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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 12, 2021

As independent advisors, it's important we develop an inclusive and diverse environment for our clients and employees. On today's episode, we speak with Sandra Cho, the founder and CEO of Pointwealth Capital Management. Sandra knew she wanted to help people from all walks of life, to give them the skills to ensure their families were taken care of. We will be discussing her journey as an independent advisor, what we can learn from facing adversity, and how we can be part of a more diverse and inclusive future for all in the financial industry. 

 

More about our guest: https://www.pointwealthcm.com/about-us/sandra-cho/

 

Key Points: 

1:54 – Introducing Sandra Cho

2:40 – Why did she go into financial services?

6:51 – What led her to go independent?

10:06 – Integrating another advisor

12:07 – Why is her business growing?

14:00 – Cultural shifts and employees

18:55 – Diversity and inclusion

24:56 – How can we be part of the solution?

28:41 – Empowering women advisors and clients