Own the Narrative for Your Firm with Nicholas Ross

Retirement Inside Out with Tom Lamendola

Join us for a conversation with FIG Chief Strategy Officer Nicholas Ross, where we tackle the need for strategic thinking in the financial professional world. We discuss everything from the impact of global economic trends on your clients to the importance of owning your narrative in your financial business. Tune in to gain insight on how to stay ahead of the curve in this ever-evolving industry, the need to operate at both macro and micro levels, and the importance of becoming the CEO of your firm.

The episode also puts a spotlight on the significance of continuous education and learning for financial advisors. Ross stresses the value of staying updated with key concepts and building relationships with key partners. Plus, you'll discover why it's vital to control the information your clients receive, and how this aids in fostering a trusted advisor relationship. So, don't miss out on this episode filled with strategies, tactics, and tips to help you succeed in the financial world.

Here is an overview of what we discuss in this episode:

• The importance of understanding the macro and micro influences of the economy and how this plays into effective strategy and decision-making.
• Why advisors should prioritize learning and staying updated with key concepts in the industry.
• Proactively providing valuable and timely information allows you to control the narrative and build trust with clients.
• How to utilize digital platforms to communicate effectively with clients and distribute necessary information.

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

800-527-1155