron is here to provide a detailed update on his recent travels, meetings with insurance carriers and tech partners, and the exciting developments happening within FIG. This episode focuses on the drive for greater efficiency, accuracy, and speed in the financial industry to meet the demands of today's fast-paced world. Arron sheds light on how the industry is shifting towards digitization and embracing technolog...
Jun 09, 2023•19 min
In this episode, we are joined by Dave Henry, CLTC, the Executive Vice President of Life Insurance at FIG, who will provide us with a quarterly update on the innovative developments that are happening within FIG. He’ll also highlight some changes that are taking place in the industry to make life insurance more accessible for both licensed professionals and consumers. Join us as we discuss industry regulations, rate information on universal life insurance, and FIG's expansion of its advanced str...
Jun 02, 2023•22 min
Today we're back with the one and only Alecia Barnette, CLTC. Alecia is the Senior Vice President of our care planning division at FIG. She is going to shed light on some remarkable developments taking place within the care planning industry and in long-term care insurance in this episode. We'll explore the importance of thoughtful care planning and financing strategies in today’s evolving landscape, particularly as the aging retiree population and baby boomers face the reality of future care ne...
May 26, 2023•24 min
On today’s episode, we are joined by Lori Miller and Dave Hostetler, CLTC, two leaders within FIG’s business development practice management division. Lori leads our talent solutions division and Dave oversees all aspects of business consulting, practice management, and succession planning. Together, they will shed light on the crucial role that a "people strategy" and "people plan" play in the overall efficiency of your business. Lori will kick off this episode by talking about the impact of ha...
May 12, 2023•29 min
On today’s episode, we are glad to be joined by our Chief Strategy Officer at Financial Independence Group, Nicholas Ross. From strategy and planning tips to integrating AI services, Nicholas is here to discuss getting tactical with your business. Join us as we talk about the importance of thinking big and keeping up with the progression of technology in today’s world. Today, we discuss how COVID-19 has changed the future of the financial industry and the importance of keeping up with the demand...
Apr 14, 2023•34 min
On today’s episode, we are joined by Ben Hockema, CFP®, founder of Illuminate Wealth Management. In this episode, Ben offers valuable insights into the challenges and opportunities of launching a virtual advisory firm during COVID-19, as well as the importance of prioritizing client needs to build a successful business. Ben kicks off this episode by discussing his decision to leave an independent advisory firm and pursue his own vision. He dives into how he managed to create a virtual client bas...
Apr 07, 2023•23 min
On today’s episode, we are thrilled to be joined by a very special guest, Teresa Speir. As one of our vice presidents of life insurance at Financial Independence Group, Teresa brings a wealth of knowledge and expertise to the table. With her certifications as a CFP®, ChFC®, CLU®, and CLTC®, Teresa is a valued member of our team who performs analytical duties for our agents and advisors to help enhance client portfolios. Throughout this episode, Teresa will share her insights on the life insuranc...
Mar 31, 2023•25 min
On today’s episode we are going to breakdown the difference between strategy and plan based on some research and conversations we’ve had with our top financial professionals over the last few months. We’ve come to realize that not everyone has a financial strategy or plan, and without the two of them together, it’s difficult to achieve your goals. Here’s some of what we’ll discuss in this episode: Strategies and plans are not interchangeable and what that means for your business. (3:44) How a st...
Mar 17, 2023•21 min
We get a chance today to talk with one of the experts in the podcasting space and someone we’ve built a great relationship with at FIG. Walter Storholt is a co-owner of Third Wheel Media, who helps us produce our show and bring it to market, and we wanted to learn much more about how to best leverage this medium to grow your business. In a world where business owners can really take control of their brand and their marketing message, podcasting and radio have become key pieces to a marketing str...
Mar 10, 2023•37 min
It’s time for another beginning of the year update with friend of the show, Tony Parish, CFA®, CQF, the Chief Investment Officer at Alphastar Capital Management. We're grateful for his time twice each year on the podcast as he gives us a great overview of the economy and investment markets. On this episode of Retirement Inside Out, Tony and Tom recap the economic headlines of 2022 and analyze which factors will carry over into playing a role in 2023’s economy. Will we see overtightening from the...
