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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 or by calling 800-527-1155.

Feb 4, 2022

When it comes to professional sports, a lot of marketing goes into the events they hold, similar to the financial industry. On today’s episode the Chief Operating Officer of the Charlotte Checkers Hockey Team, Tera Black, joins us to discuss challenges we face as business owners and leaders.

Starting her journey on the west coast, Tera explains some of the main differences she’s seen now that she’s on the east coast when it comes to marketing. How does this apply to advisors trying to expand their image and services nationally? The Charlotte checkers have successfully marketed their team and their events as locally oriented and family-friendly through strategic planning. We’ll discuss the process of operating a marketing strategy for a professional sports team, the obstacles they face, and more.


Key Points: 

1:50 – Welcome Tera!

3:31 – Marketing on different coasts

6:16 – How does recruiting work?

9:01 – Responsibilities as a COO

12:15 – Affiliate with the Florida Panthers

14:22 – Their marketing strategy and success

19:42 – Working with other teams

21:18 – Some of the obstacles in the future

24:22 – The similarities between sports and finances


More About Our Guest: