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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.

Jan 7, 2022

Welcome to 2022 and our 2nd season of Retirement Inside Out. We believe that it’s never too late to create your business plan or marketing plan for the year. So on today’s episode, Tom will discuss some best practices, strategies, and tactics to follow as you build out your plan for 2022.

Do you have an events calendar? People want to hear from you and know when they can get information from you. An event is a really simple way to get your information out there. We’ll also go over the strategies we’ll focus on this season: keeping it simple, segmentation, setting expectations, measuring data, client appreciation, and SEO strategy.

 

Key Points: 

0:46 – Welcome to our 2nd season

2:39 – Is it ever too late to create a business plan?

5:23 – Having an events calendar

6:54 – FIG events and what to expect  

10:16 – Tactics and our future guests

11:11 – Keeping it simple

12:38 – Segmentation

13:58 – Set proper expectations

14:44 – Tracking and measuring your data

15:19 – Client appreciation events

16:06 – SEO strategy