Feb 03, 2023•24 min
Social Security will always be a key piece of the income planning puzzle and it’s gotten a little more attention this year with the 8.7% COLA increase in 2023. FIG understands the value of providing resources to the financial professionals we work with and we have a tremendous one in Hamilton Morales, Senior Vice President at FIG. He’s been with the company for more than 15 years, but over the past seven years, he’s been strictly focused on becoming an expert in Social Security. He’s provided ho...
Jan 27, 2023•29 min
Even after everything we saw in 2020 and 2021, the past year seemed to top both of those in terms of news and volatility. Much of that craziness led to challenging financial conditions, but it’s interesting to look back on how the industry adapted to 2022. To help us reflect on the past year, FIG Chief Operations Officer Arron Price returns to the show to help provide a big-picture view of our profession and the trends we’ve seen come out of a bear market. We’ll discuss the year that was with Ar...
Jan 20, 2023•28 min
The digital age has changed the way we all do business but one huge shift that it’s created is in content. Now entrepreneurs and small businesses can build a following and credibility through the content they produce. Today’s guest is a perfect example of that. Ann Garcia is an independent, fee-only advisor at Independent Progressive Advisors, and she’s built her brand and company by educating people on college funding. We wanted to feature her story on this episode and talk about how she got in...
Jan 13, 2023•23 min
We have an exciting show today featuring our guest, Darren Woodson. Darren is a Dallas Cowboys 3-time Super Bowl Champion and 5 Time Pro Bowl Selection. He will be a Keynote speaker at FIG’s upcoming Symposium. In this episode, you will get a glimpse into Darren’s life and the things that have inspired him, driven him, and helped him achieve the goals he has set. Here is some of what you’ll learn in this episode: Darren’s experience with different financial advisors. (2:57) The importance of com...
Dec 21, 2022•30 min•Ep. 88
Today we are joined by our Senior Vice President of Care Planning, Alecia Barnette. We will discuss some exciting things in the long-term care industry. Medicaid will not be able to afford long-term care services as more and more people use it. Listen to find out the solution being implemented in Washington and find out what states are likely to be following suit. Here is some of what you’ll learn in this episode: A new tax in the state of Washington. (2:26) Few IMO’s have the resources that we ...
Dec 16, 2022•20 min•Ep. 87
Today we are joined by David and Jonah Stillman, a father-son duo who founded GenGuru. They specialize in generational gaps and will be speaking at our symposium event. In this episode, we will cover some of the differences in the various generations and how understanding them can help you as an employer and business owner. Here is some of what you’ll learn in this episode: What you should know about recruiting Gen Z from an employer perspective. (5:59) How understanding the generations can bene...
Dec 02, 2022•18 min•Ep. 86
We are back with Arron Price, COO at Financial Independence Group. He leads our operations and technology teams here at FIG. In this episode, we will be discussing some new things that are happening in the industry. We share some of the behind-the-scenes from Arron’s travels to industry events and our thoughts on them. Here is some of what you’ll learn in this episode: Hear what Arron learned during the event he attended recently. (2:18) How the industry has changed over the years. (5:11) The sp...
Nov 25, 2022•24 min•Ep. 85
Today’s guest is Sheri Fitts, Founder/CEO of Sheri Fitts & Co. Sheri specializes in financial services marketing and branding. In this episode, Sheri tells the story of how she got into marketing in the financial industry and shares some of her knowledge with us. Sheri will be a keynote speaker at our upcoming symposium and will be highlighting the changes and future of marketing. You can find out more about the event on our website. Listen to get a small preview of the value Sheri will be bring...
Nov 18, 2022•33 min•Ep. 84
Today’s guest is Michael Finke, Wealth and Retirement Professor, and Frank M. Engle Chair of Economic Security at The American College. We wanted to share how he and others are helping financial professionals tell the story of guaranteed income. It is more important than ever before, for people to plan for income in retirement. Here is some of what you’ll learn in this episode: How Michael got started in the financial industry. (2:12) Ways to introduce annuities to those that don’t understand th...
Nov 04, 2022•26 min•Ep. 82
Welcome back to our monthly discussion with FIG COO, Arron Price. Arron joins us once a month to talk about operations, technology, culture, and anything in the retirement planning industry. Today we discuss the issue of sourcing talent and how it impacts business. We also give you an inside look at FIG operations as we navigate an influx of business and changes in marketing. Hiring is one of the most important things to a business. It’s important to build a team with experience, yes, but candid...
