Hey, you: Experience the present. Even if it's for 5 minutes. Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #Business #LiveInTheMoment #BusinessTips

Amazing things can happen when you put the right people in the right room. Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #FinancialServices #CompanyCulture #BusinessGrowth

Progress over perfection. Moving forward can be messy, but remember to give yourself grace. Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #MovingForward #Progress

What does cooking have to do with building a strong company culture where everyone feels heard? Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #Perspective #BusinessGrowth #NewIdeas

To be secure, you must be vulnerable. Here's why. Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #FinancialServices #Cybersecurity #Vulnerability #Culture #SOC2

What does it really take to shift an industry narrative? In this episode, SVP Leslie Lipscomb and Director of Operations Jessica Schloemp open up about the inspiration and impact behind Financial Trendsetters 2—a collaborative book written by women changing the face of financial services. From real talk on imposter syndrome to the value of lifting others as you rise, this episode goes beyond pages—it’s a call to elevate, empower, and pave a more inclusive path forward. In this episode: 📚 How Financial Trendsetters 2 came to life 🎤 Why sharing your story is a leadership move 🧠 Tools to navigate self-doubt and show up fully 💪 The power of women supporting women 🎓 How this book funds scholarships for future female leaders If you believe in progress through connection, this is the episode to watch. 👉 Subscribe to hear more stories that drive change. 🎧 Listen on your favorite podcast platform: https://bit.ly/RIO-Pod --- Follow us on these channels: LinkedIn: http://bit.ly/FIG_LI1 Twitter: http://bit.ly/FIG_TWR Facebook: http://bit.ly/FIG_FB1 Instagram: http://bit.ly/FIG_IG Subscribe here on YouTube: http://bit.ly/FIG_YT

Technology alone doesn’t drive success—it’s how you use it that counts. In this episode, guest host Shawn Sigler chats with EVP Keith Burger to break down Lifecycle Manager, our proprietary fintech platform revolutionizing annuity and insurance portfolio oversight. From simplifying legacy contract reviews to identifying new revenue opportunities, this tech is designed with advisors—and their clients—in mind. Keith shares how Lifecycle Manager helps transform complexity into clarity, and why “refinancing retirement” could be the industry’s next big unlock. In this episode: 💻 How Lifecycle Manager brings simplicity to complex portfolios 🔍 Ways to uncover hidden value in existing contracts 🤝 Why tech should support, but never replace, advisor relationships 📈 What’s next: AI, improved UI, and life insurance insights If you're ready to modernize your process and stay ahead of the curve, don’t miss this one. 👉 Subscribe for more insights from top industry leaders. 🎧 Prefer audio-only? Catch the podcast here: https://bit.ly/RIO-Pod --- Follow us on these channels: LinkedIn: http://bit.ly/FIG_LI1 Twitter: http://bit.ly/FIG_TWR Facebook: http://bit.ly/FIG_FB1 Instagram: http://bit.ly/FIG_IG Subscribe here on YouTube: http://bit.ly/FIG_YT

Golf is a mental game, and so is life. How are you going to rebound from a setback? Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #PGAChampionship #QuailHollow #Golf

Chief Strategy Officer Nicholas Ross explains how financial advisors can rise above industry noise, personalize client outreach, and automate day-to-day tasks to operate like true CEOs. #FinancialAdvisors #Automation #BusinessGrowth #WorkflowOptimization #FinancialPlanning #BusinessOperations

Nicholas Ross breaks down how financial advisors can rise above industry noise, personalize client outreach, and automate day-to-day tasks to operate like a true CEO. Tune in for more on you podcast app or click here: https://bit.ly/RIO-Pod #FinancialAdvisors #Automation #BusinessGrowth #WorkflowOptimization #RetirementInsideOut #FIGMarketing