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Meet Cute OriginalsInfluence - Part 6Meet Cute Presents: Influence - Part 6, Sabine has made the most embarrassing love declaration of all time, and now she is hiding in the bathroom. It’s Jane Austen’s Persuasion, and it’s all happening on TikTok.Story by Kristina Libby. Produced and Directed by Vincent Cacchione. Sound Design and Mixing by Vincent Cacchione. Story Editor: Amarlie Foster. Director of Creative Production: Lucie Ledbetter. Starring: Edie Salas Miller, Tom Donoghue, Anne Hogan, Danny Tamberelli, Marcella Lentz-Pope, Helen Shephard, Joseph Lymous, Julie Lamendola, Vincent Cacchione.
Follow @MeetCute on Instagram and @MeetCuteRomComs on Twitter & TikTok.2024-03-0819 minMeet Cute OriginalsInfluence - Part 6Meet Cute Presents: Influence - Part 6, Sabine has made the most embarrassing love declaration of all time, and now she is hiding in the bathroom. It’s Jane Austen’s Persuasion, and it’s all happening on TikTok.Story by Kristina Libby. Produced and Directed by Vincent Cacchione. Sound Design and Mixing by Vincent Cacchione. Story Editor: Amarlie Foster. Director of Creative Production: Lucie Ledbetter. Starring: Edie Salas Miller, Tom Donoghue, Anne Hogan, Danny Tamberelli, Marcella Lentz-Pope, Helen Shephard, Joseph Lymous, Julie Lamendola, Vincent Cacchione.
Follow @MeetCute on Instagram and @MeetCuteRomComs on Twitter & TikTok.2024-03-0819 min
Meet Cute OriginalsInfluence - Part 5Meet Cute Presents: Influence - Part 5, The wedding day has finally arrived, but it’s not Sabine’s. That might not stop her from making a grand declaration of love, however. It’s Jane Austen’s Persuasion, and it’s all happening on TikTok.Story by Kristina Libby. Produced and Directed by Vincent Cacchione. Sound Design and Mixing by Vincent Cacchione. Story Editor: Amarlie Foster. Director of Creative Production: Lucie Ledbetter. Starring: Edie Salas Miller, Tom Donoghue, Anne Hogan, Danny Tamberelli, Marcella Lentz-Pope, Helen Shephard, Joseph Lymous, David Commander, Julie Lamendola, Magali Charron.
Follow @Me...2024-03-0621 minMeet Cute OriginalsInfluence - Part 5Meet Cute Presents: Influence - Part 5, The wedding day has finally arrived, but it’s not Sabine’s. That might not stop her from making a grand declaration of love, however. It’s Jane Austen’s Persuasion, and it’s all happening on TikTok.Story by Kristina Libby. Produced and Directed by Vincent Cacchione. Sound Design and Mixing by Vincent Cacchione. Story Editor: Amarlie Foster. Director of Creative Production: Lucie Ledbetter. Starring: Edie Salas Miller, Tom Donoghue, Anne Hogan, Danny Tamberelli, Marcella Lentz-Pope, Helen Shephard, Joseph Lymous, David Commander, Julie Lamendola, Magali Charron.
