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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at or by calling 800-527-1155.

Feb 2, 2024

Arron Price, the Chief Operating Officer at FIG, joins us today for our annual beginning-of-the-year prognostication. Get ready for insights into what lies ahead in financial services, InsurTech, data culture, and operations. We’ll look back on the predictions and forecasts he made for 2023 and explore how the industry has evolved.

To kick off our discussion, we’ll revisit Arron’s forecast that the “great resignation” would be forgotten in 2023 and chat about the evolving mindset of different generations in the workforce. Then, we’ll focus on the industry's remarkable operational scalability achievements in 2023 and shift toward real-time data access, transparency, and ultra-personalization in the world of marketing.

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

  • Arron’s prediction that the “great resignation” would be forgotten in 2023 + the mindset shifts of both younger and older generations regarding retirement and work
  • The impressive performance of insurance operations in 2023+ the growing role of AI in achieving greater efficiencies
  • Why real-time data access is the next crucial step in operational efficiency  
  • The shift towards comprehensive marketing plans and ultra-personalization in the coming years


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