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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 21, 2022

The day of door-to-door financial planning is coming to an end. So how do you get your business to stand out from others? You have to be willing to enhance your practice and focus on factors that will bring your ideal client to you.

 

On today’s episode, we are joined by Ken Van Leeuwen of Van Leeuwen Company. They serve corporate executive clients with high-end financial planning and an elevated client experience. We are going to discuss how he’s differentiating his business through the Rembrandt Society, education, qualified financial professionals, and more.

 

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

 

Key Points: 

1:48 – Welcome Ken!

3:16 – Segmenting his business

4:28 – Multi-generational planning

5:25 – Clients coming from referrals

6:41 – Executive compensation

7:33 – Active prospective systems

9:39 – The Rembrandt Society

12:55 – Keeping it simple and direct

14:45 – What makes them unique?

15:39 – Moving to a fee-based model

17:28 – Using a PR firm

10:31 – Paying an expert to do it

21:33 – Initiatives for the next year

24:39 – Focusing on qualifications

27:05 – Name your process

29:12 – Enhancing your practice