Follow @Me...2024-03-0621 min
Meet Cute OriginalsInfluence - Part 1Meet Cute Presents: Influence - Part 1, Influencer Sabine Eliot has just landed the wedding invite of the century. It’s the Harville-Clusterman wedding, and Moet is paying for Sabine’s entire weekend in the French countryside, so long as she gets lots of great spon-con. But Sabine has loftier ambitions: this is THE melting pot of A-list celebs, casting directors, agents… She’s sure to walk away from the weekend with at least one audition, if not a part in the next Spielberg. One teeny tiny problem, though. Her assistant forgot to book her a hotel. And now Sabine’s going to...2024-02-2621 minMeet Cute OriginalsInfluence - Part 1Meet Cute Presents: Influence - Part 1, Influencer Sabine Eliot has just landed the wedding invite of the century. It’s the Harville-Clusterman wedding, and Moet is paying for Sabine’s entire weekend in the French countryside, so long as she gets lots of great spon-con. But Sabine has loftier ambitions: this is THE melting pot of A-list celebs, casting directors, agents… She’s sure to walk away from the weekend with at least one audition, if not a part in the next Spielberg. One teeny tiny problem, though. Her assistant forgot to book her a hotel. And now Sabine’s going to...2024-02-2621 min
Retirement Inside Out with Tom LamendolaEp 75: Digital Marketing Update with the Director of Marketing at FIG Today, is a special episode where the Chief Operating Officer at FIG, Arron Price, will be interviewing our host Tom Lamendola. As many of you know, Tom is the director of marketing here at FIG. From an insider's perspective, what marketing trends is he seeing in the industry? Video is a huge advantage for advisors and it can scale your presence nationally and internationally. What does video marketing look like? We start with a diagnostic that determines if you’re ready to start video marketing. Then we customize it to your needs and the clients you...2022-07-2225 min
Retirement Inside Out with Tom LamendolaEp 37: Trust Administrators in Your Business with Gino PascucciToday, Gina Pascucci, the Chief Marketing Officer at Icon Trust, is joining us to discuss the importance of trusts for financial advisors and clients. Gino is changing the field of trust management by ensuring his company doesn't compete directly with advisors but instead works in tandem with them to create holistic plans for their clients and their families. Instead of relying on trusts through the bank, independent trust administrators can provide a relationship-based service with better customer service and investment management for all parties. Learn more about this multigenerational service and why you should be incorporating them into your b...2021-09-1025 min
Retirement Inside Out with Tom LamendolaEp 36: 2022 Business Planning IdeasWith only a few months left in 2021, we thought it would be the perfect time to discuss key strategies to consider implementing in your 2022 business plan. Using data to effectively grow your business can be a lot harder than it sounds. So today, Tom is going to detail the steps you need to take to reach your 2022 goals. Key Points: 2:00 – Using data 6:43 – What’s your cost per lead? 7:47 – Cost per attendee 8:15 – Cost per appointment 11:03 – Cost to acquire 12:20 – Hire a junior advisor 17:37 – Integrate video ma...2021-09-0324 min
Retirement Inside Out with Tom LamendolaEp 35: RIA Insurance Solutions’ Process For Providing Expertise & SupportToday we welcome on Dan McDonald, CFP, CLU, ChFC, Senior Vice President of RIA Insurance Solutions. His team works with all forms of RIAs to provide a wide array of insurance solutions. We invited him on to share details of those different product offerings and explain how their company works with a variety of business models to provide the best insurance solutions for RIAs and their clients. About our guest: https://www.ria-insurancesolutions.com/ Key Points: 1:40 – Welcome in Dan 2:50 – Who is RIA Insurance Solutions and what do they do...2021-08-2738 min
Retirement Inside Out with Tom LamendolaEp 34: State of the Economy & Investing Outlook with Tony Parish, CFA®, CQFOur guest today is Tony Parish, CFA®, CQF, who is the Chief Investment Officer at Alphastar Capital Management. As you can guess, he’s keenly tapped into what’s happening in all corners of finance and we’ve invited him on to share a bit of his insight. During this conversation, he’ll provide a great perspective on the economy during the first half of 2021, give his thoughts on Bitcoin, and share some insight into precious metals. It’s a thorough breakdown on where things are right now that we feel can benefit both financial professionals and retail investors. ...2021-08-2026 min
Retirement Inside Out with Tom LamendolaEp 33: Leadership and Management Principles Driving Big Businesses with Dwayne BlackToday’s guest is Dwayne Black, SVP and COO of Shutterfly, who brings a wealth of experience and business acumen to the show. We’ll talk all things big business and what he looks at from a leadership perspective, how he identifies and manages talent, and key business principles that he’s used throughout his career. There’s no doubt today’s conversation will resonate with independent financial professionals as well as small and medium-sized business owners. About our guest: https://www.shutterflyinc.com/leadership/?l=1 Key Points: 2:39 – His background wit...2021-08-1327 min
