Episode web page: https://tinyurl.com/2b3dz2z8 ----------------------- Rate Insights Unlocked and write a review If you appreciate Insights Unlocked , please give it a rating and a review. Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day. ----------------------- In this episode of Insights Unlocked , we explore the evolving landscape of omnichannel strategies with Kate MacCabe, founder of Flywheel Strategy. With nearly two decades of experience in digital strategy and product management, Kate shares her insights on bridging internal silos, leveraging customer insights, and designing omnichannel experiences that truly resonate. From the early days of DTC growth to today’s complex, multi-touchpoint customer journeys, Kate explains why omnichannel is no longer optional—it’s essential. She highlights a standout example from Anthropologie, demonstrating how brands can create a unified customer experience across digital and physical spaces. Whether you’re a marketing leader, UX strategist, or product manager, this episode is packed with actionable advice on aligning teams, integrating user feedback, and building a future-proof omnichannel strategy. Key Takeaways: ✅ Omnichannel vs. Multichannel: Many brands think they’re omnichannel, but they’re really just multichannel. Kate breaks down the difference and how to shift toward true integration. ✅ Anthropologie’s Success Story: Learn how this brand seamlessly blended physical and digital experiences to create a memorable, data-driven customer journey. ✅ User Feedback is the Secret Weapon: Discover how continuous user testing—before, during, and after a launch—helps brands fine-tune their strategies and avoid costly mistakes. ✅ Aligning Teams for Success: Cross-functional collaboration is critical. Kate shares tips on breaking down silos between marketing, product, and development teams. ✅ Emerging Tech & Omnichannel: Instead of chasing the latest tech trends, Kate advises businesses to define their strategic goals first—then leverage AI, AR, and other innovations to enhance the customer experience. Quotes from the Episode: 💬 "Omnichannel isn’t just about being everywhere; it’s about creating seamless bridges between every touchpoint a customer interacts with." – Kate MacCabe 💬 "Companies that truly listen to their users—through qualitative and quantitative insights—are the ones that thrive in today’s competitive landscape." – Kate MacCabe Resources & Links: 🔗 Learn more about Flywheel Strategy 🔗 Connect with Kate MacCabe on LinkedIn 🔗 Explore UserTesting for customer insights for marketers…
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Retirement Inside Out with Tom Lamendola
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Sisällön tarjoaa Financial Independence Group. Financial Independence Group tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years. Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.
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Sisällön tarjoaa Financial Independence Group. Financial Independence Group tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years. Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.
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It’s an exciting day on The Retirement Inside Out Podcast! Guest host Shawn Sigler, Executive VP at FIG, is taking over the mic today for a special conversation with David McKnight - best-selling author, speaker, and financial strategist. With over two decades of experience in the financial industry, David has helped countless advisors transform their approach to retirement planning through his Power of Zero program. David will share some powerful insights from his book, The Power of Zero, and discuss the inspiration behind his latest bestseller The Guru Gap. Shawn and David also dive into why financial advisors are seeing massive success with the Power of Zero marketing program. If you’re tired of cold calls, dinner seminars, or unpredictable prospecting, this system might be what you’ve been searching for! Here’s some of what we discuss in this episode: David’s background, the Power of Zero message, and partnership with FIG Why David wrote his new book, The Guru Gap The benefits of starting a YouTube channel for financial advisors The success advisors are having inside the Power of Zero program Next steps if you’re interested in learning more about the Power of Zero Resources for this episode: Learn more about The Power of Zero: https://www.powerofzero.com/ David’s YouTube Channel: https://www.youtube.com/channel/UCGxUwL7NvZUyLfgO18h3e2g Learn About FIG: https://www.figmarketing.com 800-527-1155…
In this episode, we’re excited to welcome Mark Gaffney, Founder and CEO of MEG (Mark Edward Gaffney), a boutique marketing firm specializing in financial professionals. With over 15 years of experience in the financial services industry, Mark has dedicated his career to helping advisors refine their marketing strategies using one key element- data. Mark shares how analyzing key metrics, diagnosing inefficiencies, and implementing structured marketing plans can drive exponential growth for financial advisors. He also breaks down the importance of having a plan, tracking performance, and making data-backed refinements to stay competitive in an evolving landscape. If you’ve ever wondered how to take a smarter, more strategic approach to marketing, this conversation is for you! Here’s some of what we discuss in this episode: The challenges some advisors are facing as they look ahead to 2025 Becoming more efficient in business through technology Dedicating time to working only on your business Finding the ideal investment in marketing for advisors in growth mode The competitive advantage of having a marketing plan Learn About FIG: https://www.figmarketing.com 800-527-1155…
1 Optimizing Your Business: Outsourcing, Personalization, and Scaling Your Practice with Nicholas Ross 25:05
