In this episode, Tom is joined by Jaime Cowper, CLTC, NSSA®, founder and CEO of Unity Financial Advisors. She shares how she went from a career in banking to building a successful, holistic financial planning firm- and the key moments and strategies that made it possible.

We dive into her client-first approach, how she scaled her team, and why referrals have played a strong role in her business’ success. Jaime also discusses the challenges women face in the traditionally male-dominated financial industry and how mentorship has been a vital part of her journey. Now, she’s paying it forward through customized coaching, offering guidance to next-gen advisors and female professionals navigating this field of work.

Whether you’re just starting out or looking to grow your business with purpose, you’ll want to tune into this conversation with Jaime!

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

💼 How Jaime got into the financial industry + what pushed her to start her own firm

📈 The most successful marketing funnels for Jaime when creating her new business

🧩Jaime’s playbook for hiring, training, and scaling a team

🤝 Jaime’s mission to mentor advisors- especially women- and help them thrive in the industry

Resources for this episode:

Learn more about Unity Financial Advisors:

https://www.unityfinancialadvisors.net/

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

800-527-1155

What happens when women in finance stop waiting for permission and start telling their stories? In this episode, Leslie Lipscomb, Senior Vice President at FIG, sits down with Jessica Schloemp, Director of Operations at FIG, to share the heart behind Financial Trendsetters 2, a collaborative book written by 12 women who are redefining what it means to lead in financial services.

They’ll give us a behind-the-scenes look at the creation of this book, all while discussing imposter syndrome, accountability tribes, and why women’s stories must be heard, especially in male-dominated industries. This conversation is about more than a book release- it’s about vulnerability, courage, connection, and lifting others as you rise. Plus, all proceeds from the book support an awesome cause that you’ll want to hear more about!

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

📚 Behind the scenes of Financial Trendsetters 2

🧠 Combating imposter syndrome

🤝 What it really means to be a “trendsetter”

🎯 The power of accountability circles

🎓 Fueling the future with scholarships for women in finance

Resources for this episode:

Get your copy of Financial Trendsetters 2: https://shorturl.at/1qEyu

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

800-527-1155

As the financial world evolves at lightning speed, staying ahead means embracing smarter tools- not just for efficiency, but for better outcomes. In this episode, guest host Shawn Sigler sits down with Keith Burger, Executive Vice President and Head of Institutional Channel Sales at FIG, to unpack the power of Lifecycle Manager- FIG’s proprietary, advisor-focused technology that’s transforming how annuity and insurance portfolios are managed.

Keith shares how this tool consolidates complex carrier data into a single, actionable platform, making it easier for advisors to evaluate legacy contracts, uncover new opportunities, and elevate the client experience. We’ll also explore some real-life examples of how this technology can drive superior outcomes for clients. If you're an advisor looking for ways to elevate service, stay competitive, and turn disruption into opportunity, this conversation is a must!

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

💻 What Lifecycle Manager is and why it matters

🤝 How tech enhances, rather than replaces, human relationships

🔄 Why “refinancing retirement” matters more now than ever

📊 What’s next: AI, life insurance integration & improved UI

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

800-527-1155