Retirement Inside Out with Tom LamendolaEp 32: Software to Improve Tax Planning for Advisors with Kevin Lozer, CFP®Today we welcome Kevin Lozer, CFP®, co-founder of Holisitiplan tax software. We love what his team is doing because of how important tax planning has become for financial advisors, and this software allows you to scale the process in a comprehensive and efficient manner. Find out why more than 2,300 firms have already subscribed in the first two years, how this software works, and what the future of the industry could look like. Learn more about Holistiplan: https://www.holistiplan.com/ Key Moments: 1:42 – Background on Kevin 2:55 – How the software...2021-08-0628 min
Retirement Inside Out with Tom LamendolaEp 31: Recapping Las Vegas Symposium with a Look Towards the Future with the FIG Co-CEOsFresh off a trip to Las Vegas, co-CEOs Mike Mullan, Biran Williams, and Jim Cooper join the podcast to review our largest event to date in the Sales Symposium and we’ll share some of the cool things we rolled out there. Plus, these business leaders will share their view of where the industry is headed and what’s in store for FIG and its partners. About the FIG leadership team: https://www.figmarketing.com/#!/FIGStory#anchor_figLeadership Key Moments: 2:04 – Themes from Las Vegas 5:39 – Spending time on the busines...2021-07-3036 min
Retirement Inside Out with Tom LamendolaEp 30: Products That Are Geared For Today’s Retirement Portfolio With David BlanchettThe retirement landscape is continually shifting and changing as the years go by. Each generation of retirees have new challenges and hurdles to overcome. As we are introduced to these problems, new products are developed to try and address these needs. We invite David Blanchett to the show today to discuss some of the new financial products that are on the rise and what resources advisors can tap into in order to learn about these products. About David Blanchett: David Blanchett is the Managing Director and Head of Retirement Research, DC Solutions for QMA. David...2021-07-2330 min
Retirement Inside Out with Tom LamendolaEp 29: How Technology Is Propelling The Financial Industry Forward With Arron Price2020 really solidified the idea that technology is here to stay. We need to embrace this mindset and find the most efficient use of technology as it relates to our businesses. We invite Arron Price to today’s show. Arron will discuss how technology relates to relevancy and product development and some helpful tips for advisors that are looking to expand their horizon in this area. About Arron Price: Arron Price is the Chief Operating Officer at FIG. He originally joined FIG in 2013 as a Software Developer and worked his way up to his current position, wh...2021-07-1627 min
Retirement Inside Out with Tom LamendolaEp 28: The Art Of Resiliency With Marques OgdenAs we go through life, we will encounter many peaks and valleys. At times it can be easy to give up on a goal, or a dream you have, but you must persevere to achieve greatness. We invite Marques Ogden to today’s show and he will talk about the importance of being resilient and finding a purpose. About Marques Ogden: Before Marques was a speaker, he was in the NFL for 5 years. He played for 5 years as an offensive lineman with the Titans, Bills, Ravens and Jaguars. He went on to launch a construction bu...2021-07-0921 min
Retirement Inside Out with Tom LamendolaEp 27: Helping Financial Professionals Stand Apart With Alana KohlTom sits down with Alana Kohl who is the President and Founder of AdvisorPR. We discuss how AdvisorPR helps financial advisors develop their brand, create and curate content for their clients, and much more on today's show. About Alana Kohl: Alana is the President and Founder of AdvisorPR. AdvisorPR is dedicated to serving the marketing communications needs of financial services professionals. Being exclusively dedicated to the financial industry since 2005, the team have built our team, services and network of industry and media relationships to truly cater to this unique niche. Company Website: https...2021-07-0237 min
Retirement Inside Out with Tom LamendolaEp 26: Start Marking More Efficiently With Brad SwineheartIn this episode, Tom speaks with Brad Swineheart of White Glove about using data metrics and tracking what are the best ways for advisors to work with their clients. He shares some of the upcoming projects that White Glove is incorporating into their business model, and how they hope to bring a simpler approach to a chaotic industry for financial professionals. About Brad Swineheart: Brad is the Senior Vice President of Business Development at White Glove, an industry leader in innovating ways of marketing for financial advisors. He focuses on building genuine partnerships and tracking...2021-06-2535 min
