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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 28, 2022

What should small businesses be on the lookout for this year? How can we optimize our operations to have productive workflows and outcomes? We are excited to speak with our recurring guest, Arron Price the Chief Operating Officer at FIG on today’s episode. We’ll discuss emerging trends and efficiencies inside of FIG that you need to be aware of. 

A lot of trends are being driven by technology and it’s important to stay informed as an industry, whether you are an advisor or a client. There are so many pieces to being a financial professional and it’s Arron’s goal to help consolidate and streamline financial services. By doing so he hopes to see efficient and automated workflows expand in 2022 and beyond. Join us today as we explore Arron’s mission at FIG and how FIG is working to revolutionize the financial industry.

 

Key Points: 

1:35 – Introducing Arron Price

2:50 – Discussing trends

4:34 – The client perspective

6:03 – Consolidating the many pieces

9:23 – Building the momentum

12:11 – Resource investment

13:46 – Technology and efficiency

17:43 – Speed at which we can do things

19:03 – The advisor and client experience

21:01 – The complexities of products

21:56 – Making progress with technology

26:55 – Upcoming symposium in February

29:27 – More trends coming in 2022  

 

More About Our Guest:

https://www.linkedin.com/in/arron-price-2385016b/