Mar 7, 2025
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...
Feb 21, 2025
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...
Feb 7, 2025
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...
Jul 26, 2024
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...
Jun 28, 2024
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...