Retirement Inside Out with Tom LamendolaEp 25: The Rising Need Of Long Term Care With Alecia BarnetteThe medical field is continuously making progress and breakthroughs with medicine and just an overall understanding of how the body works. This is why people live so much longer today. While living longer is a good thing, you may have an accident that causes you to have to stay in a long term care facility at some point in your life. Alecia Barnette joins us on today’s show and discusses why you need to be prepared for a long term care event and the consequences of failing to plan. About Alecia Barnette: Alecia Barnette is...2021-06-1825 min
Advisor Development Show with Karl HooverStories That Stick With Kindra HallKarl is excited to feature a recent interview between best-selling author Kindra Hall and Financial Independence Group's Tom Lamendola. Karl will preview what to expect on the show before turning over the microphone where you'll hear Tom and Kindra discuss why stories are so important in business today. They'll also explore why financial professionals can benefit from video storytelling on their websites and share tips on how advisors can tell their "Value Story". About Kindra Hall: Kindra is the Chief Storyteller Officer at Success Magazine. She's an entrepreneur and the best-selling author of the book "...2021-06-1631 min
Retirement Inside Out with Tom LamendolaEp 24: The Long Term Marketing Mindset With Samantha RussellAs time goes on, people are growing less concerned with staying loyal to a particular brand. Consumers and clients want to feel more connected to brands on a personal level. Samantha Russell has spent a lot of her time developing marketing strategies that focus on this authentic way to attract clients and she will share some of these ideas with Tom today. About Samantha Russell: Samantha is the Chief Evangelist at FMG Suite & Twenty Over Ten. Russell uses her extensive digital, content and social media marketing to educate financial advisors with their marketing resources and...2021-06-1134 min
Retirement Inside Out with Tom LamendolaEp 23: Analyzing The Current & Future Landscape Of Life Insurance With Dave HenryOver the past year, we saw the havoc that COVID-19 caused all across the globe. The media would broadcast the number of those who passed due to this disease and how many hospitals were at their max capacity. These factors caused a huge surge in life insurance sales and inquiries. But like many things, the more a product grows, the more changes we start to see in that arena. Dave Henry talks to Tom today on what he has witnessed over the past year, what changes have been made, and what's on the horizon for the life insurance industry.2021-06-0433 min
Retirement Inside Out with Tom LamendolaEp 22: First Half In Review With Alisa AgnewToday's podcast is going to be a little bit different than our usual interviews. We sit down with FIG's Senior Marketing Strategist Alisa Agnew to review the epiodes of the podcast we have done so far. We talk about the high points of each interview, some common traits we have observed, and what's on the horizon for FIG. Key Moments: 1:19 - Looking Back On Starting The Podcast 4:18 - Michael Kitces 6:00 - Kindra Hall 9:45 - Colin Branch 10:57 - Matt Woodford 11:40 - David Drummond 15:48...2021-05-2846 min
Retirement Inside Out with Tom LamendolaEp 21: The Return To Traveling With Wendy BurkTom sits down with Wendy Burk to talk about how the past year has impacted the travel industry. Wendy also discusses how her team shifted their focus once travel restrictions took place, as well as lessons they learned for the future. Other topics also include advice for business owners looking to book corporate trips and how retirees should approach traveling. About Wendy Burk: Wendy is the CEO and Founder of Cadence Travel, a full-service corporate travel management group. With over 30 years of experience in the travel industry, Wendy is committed to building lasting relationships and...2021-05-2138 min
Advisor Development Show with Karl HooverEmbracing Self-Advocacy With Michael KitcesKarl is pleased to feature a recent interview between renowned financial planning professional Michael Kitces and Financial Independence Group's Tom Lamendola on this episode. Karl will set you up for what to expect in the interview that ranges several topics from Michael's viewpoint on the messaging as it pertains to the retirement dilemma in the US to delving into the best practices for financial professionals to fish for new clients. You'll also hear discussion about what financial professionals and investors alike should focus on in today's fast-changing financial world. About Michael Kitces: Michael is the...2021-05-1933 min
Retirement Inside Out with Tom LamendolaEp 20: Start Your Financial Plan Sooner Rather Than Later With Ryan SterlingIn this episode, Tom speaks with Ryan Sterling about why he decided to shift his company to an independent standing. They also discuss Ryan's interest in getting younger professionals interested in their financial plans and how he separates himself from other financial companies. About Ryan Sterling: Ryan is the Founder of Future You Wealth, an independent financial company that is helping both young and established professionals achieve financial peace through wealth management. Company Website: https://futureyouwealth.com/about-fyw Key Moments: 2:32 - Ryan Shares His Background And How It’s Le...2021-05-1437 min
