Jun 20, 2025
In this episode, Tom is joined by Jaime Cowper, CLTC, NSSA®, founder and CEO of Unity Financial Advisors. She shares how she went from a career in banking to building a successful, holistic financial planning firm- and the key moments and strategies that made it possible.
We dive into her client-first approach, how she...
May 23, 2025
What happens when women in finance stop waiting for permission and start telling their stories? In this episode, Leslie Lipscomb, Senior Vice President at FIG, sits down with Jessica Schloemp, Director of Operations at FIG, to share the heart behind Financial Trendsetters 2, a collaborative book written by 12 women who...
May 16, 2025
As the financial world evolves at lightning speed, staying ahead means embracing smarter tools- not just for efficiency, but for better outcomes. In this episode, guest host Shawn Sigler sits down with Keith Burger, Executive Vice President and Head of Institutional Channel Sales at FIG, to unpack the power of...
Apr 25, 2025
Today, Hamilton Morales, Senior VP and Social Security Strategist at FIG, is taking over as host to walk through some important Social Security changes taking place in 2025.
He explains the newly signed Social Security Fairness Act, which eliminates the Windfall Elimination Provision (WEP) and Government...
Apr 11, 2025
Today, Arron Price, COO at FIG, takes over as host and is joined by Jessica Schloemp, DOO at FIG. Jess is here to unpack what makes operations truly tick and how culture, collaboration, and self-awareness shape the way teams show up and succeed.
Jess will share her experience building and leading a 34-person...
