Ep 97: Finding Your Edge with Nicholas Ross

Retirement Inside Out with Tom Lamendola

On today’s episode, we are glad to be joined by our Chief Strategy Officer at Financial Independence Group, Nicholas Ross. From strategy and planning tips to integrating AI services, Nicholas is here to discuss getting tactical with your business. Join us as we talk about the importance of thinking big and keeping up with the progression of technology in today’s world.

Today, we discuss how COVID-19 has changed the future of the financial industry and the importance of keeping up with the demands of this global shift. Nicholas explains the crucial difference between strategy and a plan for business owners and how the world of finance will forever be changed by the introduction of artificial intelligence.

Join us for an insightful conversation with Nicholas Ross about keeping up with the times, harnessing the tool of AI to your advantage, and finding the “edge” that sets your business apart from its competitors.

Here’s some of what we’ll discuss in this episode:

• Nicholas defines the two types of strategies used at Financial Independence Group and reflects on the future of financial services. (2:30)
• How COVID-19 forced businesses to move forward technologically. (6:43)
• “The time of dominating your small market is over.” Why businesses need to be thinking about dominating globally. (9:19)
• The difference between a strategy and a plan. (13:14)
• Nicholas’ thoughts on the future of AI in the financial industry. (15:42)
• Some targeted coaching tips that Nicholas is giving to different advisors. (22:23)

Learn About FIG: https://www.figmarketing.com

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