Retirement Inside Out with Tom LamendolaEp 19: Live From The Elevate Chicago Stage! The New Age Of Digital Marketing With Monica BreedingWe have a special edition of the podcast today! Instead of a regular podcast recording, this discussion took place at an Elevate event in Chicago, where Tom was a guest speaker. He chats with Monica Breeding about how the pandemic has affected marketing, some best practices for digital marketing, and what we can expect moving forward. About Monica Breeding: Monica is the Senior Vice President of Advisor Marketing at Financial Independence Group. With over eight years in the industry, she helps bring new and innovative ideas to marketing, as well as interpret market trends to...2021-05-071h 00
Retirement Inside Out with Tom LamendolaEp 18: Utilizing The Numbers with Erica PauleyIn this episode, Tom speaks with Erica Pauley about how important it is for advisors and financial professionals to track data to best serve their clients. They also discuss how Erica’s company is helping coach these advisors, and what trends she has noticed in the past year when it comes to data and analytics. About Erica Pauley: Erica is the founder of Track That Advisor, a company that utilizes numbers to better serve and coach advisors. Through this data-driven approach, financial professionals can now better understand the changing market around them. Company We...2021-04-3035 min
Retirement Inside Out with Tom LamendolaEp 17: Taking Control Of Your Retirement With Jamie HopkinsIn this episode, Tom sits down with Jamie Hopkins to discuss the growing world of retirement planning, and how it will continue to change going forward for future retirees. Jamie also breaks down his role as a Retirement Research Director and how he expects the market to change from his recent research. About Jamie Hopkins: Motivated by a personal tragedy in his own life, Jamie made it his goal to help people not only better understand their retirement but also help them set up safer plans they can trust. Serving as the Director of Retirement...2021-04-2335 min
Retirement Inside Out with Tom LamendolaEp 16: Connecting Your Physical Fitness To Financial Goals With Devan KlineOn this Episode Tom takes a different approach, sitting down with fitness expert Devan Kline. They tie in how your fitness can help guide decisions you make in the business world, and how a good physical state of mind can lead to a more productive workplace and success. About Devan Kline: Kline is the Co-Founder and CEO of Burn Bootcamp, a national fitness franchise that continues to grow across the country, with over 300 locations. Company Website: https://burnbootcamp.com/ Key Moments: 2:34 - An Explanation Into What Burn Bootcamp Is2021-04-1632 min
Retirement Inside Out with Tom LamendolaEp 15: Advanced Life Insurance Planning With Schechter® Kevin Beauchamp & Jordan SmithWhen buying life insurance, it’s important to find a policy that is a great fit for your family and financial plan. However, there are many life insurance policies out there that take a one-size-fits all approach. The team at Schechter®wants to find a policy that is custom to you by utilizing advanced insurance planning concepts and strategies. Kevin Beauchamp & Jordan Smith from Schechter® join us on today’s show to break down what advanced insurance planning is and what situations you can use it for. About Schechter®: Schechter® is a multi-faceted company that contains...2021-04-0927 min
Retirement Inside Out with Tom LamendolaEp 14: How To Effectively Communicate With Pat QuinnTom gets the chance to talk with Pat Quinn from Advance Your Reach, a company that recently partnered with FIG. They discuss how AYR helps build better communicators, and the basic steps everyone should be taking when it comes to better sharing your message. About Pat Quinn: From performing magic tricks, to eventually becoming a high school math teacher, Pat got first-hand experience learning how important communication is in the world. Now serving as a presentation coach at Advance Your Reach, Pat wants to help people effectively spread their messages in a way that sticks...2021-04-0228 min
Retirement Inside Out with Tom LamendolaEp 13: Utilizing Data Metrics In Marketing With Jeremy LyonsIn this episode, Tom discusses the world of market metrics and analytics with Jeremy Lyons, and how Cornerstone implements that data into their work. They also discuss what Cornerstone has learned over the last year and how they hope to continue their success in 2021. About Jeremy Lyons: Once the owner of a construction business, Jeremy now serves as the Director of Marketing at Cornerstone Wealth Management. He analyzes market trends and metrics to identify where Cornerstone can better serve its clients. Company Website: cornerstonevegas.com Key Moments: 2:17...2021-03-2638 min
