Preview Mode Links will not work in preview mode

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.

Jun 25, 2021

In this episode, Tom speaks with Brad Swineheart of White Glove about using data metrics and tracking what are the best ways for advisors to work with their clients. He shares some of the upcoming projects that White Glove is incorporating into their business model, and how they hope to bring a simpler approach to a chaotic industry for financial professionals.

About Brad Swineheart:

Brad is the Senior Vice President of Business Development at White Glove, an industry leader in innovating ways of marketing for financial advisors. He focuses on building genuine partnerships and tracking data that help advisors efficiently grow their business.

Company Website: https://whiteglove.com/

LinkedIn: https://www.linkedin.com/in/bradswineheart/

Key Moments:

2:24 - Brad Shares What White Glove Does In Marketing

9:41 - The Top Marketing Strategies To Use In The Era Of Free Information

13:13 - Being Open To New Forms Of Communication And Tracking The Data

19:07 - Looking For Where To Make Most Efficient Marketing Recommendations To Clients

24:08 - How To Simplify Marketing For Advisors

27:44 - Future Projects and Changes Coming To Marketing

Contact Retirement Inside Out:

Email: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com