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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.

Jun 21, 2024

As the financial services industry continues to evolve, staying ahead of the curve means engaging with the next generation of clients and advisors. Today we are joined by FIG’s Chief Strategy Officer, Nicholas Ross, to discuss the transfer of wealth to younger generations and the integration of younger clients and advisors into financial firms.

One key takeaway from this discussion is the importance of understanding what wealth means to the next generation. While incorporating technology into the planning process is crucial for attracting the right talent and clients, it is equally important to understand where younger demographics spend their time and what they value. By asking the right questions, you can develop more comprehensive strategies that resonate with the next generation. Tune in to learn more!


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

  • The evolution of next-gen wealth management
  • Engaging with the next generation + understanding their financial needs
  • Integrating technology seamlessly into client interactions
  • Strategies for attracting and retaining young talent and clients


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