Retirement Inside Out with Tom LamendolaEp 12: Navigating The New Housing Market with Phil PumaIn this episode, Tom sits down with his friend and realtor Phil Puma to learn his perspective as a small business owner. They also discuss Phil’s predictions for the housing market over the next 18 months, as well as building connections and growing a business. About Phil Puma: Phil is the founder of Puma and Associates, one of the largest privately-held independent real estate agencies in the Carolinas. Company Website: pumahomes.com Key Moments: 2:34 - Phil Shares Insight Into His Background & What Brought Him To Charlotte 5:24 - Ho...2021-03-1932 min
Retirement Inside Out with Tom LamendolaEp 11: How 2020 Changed Marketing with Monica BreedingMonica joins Tom to explain how her team customizes marketing plans for financial professionals in FIG’s Elevate program. She also shares what she has observed over the last year through trendy marketing techniques and how professionals can navigate the virtual world of working with consumers About Monica Breeding: Monica is the Senior Vice President of Advisor Marketing at Financial Independence Group. With over eight years in the industry, she helps bring new and innovative ideas to marketing, as well as interpret market trends to make the best decisions for FIG. LinkedIn: https://ww...2021-03-1234 min
Retirement Inside Out with Tom LamendolaEp 10: The Power Of Zero with David McKnightTaxes have been a hot topic in the industry, especially with a new presidential administration that has talked about raising the current tax rates and all of the stimulus money that has gone out over the past year. We need to be proactive in our financial planning and that’s why we bring in David McKnight to today’s show. David talks to us about why the Power Of Zero is more relevant than ever, ways they have adapted to the pandemic, and much more. About David McKnight: David is a bestselling author, known most nota...2021-03-0527 min
Retirement Inside Out with Tom LamendolaEp 9: Implementing Organizational Change with Louis DiamondIn today’s show, Tom speaks with Diamond Consultants President Louis Diamond, to discuss all things enterprise value for independent advisors. He also provides a unique and qualified perspective when it comes to company evaluations, implementing plans of continuity and succession, as well as how to effectively add talent. About Louis Diamond: Louis Diamond is the President of Diamond Consultants. He’s helped a number of teams transition to a different employee-model firm or launch an RIA firm. Louis has first-hand knowledge when it comes to working with multi-generational teams in today’s industry. 2021-02-2642 min
Retirement Inside Out with Tom LamendolaEp 8: Meeting Your Clients' Needs In A Dynamic World with David DrummondThe world around us is constantly changing and it's important that we are able to adapt in our business appropriately to better serve our clients. That's exactly what David Drummond has perfected in his practice. We talk to David about how COVID-19 has changed the way they do business, and the importance of continually making an effort to meet your clients' needs as the world around them advances and moves forward. About David Drummond: David is a financial advisor in South Florida and works alongside his brother serving the Miami-Dade area. Drummond Brothers...2021-02-1936 min
Retirement Inside Out with Tom LamendolaEp 7: Becoming An Authentic Leader with Megan Carpenter and Candice CarltonIn this episode, John sits down with Megan Carpenter and Candice Carlton from FiComm to discuss their marketing mantra “New Skool,” which is helping leaders become authentic in their approach. They also discuss how to market to different audiences in this new age, and how to incorporate new methods to reach those target groups. About FiComm FiComm is an industry leader in the marketing space when it comes to Registered Investment Advisors and Broker-Dealers. They are helping create change through their marketing strategies. Company website: https://www.ficommpartners.com/ https://www.link...2021-02-1240 min
Retirement Inside Out with Tom LamendolaEp 6: The Growth of Financial Insurance with Sheryl MooreTom sits down with Sheryl Moore to discuss her experience in the financial insurance industry. They cover what financial professionals need to know about regulations and products, as well as what consumers can learn about annuities. About Sheryl Moore Sheryl is an annuity and life insurance expert. She serves as the Chief storyteller at Wink, Inc., an industry research firm. She is also the President of Moore Market Intelligence, providing valuable intel for the professional financial community. Company website: Winkintel.com LinkedIn: https://www.linkedin.com/in/sheryljmoore/ Key...2021-02-0542 min
Retirement Inside Out with Tom LamendolaEp 5: Overlooked Insurance Options With Matt WoodfordTom sits down with long time friend Matt Woodford to discuss overlooked insurance coverage options for all consumers, as well as why advisors who offer property & casualty insurance have collected more assets on average than those who haven't offered the service. Make sure you’re not missing out on the advantages of one of the most common asset protection strategies. About Matt Woodford: Matt is the the president of IPCG, a property and casualty Insurance Brokerage Firm, and member of the FIG family of companies. LinkedIn: https://bit.ly/3bUxDzK Company Website: ht...2021-01-2928 min
