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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 49: Value Based Investing with Luke Wilcox

Ep 49: Value Based Investing with Luke Wilcox

Jan 14, 2022

ESG investing (Environmental, Social, and Governance investing) is a growing buzzword in the financial industry. More and more people are interested in aligning their values with their investments. On today’s show, Luke Wilcox the founder of Ethos ESG joins us to discuss ESG and how his company is helping advisors elevate their services. 

 

There is a lot of information out there about this type of service and it can be overwhelming. That’s why Luke started this journey. He wants to simplify ESG and educate others. Focusing on client engagement, his organization assists advisors with managing client risk, portfolio values, and more. Join us as we discuss ESG and how Ethos ESG can elevate your client services. 

 

Contact Luke: luke@ethosesg.com

 

Key Points: 

2:21 – What is Ethos ESG? 

4:06 – What led Luke to start this business? 

5:44 – How does Ethos help advisors? 

9:34 - Multi-generational planning 

11:17 – Outputs are branded for you 

12:20 – What educational opportunities are there? 

13:28 – What are some trends and prognostications? 

15:45 – Is there an ideal client for Ethos?

17:05 – How do you start this conversation?

17:54 – What’s next for Ethos?

20:00 – How can you get connected with Luke and Ethos?