Jul 1, 2022
On today’s episode, we are welcomed by two COO guests, Arron Price and Laura Furner. Arron is our reoccurring guest from FIG, while Laura is the COO at Alphastar Capital Management. We’ve heard a lot about the importance of culture, process, and workflow in this industry and we are going to discuss what both these...
Jun 24, 2022
Nicholle Overkamp, CEO, founder, and advisor at Wilcox Financial Group joins us on today’s show. She’s going to break down her journey from a personal producer to a CEO and entrepreneur in financial services.
Nicholle has built a brand for high-net individuals, female investors, and business owners. Not only is...
Jun 17, 2022
On today’s episode, Dave Henry the Vice President of Life Insurance at FIG joins us to discuss how advisors, agents, and clients are using life insurance and annuities to save time and to make sure client needs are met. Dave’s going to break down how our insurance review can help save you 12 hours of time per...
Jun 10, 2022
Today is our monthly update with Chief Operating Officer at FIG, Arron Price. Financial professionals (and business owners) are looking to technology more and more to save time, and stress, and to improve efficiency within their businesses.
On the other hand, the various platforms and programs offered in the market...
Jun 3, 2022
We have some exciting content coming your way at Retirement Inside Out and FIG! Today, we’ll break down these office updates, upcoming FIG events, and some summer marketing tips that will help you generate business over the “slow” summer months.
Events are coming back stronger than ever and we all need a...