Retirement Inside Out with Tom LamendolaEp 4: Finding The Right Financial Professional With Colin BranchToday we sit down with Colin Branch. the Vice President of Life Sales for Financial Independence Group. We talk to Colin today about his transition to FIG, time in the NFL, and the importance of finding a financial professional that works with your best interest in mind. About Colin Branch: Colin originally arrived to the Carolinas after he was drafted by the Panthers in 2003. He got his start in the financial industry by working as an agent for Northwestern Mutual, but after some time, he realized he wanted to work with a team of people...2021-01-2231 min
SigMa PodcastEp 3: Stories That Stick With Kindra HallShawn & Josh are looking forward to bringing you this recent interview between best-selling author Kindra Hall and Financial Independence Group's Tom Lamendola. Shawn & Josh will first preview what to expect on the show before turning over the microphone where you'll hear Tom and Kindra discuss why stories are so important in business today. They'll also explore why financial professionals can benefit from video storytelling on their websites and share tips on how advisors can tell their "Value Story". About Kindra Hall: Kindra is the Chief Storyteller Officer at Success Magazine. She's an entrepreneur and the...2021-01-2141 min
SigMa PodcastEp 2: Embracing Self-Advocacy With Michael KitcesShawn & Josh are pleased to feature a recent interview between renowned financial planning professional Michael Kitces and Financial Independence Group's Tom Lamendola on this episode. Shawn & Josh will provide their perspective on some of the key takeaways in the interview that ranges several topics from Michael's viewpoint on the messaging as it pertains to the retirement dilemma in the US to delving into the best practices for financial professionals to fish for new clients. You'll also hear discussion about what financial professionals and investors alike should focus on in today's fast-changing financial world. About Michael Kitces: 2021-01-2139 min
Seen & HerdS2E2: Always put Cheese on your HamburgerIt's the second week of January and we're back with another update-heavy episode! Tiffany LaMendola, our contract economist with Blimling joins us for a market update, Tom Barcellos, past WUD Board Member discusses his new role as the California Beef Council chair and Beef Council's priorities for 2021, Anja Raudabaugh, WUD CEO brings us the latest on the California Quota program, and we share Paul Sousa's Kitchen Table Webinar this week for an update on everything California Dairymen should know about their truck fleet, truck reporting and upcoming changes to CARB's Truck Rule. Finally, Darby and Melissa bring you some updates ab...2021-01-1650 min
Retirement Inside Out with Tom LamendolaEp 3: Stories That Stick With Kindra HallBest-selling author Kindra Hall joins Tom to discuss why stories are so important in business today. They'll also explore why financial professionals can benefit from video storytelling on their websites and share tips on how advisors can tell their "Value Story". About Kindra Hall: Kindra is the Chief Storyteller Officer at Success Magazine. She's an entrepreneur and the best-selling author of the book "Stories That Stick." Website: https://kindrahall.com/ Book: https://www.storiesthatstick.com/ Success Magazine: https://www.success.com/ Key Moments: 1:43 - How...2021-01-1530 min
Retirement Inside Out with Tom LamendolaEp 2: Embracing Self-Advocacy With Michael KitcesRenowned financial planning professional Michael Kitces joins Tom to discuss Michael's viewpoint on the messaging as it pertains to the retirement dilemma in the US. They'll also delve into the best practices for financial professionals to fish for new clients, and what financial professionals and investors alike should focus on in today's fast-changing financial world. About Michael Kitces: Michael is the Publisher, Editor-In-Chief, and Chief Financial Planning Nerd at Kitces.com. He's also the head of planning and strategy at Buckingham Wealth Partners and the co-founder of several additional ventures in the financial services space...2021-01-0832 min
Retirement Inside Out with Tom LamendolaEp 1: Inside-Out Welcome - The Vision Behind The ShowMeet Retirement Inside Out's host Tom Lamendola as he outlines the vision behind the podcast. Tom is joined by Alisa Agnew, Senior Marketing Strategist at Financial Independence Group, to talk about the uniqueness of the show and how it seeks to serve both financial professionals and everyday investors about exceeding the demands of today's retirement industry. Key Moments: 0:32 - The Vision Behind Creating Retirement Inside Out 2:02 - Tom Reflects On His Past Experiences In The Financial Industry 3:37 - Introducing Alisa Agnew, Senior Marketing Strategist At FIG 5:00 - Alisa Evaluates...2021-01-0710 min