Sep 30, 2022•30 min•Ep. 81
Many people dream of having a family, owning a business, and maybe writing a book, but not everyone makes it happen. Today we are going to hear from Jessica Weaver, CFP ® , CDFA ® , CFS ® , Wealth Advisor, and Founder of the Women’s Wealth Boutique. Jessica shares how she built a unique brand in the financial industry and strives to serve each person as their true, authentic selves. Listen to learn how she attracts her ideal team members and supports them throughout their careers. Here is some o...
Sep 16, 2022•30 min•Ep. 80
Hard to believe it’s already time for another mid-year update with our good friend Tony Parish, CFA®, CQF, who is the Chief Investment Officer at Alphastar Capital Management. We're grateful for his time twice each year on the podcast as he gives us a great overview of the economy and investment markets. Today he’s here to provide a summation and culmination of everything that went on during the first half of the year, which was marked by volatility and inflation. Every year around August, Tony ...
Aug 19, 2022•25 min
Today’s show will be a little bit different than most of our previous ones but we think you’ll get a lot out of this. Josh and Charlene Dearing are a local husband and wife team in the Charlotte area of North Carolina, and they bring years of experience in real estate. We wanted to pick their brain on starting a business together and building a team as partners. We have plenty of our small business owners and advisors in a similar position so we think there’s a lot to glean from this conversatio...
Aug 12, 2022•30 min
On today’s episode, Alecia Barnette, the Senior Vice President of Care Planning at FIG, joins us once more for her quarterly review of trends going on inside long-term care and long-term care insurance. A lot of changes are coming to the industry! Carriers are listening and are creating innovative products for our clients, elevating the long-term care industry services we offer. Alecia is going to break down these trends, potential legislation impacting long-term care, keynote seminars she offer...
Jul 28, 2022•19 min
Today, is a special episode where the Chief Operating Officer at FIG, Arron Price, will be interviewing our host Tom Lamendola. As many of you know, Tom is the director of marketing here at FIG. From an insider's perspective, what marketing trends is he seeing in the industry? Video is a huge advantage for advisors and it can scale your presence nationally and internationally. What does video marketing look like? We start with a diagnostic that determines if you’re ready to start video marketing...
Jul 22, 2022•26 min
On today’s episode, the founding principal of Head Start Equity and former advisor, Brian Head joins us on the show. Starting out in single-family flips found great success in real estate and is now investing in multi-million-dollar properties and helping others do the same. After a life-changing event with Brian and his family, he realized that he didn’t want to work into his 60s. He wants to spend time with his family now, and multi-family properties allowed him to scale his business to do so....
Jul 08, 2022•28 min
On today’s episode, we are welcomed by two COO guests, Arron Price and Laura Furner. Arron is our reoccurring guest from FIG, while Laura is the COO at Alphastar Capital Management. We’ve heard a lot about the importance of culture, process, and workflow in this industry and we are going to discuss what both these leaders are seeing in their fields and how they are optimizing their businesses. As an operations leader, both Aaron and Laura have seen the importance of scaling their business and fi...
Jul 01, 2022•29 min
Nicholle Overkamp, CEO, founder, and advisor at Wilcox Financial Group joins us on today’s show. She’s going to break down her journey from a personal producer to a CEO and entrepreneur in financial services. Nicholle has built a brand for high-net individuals, female investors, and business owners. Not only is she helping her clients financially, but she is also a business coach aiding other advisors throughout the industry. More about Nicholle: https://www.wilcoxfinancialgroup.com/team/nicholl...
Jun 24, 2022•38 min
On today’s episode, Dave Henry the Vice President of Life Insurance at FIG joins us to discuss how advisors, agents, and clients are using life insurance and annuities to save time and to make sure client needs are met. Dave’s going to break down how our insurance review can help save you 12 hours of time per client, making your business more efficient and productive. How are financial professionals using enforced contracts and enforced policy reviews to really better their services? Dave and hi...
Jun 17, 2022•31 min
Today is our monthly update with Chief Operating Officer at FIG, Arron Price. Financial professionals (and business owners) are looking to technology more and more to save time, and stress, and to improve efficiency within their businesses. On the other hand, the various platforms and programs offered in the market can overwhelm professionals. It’s a balancing act, finding the right programs for the problems you are facing without investing too much in one platform. The goal for many of us is to...
Jun 10, 2022•31 min
