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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, Director of Marketing 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.

Mar 5, 2021

Taxes 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 notably for writing The Power Of Zero. Many financial professionals loved this book and its principles, so David has launched his own Power Of Zero program. This program aims to train advisors with the Power Of Zero methods and help them execute them correctly to better serve their clients.

David's Website For Consumers: https://davidmcknight.com/

David’s Website For Advisors: https://www.powerofzero.com/


Key Moments:

1:23 David’s Background

3:53 - Common Responses

7:16 - Adapting Business Strategy

12:03 - Taxes With The New Administration

14:58 - Equipping CPA’s With Education

16:57 - Let The Experts Tell The Story

18:30 - Advice With Personal Branding

20:54 - What’s Next For David?

22:14 - Fear Around Digital Marketing

24:43 - What Should We Look For In A Financial Professional?

26:33 - David’s Contact Information

Contact Retirement Inside Out:

Email: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com