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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. Ep 44: Storytelling and Financial Planning with David Rosell

Ep 44: Storytelling and Financial Planning with David Rosell

Oct 29, 2021

Many of us joined the financial industry to help others. David Rosell has combined his passion for helping people with his love for storytelling. On today's episode, David Rosell joins us to speak on his approach to the art of storytelling and the importance it plays in our marketing and financial planning strategy.

He's an author, speaker, and financial planner that is educating his clients and other advisors. We will be discussing his approach to marketing, his risk blueprint, and how retirement planning is like climbing Mount Everest.

 

More about our guest: https://www.davidrosell.com/

 

Key Points: 

2:27 – David Rosell’s backstory

6:47 – What brought him into financial planning?

9:48 – Marketing funnels and strategy

13:00 – How people find his book

14:22 – Marketing his book

18:26 – Retirement and Mount Everest

21:54 – Risk blueprint

25:51 – Fear of the future