최고 Financialindependencegroup 팟캐스트 (2024)

1
State of the Markets: A Mid-Year Review with Tony Parish 24:55

3M ago24:55

24:55

In this week’s episode, we welcome back Tony Parish, CFA, CQF, Chief Investment Officer at Alphastar Capital Management, 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…

1
Taking A Look At Current M&A Trends and More with Dave Hostetler 26:45

4M ago26:45

26:45

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 mo…

1
Engaging The Next Generation with Nicholas Ross 21:36

4M ago21:36

21:36

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…

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Meet Keith Burger, FIG’s New EVP and Head of Institutional Channel Sales 9:10

6M ago9:10

9:10

For the first ever time, we’re welcoming Keith Burger 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 …

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The Future of Finance: FIG’s 2024 Spring Interns Graham Wald and Paul Matanovic 16:13

7M ago16:13

16:13

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 F…

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Power Up Your Practice: Inside the Heroes of Zero Conference with David McKnight 12:25

7M ago12:25

12:25

Join us for a special episode featuring David McKnight, our partner from Power of Zero. He’s here to talk about the upcoming Heroes of Zero conference 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 th…

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Waterlily: Innovative Solutions for Long-Term Care Planning featuring Lily Vittayarukskul 22:22

7M ago22:22

22:22

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 Waterlily Planning. We’re so excited to partner with Waterlily and introduce you to its innovative approach to long-term care planning. Lily's personal journey, spar…

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2024 Social Security Updates with Hamilton Morales 13:37

8M ago13:37

13:37

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 stayin…

1
Mastering Financial Advisor Marketing with Mark Gaffney 25:21

8M ago25:21

25:21

We’re very excited to have our friend, Mark Gaffney, on the show today. Mark is the founder and owner of Mark Edward Gaffney (MEG), 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 signifi…

1
Crafting Your Choosy Life with Brian Herriot, Founder of Choosy Consultant 17:27

8M ago17:27

17:27

Brian Herriot is the founder of Choosy Consultant. 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 persona…

1
Empowering Financial Futures: Leslie Lipscomb’s Journey at FIG 21:41

9M ago21:41

21:41

Leslie Lipscomb, 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 h…

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Building a Thriving Financial Advisory Practice with Ben and Kaitlin Schrock 27:14

9M ago27:14

27:14

We’ve got a great conversation for you today! Ben and Kaitlin Schrock, two of our elevate coaches here at FIG and founders of BA Schrock Financial Group, 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 strategi…

1
2023 Recap & Anticipated Trends of 2024 with FIG COO Arron Price 20:59

9M ago20:59

20:59

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 …

1
2024’s Market Landscape with Tony Parish 28:40

9M ago28:40

28:40

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 of…

1
Elevate Your Expertise: Estate Planning Webinar Series Preview with David Graham 18:37

9M ago18:37

18:37

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 Strategie…

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Empowering Wealth: A Conversation with Lisa Crosta of BPP Wealth Solutions 23:46

10M ago23:46

23:46

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 BPP Wealth Solutions. 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 P…

1
The Future of Finance Tech with Andrew Barnett 29:14

11M ago29:14

29:14

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…

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Social Security Updates For 2024: Catching Up With Hamilton Morales 18:05

1y ago18:05

18:05

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 liv…

1
The Power of a Personalized Digital Marketing Strategy with Anna Shea 26:55

1y ago26:55

26:55

This week we are joined by the founder and president of Illuminated Advisors, 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 …

1
Hiring & Retaining Next-Gen Talent with Lori Miller and Alex Batdorf 29:56

1y ago29:56

29:56

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 indep…

1
Own the Narrative for Your Firm with Nicholas Ross 25:07

1y ago25:07

25:07

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 a…

1
Innovations in Insurance: Technology, Regulation, and Advanced Strategies with Dave Henry 31:25

1y ago31:25

31:25

We are back with FIG’s Executive Vice President, Dave Henry. He’s bringing us a quarterly life insurance industry update in today’s episode. Tune in as we discuss advancements in technology that are revolutionizing the insurance industry, from precise illustration systems to streamlined policy management. We also delve into how insurance carriers a…

1
Scaling Your Business with ElevateU: The Ultimate Marketing Event with Monica Breeding 22:01

1y ago22:01

22:01

Today we’re excited to be joined by Monica Breeding, our Director of Marketing at FIG, who is here to talk to us about our upcoming ElevateU branding and coaching event. This event, designed to help improve and scale your business, is taking place in St. Louis on September 17th, 18th, and 19th. We are especially excited about this ElevateU event, a…

1
The Agile Edge: A Look At Agile Project Methodology with Arron Price 25:07

1y ago25:07

25:07

Welcome back to the Retirement Inside Out podcast! Today, we are excited to be joined by, Arron Price, Chief Operating Officer of FIG. In this episode, we explore how organizations like FIG and other financial services firms are leveraging agile project methodology to empower their teams, enhance efficiency, and provide remarkable results and deliv…

