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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.

May 7, 2021

We 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 make the best decisions for FIG.

LinkedIn: https://www.linkedin.com/in/monica-breeding-30160b47/

Key Moments:

1:29 - What Does An Advisor Marketing Team Look Like?

5:07 - Strategies That Monica & Her Team Offer

11:34 - What’s An Engagement Campaign?

16:45 - The Need For Video Marketing

20:48 - Being Authentic

23:41 - Recommendations For Financial Advisors

26:41 - Collecting Data From Webinars

32:42 - APM Digital Coaching

36:43 - Sales & Marketing Trackers

47:34 - Video Content That Has Had Success Outside Of Webinars

52:35 - Tracking KPIs

54:35 - Differences Between Loan Beacon & All Points Media

56:20 - Strategies That Have Come Out Of The Pandemic That Will Continue To Be Relevant

Contact Retirement Inside Out:

Email: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com