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This episode introduces FIG's brand-new Advisor Empowerment Series, a live, collegiate-style learning experience designed to give financial professionals deeper mastery of the topics that drive today's planning conversations. Nicholas Ross and Dave Henry also discuss FIG's highly praised playbooks- covering life insurance, annuities, long-term care, estate planning, and business owners- and explain how advisors are using them to spark better client conversations and uncover new opportunities. Then, they reveal the four upcoming course tracks for 2026: business owner planning, life insurance training, succession planning, and differentiation strategies.
Here's some of what we discuss in this episode:
🎙️ Podcast Purpose: empowering advisors through deeper education 📘 Intro to Playbooks: structured tools for client conversations 🎓 Why advisors need live, interactive education 🏢 Deep-dive courses launching in 2026 🚀 Differentiation Strategies: advanced planning to elevate your practice
Learn About FIG: https://www.figmarketing.com
800-527-1155
By Financial Independence Group4.7
1313 ratings
This episode introduces FIG's brand-new Advisor Empowerment Series, a live, collegiate-style learning experience designed to give financial professionals deeper mastery of the topics that drive today's planning conversations. Nicholas Ross and Dave Henry also discuss FIG's highly praised playbooks- covering life insurance, annuities, long-term care, estate planning, and business owners- and explain how advisors are using them to spark better client conversations and uncover new opportunities. Then, they reveal the four upcoming course tracks for 2026: business owner planning, life insurance training, succession planning, and differentiation strategies.
Here's some of what we discuss in this episode:
🎙️ Podcast Purpose: empowering advisors through deeper education 📘 Intro to Playbooks: structured tools for client conversations 🎓 Why advisors need live, interactive education 🏢 Deep-dive courses launching in 2026 🚀 Differentiation Strategies: advanced planning to elevate your practice
Learn About FIG: https://www.figmarketing.com
800-527-1155