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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 tom.lamendola@figmarketing.com or by calling 800-527-1155.

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  2. Empowering Wealth: A Conversation with Lisa Crosta of BPP Wealth Solutions

Empowering Wealth: A Conversation with Lisa Crosta of BPP Wealth Solutions

Jan 12, 2024

Welcome to the first official episode of 2024! We’re thrilled to be joined by Lisa Crosta, CFP®, CPA, MBA, this week, the Director of Wealth Management at BPP Wealth Solutions. She’s here to share her journey into financial services and insights into BPP’s comprehensive financial planning process, collaborative team structure, and Security Income Plan®.

Lisa also shares her passion for educating and empowering female investors. As an all-women firm, BPP Wealth Solutions is uniquely positioned to cater to women's financial needs and ensure they are well informed about their investments, income, and retirement plans.

 

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

  • Lisa’s financial career + passion for developing intimate client relationships
  • BPP Wealth Solutions’ process, which starts with a comprehensive financial plan and goes on to build a roadmap for building, protecting, and preserving wealth
  • BPP Wealth’s collaborative process, training efforts, and note-taking procedures
  • Why BPP chose to start charging for their financial plans + the value this change has brought to their clients
  • BPP Wealth Solutions' commitment to financial awareness among female investors

 

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

800-527-1155