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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.

Nov 5, 2021

Educating our clients in financial literacy is a great way to empower them to make capable decisions. There are various ways to reach clients and potential clients through webinars and seminars. On today's show, Karen Alfest the founder of Alfest Wealth Management joins us. She has focused her career to help women gain financial literacy and independence. She is passionate about teaching her clients and giving them the tools, they need to understand their own financial decisions. We will be discussing financial literacy, events, business development, and more.

 

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

 

Key Points: 

2:20 – Karen and Altfest’s Story

7:19 – Fee-based models

8:42 – Client structure

9:45 – Her son’s business development

11:43 – Plans for 2022

15:00 – Webinars

17:52 – Financial literacy

21:10 – Workshops

25:06 – Working with women

27:06 – Relating to someone

28:51 – Managing clients and building trust