The Rise of the Wealth Counselor with Nicholas Ross

The retirement industry has changed, and advisors are feeling it. In this episode, Tom and Nicholas Ross, Chief Strategy Officer at FIG, explore how the post-pandemic reset has reshaped the financial advice industry. They explore why traditional business models eventually plateau, how client expectations have evolved, and why advisors are increasingly stepping into the role of a wealth counselor.

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

🔄 Advisor confidence after industry disruption

👥 Shifting client expectations post-pandemic

🧭 The rise of the "wealth counselor" mindset

🧩 Why holistic planning matters more than ever

🔗 Leveraging partners instead of doing everything in-house

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

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