1
Halftime Report with Tony Parish: AI, Inflation and More 30:31

1+ y ago30:31

30:31

Welcome back to the Retirement Inside Out podcast! In today's episode, we are joined by the Chief Investment Officer at Alphastar Capital Management, a member of the FIG operating system, Tony Parish, CFA, CQF. He’s here to share his half-time report with us today, providing valuable insights on the state of the market and more. Tony will kick off …

1
Providing Value for Your Clients with Mike Lecours of fpPathfinder 26:12

1+ y ago26:12

26:12

Welcome back to the Retirement Inside Out podcast! In today's episode, we have the pleasure of having Mike Lecours, CFP®, co-founder of fpPathfinder, join us. fpPathfinder is an incredible resource for financial professionals, offering a wide range of tools and resources, including checklists, flowcharts, and optimized client and prospect meetings.…

1
The Ins and Outs of E&O Insurance with Matt Woodford and Angela Schroder 36:39

1+ y ago36:39

36:39

Welcome back to the Retirement Inside Out podcast! Today we are joined by two very special guests, president of Independent Property & Casualty Group, Matt Woodford, and president of U.S. E & O Brokers, Angela Schroder. They are sitting down with us to talk about all things Errors and Omissions (E&O) Insurance- from making sure you have the right c…

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Navigating The Digital Age: E-Solutions for Financial Professionals with Arron Price 18:55

1+ y ago18:55

18:55

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 in…

1
Ep 100: FIG Innovations and Industry Regulations: A Quarterly Update with Dave Henry 22:00

1+ y ago22:00

22:00

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 professi…

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Ep 99: Navigating Long-Term Care Insurance and Innovations with Alecia Barnette 24:07

1+ y ago24:07

24:07

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 an…

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Ep 98: Building And Sustaining A Winning Team with Lori Miller and Dave Hostetler, CLTC 28:46

1+ y ago28:46

28:46

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 …

1
Ep 97: Finding Your Edge with Nicholas Ross 33:31

1+ y ago33:31

33:31

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 technol…

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Ep 96: Providing Exceptional Service with Ben Hockema 22:51

1+ y ago22:51

22:51

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 b…

1
Ep 95: The Latest in Life Insurance with Teresa Speir 24:56

1+ y ago24:56

24:56

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 analyti…

1
Ep 94: The Role Strategy And Planning Plays In Marketing Success 20:45

1+ y ago20:45

20:45

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. …

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Ep 93: Leveraging Podcasting to Level-Up Your Marketing with Walter Storholt 36:40

1+ y ago36:40

36:40

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 wh…

1
Ep 92: Pump The Doom & Gloom Brakes – Reasons For Positivity In The 2023 Economy with Tony Parish, CFA®, CQF 24:00

1+ y ago24:00

24:00

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 rec…

1
Ep 91: FIG Launching New Social Security Program with Hamilton Morales 28:44

2y ago28:44

28:44

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 th…

1
Ep 90: Reflecting on 2022 & Projecting 2023 Trends with FIG COO Arron Price 27:39

2y ago27:39

27:39

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 …

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Ep 89: Turning Content Into a College Funding Business with Ann Garcia 23:00

2y ago23:00

23:00

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 …

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Ep 88: Dallas Cowboys 3-Time Super Bowl Champion, Darren Woodson 29:49

2y ago29:49

29:49

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 go…

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Ep 87: The Long-Term Care Tax with Alecia Barnette SVP 20:15

2y ago20:15

20:15

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…

1
Ep 86: The Generations and Business with David and Jonah Stillman 17:59

2y ago17:59

17:59

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…

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Ep 85: Discussing Industry News with Arron Price, COO at FIG 23:53

2y ago23:53

23:53

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 l…

1
Ep 84: Marketing in the Financial Industry with Sheri Fitts 33:00

2y ago33:00

33:00

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…

1
Ep 82: The Story of Annuities with Michael Finke, Wealth and Retirement professor as The American College 26:16

2y ago26:16

26:16

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…

1
Ep 81: Hiring Advisors who Care with Arron Price, FIG COO 29:40

2y ago29:40

29:40

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 busine…

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Ep 80: Creating Space in the Financial Industry with Jessica Weaver CFP®, CDFA®, CFS® 29:41

2y ago29:41

29:41

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 …

1
Ep 79: Mid-Year Economic Report & Investment Outlook with Tony Parish, CFA®, CQF 25:02

2y ago25:02

25:02

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 c…

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Ep 78: Building a Successful Husband-Wife Real Estate Business with the Dearing Team 29:50

2y ago29:50

29:50

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 tea…

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