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…
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 800-527-1155…
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 800-527-1155…
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 800-527-1155…
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…
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, sparked by her aunt's battle with terminal cancer, led her to develop a solution aimed at easing the financial and emotional burdens of aging care. Waterlily harnesses the power of AI and machine learning to offer clients a better understanding of their long-term care needs, including cost projections and potential family involvement. Tune in as Lily discusses the role of predictive analytics in retirement planning and how Waterlily empowers advisors to better serve their clients' needs. Here’s some of what we discuss in this episode: Lily's journey and motivation for entering the long-term care industry What is Waterlily and how does it help advisors with long-term care conversations? The importance of holistic planning and incorporating long-term care considerations into retirement strategies What’s in the future for Waterlily? Resources for this episode: Waterlily Planning https://www.joinwaterlily.com/ Lily on Linkedin https://www.linkedin.com/in/lily-vittayarukskul/ Learn About FIG: https://www.figmarketing.com 800-527-1155…
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 staying informed about Social Security changes, and the various Social Security events and seminars he is available to host. He’ll discuss the latest adjustments to Social Security for 2024, including increases in maximum taxable earnings and changes to the earnings test exemption amount. He’ll also shed light on the complexities of Social Security taxation and reveal a surprising detail about state taxes on Social Security benefits in certain states. Don’t miss this enlightening discussion! Here’s some of what we discuss in this episode: Getting in touch with Hamilton to speak at your event The maximum taxable earnings for Social Security has increased in 2024 The earnings test exemption amount has increased from $21,240 in 2023 to $22,320 in 2024 While the COLA dropped from 8.7% in 2023 to 3.2% in 2024, Medicare Part B premiums increased by almost 6% Some states impose taxes on Social Security benefits + educating clients on federal and state taxation Understanding spousal benefits, widows' benefits, and benefits for children Learn About FIG: https://www.figmarketing.com 800-527-1155…
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 significant returns for financial advisors. Stay tuned as Mark shares some of MEG’s success stories, demonstrating the power that even the smallest of tweaks to your marketing process can have. You’ll also get a sneak peek into the upcoming launch of FIG TV, powered by MEG’s turnkey marketing system. Join us to learn more about this process and the incredible benefits that TV marketing can bring to the right advisor! Here’s some of what we discuss in this episode: Mark’s history in marketing for financial advisors + the impact of minor adjustments to your marketing process The importance of paying attention to data in the current business landscape and being coachable The power of events (seminars and webinars) and database management marketing for financial firms The upcoming launch of FIG TV, the right candidates for this kind of service + the limited slots available with MEG Learn more about MEG https://markedwardgaffney.com/ Learn About FIG: https://www.figmarketing.com 800-527-1155…
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 personal journey to financial freedom and how it led him to establish Choosy Consultant. He’ll share more about his unique coaching approach, which includes a one-week intensive session covering topics such as vision-setting, savings and investing, transitioning work to part-time, and emotional readiness. Tune in to learn more about how Brian helps individuals design a remarkable life and achieve financial freedom on their own terms! Here’s some of what we discuss in this episode: Brian’s transition from a traditional full-time job to becoming a lifestyle and wealth coach A need for a new sense of purpose and belonging at age 40 What it looks like to participate in Brian’s coaching program How to get involved with Brian’s coaching program + his financial freedom quiz and private podcast Learn more about Brian and Choosy Consultant: https://www.choosyconsultant.com/ The Financial Freedom Accelerator Quiz https://brian-xecsfp1i.scoreapp.com/ Choosy Consultant Secret Podcast https://app.helloaudio.fm/feed/c7345ee0-08a2-4985-a353-6c168493592f/signup…
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 her passion for building strong relationships, advocating for advisors, and uplifting women in the field. We’ll dive more into Leslie’s role as SVP, which focuses on empowering and serving advisors to build efficient and refined firms and learn more about her involvement in the book Financial Trendsetters - an anthology featuring stories from 15 women in financial services. Don't miss the pre-order details for the book below and this great conversation with Leslie! Here’s some of what we discuss in this episode: Leslie’s 20-year journey at FIG from a sales associate to Senior Vice President + the impact of Bo Johnson’s mentorship What Leslie’s role as the Senior Vice President at FIG entails Leslie’s passion for building relationships with people in the field + empowering women in financial their careers Leslie’s experience contributing to the book, Financial Trendsetters + receiving the Bo Johnson Award in 2023 Pre-order the book, Financial Trendsetters https://jessicaweaver.com/financial-trendsetters/ Learn About FIG: https://www.figmarketing.com 800-527-1155…
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