Retirement Inside Out with Tom Lamendola

Advisor Empowerment Series: Elevate Your Practice for 2026 with Nicholas Ross & Dave Henry


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Retirement Inside Out with Tom LamendolaBy Financial Independence Group

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

13 ratings