It’s always a treat to have Nicholas Ross, 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: https://www.figmarketing.com

800-527-1155

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 Tony Parish, CFA, CQF. 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: https://www.figmarketing.com

800-527-1155

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 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: https://www.figmarketing.com

800-527-1155