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

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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

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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

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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: https://www.figmarketing.com

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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: https://www.figmarketing.com

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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 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: https://www.figmarketing.com

800-527-1155

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: https://www.figmarketing.com

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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 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

https://ca.heroesofzero.live/

Learn About FIG: https://www.figmarketing.com

800-527-1155